Co-Hosts: Jayme Meredith and Amy Riley tackle a difficult, but necessary, discussion topic: what do you do when a loved one dies? Jayme also recaps the markets, discusses some important banking changes that could impact some listeners, and answers your listener questions.
Co-Hosts: Tyler and Shannon discuss this week’s market news including the consumer, current mortgage rates, and Medicare. They dive deeper into the financial planning needs and considerations of business owners. Finally, they answer questions from our listeners.
Co-hosts Jayme and Jim Meredith discuss how investors should interpret the markets hitting new highs this week. Additionally, they'll discuss little known tax forms, inflation and as always answer listener questions.
Co-Hosts: Amy Riley and Jayme Meredith share some relevant market news from the week, financial considerations for Moms for Mothers Day, and of course answer some questions from our loyal listeners.
Co Hosts: Kurt and Brian are back with 5 more surprising financial facts to know and use. Plus, they will answer questions from listerners like you.
In addition to a recap of the markets and answering some great listener questions, this weeks Co-Hosts Ray Ballantine and Jayme Meredith review the recently released IRS Notice 2024-35 and the impact this has on SECURE Act IRA’s, or IRA’s inherited after 2019 as well as some updates on other big announcement from the Federal Trade Commission and Social Security.
Co-Hosts Tyler and Amy will discuss this week's market news including the recent pullback. They will then dive deeper into past recessions and the effects on the market. Finally, they will answer questions from our listeners.
Hosts Brian and Kurt, review recent market developments as well as financial planning tips that cause investors to say, “Wow, I had no idea!” Plus, we answer your questions.
This weeks hosts Ray Ballantine & Jim Meredith discuss argulaby one of the most busy weeks in the market and some important statistics you should know. And of course they will answer questions from listeners like you.
This week, Amy and Jayme talk the markets, some surprising insights about retirement, and answer some questions from listeners.
Co-Hosts Tyler Vallano & Shannon Barry discuss this weeks market news including the Fed meeting, the broadening of the market rally and a big potential tax sunset that could affect your estate planning.
This week's host Brian Koble shares an update on the week's market news, he is then joined by Kurt Carlson to talk about taxes and what to do to preserve your pot of gold. They then end by answering questions from listeners like you.
This week's hosts Jim and Jayme Meredith review the markets and headlines for the week then highlight some legislation that could cause headaches for business owners and limited partnerships. As always they'll answer your listener questions.
This week's host Ray Ballantine shares an update on the week's market news, he is then joined by Brian Koble to talk about the unexpected ways that financial media deliveries its message to the public, and they end by answering questions from listeners like you.
This week's host Tyler Vallano shares an update on the week's market news, he is then joined by Amy Riley to talk about the biggest mistake investors will make this year, and they end by answering questions from listeners like you.
This week's host Ray Ballantine will share details of the week in review and look at items coming up next week. He'll be joined by Jayme Meredith and Jim Meredith to bring you up to speed on economic data. They'll end by taking questions from listeners like you.
This week's host Brian Koble talks about what to consider if the stock market's all time highs are making you nervous. He'll talk about the week in review and then will welcome Kurt Carlson to talk about recommitting to your New Year's resolutions. He'll end the show by answering questions from listeners like you!
This week's host Jayme Meredith talks about the Fed, a 20 year old company announcing a surprise dividend for the first time, when you should file your taxes, and then he dives into some important lessons learned in 2023. As always, he'll end by answering questions from listeners like you.
This week's host Amy Riley is joined by Brian Koble, who shares insights into what really drives the stock market. Amy and Brian talk about some of the tax changes we'll see in 2024 and they close by answering questions from listeners like you.
This week's host Brian Koble will talk about recession phobia: What is it? Do you have it? And what's the cure? Kurt Carlson will join Brian to talk about investment opportunities for the new year. As always, the hosts will answer listener questions.
This week's host Tyler Vallano recaps another bouncy week in the market and looks forward to what investors should be paying attention to for next week. Tyler also has a very heartfelt and candid conversation with one of the Baird leaders and talks about how a serious health event highlights the importance of planning, goal setting, and taking care of risks before they happen. Lastly, Tyler is joined by Jayme Meredith to answer listener questions.
This week's host Jayme Meredith will interview Jim Meredith about 2024's biggest headlines, discuss why volatility has returned to the market, get some surprising news on energy, and answer your listener questions.
This week's host Tyler Vallano will be interviewing co-host Amy Riley about small caps, we'll be answering some of your questions, and I will be reviewing what happened during this short holiday week.
This week's host Brian Koble will walk you through the week in review, Corey Utz will join us to talk about opportunities in the muni market, we'll also look at what rising inflation has done to the cost of Thanksgiving dinner, plus we'll answer your questions.
