Baird's Your Wealth and You

Baird Private Wealth Management
  • 4.8 (13)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. 09/20/2025

    "I Have More Money Than I'll Ever Spend"

    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.

    23 min

  2. 09/18/2025

    Inflation, A.I., and Conferences

    Tyler and Shannon discuss this week's news along with A.I. and the conferences they went to this week.

    22 min

  3. 08/31/2025

    The 10 Worst Investing Cliches

    Co-hosts Amy Riley and Brian Koble discuss recent market developments, the "10 Worst Investing Cliches," and answer questions from listeners ike you.

    26 min

  4. 08/17/2025

    The Fed, AI, and Inflation

    Tyler and Shannon discuss the Fed's most recent decision, new inflation data, and artificial intelligence.

    23 min

  5. 08/10/2025

    Legal Documents: Back to Basics

    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.

    57 min

  6. 08/03/2025

    The Fed Holds Steady

    Tyler and Shannon discuss the Fed, the market, and answer questions for our listeners.

    21 min

  7. 07/25/2025

    Checking the Market's Vitals, SALT Deductions, Pre-Paid Funeral Expenses

    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.

    22 min

  8. 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.

    20 min
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Ratings & Reviews

4.8
out of 5
13 Ratings

About

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.

Information

  • Creator
    Baird Private Wealth Management
  • Years Active
    2023 - 2025
  • Episodes
    87
  • Rating
    Clean
  • Copyright
    © 2023: The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.Baird does not offer tax or legal advice. Securities, products and services are offered th
  • Show Website
    Baird's Your Wealth and You