Beyond the Money
The Perry Group of BairdJoin the Perry Group of Baird Private Wealth Management as we explore a wide range of topics related to wealth management, offering insights and strategies to help you navigate your financial journey.
| Publishes | Infrequently | Episodes | 10 | Founded | a year ago |
|---|---|---|---|---|---|
| Categories | ManagementInvestingBusiness | ||||
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Latest Episodes
On the podcast, we introduced our newest team member and advisor, Mitchell Harralson, and discussed the timing of tax documents for 2026. We also covered the new changes to contribution limits coming in 2026 and shared our outlook on the market for t... more
Shawn, Jake and Brooke discuss how their team works together to serve their clients and community. They dive into the recent Social Security Trustee report and proposed solutions to fix the funding deficit and many other planning topics.
In this episode, Brooke, Jake, and Michelle reflect on the team's core values, mission statement, and vision statement, discussing how these guiding principles influence every aspect of client care. From the moment a client walks through the door to ... more
Maddy joins Shawn and Brooke to introduce herself and speak on her journey from WKU to Baird. We discuss OBBBA tax legislation topics and recent market trends.
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For more information about the Perry Group of B... more
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Apple Podcasts | #38 |  Ireland/Business/Investing |
Apple Podcasts | #185 | Ireland/Business |
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| Professions | Age Range | Household Income | |||
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How many episodes of Beyond the Money are there?
Beyond the Money launched a year ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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