Cover art for podcast The JPR Group Podcast

The JPR Group Podcast

47 EpisodesProduced by The JPR GroupWebsite

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 management professionals with 4 CERTIFIED FINAN… read more

47 Episodes | 2019 - 2021

The May Advisor Roundtable

May 7th, 2021

19:47

On this month’s Advisor Roundtable, Drew and Andrew sit down to provide an update on the market and commentary around the Biden Administration Proposal released last week. Jacqueline Rowe also joins us on the podcast to …

Estate Planning Basics Part Two: Understanding the Role of a Trust and Outlook on Estate and Gift Tax Changes

April 26th, 2021

27:26

In part two of our Estate Planning Basics Series, Shawn is joined on the podcast by Chris Staples, Chief Operating Officer of the Hilliard Lyons Trust Company. Chris provides some of the reasons that warrant changing …

Estate Planning Basics Part One: What Everyone Should Know About Estate Planning

April 19th, 2021

16:19

In part one of our Estate Planning Basics Series, Shawn is joined on the podcast by Ella Neely, an Estate Planner with Baird’s Financial and Estate Planning Department. Together Shawn and Ella go over the basic …

The April Advisor Roundtable

April 6th, 2021

22:56

On this month’s Advisor Roundtable, the JPR Group Advisors talk about a topic that has been getting a lot of headlines recently: Inflation. They discuss what investors need to understand about inflation, and also …

The Personal Information Guide: The Key to Simplifying Your Financial and Family Records

March 18th, 2021

14:35

Have you ever experienced an emergency or the loss of a loved one and felt overwhelmed trying to track down all of their various accounts, insurance …

The March Advisor Roundtable

March 4th, 2021

24:55

On this month’s Advisor Roundtable, The JPR Group is joined by Maggie Savage, CFA, a Research Analyst with the Specialized Asset Management (SAM) Team of Baird’s Asset Management Group. Maggie and Josh Marson of the JPR …

Travel in a COVID World

March 1st, 2021

20:32

Listen in as Jacqueline Rowe chats with Cathy Moulton, Baird’s director of travel services, about traveling in the midst of a global pandemic.  They …

February Advisor Roundtable

February 3rd, 2021

16:40

On this month's Advisor Roundtable, we are excited to have a guest appearance by Ross Mayfield, CFA(R), Investment Strategy Analyst with Baird Private Wealth Management. Ross joins Shawn Perry and Josh Marson from The …

The January Advisor Roundtable

January 8th, 2021

18:42

In this month’s Advisor Roundtable, we are excited to have a guest appearance by Peter Lim, Portfolio Manager with the Hilliard Lyons Trust Company. …

The December Roundtable

December 17th, 2020

15:48

On this months JPR Group Advisor Roundtable, listen in as Drew Richey, Shawn Perry, Mike Jennings, and Josh Marson compare this year to past precedence, discuss what to look for in 2021, and review the innovations the …

Capital Gains and Year End Tax Planning

December 1st, 2020

16:07

As we close in on the end of 2020, Josh, Mike and Andrew sit down to discuss some year end tax planning strategies for investors that have money in non-qualified accounts. They specifically highlight how mutual fund …

Retirement Readiness: Budgeting Basics

November 18th, 2020

42:30

In this episode, Andrew Boyles and Drew Almy from Unified Trust Company get back to the basics of budgeting. Our Retirement Readiness Series which was launched earlier in 2020 is focused on providing relevant …

Don't Mix Your Politics With Your Planning

November 9th, 2020

31:11

Listen in as Mark Eibel of Russell Investments presents our most recent Capital Market Outlook.  He discusses the election, answers the number one question he’s been getting from advisors and investors around the …

The November Advisor Roundtable

November 4th, 2020

14:16

Shawn, Josh, and Andrew sit down the morning after the election to unpack the events of November 3rd and what investors need to know. Jacqueline Rowe also makes a guest appearance to talk about Affordable Christmas – a …

The October JPR Advisor Roundtable

October 1st, 2020

19:56

This month on the Advisor Roundtable, Drew, Shawn, Josh, and Andrew get together and discuss the markets ahead of the Presidential Election, talk through some year end tax planning strategies and provide and update on …

Enhancing Your Charitable Giving Through a Donor Advised Fund

October 1st, 2020

13:18

Andrew Boyles chats with Jacqueline Rowe about Donor Advised Funds and the unique charitable and year-end tax planning opportunities they can offer.  They discuss the whitepaper that Jacqueline recently published on …

Leaving Money on the Table: Why Many People Take Social Security at the Wrong Time

September 21st, 2020

13:34

In the episode, Drew and Andrew sit down to talk about the complexities of Social Security and a common mistake that many people make when filing for Social Security. They go over several key considerations that …

Navigating Pension Offers for Retirement

September 7th, 2020

11:59

In this episode, Drew and Andrew sit down to discuss a common dilemma that many retirees face. Their company offers them a pension, and they are …

The August JPR Advisor Roundtable

August 24th, 2020

20:15

On this roundtable Drew, Mike, Josh, and Andrew sit down and talk about what's been going on in the market over the last month, begin discussing the …

3rd Quarter Capital Market Outlook with Michael Antonelli

August 3rd, 2020

29:24

Listen in as Mike Antonelli, Baird Managing Director, PWM Market Strategist, and author of the nationally acclaimed blog Bull and Baird, discusses …

Leading Through a Crisis: Lessons from a Retired CEO

July 27th, 2020

16:00

For 13 years, Heikki Rinne served as the CEO for Halton Group Ltd, a global technology ventilation company, with operations in 34 countries. Heikki …

The July JPR Advisor Roundtable

July 21st, 2020

22:24

On this episode, the JPR Advisor Team Roundtable discussion is back. Shawn, Drew, Mike, and Brooke Canary from the JPR Service Team sit down (virtually) and talk about what's been going on in the market over the last …

Current Agriculture Disruption and Farm Family Succession Issues

July 13th, 2020

20:32

With the average age of farmers rising, change is on the horizon in the agricultural industry. Consolidation of farming operations and a diminishing …

Planning for Life's Transitions - Long Term Caregiving

July 7th, 2020

20:37

Brooke and Jacqueline have a conversation with Elizabeth Downing, Director of Outreach with Timesavers, about starting the conversation with loved ones about end of life stages before they happen, services Timesavers …

Investing Internationally: Home Country Bias

July 6th, 2020

12:12

In this episode, we continue with part two of our International Investing Series. Home Country Bias is a behavioral finance concept that causes investors to favor owning investments in their own country. Drew, Josh, and …

Family Business Succession with Lance Woodbury

June 29th, 2020

18:47

Running and passing down a family business is a unique challenge. In this episode, Shawn speaks with Lance Woodbury who is a Principal at K Coe Isom …

Keeping Employees Engaged in the “Work From Home” Paradigm

June 22nd, 2020

15:27

Did you know that fifty-five percent of managers say they will allow their employees to work remotely more often than they did before COVID-19? Over the last three months, business owners have been tasked with keeping …

Advisor Roundtable Discussion: June 2020

June 11th, 2020

20:17

On this episode, the JPR Advisor Team Roundtable discussion is back. Shawn, Drew, Josh, and Andrew sit down (virtually) and talk about what's been going on in the market over the last month, important planning topics …

Why Invest Internationally?

June 8th, 2020

14:54

International investing is a key component of diversification, but a concept that many investors struggle to understand and feel confident in. International investing presents a host of opportunities and risk that …

COVID-19 Business Planning Topics with Jaleigh White

June 1st, 2020

17:39

Many business owners have been overcome with wave after wave of difficult decisions to keep their businesses afloat over the last several months …

Philanthropy Topics with Jaleigh White

June 1st, 2020

16:46

In this episode, Shawn sits down with Jaleigh White, Director of High-Net-Worth Strategies at Baird, to discuss how to effectively engage with and support non-profit organizations in response to the COVID-19 pandemic. …

Advisor Roundtable Discussion: May 2020

May 22nd, 2020

29:50

In the episode, you will hear from the Advisor Team at the JPR Group - Shawn, Drew, Mike, Josh, and Andrew. They'll be providing you with an update on the market, timely planning concepts in midst of COVID-19, and an …

Where Do We Go From Here? A Capital Market Discussion with Mark Eibel

May 5th, 2020

38:05

In this episode, we get an updated market outlook from Mark Eibel. Mark is the Director of Investment Strategies for Russell Investments and frequently appears on networks such as CNBC, Bloomberg TV, and Bloomberg …

Keeping South Central Kentucky Strong featuring Ron Bunch

May 4th, 2020

24:07

On this episode, Drew sits down with Ron Bunch who is the President and CEO of the Bowling Green Area Chamber of Commerce to hear about the impact the Chamber is having on the South Central Kentucky community during the …

Phases of Market Panic: Where Are We Now? Featuring Doug Sandler

April 29th, 2020

19:19

In this episode, Shawn speaks to Doug Sandler, Head of Global Strategy at RiverFront Investment Group. Doug speaks to natural stages that emerge during a market crisis and gives his thoughts as to where we currently sit …

Interview with Sam Ushio, Founder of GvG17 and Principal at Ikigai Labs

April 24th, 2020

40:28

In the episode, we take a break from providing you a market update and Shawn talks with Sam Ushio, Founder of GvG17 and Principal of Ikigai Labs. Sam who previously worked in a Corporate environment in the Financial …

Interview with Mark Nickel, President and Chief Investment Officer of Hilliard Lyons Trust Company

April 16th, 2020

18:27

In this episode, Shawn sits down with Mark Nickel to get an update on the markets and discuss the opportunities and challenges of leading the Hilliard Lyons Trust Company in the new work from home environment.

Interview with Michael Antonelli, PWM Market Strategist

April 9th, 2020

22:16

Shawn sits down with Michael Antonelli who is a Managing Director and Equity Trader at Baird to reflect on the events of the last month and lessons we can take from the Coronavirus pandemic. Michael is also well known …

What 401(k) Participants Need to Know About the CARES Act

April 8th, 2020

15:27

With the passage of the CARES Act on March 27th Coronavirus financial was provided for individuals and small businesses. On this episode, Andrew sits down with Monika Hubbard of Unified Trust Company to discuss what …

CARES Act Briefing with Ian Loos, Attorney at Bell, Orr, Ayers, and Moore

April 7th, 2020

14:45

The recently pass CARES Act, or Coronavirus Aide, Relief and Economic Security Act provide many benefits to small businesses, individuals, and families. Last week, Drew had an opportunity to speak with Ian Loos, …

COVID-19 Market Update Pt. II

March 26th, 2020

15:01

*Recorded on Tuesday 03/24/2020. In this episode, Shawn spends a few minutes with Mark Eibel of Russell Investments getting an update on the status of COVID-19 and what investors need to be thinking about at this point …

COVID-19 Market Update Conference Call

March 16th, 2020

20:25

Recorded on Monday, March 16th, the JPR Group Advisors shares their thoughts on the market activity over the last several weeks related to COVID-19.

2020 Capital Market Outlook with Mark Eibel of Russell Investments

February 5th, 2020

12:05

In this episode, we hear from Mark Eibel, Director of Investment Strategies for Russell Investments. Pending trade deals, the Federal Reserve and Presidential Election will be major headlines this year and Mark provides …

Interview with Dr. Greg Kasten, Founder and CEO of Unified Trust Company

January 15th, 2020

31:27

In this episode, Drew sits down with Dr. Greg Kasten, Founder and CEO of Unified Trust Company to hear what inspired Dr. Kasten to leave his career …

Interview with Max Mann of the Baird Specialized Asset Management Group

November 8th, 2019

14:11

In this episode, Drew sits down with Max Mann, a Portfolio Manager with the Baird Specialized Asset Management (SAM) Group. The SAM Group is a part …

Cash Balance Plans: Advanced Retirement Savings and Tax Deferral Strategies for Entrepreneurs

August 28th, 2019

1:03:05

Matt Bravo is the Managing Actuary at Acuff & Associates and he joins us to discuss Cash Balance Plans. Cash Balance Plans are a type of Qualified Retirement Plan that offer tax deferral savings above and beyond …

Second Quarter Market Recap and Baird Transition Update

July 23rd, 2019

18:13

Drew, Josh, and Andrew spend time talking about the latest news around Hilliard Lyons transition to Baird, and our thoughts on the current market environment.

Loading ...

Are you the creator of this podcast?

Verify your account

and pick the featured episodes for your show.

Listen to The JPR Group Podcast

RadioPublic

A free podcast app for iPhone and Android

  • User-created playlists and collections
  • Download episodes while on WiFi to listen without using mobile data
  • Stream podcast episodes without waiting for a download
  • Queue episodes to create a personal continuous playlist
RadioPublic on iOS and Android
Or by RSS
RSS feed
https://anchor.fm/s/c4c181c/podcast/rss

Connect with listeners

Podcasters use the RadioPublic listener relationship platform to build lasting connections with fans

Yes, let's begin connecting
Browser window

Find new listeners

  • A dedicated website for your podcast
  • Web embed players designed to convert visitors to listeners in the RadioPublic apps for iPhone and Android
Clicking mouse cursor

Understand your audience

  • Capture listener activity with affinity scores
  • Measure your promotional campaigns and integrate with Google and Facebook analytics
Graph of increasing value

Engage your fanbase

  • Deliver timely Calls To Action, including email acquistion for your mailing list
  • Share exactly the right moment in an episode via text, email, and social media
Icon of cellphone with money

Make money

  • Tip and transfer funds directly to podcastsers
  • Earn money for qualified plays in the RadioPublic apps with Paid Listens