123 episodes
The Perry Richey Group Podcast The Perry Richey Group
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5.0 • 18 Ratings
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Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 6 CERTIFIED FINANCIAL PLANNERS ™ and over 100 years of combined experience to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate retirement. You only get one chance to do it right.
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Conversation on Financial Wellness
Brooke Cassady interviews Kristen Ahlenius, Director of Education and Advice at YML, to discuss financial wellness, some common mishaps with money and key takeaway for listeners looking to increase their financial wellness.
Click here to receive the quarterly The Advocate Advantage™ e-newsletter.
Follow us: LinkedIn | Facebook | Website | FYFA Book
For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.
Click here to purchase Finding
Your Financial Advisor on Amazon. -
The April Advisor Roundtable 2024
On this month's episode, Andrew, Shawn, and Brooke provide updates on new capabilities our team has to help provide tax return and estate plan reviews. We also touch on the strongest start in the markets since the first quarter of 2019.
Click here to receive the quarterly The Advocate Advantage™ e-newsletter.
Follow us: LinkedIn | Facebook | Website | FYFA Book
For more information about the Perry
Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.
Click
here to purchase Finding
Your Financial Advisor on Amazon. -
2024: The Year of The Big Mistake
On this episode, Shawn and Andrew are joined by Baird Market Strategist Michael Antonelli to unpack why he believes that 2024 is "The Year of The Big Mistake" and how investors can be informed to not let it happen to
them. -
The March Advisor Roundtable 2024
On this month's roundtable, Josh, Drew, and Andrew sit down to provide and update on the market and highlight an upcoming client event.
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Basics of Equity Compensation
Brooke Cassady is joined by Laurence Kluth, Equity Compensation Planning Manager, of Baird to discuss the basics of Equity Compensation including RSUs, ISOs, and NQSOs.
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The February Advisor Roundtable
On this edition of the Advisor Roundtable, the Advisor Teams discusses noise in the media surrounding the Presidential Election and potential bills, markets at the start of 2024 and what statistics tell us about what that could mean for 2024, potential options for your short term assets as the interest rate environment changes and a recent buzzword in financial planning and annuity spaces: the QLAC.
There are differences between Certificates of Deposit (CD) purchased from a bank and those purchased from firms such as Baird. These differences may affect the rate of return and degree of risk for purchasers and may include but are not limited to variable interest rates, call features by the issuing bank, trading in the secondary market, price paid, transaction costs not typically associated with a traditional CD, redemption value, and withdrawal or sale prior or maturity. While secondary market purchases are also available, the FDIC insurance only covers the principal amount of the CD and any accrued interest up to that coverage limit. Investors should carefully consider these differenced before investing. CDs are subject to availability and minimum purchase amounts. Interest rates are subject to change without notice and could greatly impact the value of the CD. Availability and pricing are subject to change.
Fixed income is generally considered to be a more conservative investment than stocks, but bonds and other fixed income investments still carry a variety of risks such as interest rate risk, credit risk, inflation risk and liquidity risk. In a rising interest rate environment, the value of fixed income securities generally declines and conversely, in a falling interest rate environment, the value of fixed income securities generally increases. High-yield securities may be subject to heightened market, interest rate or credit risk and should not be purchased solely because of the stated yield. Annuities are complex products and should be reviewed thoroughly before any investment.
Click here to receive the quarterly The Advocate Advantage™ e-newsletter.
Follow us: LinkedIn | Facebook | Website | FYFA Book
For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.
Click here to purchase Finding Your Financial Advisor on Amazon.
Customer Reviews
Good questions with great hosts
If you’re looking to increase your personal finance acumen and learn how to increases your wealth, then you’ll enjoy these bite sized episodes of knowledge.
The charitable deductions episode on Donor Advised Funds was excellent.
If you give to an NGO or even tithe regularly at your church, this episode alone can save you thousands of dollars.
This is great!
I love listening to JPS wealth podcasts! Very informative and always great topics!