95 episodes

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 4 CERTIFIED FINANCIAL PLANNERS ™ and over 160 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.

The Perry Richey Group Podcast The Perry Richey Group

    • Business
    • 5.0 • 17 Ratings

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 4 CERTIFIED FINANCIAL PLANNERS ™ and over 160 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.

    SECURE 2.0 Act for Retirement Plan Sponsors

    SECURE 2.0 Act for Retirement Plan Sponsors

    The SECURE 2.0 Act of 2022 provided a number of improvements for individual investors, but many of the new laws affected qualified retirement plans such as 401(k) and SIMPLE IRA plans. On this episode, Drew and Andrew discuss a few of the main provisions that Retirement Plan Sponsors should know about.

    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

    • 18 min
    Highlights of Secure 2.0 Act

    Highlights of Secure 2.0 Act

    Just before the new year turned, Congress passed one final piece of legislation that included over 4,000 pages of text. Included in this legislation was Secure 2.0, a follow up to the Secure Act passed in late 2019 to provide flexibility around retirement savings and withdrawals. On this episode, Brooke Cassady and Andrew Boyles sit down to highlight some of the major provisions that investors should be aware of.



    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

    • 19 min
    The January Advisor Roundtable

    The January Advisor Roundtable

    On the first  Roundtable of 2023, the Perry Richey Group advisors highlight the recent passed SECURE Act 2.0, several upcoming events for clients to be aware of and an update on the capital markets as we head into 2023.



    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

    • 27 min
    The December Advisor Roundtable

    The December Advisor Roundtable

    On this episode, The Perry Richey Group Advisor team wraps up the 2022 Roundtable Series by highlighting the upcoming Fed Meeting, and Implications of the November Midterm Elections, and discussing topics to consult with your CPA or tax advisor on before the end of the year.

    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

    • 20 min
    Charity Spotlight: Hope House Ministries

    Charity Spotlight: Hope House Ministries

    Shawn interviews Bryan Lewis, President, and CEO of Hope House Ministries in Bowling Green, KY, where they talk about the mission of Hope House, the Perry Richey Group’s partnership, and the Affordable Christmas toy drive.



    Hope House Ministries' mission is to alleviate physical and spiritual poverty through gospel restoration.

    For more information about Hope House Ministries visit www.hopehousebg.com

    • 18 min
    The November Advisor Roundtable

    The November Advisor Roundtable

    On this month's Advisor Roundtable, we discuss the recent announcement of important figures for 2023, including retirement plan contribution limits, Social Security and Medicare premium adjustments, along with annual gifting limits. We also touch on the November Fed announcement and what investors will be looking for during the announcement.

    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

    • 21 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

Once large and now little ,

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.

lovetorun222 ,

This is great!

I love listening to JPS wealth podcasts! Very informative and always great topics!

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