Baird's Your Wealth and You

Connecting Baird's expert Financial Advisors with your questions about investments, taxes, current market news and financial planning opportunities. This show provides listeners with comprehensive, unbiased advice relating to all aspects of their personal financial situations.

One Big Beautiful Bill & You 07/13/2025

One Big Beautiful Bill & You Co-hosts Amy Riley and Tyler Vallano recap the second quarter, introduce the new One Big Beauitful Bill Act and its impact on your financial planning, and answer a listener's question about changes to Qualified Charitable Distribution (QCD) reporting. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/37373800

War & Peace of Mind 07/05/2025

War & Peace of Mind Kurt Carlson and Brian Koble discuss how to navigate your portfolio through times of geopolitical crisis. Plus, recent market developments and questions from listeners like you. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/37275110

Iran Israel Conflict, The Fed, and Financial Wellness 06/22/2025

Iran Israel Conflict, The Fed, and Financial Wellness Tyler Vallano & Shannon Barry discuss the Iran Israel conflict, The Fed meeting, and focusing on what you can control vs. the noise in the markets that you can't. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/37103655

Opportunities in Treasuries? How about some TIPS? 06/15/2025

Opportunities in Treasuries? How about some TIPS? In this week's show, Jayme Meredith updates the markets for the week of June 9th then discusses some interesting deveopments in the US Treasury market that investors may be interested in exploring. Jayme closes the show with some advice and discussion on non-US investing. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/37039285

Navigating Financial Uncertainty: How Americans Are Adapting Their Spending Habits 06/08/2025

Navigating Financial Uncertainty: How Americans Are Adapting Their Spending Habits Co-hosts Amy Riley and Tyler Vallano discuss recent data, backed by recent surveys, on how Americans are adjusting their financial habits in response to rising costs, economic uncertainty and shifting priorities. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36902680

Tax Bill Update & Ancient Wisdom for Modern Investors 06/01/2025

Tax Bill Update & Ancient Wisdom for Modern Investors Co-Hosts Kurt Carlson & Brian Koble highlight the recent tax bill, review market developments, and discuss wisdom from Ancient Greece than can help investors today. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36794085

Market Recovery & Realistic Expectations 05/25/2025

Market Recovery & Realistic Expectations Shannon and Tyler discuss the recovery in the market over the last few weeks, setting realistic expectations for your financial plan, and answer questions from our listeners. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36702975

Key Themes For Your Investment Portfolio In 2025 05/11/2025

Key Themes For Your Investment Portfolio In 2025 Co-hosts Amy Riley and Ray Ballantine recap this week's market movers, explore key investment themes for navigating 2025, and answer listener questions to help you stay on track with your financial goals. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36514645

Actions to take when the market is down (4-27-2025) 05/04/2025

Actions to take when the market is down (4-27-2025) Jim and Jayme talk about some actions that you can take when the markets are down. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36423085

What to Know & What to Do 05/04/2025

What to Know & What to Do Kurt Carlson and Brian Koble discuss "What to Know and What to Do" when it comes to recent market volatility. Plus, how developments in Washington have impacted the municipal bond market (spoiler alert: we see opportunity). /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36395315

Chasing Double Digit Returns: How Often Does It Really Happen? 04/20/2025

Chasing Double Digit Returns: How Often Does It Really Happen? Co-hosts Amy Riley and Tyler Vallano kick off this week's episode with a market update, covering the latest headlinds and what's moving the markets. Then, we dive into the data behind double-digit returns in the market - how often they actually happen and what that means for long-term investors. We wrap things up by answering listener questions on investing, strategy, and market trends. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36234370

How Investors Should Think About Tariffs 04/13/2025

How Investors Should Think About Tariffs Co-hosts Kurt Carlson and Brian Koble discuss how investors should think about tarriffs. Plus, how to build a portfolio that helps you sleep at night. Finally, why "buying low" is psychologically difficult...and how to address it. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36099295

The Week of "L's" Long Term Care, Liberation, Losses 04/06/2025

The Week of "L's" Long Term Care, Liberation, Losses Jayme Meredith and Ray Balantine discuss the volatile week in the markets, an update on Long Term Care payment options, and a deep dive into President Trump's Liberation Day tariff announcement that rocked the markets. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/36013685

Annuities and When They Could Make Sense 03/30/2025

Annuities and When They Could Make Sense Jayme Meredith and Amy Riley start off this episode with comments from the markets this week. Jayme and Amy then discuss annuties. They review what annuities are, common questions, and considerations to keep in mind. They then share ideas of when annuities could make sense to own as a piece of your overall portfolio. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35923030

What to Focus on During Times of Market Volatility 03/23/2025

What to Focus on During Times of Market Volatility Hosts Shannon and Tyler discuss the current market environment, the disconnect between media headlines and market performance, and answer your questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35821355

Washington and Wall Street 03/16/2025

Washington and Wall Street Co-Hosts Ray Ballantine and Brian Koble discuss how Washington headlines are affecting Wall Street, and how investors can respond. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35708725

Rocky Week in the Markets 03/11/2025

Rocky Week in the Markets On this weeks show, Host: Jayme Meredith reviews a rocky week in the markets, discusses strategies to help your children or grandchildren for retirement, and answers your listener questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35644375

Avoiding a "Family Feud" 03/02/2025

Avoiding a "Family Feud" Co-hosts: Brian Koble and Kurt Carlson discuss how to avoid a "family feud" through proper estate planning. Plus, they discuss the news of the day and answer questions from listeners like you. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35484060

Diversification Cycles & Market Updates 02/24/2025

Diversification Cycles & Market Updates Co-Hosts: Amy Riley & Tyler Vallano discuss how they have seen diversification cycles change over the years and what they are seeing today, the latest market updates, and lastly answer listener questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35408005

For Valentines Week, Inflation, tariffs … not a lot to love 02/16/2025

For Valentines Week, Inflation, tariffs … not a lot to love Jayme Meredith covered the week in review while Ray Ballantine and Jim Meredith extend the conversation on Long Term Care, talking about senior living facilities. Then Ray and Jim answer your listener questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35291300

Trade War 2.0 and Timeless Investing Lessons 02/09/2025

Trade War 2.0 and Timeless Investing Lessons Co-Hosts: Kurt Carlson and Brian Koble discuss the news of the week and answer your questions. Plus, they discuss 10 investing lessons for grown-ups taken from classic children’s literature. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35190490

Long Term Care Risks & Interest Rate Woes 02/02/2025

Long Term Care Risks & Interest Rate Woes In today’s show Co-Hosts: Ray Ballantine and Jayme Meredith update listeners on a crazy market week and on the big FED decision on interest rates. Ray and Jayme talk about long term care and why everyone should be having the conversation about the risks and some steps people can take to mitigate some of those risk. We end with your listener questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35105675

How to Handle Market Volatility 01/26/2025

How to Handle Market Volatility On this week's show, Co-Hosts: Amy Riley & Jayme Meredith discuss how to handle market volatility, how often it happens, last weeks market updates, and answer questions from listeners like you. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/35000810

Inflation, and 2025 Financial Planning Goals 01/19/2025

Inflation, and 2025 Financial Planning Goals Co-Hosts: Tyler and Shannon discuss the most recent inflation report, they discuss goals for 2025, and answer questions from our listeners. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34897345

Market Outlook for 2025 01/12/2025

Market Outlook for 2025 Co-Hosts: Kurt Carlson and Brian Koble discuss the market outlook for 2025. Plus: money-savvy moves for new parents and grandparents. As always, they answer your questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34809045

New Year, New Rules 01/05/2025

New Year, New Rules Join Co-Hosts: Jim and Jayme Meredith for a recap of the last week of 2024, a review of important tax and rule changes for investors and retirees need to be aware of in 2025, and Jim’s key investor theme’s for 2025. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34727030

Market Updates To End 2024 12/29/2024

Market Updates To End 2024 For the last Sunday in 2024, Co-Hosts: Jayme & Jim Meredith provides a market update, the most important headline stories for the week, and answer listener questions on Retirement Accounts – how to avoid taxes and penalties and what to do with your employer plan when you retire. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34633690

Fed Decision & Past Holiday Gifts 12/22/2024

Fed Decision & Past Holiday Gifts Co-Hosts: Tyler and Shannon discuss the Feds rate cut and dot plot projection, they review holiday gifts of the past and what could be worth money today, and answer the common question of what to look for in 2025. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34552785

Currency & Tax Saving Strategies 12/15/2024

Currency & Tax Saving Strategies In today's show Co-Host: Jayme Meredith gives an update the markets for the week, discuss some concerning data about colleges and universities, and a quiz about currency. Then Co-Host: Ray Ballantine and Jayme talk about a key tax saving strategy that is often underutilized by those who give generously to charity and lastly, we end the show with a number of listener questions /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34442825

Market Themes Over the Last 25 Years & Inflation 12/08/2024

Market Themes Over the Last 25 Years & Inflation Co-Hosts: Kurt Carlson & Brian Koble discuss some of the major themes of the last 25 years thats driven financial markets, inflation, and of course, answer listener questions from you. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34333580

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