129 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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Why is the Fed Targeting 2% Inflation?
On this episode we tackle a new question in our Ask Me Anything series: Why is the Fed targeting 2% inflation? We also unpack the reasons that inflation exists, how it is a sign of a growing economy, and the role of the Federal Reserve in managing inflation.
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 July Advisor Roundtable
On this Advisor Roundtable, Shawn, Josh, Andrew, and Brooke look toward the second half of 2024 and discuss the top items we are currently bringing to our clients’ attention.
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. -
Is My Home an Investment?
On this episode we tackle a question from one of our Ask Me Anything questions - Is My Home An Investment? Listen in as Brooke, Drew, Josh, and Andrew share their opinions.
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The June Advisor Roundtable 2024
On this Advisor Roundtable we provide an update on the market as we approach the mid-point of 2024. Listen in as we talk about the sentiment in the market right now and what investors can be looking forward to for the rest of the year.
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. -
Navigating The Sale Of Your Business
Are you a business owner that's thought about selling your business but don't know where to start? Andy McKay with Baird's Business Owner Solutions Team joins us on the podcast to talk about what business owners should think
about before going through the sale process, expectations about what all the process entails, and trends around the current Mergers and Acquisition landscape.
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 May Advisor Roundtable
On this month's Advisor Roundtable podcast, we discuss the first month of negative market returns for 2024 and share the one statistic that we are talking about in all of our client meetings.
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 such as t-bills are 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.
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!