Beyond the Money Transistor (https://transistor.fm) https://feeds.transistor.fm/beyond-the-money Join 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. © 2026 The Perry Group of Baird a8e6fcbd-a3fa-544a-ad89-182dbb0946f2 yes en Thu, 30 Apr 2026 10:16:14 -0500 Thu, 30 Apr 2026 10:17:47 -0500 https://perrygroup.bairdwealth.com/ https://img.transistorcdn.com/vZJaz3eeffEQc1_dJARDwTQjkZ9ToMHz9j4BtH3OQpA/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81ZGQw/MzVjNmYxNWQ4YmNk/ZWViNTc2NWQ2MmJh/MmNkNy5wbmc.jpg Beyond the Money https://perrygroup.bairdwealth.com/ episodic The Perry Group of Baird Join 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. Join 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. investments, financial advice, estate planning, tax planning, goal setting, wealth management The Perry Group of Baird No No Stay the Course: Making Sense of Markets & Headlines 12 12 Stay the Course: Making Sense of Markets & Headlines full 5bbaf73b-cf79-498c-aa21-4a65132dae77 https://share.transistor.fm/s/bc7a4ef7 In this episode, we reflect on where the year has taken us so far and share a brief market update along with key economic ideas shaping our client conversations. We discuss what clients are focusing on, how news and media consumption are influencing sentiment, and the role headlines play in driving emotions around investing. The goal of this episode is to provide perspective, help separate signal from noise, and keep long term goals front and center.

]]> In this episode, we reflect on where the year has taken us so far and share a brief market update along with key economic ideas shaping our client conversations. We discuss what clients are focusing on, how news and media consumption are influencing sentiment, and the role headlines play in driving emotions around investing. The goal of this episode is to provide perspective, help separate signal from noise, and keep long term goals front and center.

]]> Thu, 30 Apr 2026 10:16:11 -0500 The Perry Group of Baird The Perry Group of Baird 1339 In this episode, we reflect on where the year has taken us so far and share a brief market update along with key economic ideas shaping our client conversations. We discuss what clients are focusing on, how news and media consumption are influencing sentiment, and the role headlines play in driving emotions around investing. The goal of this episode is to provide perspective, help separate signal from noise, and keep long term goals front and center.

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No What Investors Need to Know for 2026 11 11 What Investors Need to Know for 2026 full 7931fd2c-73f0-49b3-9987-3b1323b06b72 https://share.transistor.fm/s/ea6de868 Ross Mayfield, an investment strategist specializing in stock market research and financial education, joins Shawn and Brooke as they discuss what investors need to know this year. 

]]> Ross Mayfield, an investment strategist specializing in stock market research and financial education, joins Shawn and Brooke as they discuss what investors need to know this year. 

]]> Wed, 25 Mar 2026 15:21:55 -0500 The Perry Group of Baird The Perry Group of Baird 1283 Ross Mayfield, an investment strategist specializing in stock market research and financial education, joins Shawn and Brooke as they discuss what investors need to know this year. 

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No 2026 Outlook: Team Growth, Tax Timing, and What's Ahead 10 10 2026 Outlook: Team Growth, Tax Timing, and What's Ahead full 3350b369-153b-4143-ae31-855fc1fc9117 https://share.transistor.fm/s/5f98cf4e 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 the year ahead. Additionally, we highlighted the upcoming CMO event with Ross Mayfield on March 24, and talked about how our team’s expansion is creating greater capacity and supporting new client growth.

]]> 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 the year ahead. Additionally, we highlighted the upcoming CMO event with Ross Mayfield on March 24, and talked about how our team’s expansion is creating greater capacity and supporting new client growth.

]]> Fri, 16 Jan 2026 11:16:04 -0600 The Perry Group of Baird The Perry Group of Baird 1254 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 the year ahead. Additionally, we highlighted the upcoming CMO event with Ross Mayfield on March 24, and talked about how our team’s expansion is creating greater capacity and supporting new client growth.

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No Social Security and Strategic Planning 9 9 Social Security and Strategic Planning full 15cb5294-aa60-4cd1-ad7f-d28760dd3c12 https://share.transistor.fm/s/b6925dd4 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.

]]> 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.

]]> Tue, 21 Oct 2025 12:26:37 -0500 The Perry Group of Baird The Perry Group of Baird 1428 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.

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No What Guides Our Team 8 8 What Guides Our Team full a05a9919-83a8-40bd-960c-96483d8f700d https://share.transistor.fm/s/f51106be 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 every step of their financial journey, the team is committed to creating a truly remarkable wealth management experience. 

]]> 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 every step of their financial journey, the team is committed to creating a truly remarkable wealth management experience. 

]]> Wed, 17 Sep 2025 12:44:01 -0500 The Perry Group of Baird The Perry Group of Baird 1681 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 every step of their financial journey, the team is committed to creating a truly remarkable wealth management experience. 

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No OBBBA and Market Trends 7 7 OBBBA and Market Trends full 36cd7e45-7499-492d-bfe5-ccca3307f0c6 https://share.transistor.fm/s/cc96aaf0 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.

Follow us: LinkedIn | Facebook | Website 

 

For more information about the Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

]]> 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.

Follow us: LinkedIn | Facebook | Website 

 

For more information about the Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

]]> Mon, 11 Aug 2025 13:58:29 -0500 The Perry Group of Baird The Perry Group of Baird 1577 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.

Follow us: LinkedIn | Facebook | Website 

 

For more information about the Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No 2025 Financial Forecast: Rates, Regulations, and Resilience 6 6 2025 Financial Forecast: Rates, Regulations, and Resilience full 735583b7-8170-446c-9f57-5f4cc320a308 https://share.transistor.fm/s/a36d2985 In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment, clarify updates around 1099 forms and Qualified Charitable Distributions (QCDs) for 2025, and explore how interest rate trends are influencing investor behavior. The team also tackles stock price volatility and wraps up with a timely reminder about the importance of portfolio diversification, especially in uncertain markets.

]]> In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment, clarify updates around 1099 forms and Qualified Charitable Distributions (QCDs) for 2025, and explore how interest rate trends are influencing investor behavior. The team also tackles stock price volatility and wraps up with a timely reminder about the importance of portfolio diversification, especially in uncertain markets.

]]> Tue, 08 Jul 2025 12:49:11 -0500 The Perry Group of Baird The Perry Group of Baird 1113 In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment, clarify updates around 1099 forms and Qualified Charitable Distributions (QCDs) for 2025, and explore how interest rate trends are influencing investor behavior. The team also tackles stock price volatility and wraps up with a timely reminder about the importance of portfolio diversification, especially in uncertain markets.

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No Comprehensive Financial Planning Topics 5 5 Comprehensive Financial Planning Topics full 4e3cd932-5f42-4fab-90f0-7e2db43edc07 https://share.transistor.fm/s/f62779dc Shawn, Jake and Brooke discuss recent market movement and other topical conversations they're having with clients like our comprehensive financial planning offering and how it can help answer the question of, "Do I have enough?"

Follow us: LinkedIn | Facebook | Website 

 

For more information about The Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

]]> Shawn, Jake and Brooke discuss recent market movement and other topical conversations they're having with clients like our comprehensive financial planning offering and how it can help answer the question of, "Do I have enough?"

Follow us: LinkedIn | Facebook | Website 

 

For more information about The Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

]]> Thu, 29 May 2025 15:25:28 -0500 The Perry Group of Baird The Perry Group of Baird 1272 Shawn, Jake and Brooke discuss recent market movement and other topical conversations they're having with clients like our comprehensive financial planning offering and how it can help answer the question of, "Do I have enough?"

Follow us: LinkedIn | Facebook | Website 

 

For more information about The Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No Tariffs and Market Movement in April 4 4 Tariffs and Market Movement in April full 1e90d7d0-98eb-48fc-9ddd-8d3f6cfd8a05 https://share.transistor.fm/s/aa2ef527 Shawn, Jake and Brooke discuss the recent market movement, tariffs, client response and more on this month's podcast episode. 

]]> Shawn, Jake and Brooke discuss the recent market movement, tariffs, client response and more on this month's podcast episode. 

]]> Wed, 23 Apr 2025 15:33:01 -0500 The Perry Group of Baird The Perry Group of Baird 1185 Shawn, Jake and Brooke discuss the recent market movement, tariffs, client response and more on this month's podcast episode. 

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No Market Trends and Tax Tips: Navigating 2025 3 3 Market Trends and Tax Tips: Navigating 2025 full e0abc963-3114-49bf-9c32-51aac6cdd47b https://share.transistor.fm/s/d3bdc222  Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.

]]>  Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.

]]> Mon, 24 Mar 2025 08:19:46 -0500 The Perry Group of Baird The Perry Group of Baird 946  Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.

]]> investments, financial advice, estate planning, tax planning, goal setting, wealth management No Wealth Management Topics We Are Discussing Now 2 2 Wealth Management Topics We Are Discussing Now full 81d009a4-cf80-46e3-8842-d1905551cc41 https://share.transistor.fm/s/0ae61407 Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth Conversions, and Donor Advised Funds. 

]]> Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth Conversions, and Donor Advised Funds. 

]]> Mon, 03 Mar 2025 14:06:01 -0600 The Perry Group of Baird The Perry Group of Baird 1332 Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth Conversions, and Donor Advised Funds. 

]]> Social Security Fairness Act, 529 to Roth Conversions, Donor Advised Funds No 10 Financial To-Do's for 2025 1 1 10 Financial To-Do's for 2025 full e00862dc-9f36-4fcb-ad24-8b0916814f11 https://share.transistor.fm/s/658a625e Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.

]]> Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.

]]> Wed, 29 Jan 2025 14:13:13 -0600 The Perry Group of Baird The Perry Group of Baird 1705 Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.

]]> goal setting, legacy planning, tax planning, investments, wealth management, finances, financial to-do's. wealth No