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Beyond the Money

Beyond the Money

By: The Perry Group of Baird
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 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.© 2025 The Perry Group of Baird Economics Management Management & Leadership Personal Finance
Episodes
  • Social Security and Strategic Planning

    Social Security and Strategic Planning
    Oct 21 2025

    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.
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    24 mins
  • What Guides Our Team

    What Guides Our Team
    Sep 17 2025

    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.

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    28 mins
  • OBBBA and Market Trends

    OBBBA and Market Trends
    Aug 11 2025

    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 Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperrygroup@rwbaird.com.
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    26 mins
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