Hosted by The Perry Group of Baird · 🇺🇸 US · EN · 12 episodes
Established thought leaders with verified media credentials.
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.
The Perry Group of Baird hosts Beyond the Money, a business show with 12 episodes published.
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 medi
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.
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 o
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
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 cli
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 informatio
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
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
Shawn, Jake and Brooke discuss the recent market movement, tariffs, client response and more on this month's podcast episode.
Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.
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 Dono
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.
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Beyond the Money is hosted by The Perry Group of Baird. The show is categorised under business (investing) and has published 12 episodes.
Beyond the Money has published 12 episodes.
Beyond the Money regularly covers business, investing, management. It sits in the business category, with a investing focus.
Beyond the Money is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Beyond the Money hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Beyond the Money average 22 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Beyond the Money's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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