The Perry Richey Group Podcast

On this month's Advisor Roundtable, The Perry Richey Group advisor team provides an update on the market, talks about the resumption of student loans, and discusses the upcoming Federal Reserve meeting.

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"When should I draw Social Security?" is a common question that we get while working through retirement income planning for clients. On this episode, …

On this month's Advisor Roundtable, Shawn, Josh, and Andrew provide a market update and discuss the emergence of Artificial Intelligence into mainstream society.

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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 …

Brooke Cassady and Claire Wilson discuss steps to take during a career transition including severance packages, retirement benefit options, and insurance options.

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The Advisor Team discusses upcoming events, alternative investment ideas, debt ceiling, and interest rate environment.

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Brooke Cassady and Claire Wilson are joined by Tina Downing of Russell Investments to discuss women and investing. We debunk myths, discuss how …

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.

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On part two of our Investing 101 Education Series, Josh and Andrew talk about how to better understand the various risks associated with investing …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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.

On this episode, The Perry Richey Group Advisor team wraps up the 2022 Roundtable Series by highlighting the upcoming Fed Meeting, and Implications …

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 …

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 …

On Tuesday, October 11th, The Perry Richey Group hosted Courtney Rosenberger, Director of Policy Research, for Strategas to speak with our clients …

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 …

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 …

In the September Advisor Roundtable, the advisor team discusses the recent Student Debt Relief program, upcoming mid-term elections, and economic data to watch.

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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.

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“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 …

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 …

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 …

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 …

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 …

On this month's Advisor Roundtable, the Perry Richey Advisor Team talks through what a recession means for the U.S. economy, the upcoming mid-term elections, and introduces our newest team member, Claire Wilson.

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Listen in as Drew Richey and Shawn Perry are interviewed by Baird Strategist, Michael Antonelli, to kick off our five-part series about our new book, Finding Your Financial Advisor. 

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Our team has long been advocates for CCK, a medical kids camp in Scottsville, KY. In this episode, Drew interviews Allysa Gooden, Director of …

In this episode,  Josh Marson and Ross Mayfield, Investment Strategy Analyst, talk about the variety of factors that can influence market volatility, …

On this month's Advisor Roundtable, the Perry Richey Group Advisors provide an update on the capital markets and thoughts on the current economic environment. We also announce the launch of our new book, Finding Your …

Kevin Nicholson is the Global Fixed Income Chief Investment Officer and Co-Head of Riverfront’s Investment Committee. Volatility in the equity …

Michael Antonelli, a PWM Market Strategist with Baird, returns as a guest to The Perry Richey Group Podcast to talk about Behavioral Finance. After earning an Analytic Finance MBA at the University of Chicago, Michael …

On this month’s Roundtable, Drew and Andrew provide commentary on the upcoming announcement from the Federal Reserve, how to understand stock market index returns, and some legislative updates from Washington D.C. We …

With the rapid evolution of technology and its integration into everyday business operations, many small business owners are unaware of how …

On this episode, all The Perry Richey Group Financial Advisors are back and discussing the unusual start to the year for the bond market, and the impact of additional rate hikes by the Fed throughout the remainder of …

At The Perry Richey Group, we know the importance of having peace of mind that your loved ones and close friends are making informed financial decisions.

Therefore, we are excited to announce the launch of The Advocate …

On this Month’s Advisor Roundtable, your Advisor Team sits down to break down the volatility in the markets over the last few weeks and give you our …

Inflation and Interest Rates are two topics on the forefront of investor’s minds and contributors to the market volatility that we’ve seen early in …

On this month’s Advisor Roundtable, the Perry Richey Group advisors tackle one of the most common questions on investors minds right now, “Why would …

We are excited to launch a new series that will run throughout 2022 titled, “What We’re Learning”. In the first edition Drew Richey interviews Shawn Perry about the various books, articles, podcasts, etc. that he is …

Drew is joined by Josh and Andrew to bring you the first Advisor Roundtable of 2022. In addition to our normal market commentary, the guys pull back …

For the final Advisor Roundtable of 2021, the entire advisor team for The Perry Richey Group sits down to provide an update on what we’re seeing in the capital markets, charitable giving strategies that there are still …

Historically, investors spend a significant amount of time and energy reviewing financial statements, returns, valuations, etc. in order to make investment decisions and make sense of what is going on in the markets. …

On this month’s Advisor Roundtable, Josh provides us with a market update, and Andrew gives us an update on the latest proposals coming out of Washington D.C. The Advisors also talk through year-end tax planning and how …

Are you a small business owner and had trouble starting a retirement plan for cost or administrative reasons? Jay Palmer, Regional Director at …

On this month’s Advisor Roundtable, Shawn and Andrew give an update on the markets as we have officially completed the third quarter. They also talk through the latest from Washington D.C. as it relates to raising the …

On this month’s Advisor Roundtable, catch up with Shawn, Drew, Josh, and Andrew as they announce upcoming team events, discuss what has been going on in the markets, and provide a few important tidbits for individuals …

Are you or a family member about to turn 65 and feel overwhelmed with the process of signing up for Medicare? Or perhaps you are already enrolled in …

On this month’s Advisor Roundtable, we are excited to bring you an update on the markets from our very own Josh Marson along with an update from …

Mutual Funds and ETFs are two of the most common investment vehicles for investors to place funds in, but how exactly do they work? In this episode, Josh Marson and Ross Mayfield return for Part Two of our Market …

On this month’s Advisor Roundtable, we are excited to be joined by Drew Hubbard, the newest team member of The JPR Group for a Q&A Session. We also provide an update on our team’s events for the remainder of the …

The founding partner of what is now The JPR Group, Mike Jennings, will be retiring this week after 35 years of service in his role as a Financial …

You hear of them all the time- the Dow Jones Industrial Average (DJIA), the S&P500, Russell 2000, but what is a market index? In this episode, Josh Marson and Ross Mayfield break down the basics of what a market …

On this month’s edition of the Advisor Roundtable, Shawn and Mike share an important update on our team including Mike’s upcoming retirement, and the addition of several new team members. Josh Marson also joins us to …

You’ve saved for retirement throughout your working years, and now finally reached the magic day…now what? In this episode, Andrew and Rod Smyth, the Director of Investments with RiverFront Investment Group talk about …

I’m sure you’ve heard the phrase “Set it and forget it” as it relates to your investment portfolio. While in certain instances this can be good …

The earliest years can be the most critical in your retirement savings journey, so it’s critical that you don’t let them go to waste! In this episode, Andrew and Rod Smyth, the Director of Investments with RiverFront …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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. …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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

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

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 …

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

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 …

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 …

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 …

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 …

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 …

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 …

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

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. …

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 …

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 …

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 …

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 …

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 …

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.

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 …

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 …

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, …

*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 …

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.

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 …

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 …

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 …

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 …

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.