Episodes
87
Latest episode
Sep 2025
Language
EN
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.
It's the definition of a good problem to have: Having more money than you'll ever spend. It's becoming more common, particularly with investors in their golden years. This week's host Brian Koble gives five ideas on what to do. Plus, we review a big week for the Federal Reserve - and - your questions.
Tyler and Shannon discuss this week's news along with A.I. and the conferences they went to this week.
Co-hosts Amy Riley and Brian Koble discuss recent market developments, the "10 Worst Investing Cliches," and answer questions from listeners ike you.
Tyler and Shannon discuss the Fed's most recent decision, new inflation data, and artificial intelligence.
Ray and Jayme review the basic legal documents everyone should consider for protecting themselves, their wealth, and to ease the transfer of wealth onto heirs. The discussion inculdes some commonly overlooked important wording for today's increasing digital life.
Tyler and Shannon discuss the Fed, the market, and answer questions for our listeners.
Co-hosts Kurt Carlson and Brian Koble do a market "check-up" and look at a key provision of the new tax law: State and Local Tax (SALT) deductions. Plus, they answer listener questions.
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.
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.
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.
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