122 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 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.

The Perry Richey Group Podcast The Perry Richey Group

    • Business
    • 5.0 • 18 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 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.

    The April Advisor Roundtable 2024

    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.

    • 27 min
    2024: The Year of The Big Mistake

    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.

    • 22 min
    The March Advisor Roundtable 2024

    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.

    • 22 min
    Basics of Equity Compensation

    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.

    • 32 min
    The February Advisor Roundtable

    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.

    • 25 min
    The January Advisor Roundtable 2024

    The January Advisor Roundtable 2024

    On the first episode of 2024, the Advisor Team recaps where the markets finished in 2023 and looks
    at the year ahead with a Presidential election and the Fed continuing to navigate a soft landing. 

    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

Customer Reviews

5.0 out of 5
18 Ratings

18 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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