Beyond the Money

The Perry Group of Baird
  • 5.0 (2)
  • INVESTING

Join the Perry Group of Baird Private Wealth Management as we explore a wide range of topics related to wealth management, offering insights and strategies to help you navigate your financial journey.

Episodes

  1. JAN 16

    2026 Outlook: Team Growth, Tax Timing, and What's Ahead

    On the podcast, we introduced our newest team member and advisor, Mitchell Harralson, and discussed the timing of tax documents for 2026. We also covered the new changes to contribution limits coming in 2026 and shared our outlook on the market for the year ahead. Additionally, we highlighted the upcoming CMO event with Ross Mayfield on March 24, and talked about how our team’s expansion is creating greater capacity and supporting new client growth.

    21 min

  2. 10/21/2025

    Social Security and Strategic Planning

    Shawn, Jake and Brooke discuss how their team works together to serve their clients and community. They dive into the recent Social Security Trustee report and proposed solutions to fix the funding deficit and many other planning topics.

    24 min

  3. 09/17/2025

    What Guides Our Team

    In this episode, Brooke, Jake, and Michelle reflect on the team's core values, mission statement, and vision statement, discussing how these guiding principles influence every aspect of client care. From the moment a client walks through the door to every step of their financial journey, the team is committed to creating a truly remarkable wealth management experience.

    28 min

  4. 08/11/2025

    OBBBA and Market Trends

    Maddy joins Shawn and Brooke to introduce herself and speak on her journey from WKU to Baird. We discuss OBBBA tax legislation topics and recent market trends. Follow us: LinkedIn | Facebook | Website    For more information about the Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

    26 min

  5. 07/08/2025

    2025 Financial Forecast: Rates, Regulations, and Resilience

    In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment, clarify updates around 1099 forms and Qualified Charitable Distributions (QCDs) for 2025, and explore how interest rate trends are influencing investor behavior. The team also tackles stock price volatility and wraps up with a timely reminder about the importance of portfolio diversification, especially in uncertain markets.

    19 min

  6. 05/29/2025

    Comprehensive Financial Planning Topics

    Shawn, Jake and Brooke discuss recent market movement and other topical conversations they're having with clients like our comprehensive financial planning offering and how it can help answer the question of, "Do I have enough?" Follow us: LinkedIn | Facebook | Website    For more information about The Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

    21 min
  7. Tariffs and Market Movement in April

    04/23/2025

    Tariffs and Market Movement in April

    Shawn, Jake and Brooke discuss the recent market movement, tariffs, client response and more on this month's podcast episode.

    20 min

  8. 03/24/2025

    Market Trends and Tax Tips: Navigating 2025

    Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.

    16 min
  9. Wealth Management Topics We Are Discussing Now

    03/03/2025

    Wealth Management Topics We Are Discussing Now

    Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth Conversions, and Donor Advised Funds.

    22 min
  10. 10 Financial To-Do's for 2025

    01/29/2025

    10 Financial To-Do's for 2025

    Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.

    28 min
  • 10 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

Join the Perry Group of Baird Private Wealth Management as we explore a wide range of topics related to wealth management, offering insights and strategies to help you navigate your financial journey.

Information

  • Creator
    The Perry Group of Baird
  • Years Active
    2025 - 2026
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © 2026 The Perry Group of Baird
  • Show Website
    Beyond the Money