Adventures in Wealth Management

Hosted by Thomas Kavanagh

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Latest episode

Oct 2026

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About the show

Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.

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55 recent

October 1, 202618 min

The finances of America's unpredictable millionaires, strategies to think about in 50's and 60's, rate hikes and earnings.

Tj and Charles dig into the gap between retirement and drawing on retirement accounts, the finances of Americans that have done well and the mkts.

September 12, 202615 min

The questions we get on gifting, investing in mkts near highs, a story on being nice.

Tj and Charles dig into gifting questions that they see, investing in markets and a story from Gavin Baker on being nice and how it changed his life.

June 16, 202611 min

Alien & AI news cycle, gifting rules, mkt update with S&P down 2%, financial guests on podcasts.

TJ and Charles discuss How wild the news cycle is. Mkt update. Getting on track.

April 1, 202614 min

How to maximize kids Trump Accounts, mkt sell off, takeways from Llyod Blankfeinn's book

Tj and Charles dig into the new trump accounts, market thoughts and some good takes from Llyod's new book. https://www.wsj.com/personal-finance/the-hack-that-turns-trump-accounts-into-multimillion-dollar-tax-free-nest-eggs-53d303c3?gaa_at=eafs&gaa_n=AWEtsqcLA48JrGSSdbKf67ZeuyENVutqtvim9ni_Dsmze3crpdhn_KOrH3wM6gp2tR8%3D&gaa_ts=69cd6c38&gaa_sig=rljkKsstxxwEyGXBoG3AxRSYTpZrwHPN7CHi_qYiWr5QDd_U-KETibYCZ6Shjjve3pHocQ6XJXGj1R3CIPqWEQ%3D%3D https://www.amazon.com/Streetwise-Getting-Through-Goldman-Sachs/dp/B0FBW93LGS

January 8, 20269 min

Ross Mayfield joins to talk 2026 and how what the first 5 trading days can mean for the rest of the year.

Ross Mayfield joins to talk 2026.

December 18, 202514 min

1-2-3 Podcast - A 'moderate' Millionaire is still a millionaire... what happens when you need to take $ out of IRA, Rotation in the mkt?!

123 Pod with TJ Kavanagh and Charles Fry. 1. Personal Finance Topic - What happens when you have to start taking money out of a 401k. 2. Markets - are we seeing a rotation? 3. 2026 Outlooks RMD Article https://www.bairdwealth.com/insights/wealth-management-perspectives/2021/09/make-the-most-of-your-rmds/ WSJ - Article https://www.wsj.com/lifestyle/careers/401-k-s-mint-moderate-millionaires-f662d75a?gaa_at=eafs&gaa_n=AWEtsqcTZ-mxS454icIAJS87UhKwPSxxiCm81foXwVPpiia_M59RA4jgei87Y6CwzQE%3D&gaa_ts=69444cc4&gaa_sig=Amle1EL-2l-fas-9nnhddBGNyIvoPofqzn1E-uXpzOHyQDwb0qf7aQVT_g1lkzqiNXdYDjj4kHW9DD-qyyjOZQ%3D%3D https://www.bairdwealth.com/insights/wealth-management-perspectives/2021

October 14, 202513 min

1-2-3 Roths are coming up in convos, Investing at all time highs, cycle of bull markets

Tj and Charles dig into Roths, the current market and investing at all time highs.

August 28, 20256 min

What is up with the Big Beautiful Bill?

Over the last few weeks we have been getting questions on the new bill. Go through 6 areas we are focusing on. Donor Advised Funds.pdf https://www.youtube.com/watch?v=7HwDaM-wsHk

July 14, 20253 min

Stats around having a financial plan (vs not), how to be bullish, Investing at all time highs

Charles and TJ dig into The % benefits of having a financial plan. What keeps us motivated in the market. Investing at all time highs.

April 3, 202512 min

How I invest my money, Social Security fears increasing and market vol.

1-2-3 Podcast Social Security Fears Market Volatility Individual Investors and shorter investment time frames.

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