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.

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

Tariff Talks 12/01/2024

Tariff Talks Co-Hosts: Amy Riley and Tyler Vallano talk about increased tariffs proposed by President-elect Trump. They’re also joined by a special guest, Mike Antonelli. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34202560

Savings Vehicles & Market Updates 11/24/2024

Savings Vehicles & Market Updates Co-Hosts: Ray Ballantine and Jayme Meredith review the markets for the week of November 24th as well as talking about a great savings vehicle that many folks aren’t using or aren’t taking advantage of. Ray and Jayme end the show with a great question on money markets that made them do some research to get the right answer. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/34119431

More Election Aftermath & More Volatility 11/17/2024

More Election Aftermath & More Volatility On this week's show, Co-Hosts: Kurt Carlson & Brian Koble talk market news, volatility and more election aftermath. And of course, answer questions from listeners like you. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33950202

Election Results, Charitable Giving, and the Markets Under Trump 11/10/2024

Election Results, Charitable Giving, and the Markets Under Trump Co-Hosts: Tyler and Shannon discuss the election results and how they might affect the market. They also talk about the top questions investors have about charitable giving. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33852927

Market News & Year-End Tax Updates 11/06/2024

Market News & Year-End Tax Updates On this week’s show, Co-Hosts: Jim & Jayme Meredith discusses some concerns about household debts, year-end tax updates and some tax credits some folks may be forgetting about. Jayme updates the markets as we get closer to the election. Jim and Jayme answer listener question on BOI and year end distributions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33819026

Market News & The Psychology of Money 10/27/2024

Market News & The Psychology of Money This week, Co-Hosts: Amy Riley and Brian Koble review recent market developments and delve into one of the most influential personal finance books this decade: “The Psychology of Money.” As always, they answer your questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33619572

Michael Antonelli Recap & Market News 10/20/2024

Michael Antonelli Recap & Market News Co-Hosts: Tyler Vallano & Shannon Barry recaps a visit from Baird Market Strategist, Michael Antonelli, this week's market news, and answers questions from listerners. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33516927

Shifting Gears in Retirement 10/13/2024

Shifting Gears in Retirement Co-hosts: Brian Koble and Kurt Carlson share how retirees can shift gears from saving during their working years to living off of their portfolio in retirement. And as always, they answer your questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33424637

Financial Considerations When a Spouse Receives Bad Health News 10/06/2024

Financial Considerations When a Spouse Receives Bad Health News Co-Hosts: Jayme Meredith and Amy Riley talk through the 3rd quarter 2024 and give an economic update. Plus, they share ideas on different financial strategies to consider when a spouse receives bad health news. They also discuss a listener’s question regarding employer stock in an employer sponsored retirement plan. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33329122

Market News & Mutual Funds 09/29/2024

Market News & Mutual Funds Co-Hosts: Jim & Jayme Meredith discuss mutual funds, tech adoption, this week's market news and lastly answer listener questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33238452

Investor "Hang ups" 09/22/2024

Investor "Hang ups" On this weeks show Co-Hosts: Brian Koble and Kurt Carlson explore the emotional barriers that prevent investors from making sound financial decisions. They also delve into how the Fed rate cuts impact portfolios and address listener questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33138147

Markets, Presidential Debate, & Special Needs Planning 09/15/2024

Markets, Presidential Debate, & Special Needs Planning This week Co-Hosts: Tyler and Shannon discuss current market conditions, how the presidential debate may affect the markets, and answer questions about special needs planning. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/33046792

Potential Tax Changes from Washington & Annuities 09/08/2024

Potential Tax Changes from Washington & Annuities On this week’s show, we have a roundtable of experts from the Meredith Group discussing the week in the markets, some big proposed changes to estate planning as part of a proposed housing bill, the impact of corporate taxation on GDP, and a discussion on annuities from a listener question. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32951282

Labor Day Market Updates 09/01/2024

Labor Day Market Updates Co Hosts: Amy and Brian provide a Labor Day market update and reveal the “Do’s” and “Don’ts” of market volatility. Plus, Amy answers your questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32800277

The Fed & Market Updates 08/25/2024

The Fed & Market Updates On today’s show Co-Hosts: Ray and Jayme update the markets for the week and a few big FED announcement then Jayme and Ray discuss all things Medicare with special guest, Sean Horn, Director and Medicare Expert from Mediconnect. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32734277

Growth Fears, Economic Data, and More Market Volatility 08/18/2024

Growth Fears, Economic Data, and More Market Volatility This week Co-Hosts: Shannon and Tyler discuss whether the growth fears are warranted, if the Fed waited too long to cut rates, and the significant economic data for the week. Lastly, they answer questions from listeners like you. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32615277

Market Volatility and the SECURE Act 08/11/2024

Market Volatility and the SECURE Act Co-Hosts: Jim & Jayme Meredith discusses the reasons behind the recent market volatility and recovery. They also review some important headlines for the week and details a strategy that may help reduce the impact of the SECURE Act on inherited IRAs. Then lastly, answer your listener questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32525787

A Fed Cut? 08/04/2024

A Fed Cut? On this week’s show, Co-Hosts: Brian Koble and Kurt Carlson discuss the latest from the Federal Reserve. Plus, “Five Ways It’s Different This Time” in the economy and markets. As always, we answer listener questions. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32416667

Market Volatility and the Presidential Race 07/28/2024

Market Volatility and the Presidential Race Co-Hosts: Tyler and Shannon discuss this week’s news stories including the market volatility, GDP, and the presidential race. Lastly, they answer questions from listeners like you. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32304217

Important IRS, Social Security & Market Updates 07/21/2024

Important IRS, Social Security & Market Updates On this week’s show, Co-Hosts: Jim & Jayme Meredith discusses some important regulatory changes for Pennsylvania residents along with updates from Social Security, the IRS, and more. They also recap the week in the markets as well as some key economic and FED data, and lastly, answer questions from our listeners. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32219702

Finding Ways to Reduce Taxes from Your Portfolio 07/14/2024

Finding Ways to Reduce Taxes from Your Portfolio Co-Hosts: Amy Riley and Tyler Vallano share ideas on different ways investors can reduce taxes from their portfolio.They will also discuss a few takeaways from the market this week and answer questions from our listeners. /episode/index/show/968ff83b-45ba-4236-91dc-ec4bc4abb312/id/32116207

Baird's Your Wealth and You

TOPICS