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The Perry Richey Group Podcast

110 EpisodesProduced by The Perry Richey 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

110 Episodes | 2019 - 2023

The September Advisor Roundtable 2023

September 13th, 2023

33:46

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.


Click here to …

3 Things You Should Know About Social Security

August 15th, 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, …

The August Advisor Roundtable

August 2nd, 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 …

The July Advisor Roundtable 2023

July 11th, 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 …

Steps to Take During a Career Transition

June 21st, 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 …

The June Advisor Roundtable 2023

June 13th, 2023

38:23

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

Investors should consider the …

Women: Wired to Invest with Tina Downing

May 10th, 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 …

The May Advisor Roundtable 2023

May 10th, 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 …

Investing 101: Part 2 -Risk and Diversification

April 13th, 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 …

The April Advisor Roundtable 2023

April 10th, 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 …

Investing 101: Part 1

March 22nd, 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 …

The March Advisor Roundtable 2023

March 14th, 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 …

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

March 13th, 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 …

What We Are Learning

February 14th, 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 …

The February Advisor Roundtable

February 9th, 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 …

SECURE 2.0 Act for Retirement Plan Sponsors

January 19th, 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 …

Highlights of Secure 2.0 Act

January 9th, 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 …

The January Advisor Roundtable

January 9th, 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.

The December Advisor Roundtable

December 9th, 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 …

Charity Spotlight: Hope House Ministries

November 28th, 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 …

The November Advisor Roundtable

November 2nd, 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 …

Strategas Event Recap: Policy Moves to Watch For

October 17th, 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 …

The October Advisor Roundtable

October 6th, 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 …

Understanding the Importance of Identity Theft Protection

September 22nd, 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 …

The September Advisor Roundtable

September 8th, 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, …

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

September 8th, 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.

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

September 6th, 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 …

Finding Your Financial Advisor: The Interviews (Part 3)

August 19th, 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 …

The August Advisor Roundtable

August 11th, 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 …

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

August 5th, 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 …

Finding Your Financial Advisor: Taking Ownership (Part 1)

July 18th, 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 …

July Advisor Roundtable

July 11th, 2022

25:20

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.

Click …

Why We Wrote Finding Your Financial Advisor

July 6th, 2022

23:04

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. 


Click here to purchase Finding Your …

Advocating for a Cause: The Center for Courageous Kids

June 29th, 2022

24:48

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

Market Education: How to Understand Market Volatility

June 15th, 2022

12:10

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

The June Advisor Roundtable

June 6th, 2022

28:04

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 …

The Story Behind Bonds in 2022

June 2nd, 2022

15:02

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

What is Behavioral Finance?

May 24th, 2022

20:32

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 …

The May Advisor Roundtable

May 5th, 2022

38:36

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 …

The Fight Against Cyber Crime for Small Business Owners

April 28th, 2022

36:14

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

The April Advisor Roundtable

April 13th, 2022

22:56

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 …

The Advocate Advantage

March 29th, 2022

17:17

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 …

March Advisor Roundtable

March 3rd, 2022

38:59

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 …

Making Sense of Inflation and Interest Rates in Today’s Market with Mark Eibel

February 22nd, 2022

21:50

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 …

The February Advisor Roundtable

February 3rd, 2022

29:29

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 …

What We’re Learning: Shawn Perry

January 31st, 2022

21:24

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 …

The January Advisor Roundtable

January 6th, 2022

30:48

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 …

The December Roundtable

December 10th, 2021

23:54

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 …

Market Education: Behavioral Finance 101

November 19th, 2021

14:05

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. …

The November Advisor Roundtable

November 9th, 2021

29:18

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 …

Pooled Employer Plan

October 11th, 2021

17:02

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

The October Advisor Roundtable

October 8th, 2021

18:52

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 …

The September JPR Advisor Roundtable

September 8th, 2021

25:48

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 …

The Basics of Medicare: What You Need to Know Before Enrolling

August 16th, 2021

25:57

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 …

The August JPR Advisor Roundtable

August 4th, 2021

25:21

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 …

Market Education: The Basics of Mutual Funds and ETFs

August 2nd, 2021

16:44

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 …

The July Advisor Roundtable

July 8th, 2021

23:28

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 …

Reflections of a 35 Year Career: A Conversation with Mike Jennings

June 29th, 2021

23:30

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 …

Market Education: What is a Market Index?

June 14th, 2021

15:09

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 …

The June JPR Advisor Roundtable

June 8th, 2021

8:25

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 …

21st Century Retirement: The Distribute Phase

June 1st, 2021

25:09

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 …

21st Century Retirement: The Sustain Phase

May 24th, 2021

19:16

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 …

21st Century Retirement: The Accumulate Phase

May 17th, 2021

17:55

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 …

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.

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