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Baird's Your Wealth and You

Baird Private Wealth Management
Federal Reserve
Market Volatility
Inflation
Donor-Advised Funds
Interest Rates
GDP
Retirement Planning
Investment Management
Social Security
Investment Strategies
Financial Markets
Secure Act
Stock Market
Artificial Intelligence
Tax Planning
IRA Distributions
Medicare
American Housing and Economic Mobility Act
Interest Rate Cuts
Financial Planning

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.

PublishesWeeklyEpisodes87Founded2 years ago
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BusinessInvestingNewsBusiness News

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Artwork for Baird's Your Wealth and You

Latest Episodes

It's the definition of a good problem to have: Having more money than you'll ever spend.  It's becoming more common, particularly with investors in their golden years.  This week's host Brian Koble gives five ideas on what to do.  Plus, we review a b... more

Tyler and Shannon discuss this week's news along with A.I. and the conferences they went to this week.

Co-hosts Amy Riley and Brian Koble discuss recent market developments, the "10 Worst Investing Cliches," and answer questions from listeners ike you.

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

Key Facts

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Number of Listeners
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Recent Guests

Mike Antonelli
Baird's head market strategist
Baird
Episode: Tariff Talks
Michael Antonelli
Head Market Strategist at Baird
Baird
Episode: Michael Antonelli Recap & Market News
Vili Kolesnichenko
Chief Financial Planner for the Meredith Group
Baird
Episode: Potential Tax Changes from Washington & Annuities
Sean Horn
Director of Strategic Partnerships with Mediconnect
Mediconnect
Episode: The Fed & Market Updates

Hosts

Amy Riley
Co-host and financial expert specializing in wealth management and investment strategies.
Tyler Villano
Co-host with expertise in financial advisory, emphasizing long-term investment strategies.
Kurt Carlson
Host specializing in market analysis and financial planning insights.
Jayme Meredith
Host and financial advisor, focusing on wealth management and media engagement.

Reviews

4.9 out of 5 stars from 14 ratings
  • Review of “Your Wealth & You”

    Baird’s “Your Wealth & You” is one of the best financial advisory programs that I have ever been exposed to.

    Apple Podcasts
    5
    Potter Township Boy
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the content for its clear and accessible financial advice on various investment topics.
Many appreciate the expert insights provided by financial advisors, which help simplify complex concepts.
Reviewers highlight the engaging discussions that relate financial planning to real-life scenarios, making it relatable.

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Talking Points

Recent interactions between the hosts and their guests.

When to Claim Social Security & IRA Distributions
Q: Does the 10-year distribution rule apply to a surviving spouse who inherits an IRA?
No, a spouse can combine the inherited IRA into their own and does not have to empty it within ten years.
When to Claim Social Security & IRA Distributions
Q: Can I make a Qualified Charitable Distribution from my Roth IRA?
Yes, you can take a QCD from your Roth IRA, but it may not make sense unless your Roth is older than five years or you have specific tax situations.
Growth Fears, Economic Data, and More Market Volatility
Q: What are your thoughts on target date funds in retirement plans?
Target date funds can help with diversification, but ensure the fund's algorithm is appropriate as you approach the target retirement year.
Growth Fears, Economic Data, and More Market Volatility
Q: What income sources count toward calculating IRMAA adjustments in your Medicare costs?
IRMAA is calculated based on modified adjusted gross income, which includes your AGI plus certain deductions that need to be added back in.
Growth Fears, Economic Data, and More Market Volatility
Q: What are your thoughts on precious metals?
It's important for any portfolio to have some exposure to commodities for diversification, but holding physical gold can be cumbersome and expensive.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Baird's Your Wealth and You

What is Baird's Your Wealth and You about and what kind of topics does it cover?

Content primarily focuses on personal finance, investment strategies, and market trends, providing listeners with expert insights and actionable advice. Episodes feature discussions about current economic conditions, effective financial planning techniques, including estate planning and retirement strategies, and deal with topics ranging from market volatility to the implications of tariffs. Unique to this content is a blend of expert commentary from financial professionals and engaging listener Q&A segments, making complex financial topics accessible and relatable. Whether navigating recent economic shifts or long-term investment strategies, the content prioritizes educating listeners to better manage their financial futures.

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How many listeners does Baird's Your Wealth and You get?

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To see how many followers or subscribers Baird's Your Wealth and You has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Baird's Your Wealth and You?

These podcasts share a similar audience with Baird's Your Wealth and You:

1. Stay Wealthy Retirement Podcast
2. Your Money, Your Wealth
3. Big Picture Retirement®
4. The Retirement and IRA Show
5. Retirement Answer Man

How many episodes of Baird's Your Wealth and You are there?

Baird's Your Wealth and You launched 2 years ago and published 87 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Baird's Your Wealth and You?

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Where can I see ratings and reviews for Baird's Your Wealth and You?

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What guests have appeared on Baird's Your Wealth and You?

Recent guests on Baird's Your Wealth and You include:

1. Mike Antonelli
2. Michael Antonelli
3. Vili Kolesnichenko
4. Sean Horn

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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