The Perry Richey Group Podcast

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Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth ma

The Perry Richey Group


    • Jul 29, 2024 LATEST EPISODE
    • every other week NEW EPISODES
    • 22m AVG DURATION
    • 130 EPISODES

    Ivy Insights

    The Perry Richey Group Podcast is a fantastic resource for anyone looking to improve their personal finance skills and gain insight into wealth-building strategies. With its bite-sized episodes of knowledge, this podcast offers valuable information in a concise and easily digestible format.

    One of the best aspects of this podcast is its ability to deliver complex financial concepts in a way that is accessible to all listeners. The hosts break down topics such as investment strategies, tax planning, and retirement planning into simple terms that even those with limited financial knowledge can understand. This makes it an excellent resource for beginners or those who are looking to expand their financial acumen.

    Another standout feature of The Perry Richey Group Podcast is the diversity of topics covered. From episodes focused on charitable deductions to discussions on real estate investing and asset protection, there is something for everyone interested in personal finance. This variety keeps the content fresh and engaging, ensuring that listeners remain interested and motivated to continue learning.

    However, one aspect that could be improved upon is the frequency of new episodes. While the episodes available are packed with information, it would be even more beneficial if new content was released more regularly. This would allow listeners to continue expanding their knowledge on a consistent basis and keep them engaged with the podcast over a longer period of time.

    In conclusion, The Perry Richey Group Podcast offers valuable insights into personal finance and wealth-building strategies. Through its bite-sized episodes and clear explanations, it provides a great learning opportunity for individuals at any stage in their financial journey. While improvements could be made in terms of episode frequency, overall, this podcast is highly recommended for anyone seeking to increase their financial acumen and work towards building wealth.



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    Latest episodes from The Perry Richey Group Podcast

    A Conversation with Ross Mayfield, Investment Strategist

    Play Episode Listen Later Jul 29, 2024 17:57


    On this episode, Josh and Andrew talk with Ross Mayfield about the resurgence of Small Cap Stocks, the status of the U.S. Dollar, and where we sit relative to the average bull market. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    Why is the Fed Targeting 2% Inflation?

    Play Episode Listen Later Jul 10, 2024 23:39


    On this episode we tackle a new question in our Ask Me Anything series: Why is the Fed targeting 2% inflation? We also unpack the reasons that inflation exists, how it is a sign of a growing economy, and the role of the Federal Reserve in managing inflation. Follow us: LinkedIn | Facebook | Website | FYFA Book   For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The July Advisor Roundtable

    Play Episode Listen Later Jul 10, 2024 23:16


    On this Advisor Roundtable, Shawn, Josh, Andrew, and Brooke look toward the second half of 2024 and discuss the top items we are currently bringing to our clients' attention. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    Is My Home an Investment?

    Play Episode Listen Later Jun 7, 2024 19:02


    On this episode we tackle a question from one of our Ask Me Anything questions - Is My Home An Investment? Listen in as Brooke, Drew, Josh, and Andrew share their opinions.

    The June Advisor Roundtable 2024

    Play Episode Listen Later Jun 7, 2024 22:06


    On this Advisor Roundtable we provide an update on the market as we approach the mid-point of 2024. Listen in as we talk about the sentiment in the market right now and what investors can be looking forward to for the rest of the year. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    Navigating The Sale Of Your Business

    Play Episode Listen Later May 14, 2024 21:18


    Are you a business owner that's thought about selling your business but don't know where to start? Andy McKay with Baird's Business Owner Solutions Team joins us on the podcast to talk about what business owners should think about before going through the sale process, expectations about what all the process entails, and trends around the current Mergers and Acquisition landscape. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The May Advisor Roundtable

    Play Episode Listen Later May 10, 2024 25:44


    On this month's Advisor Roundtable podcast, we discuss the first month of negative market returns for 2024 and share the one statistic that we are talking about in all of our client meetings. There are differences between Certificates of Deposit (CD) purchased from a bank and those purchased from firms such as Baird. These differences may affect the rate of return and degree of risk for purchasers and may include but are not limited to variable interest rates, call features by the issuing bank, trading in the secondary market, price paid, transaction costs not typically associated with a traditional CD, redemption value, and withdrawal or sale prior or maturity. While secondary market purchases are also available, the FDIC insurance only covers the principal amount of the CD and any accrued interest up to that coverage limit. Investors should carefully consider these differenced before investing. CDs are subject to availability and minimum purchase amounts. Interest rates are subject to change without notice and could greatly impact the value of the CD. Availability and pricing are subject to change. Fixed income such as t-bills are considered to be a more conservative investment than stocks, but bonds and other fixed income investments still carry a variety of risks such as interest rate risk, credit risk, inflation risk and liquidity risk. In a rising interest rate environment, the value of fixed income securities generally declines and conversely, in a falling interest rate environment, the value of fixed income securities generally increases. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.   Click here to purchase Finding Your Financial Advisor on Amazon.

    Conversation on Financial Wellness

    Play Episode Listen Later Apr 25, 2024 30:06


    Brooke Cassady interviews Kristen Ahlenius, Director of Education and Advice at YML, to discuss financial wellness, some common mishaps with money and key takeaway for listeners looking to increase their financial wellness. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The April Advisor Roundtable 2024

    Play Episode Listen Later Apr 9, 2024 27:54


    On this month's episode, Andrew, Shawn, and Brooke provide updates on new capabilities our team has to help provide tax return and estate plan reviews. We also touch on the strongest start in the markets since the first quarter of 2019. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.   Click here to purchase Finding Your Financial Advisor on Amazon.

    2024: The Year of The Big Mistake

    Play Episode Listen Later Mar 25, 2024 22:31


    On this episode, Shawn and Andrew are joined by Baird Market Strategist Michael Antonelli to unpack why he believes that 2024 is "The Year of The Big Mistake" and how investors can be informed to not let it happen to them.

    The March Advisor Roundtable 2024

    Play Episode Listen Later Mar 8, 2024 22:23


    On this month's roundtable, Josh, Drew, and Andrew sit down to provide and update on the market and highlight an upcoming client event.

    Basics of Equity Compensation

    Play Episode Listen Later Mar 7, 2024 32:32


    Brooke Cassady is joined by Laurence Kluth, Equity Compensation Planning Manager, of Baird to discuss the basics of Equity Compensation including RSUs, ISOs, and NQSOs.

    The February Advisor Roundtable

    Play Episode Listen Later Feb 12, 2024 25:14


    On this edition of the Advisor Roundtable, the Advisor Teams discusses noise in the media surrounding the Presidential Election and potential bills, markets at the start of 2024 and what statistics tell us about what that could mean for 2024, potential options for your short term assets as the interest rate environment changes and a recent buzzword in financial planning and annuity spaces: the QLAC. There are differences between Certificates of Deposit (CD) purchased from a bank and those purchased from firms such as Baird. These differences may affect the rate of return and degree of risk for purchasers and may include but are not limited to variable interest rates, call features by the issuing bank, trading in the secondary market, price paid, transaction costs not typically associated with a traditional CD, redemption value, and withdrawal or sale prior or maturity. While secondary market purchases are also available, the FDIC insurance only covers the principal amount of the CD and any accrued interest up to that coverage limit. Investors should carefully consider these differenced before investing. CDs are subject to availability and minimum purchase amounts. Interest rates are subject to change without notice and could greatly impact the value of the CD. Availability and pricing are subject to change. Fixed income is generally considered to be a more conservative investment than stocks, but bonds and other fixed income investments still carry a variety of risks such as interest rate risk, credit risk, inflation risk and liquidity risk. In a rising interest rate environment, the value of fixed income securities generally declines and conversely, in a falling interest rate environment, the value of fixed income securities generally increases. High-yield securities may be subject to heightened market, interest rate or credit risk and should not be purchased solely because of the stated yield. Annuities are complex products and should be reviewed thoroughly before any investment. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The January Advisor Roundtable 2024

    Play Episode Listen Later Jan 4, 2024 27:55


    On the first episode of 2024, the Advisor Team recaps where the markets finished in 2023 and looks at the year ahead with a Presidential election and the Fed continuing to navigate a soft landing.  Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The Basics Long-Term Care Planning with Erica Knoll

    Play Episode Listen Later Dec 12, 2023 23:45


    Long-term care is a delicate topic that many hesitate to talk about. On this episode, Andrew sits down with Erica Kroll, Insured Solutions Consultant at Baird, to discuss questions such as: What is long-term care? When should I start thinking about Long-Term Care Planning? What are different options to provide funding for long-term care needs? Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The December Advisor Roundtable

    Play Episode Listen Later Dec 6, 2023 28:40


    On the final Advisor Roundtable of 2023, the Advisor team discusses our outlook for 2024, our favorite Charlie Munger quotes, and some year-end gifting reminders. Click here to receive the quarterly The Advocate Advantage™ e-newsletter.  Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    End of Year Planning Tips

    Play Episode Listen Later Nov 15, 2023 16:48


    Listen in as Brooke Cassady discusses a checklist of financial planning action items to consider prior to the end of 2023. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The November Advisor Roundtable

    Play Episode Listen Later Nov 8, 2023 19:37


    On this month's Advisor Roundtable, Drew, Shawn, Josh, and Andrew provide an update on the 401(k) contribution limits just announced for 2024, recap the Federal Reserve's meeting last week, and provide an update on the market. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    A Conversation with Donald Rissmiller, Chief Economist and co-founding partner of Strategas, a Macro-Economic Research Company

    Play Episode Listen Later Oct 18, 2023 32:23


    In this episode Josh and Drew sit down in the Bowling Green office with Donald Rissmiller.  Listen in as they discuss the current economy, the likelihood of a recession, the "last mile" of Fed tightening, and the global economic impact of the events in Israel. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The October Advisor Roundtable

    Play Episode Listen Later Oct 10, 2023 27:16


    In this episode the Advisor Team discusses year end planning opportunities, upcoming events, and breaks down the current capital market environment and what it means to you!   Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The September Advisor Roundtable 2023

    Play Episode Listen Later Sep 13, 2023 33:46


    On this month's Advisor Roundtable, The Perry Richey Group Advisor Team provides an update on the market, student loans starting back up, and the upcoming Federal Reserve meeting. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.   Click here to purchase Finding Your Financial Advisor on Amazon.

    3 Things You Should Know About Social Security

    Play Episode Listen Later Aug 15, 2023 20:49


    "When should I draw Social Security?" is a common question that we get while working through retirement income planning for clients. On this episode, Andrew Boyles and Brooke Cassady discuss what goes into calculating your benefit, who is affected by your social security benefit, and the cost of drawing early versus the benefit of delaying. Click here to view a more in-depth Webinar regarding Social Security Planning by Baird's Wealth Planning Team: https://www.bairdwealth.com/insights/wealth-management-perspectives/2023/07/june-wealth-strategies/To get more information regarding your Social Security Benefit or Earnings History, visit SSA.gov. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The August Advisor Roundtable

    Play Episode Listen Later Aug 2, 2023 20:36


    On this month's Advisor Roundtable, Shawn, Josh, and Andrew provide a market update and discuss the emergence of Artificial Intelligence into mainstream society.   ⁠Click here⁠ to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: ⁠LinkedIn⁠ | ⁠Facebook⁠ | ⁠Website⁠ | ⁠FYFA Book⁠ For more information about the Perry Richey Group of Baird Private Wealth Management, go to ⁠our website⁠, call us at 270.467.9664, or email us at ⁠theperryricheygroup@rwbaird.com⁠. Click ⁠here⁠ to purchase Finding Your Financial Advisor on Amazon.

    The July Advisor Roundtable 2023

    Play Episode Listen Later Jul 11, 2023 28:13


    On this month's Advisor Roundtable, your Perry Richey Group Advisor Team sits down to recap the first half of 2023 in the markets. We provide an update on the capital markets and the recent student loan announcement that was just made by the Supreme Court.

    Steps to Take During a Career Transition

    Play Episode Listen Later Jun 21, 2023 19:30


    Brooke Cassady and Claire Wilson discuss steps to take during a career transition including severance packages, retirement benefit options, and insurance options.   Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    The June Advisor Roundtable 2023

    Play Episode Listen Later Jun 13, 2023 38:23


    The Advisor Team discusses upcoming events, alternative investment ideas, debt ceiling, and interest rate environment. Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. This and other information about the fund can be found in the prospectus or summary prospectus. A prospectus or summary prospectus may be obtained from your financial advisor or the fund website and should be read carefully before investing. Annuities carry unique risks including market risk, investment risk and claims paying abilities of the insurer. There may also be instances where a contact will pay out less than the premiums paid or expire within the lifetime of the insured. There may be penalties for early withdrawal and they are not insured by the FDIC because they are insurance, not an investment. Certificates of Deposit (CDs) carry investment risk but are generally considered safer than most investments because of FDIC insurance and predictable returns. Additionally, it is important to review the differences between bank issued and brokered CDs including holding period and complexity. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

    Women: Wired to Invest with Tina Downing

    Play Episode Listen Later May 10, 2023 19:04


    Brooke Cassady and Claire Wilson are joined by Tina Downing of Russell Investments to discuss women and investing. We debunk myths, discuss how finances look different for women and advice on how to take control of your financial future. Click here to receive the quarterly The Advocate Advantage™ e-newsletter.   Follow us: LinkedIn | Facebook | Website | FYFA Book   For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.   Click here to purchase Finding Your Financial Advisor on Amazon.

    The May Advisor Roundtable 2023

    Play Episode Listen Later May 10, 2023 26:33


    On this month's Advisor Roundtable, The Perry Richey Group Advisor team discusses the upcoming Fed Announcement and questions around the looming debt ceiling in Washington D.C. Click here to receive the quarterly The Advocate Advantage™ e-newsletter.   Follow us: LinkedIn | Facebook | Website | FYFA Book   For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.   Click here to purchase Finding Your Financial Advisor on Amazon.

    Investing 101: Part 2 -Risk and Diversification

    Play Episode Listen Later Apr 13, 2023 20:11


    On part two of our Investing 101 Education Series, Josh and Andrew talk about how to better understand the various risks associated with investing and the role diversification plays in investing. Diversification and asset allocation do not ensure a profit or protect against loss. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.  Click here to purchase Finding Your Financial Advisor on Amazon

    The April Advisor Roundtable 2023

    Play Episode Listen Later Apr 10, 2023 24:20


    On this month's Advisor Roundtable, we kick off Financial Literacy Month with a reminder about the Southern Kentucky Financial Literacy Symposium that our team is hosting. We also provide an update on the markets as we wrapped up the first quarter of 2023. Southern Kentucky Financial Literacy Symposium Link https://theperryricheygroup.bairdwealth.com/southern-kentucky-financial-literacy-symposium Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.  Click here to purchase Finding Your Financial Advisor on Amazon

    Investing 101: Part 1

    Play Episode Listen Later Mar 22, 2023 21:41


    On this episode, Josh and Andrew sit down and discuss the basics of investing. As more and more Americans have access to investments there has been a lack of education on how investing works. What are stocks, bonds, and mutual funds? What is an asset class and why should I know what it is? Josh and Andrew answer all these questions and more. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.  Click here to purchase Finding Your Financial Advisor on Amazon.

    The March Advisor Roundtable 2023

    Play Episode Listen Later Mar 14, 2023 25:14


    On this month's Advisor Roundtable the Perry Richey Group are talking about the importance of Financial Literacy, how the market is reacting to the current interest rate environment, and some timeless wisdom from Warren Buffett's annual letter to Berkshire Hathaway's shareholders. Be sure to register for the Southern Kentucky Financial Literacy Symposium that our team is hosting on April 28th. The event is free and open to the community, but limited to the first 300 registrants. Click Here to Register: https://theperryricheygroup.bairdwealth.com/southern-kentucky-financial-literacy-symposium Warren Buffett's 2022 Letter to Berkshire Hathaway Shareholders: https://www.berkshirehathaway.com/letters/2022ltr.pdf Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    Silicon Valley Bank: What Happened and What Baird Clients Need to Know

    Play Episode Listen Later Mar 13, 2023 11:43


    On this episode, the Perry Richey Group Advisor Team gets together to talk about the collapse of Silicon Valley Bank over the weekend and what Baird clients need to know about it. Baird Cash Sweeps Program:https://baird.cventevents.com/event/6d7f152f-00c2-4b1f-ae2d-8f6aca1d03b2/summary Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    What We Are Learning

    Play Episode Listen Later Feb 14, 2023 30:34


    With Wisdom being one of the core values of The Perry Richey Group, the Advisor Team sits down to reflect on some of the lessons that we learned over 2022 in our personal and professional lives, and our plans for personal development in 2023. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    The February Advisor Roundtable

    Play Episode Listen Later Feb 9, 2023 31:45


    On this month's Advisor Roundtable, the Perry Richey Group advisor team provides an update on the market and holds a round-robin discussion about the #1 topic that each advisor is currently reviewing with clients during review meetings. Click here for JP Morgan: Guide to the Market Slide Deck Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    SECURE 2.0 Act for Retirement Plan Sponsors

    Play Episode Listen Later Jan 19, 2023 18:26


    The SECURE 2.0 Act of 2022 provided a number of improvements for individual investors, but many of the new laws affected qualified retirement plans such as 401(k) and SIMPLE IRA plans. On this episode, Drew and Andrew discuss a few of the main provisions that Retirement Plan Sponsors should know about. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    Highlights of Secure 2.0 Act

    Play Episode Listen Later Jan 9, 2023 19:14


    Just before the new year turned, Congress passed one final piece of legislation that included over 4,000 pages of text. Included in this legislation was Secure 2.0, a follow up to the Secure Act passed in late 2019 to provide flexibility around retirement savings and withdrawals. On this episode, Brooke Cassady and Andrew Boyles sit down to highlight some of the major provisions that investors should be aware of. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    The January Advisor Roundtable

    Play Episode Listen Later Jan 9, 2023 27:46


    On the first Roundtable of 2023, the Perry Richey Group advisors highlight the recent passed SECURE Act 2.0, several upcoming events for clients to be aware of and an update on the capital markets as we head into 2023. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    The December Advisor Roundtable

    Play Episode Listen Later Dec 9, 2022 20:10


    On this episode, The Perry Richey Group Advisor team wraps up the 2022 Roundtable Series by highlighting the upcoming Fed Meeting, and Implications of the November Midterm Elections, and discussing topics to consult with your CPA or tax advisor on before the end of the year. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    Charity Spotlight: Hope House Ministries

    Play Episode Listen Later Nov 28, 2022 18:54


    Shawn interviews Bryan Lewis, President, and CEO of Hope House Ministries in Bowling Green, KY, where they talk about the mission of Hope House, the Perry Richey Group's partnership, and the Affordable Christmas toy drive. Hope House Ministries' mission is to alleviate physical and spiritual poverty through gospel restoration. For more information about Hope House Ministries visit www.hopehousebg.com

    The November Advisor Roundtable

    Play Episode Listen Later Nov 2, 2022 21:21


    On this month's Advisor Roundtable, we discuss the recent announcement of important figures for 2023, including retirement plan contribution limits, Social Security and Medicare premium adjustments, along with annual gifting limits. We also touch on the November Fed announcement and what investors will be looking for during the announcement. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    Strategas Event Recap: Policy Moves to Watch For

    Play Episode Listen Later Oct 17, 2022 18:16


    On Tuesday, October 11th, The Perry Richey Group hosted Courtney Rosenberger, Director of Policy Research, for Strategas to speak with our clients about the recent policy developments coming out of Washington D.C., and their implications on the markets. Our Advisor team sits down to recap the event and some of the information that Courtney shared.

    The October Advisor Roundtable

    Play Episode Listen Later Oct 6, 2022 22:56


    On this month's Advisor Roundtable, The Perry Richey Group Advisors sit down to give an update on what's going on in the capital markets, and a few updates related to technology for existing Baird clients. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    Understanding the Importance of Identity Theft Protection

    Play Episode Listen Later Sep 22, 2022 15:55


    In this episode, Savannah York speaks with Lisa North about ways to prevent Identity Theft. Lisa explains what to do if you are a victim and she provides us with many practical tips we can all do to be safer on a daily basis. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    The September Advisor Roundtable

    Play Episode Listen Later Sep 8, 2022 30:49


    In the September Advisor Roundtable, the advisor team discusses the recent Student Debt Relief program, upcoming mid-term elections, and economic data to watch. To register for the Strategas live event in Bowling Green, KY, visit https://baird.cventevents.com/bowlinggreenstrategas by October 4th, 2022.

    Student Debt Relief Plan - Who is Impacted and What it Means for You

    Play Episode Listen Later Sep 8, 2022 20:21


    In this episode, Drew Richey and Brooke Cassady discuss the recent announcement of the student debt relief plan. They discuss who it applies to, how it may impact the economy, and what it means for our clients. Biden-Harris Administration's Student Debt Relief Plan: https://studentaid.gov/debt-relief-announcement/ PSLF Waiver: https://studentaid.gov/announcements-events/pslf-limited-waiver

    Finding Your Financial Advisor: Making Your Decision (Part 4)

    Play Episode Listen Later Sep 6, 2022 22:40


    “When your values are clear to you, making decisions becomes easier” – Roy Disney When you find the right fit, you will feel confident, comfortable, and connected with who you choose to serve you and the plan they have helped you build. By understanding the basics of the Financial Services Industry and becoming clear on your minimum values and standards hiring a Financial Advisor you can take ownership to make the best decision for you and your family. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    Finding Your Financial Advisor: The Interviews (Part 3)

    Play Episode Listen Later Aug 19, 2022 33:08


    Does the Financial Advisor or Wealth Management Team you're interviewing have a Core Value Approach to Wealth Management? A comprehensive and ongoing wealth management experience can be categorized into four main core values: Wisdom, Discipline, Humility, and Transparency. Using these core values, we developed the Advisor Interview Questionnaire to provide a framework and questions for your interviews. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    The August Advisor Roundtable

    Play Episode Listen Later Aug 11, 2022 31:56


    On this month's Advisor Roundtable, the Perry Richey Group Advisor team introduces the newest member of our team, Brooke Cassady. You'll also hear an update on what's going on in the capital markets, as well as an overview of a bill, The Inflation Reduction Act of 2022, that is currently going through Congress. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon 8 Authors Who Can Positively Change Your Life - Forbes Articles Featuring Finding Your Financial Advisor Click here to read the article

    Finding Your Financial Advisor: Defining Your Minimum Standards (Part 2)

    Play Episode Listen Later Aug 5, 2022 25:59


    Before meeting with or interviewing a Financial Advisor there's steps you can take to confirm that a Financial Advisor provides the engagement that you are seeking and meets YOUR minimum standards. We have identified the Five Minimum Standards that you should set for yourself which are: Education, Background Check, Services Offered, Practice Profile, and Cost. Understanding these will allow you to narrow your search and make the most of your time. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon

    Finding Your Financial Advisor: Taking Ownership (Part 1)

    Play Episode Listen Later Jul 18, 2022 27:47


    Most people are left frustrated and wonder why hiring a Financial Advisor has to be so complicated. There's a wide range of individuals that call themselves "Financial Advisors" but not all work under the same standard of care and work in your best interest. You must know the right questions to ask, what to look for, and what your options are. We want to empower and equip you to take ownership over the process of hiring YOUR Financial Advisor. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor™ on Amazon

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