Baird's Your Wealth and You

Baird Private Wealth Management•yourwealthandyou.libsyn.com

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.

Last refreshed: August 21st, 2025 at 1:33 AM ⓘ

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Episodes

The Fed, AI, and Inflation

Tyler and Shannon discuss the Fed's most recent decision, new inflation data, and artificial intelligence.

Aug 17, 2025•23 min

Legal Documents: Back to Basics

Ray and Jayme review the basic legal documents everyone should consider for protecting themselves, their wealth, and to ease the transfer of wealth onto heirs. The discussion inculdes some commonly overlooked important wording for today's increasing digital life.

Aug 10, 2025•57 min

The Fed Holds Steady

Tyler and Shannon discuss the Fed, the market, and answer questions for our listeners.

Aug 03, 2025•21 min

Checking the Market's Vitals, SALT Deductions, Pre-Paid Funeral Expenses

Co-hosts Kurt Carlson and Brian Koble do a market "check-up" and look at a key provision of the new tax law: State and Local Tax (SALT) deductions. Plus, they answer listener questions.

Jul 25, 2025•22 min

One Big Beautiful Bill & You

Co-hosts Amy Riley and Tyler Vallano recap the second quarter, introduce the new One Big Beauitful Bill Act and its impact on your financial planning, and answer a listener's question about changes to Qualified Charitable Distribution (QCD) reporting.

Jul 13, 2025•20 min

War & Peace of Mind

Kurt Carlson and Brian Koble discuss how to navigate your portfolio through times of geopolitical crisis. Plus, recent market developments and questions from listeners like you.

Jul 05, 2025•24 min

Iran Israel Conflict, The Fed, and Financial Wellness

Tyler Vallano & Shannon Barry discuss the Iran Israel conflict, The Fed meeting, and focusing on what you can control vs. the noise in the markets that you can't.

Jun 22, 2025•24 min

Opportunities in Treasuries? How about some TIPS?

In this week's show, Jayme Meredith updates the markets for the week of June 9th then discusses some interesting deveopments in the US Treasury market that investors may be interested in exploring. Jayme closes the show with some advice and discussion on non-US investing.

Jun 15, 2025•1 hr 2 min

Navigating Financial Uncertainty: How Americans Are Adapting Their Spending Habits

Co-hosts Amy Riley and Tyler Vallano discuss recent data, backed by recent surveys, on how Americans are adjusting their financial habits in response to rising costs, economic uncertainty and shifting priorities.

Jun 08, 2025•23 min

Tax Bill Update & Ancient Wisdom for Modern Investors

Co-Hosts Kurt Carlson & Brian Koble highlight the recent tax bill, review market developments, and discuss wisdom from Ancient Greece than can help investors today.

Jun 01, 2025•28 min

Market Recovery & Realistic Expectations

Shannon and Tyler discuss the recovery in the market over the last few weeks, setting realistic expectations for your financial plan, and answer questions from our listeners.

May 25, 2025•25 min

Key Themes For Your Investment Portfolio In 2025

Co-hosts Amy Riley and Ray Ballantine recap this week's market movers, explore key investment themes for navigating 2025, and answer listener questions to help you stay on track with your financial goals.

May 11, 2025•47 min

Actions to take when the market is down (4-27-2025)

Jim and Jayme talk about some actions that you can take when the markets are down.

May 04, 2025•45 min

What to Know & What to Do

Kurt Carlson and Brian Koble discuss "What to Know and What to Do" when it comes to recent market volatility. Plus, how developments in Washington have impacted the municipal bond market (spoiler alert: we see opportunity).

May 04, 2025•24 min

Chasing Double Digit Returns: How Often Does It Really Happen?

Co-hosts Amy Riley and Tyler Vallano kick off this week's episode with a market update, covering the latest headlinds and what's moving the markets. Then, we dive into the data behind double-digit returns in the market - how often they actually happen and what that means for long-term investors. We wrap things up by answering listener questions on investing, strategy, and market trends.

Apr 20, 2025•30 min

How Investors Should Think About Tariffs

Co-hosts Kurt Carlson and Brian Koble discuss how investors should think about tarriffs. Plus, how to build a portfolio that helps you sleep at night. Finally, why "buying low" is psychologically difficult...and how to address it.

Apr 13, 2025•31 min

The Week of "L's" Long Term Care, Liberation, Losses

Jayme Meredith and Ray Balantine discuss the volatile week in the markets, an update on Long Term Care payment options, and a deep dive into President Trump's Liberation Day tariff announcement that rocked the markets.

Apr 06, 2025•1 hr 2 min

Annuities and When They Could Make Sense

Jayme Meredith and Amy Riley start off this episode with comments from the markets this week. Jayme and Amy then discuss annuties. They review what annuities are, common questions, and considerations to keep in mind. They then share ideas of when annuities could make sense to own as a piece of your overall portfolio.

Mar 30, 2025•1 hr 7 min

What to Focus on During Times of Market Volatility

Hosts Shannon and Tyler discuss the current market environment, the disconnect between media headlines and market performance, and answer your questions.

Mar 23, 2025•23 min

Washington and Wall Street

Co-Hosts Ray Ballantine and Brian Koble discuss how Washington headlines are affecting Wall Street, and how investors can respond.

Mar 16, 2025•42 min

Rocky Week in the Markets

On this weeks show, Host: Jayme Meredith reviews a rocky week in the markets, discusses strategies to help your children or grandchildren for retirement, and answers your listener questions.

Mar 11, 2025•58 min

Avoiding a "Family Feud"

Co-hosts: Brian Koble and Kurt Carlson discuss how to avoid a "family feud" through proper estate planning. Plus, they discuss the news of the day and answer questions from listeners like you.

Mar 02, 2025•27 min

Diversification Cycles & Market Updates

Co-Hosts: Amy Riley & Tyler Vallano discuss how they have seen diversification cycles change over the years and what they are seeing today, the latest market updates, and lastly answer listener questions.

Feb 24, 2025•20 min

For Valentines Week, Inflation, tariffs … not a lot to love

Jayme Meredith covered the week in review while Ray Ballantine and Jim Meredith extend the conversation on Long Term Care, talking about senior living facilities. Then Ray and Jim answer your listener questions.

Feb 16, 2025•45 min

Trade War 2.0 and Timeless Investing Lessons

Co-Hosts: Kurt Carlson and Brian Koble discuss the news of the week and answer your questions. Plus, they discuss 10 investing lessons for grown-ups taken from classic children’s literature.

Feb 09, 2025•24 min

Long Term Care Risks & Interest Rate Woes

In today’s show Co-Hosts: Ray Ballantine and Jayme Meredith update listeners on a crazy market week and on the big FED decision on interest rates. Ray and Jayme talk about long term care and why everyone should be having the conversation about the risks and some steps people can take to mitigate some of those risk. We end with your listener questions.

Feb 02, 2025•1 hr 2 min

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