Baird's Your Wealth and You

By: Baird Private Wealth Management
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  • Summary

  • 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.
    2023: The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.Baird does not offer tax or legal advice. Securities, products and services are offered th
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Business & Careers Economics Personal Finance Politics & Government
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Episodes
  • Market Outlook for 2025

    Market Outlook for 2025
    Jan 12 2025

    Co-Hosts: Kurt Carlson and Brian Koble discuss the market outlook for 2025. Plus: money-savvy moves for new parents and grandparents. As always, they answer your questions.
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    32 mins
  • New Year, New Rules

    New Year, New Rules
    Jan 5 2025

    Join Co-Hosts: Jim and Jayme Meredith for a recap of the last week of 2024, a review of important tax and rule changes for investors and retirees need to be aware of in 2025, and Jim’s key investor theme’s for 2025.
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    1 hr and 21 mins
  • Market Updates To End 2024

    Market Updates To End 2024
    Dec 29 2024

    For the last Sunday in 2024, Co-Hosts: Jayme & Jim Meredith provides a market update, the most important headline stories for the week, and answer listener questions on Retirement Accounts – how to avoid taxes and penalties and what to do with your employer plan when you retire.
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    51 mins

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