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.

  1. Jul 27

    What Investors Are Asking: A Midyear Conversation with The Perry Group

    In this July 2026 episode, we discuss some of the most common questions we're hearing from clients and the key topics impacting investors midway through the year. We also introduce the newest member of The Perry Group, Desmond Stock, and share his background and role on the team. Our conversation covers year-to-date market performance, practical steps investors can take to protect themselves from increasingly sophisticated fraud attempts, and why understanding portfolio overlap within mutual funds and ETFs is essential for maintaining proper diversification. We also explore the potential benefits and considerations of Roth conversions and provide an overview of the newly created Trump Accounts and how they may fit into future savings strategies. Whether you're focused on growing, protecting, or transferring wealth, this episode offers timely insights and thoughtful perspectives to help you stay informed and confident in your financial decisions.

  2. Apr 30

    Stay the Course: Making Sense of Markets & Headlines

    In this episode, we reflect on where the year has taken us so far and share a brief market update along with key economic ideas shaping our client conversations. We discuss what clients are focusing on, how news and media consumption are influencing sentiment, and the role headlines play in driving emotions around investing. The goal of this episode is to provide perspective, help separate signal from noise, and keep long term goals front and center.

  3. Mar 25

    What Investors Need to Know for 2026

    Ross Mayfield, an investment strategist specializing in stock market research and financial education, joins Shawn and Brooke as they discuss what investors need to know this year.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

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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
    13
  • Rating
    Clean
  • Copyright
    © 2026 The Perry Group of Baird
  • Show Website
    Beyond the Money