18 episodes

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.

Baird's Your Wealth and You Baird Private Wealth Management

    • Business
    • 4.9 • 10 Ratings

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.

    Recessions and Market Corrections

    Recessions and Market Corrections

    Co-Hosts Tyler and Amy will discuss this week's market news including the recent pullback. They will then dive deeper into past recessions and the effects on the market. Finally, they will answer questions from our listeners. 

    • 23 min
    Surprise Financial Tips with Brian Koble and Kurt Carlson

    Surprise Financial Tips with Brian Koble and Kurt Carlson

    Hosts Brian and Kurt, review recent market developments as well as financial planning tips that cause investors to say, “Wow, I had no idea!”  Plus, we answer your questions.

    • 30 min
    Stats & Facts with Ray and Jim

    Stats & Facts with Ray and Jim

    This weeks hosts Ray Ballantine & Jim Meredith discuss argulaby one of the most busy weeks in the market and some important statistics you should know. And of course they will answer questions from listeners like you. 

    • 39 min
    Retirement Secrets and the Math of Roth Conversions

    Retirement Secrets and the Math of Roth Conversions

    This week, Amy and Jayme talk the markets, some surprising insights about retirement, and answer some questions from listeners. 

    • 43 min
    The Fed, Market Breadth & A Potential Estate Tax Sunset

    The Fed, Market Breadth & A Potential Estate Tax Sunset

    Co-Hosts Tyler Vallano & Shannon Barry discuss this weeks market news including the Fed meeting, the broadening of the market rally and a big potential tax sunset that could affect your estate planning.

    • 31 min
    Tax Tips and Target Date Funds

    Tax Tips and Target Date Funds

    This week's host Brian Koble shares an update on the week's market news, he is then joined by Kurt Carlson to talk about taxes and what to do to preserve your pot of gold. They then end by answering questions from listeners like you. 

    • 27 min

Customer Reviews

4.9 out of 5
10 Ratings

10 Ratings

Potter Township Boy ,

Review of “Your Wealth & You”

Baird’s “Your Wealth & You” is one of the best financial advisory programs that I have ever been exposed to.

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