Baird's Your Wealth and You

By Baird Private Wealth Management

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Category: Investing

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Subscribers: 1
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Episodes: 78

Description

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.

Episode Date
Iran Israel Conflict, The Fed, and Financial Wellness
Jun 22, 2025
Opportunities in Treasuries? How about some TIPS?
Jun 15, 2025
Navigating Financial Uncertainty: How Americans Are Adapting Their Spending Habits
Jun 08, 2025
Tax Bill Update & Ancient Wisdom for Modern Investors
Jun 01, 2025
Market Recovery & Realistic Expectations
May 25, 2025
Key Themes For Your Investment Portfolio In 2025
May 11, 2025
Actions to take when the market is down (4-27-2025)
May 04, 2025
What to Know & What to Do
May 04, 2025
Chasing Double Digit Returns: How Often Does It Really Happen?
Apr 20, 2025
How Investors Should Think About Tariffs
Apr 13, 2025
The Week of "L's" Long Term Care, Liberation, Losses
Apr 06, 2025
Annuities and When They Could Make Sense
Mar 30, 2025
What to Focus on During Times of Market Volatility
Mar 23, 2025
Washington and Wall Street
Mar 16, 2025
Rocky Week in the Markets
Mar 11, 2025
Avoiding a "Family Feud"
Mar 02, 2025
Diversification Cycles & Market Updates
Feb 24, 2025
For Valentines Week, Inflation, tariffs … not a lot to love
Feb 16, 2025
Trade War 2.0 and Timeless Investing Lessons
Feb 09, 2025
Long Term Care Risks & Interest Rate Woes
Feb 02, 2025
How to Handle Market Volatility
Jan 26, 2025
Inflation, and 2025 Financial Planning Goals
Jan 19, 2025
Market Outlook for 2025
Jan 12, 2025
New Year, New Rules
Jan 05, 2025
Market Updates To End 2024
Dec 29, 2024
Fed Decision & Past Holiday Gifts
Dec 22, 2024
Currency & Tax Saving Strategies
Dec 15, 2024
Market Themes Over the Last 25 Years & Inflation
Dec 08, 2024
Tariff Talks
Dec 01, 2024
Savings Vehicles & Market Updates
Nov 24, 2024
More Election Aftermath & More Volatility
Nov 17, 2024
Election Results, Charitable Giving, and the Markets Under Trump
Nov 10, 2024
Market News & Year-End Tax Updates
Nov 06, 2024
Market News & The Psychology of Money
Oct 27, 2024
Michael Antonelli Recap & Market News
Oct 20, 2024
Shifting Gears in Retirement
Oct 13, 2024
Financial Considerations When a Spouse Receives Bad Health News
Oct 06, 2024
Market News & Mutual Funds
Sep 29, 2024
Investor "Hang ups"
Sep 22, 2024
Markets, Presidential Debate, & Special Needs Planning
Sep 15, 2024
Potential Tax Changes from Washington & Annuities
Sep 08, 2024
Labor Day Market Updates
Sep 01, 2024
The Fed & Market Updates
Aug 25, 2024
Growth Fears, Economic Data, and More Market Volatility
Aug 18, 2024
Market Volatility and the SECURE Act
Aug 11, 2024
A Fed Cut?
Aug 04, 2024
Market Volatility and the Presidential Race
Jul 28, 2024
Important IRS, Social Security & Market Updates
Jul 21, 2024
Finding Ways to Reduce Taxes from Your Portfolio
Jul 14, 2024
Money Paradoxes
Jul 07, 2024
Market News & Donor Advised Funds
Jun 30, 2024
Earnings, Market Sentiment, and Global Rates
Jun 23, 2024
When to Claim Social Security & IRA Distributions
Jun 16, 2024
Digging in on Donor Advised Funds
Jun 09, 2024
Estate Planning Tips & Banking Changes
Jun 02, 2024
Business Owners and the Consumer
May 26, 2024
All-time highs: Should I be worried?
May 19, 2024
Market News & Financial Considerations for Mom
May 12, 2024
5 More Surprising Financial Facts with Kurt Carlson and Brian Koble
May 05, 2024
Important IRS update on Inherited SECURE Act IRAs
Apr 28, 2024
Recessions and Market Corrections
Apr 21, 2024
Surprise Financial Tips with Brian Koble and Kurt Carlson
Apr 14, 2024
Stats & Facts with Ray and Jim
Apr 07, 2024
Retirement Secrets and the Math of Roth Conversions
Mar 31, 2024
The Fed, Market Breadth & A Potential Estate Tax Sunset
Mar 24, 2024
Tax Tips and Target Date Funds
Mar 17, 2024
March 10 with Jim and Jayme Meredith
Mar 10, 2024
Tricks of the Financial Media
Mar 03, 2024
February 25 with Tyler Vallano
Feb 25, 2024
2024: The Year of Elections Across the Globe
Feb 18, 2024
Benefits of Recommitting to Your New Years Resolutions
Feb 11, 2024
Important Lessons Learned in 2023
Feb 04, 2024
Let’s Review Upcoming Tax Changes
Jan 28, 2024
Recession-phobia – Do You Have It?
Jan 21, 2024
How and Why to Plan for Unexpected Life Events
Jan 14, 2024
2023: A Year in Review
Jan 07, 2024
Why You Should Consider Allocation in Small Caps
Jan 03, 2024
How Inflation is Impacting Your Thanksgiving Dinner
Dec 15, 2023