Shows
Baird's Your Wealth and YouWar & Peace of MindKurt Carlson and Brian Koble discuss how to navigate your portfolio through times of geopolitical crisis. Plus, recent market developments and questions from listeners like you. 2025-07-0524 minBaird's Your Wealth and YouTax Bill Update & Ancient Wisdom for Modern InvestorsCo-Hosts Kurt Carlson & Brian Koble highlight the recent tax bill, review market developments, and discuss wisdom from Ancient Greece than can help investors today. 2025-06-0128 minBaird's Your Wealth and YouWhat to Know & What to DoKurt Carlson and Brian Koble discuss "What to Know and What to Do" when it comes to recent market volatility. Plus, how developments in Washington have impacted the municipal bond market (spoiler alert: we see opportunity). 2025-05-0423 minBaird's Your Wealth and YouHow Investors Should Think About TariffsCo-hosts Kurt Carlson and Brian Koble discuss how investors should think about tarriffs. Plus, how to build a portfolio that helps you sleep at night. Finally, why "buying low" is psychologically difficult...and how to address it. 2025-04-1330 minBaird's Your Wealth and YouAvoiding a "Family Feud"Co-hosts: Brian Koble and Kurt Carlson discuss how to avoid a "family feud" through proper estate planning. Plus, they discuss the news of the day and answer questions from listeners like you. 2025-03-0226 minBaird's Your Wealth and YouTrade War 2.0 and Timeless Investing LessonsCo-Hosts: Kurt Carlson and Brian Koble discuss the news of the week and answer your questions. Plus, they discuss 10 investing lessons for grown-ups taken from classic children’s literature.2025-02-0923 minBaird's Your Wealth and YouMarket Outlook for 2025Co-Hosts: Kurt Carlson and Brian Koble discuss the market outlook for 2025. Plus: money-savvy moves for new parents and grandparents. As always, they answer your questions.2025-01-1232 minBaird's Your Wealth and YouMarket Themes Over the Last 25 Years & InflationCo-Hosts: Kurt Carlson & Brian Koble discuss some of the major themes of the last 25 years thats driven financial markets, inflation, and of course, answer listener questions from you. 2024-12-0824 minBaird's Your Wealth and YouMore Election Aftermath & More VolatilityOn this week's show, Co-Hosts: Kurt Carlson & Brian Koble talk market news, volatility and more election aftermath. And of course, answer questions from listeners like you. 2024-11-1725 minBaird's Your Wealth and YouShifting Gears in Retirement Co-hosts: Brian Koble and Kurt Carlson share how retirees can shift gears from saving during their working years to living off of their portfolio in retirement. And as always, they answer your questions.2024-10-1327 minBaird's Your Wealth and YouInvestor "Hang ups"On this weeks show Co-Hosts: Brian Koble and Kurt Carlson explore the emotional barriers that prevent investors from making sound financial decisions. They also delve into how the Fed rate cuts impact portfolios and address listener questions. 2024-09-2229 minBaird's Your Wealth and YouA Fed Cut?On this week’s show, Co-Hosts: Brian Koble and Kurt Carlson discuss the latest from the Federal Reserve. Plus, “Five Ways It’s Different This Time” in the economy and markets. As always, we answer listener questions.2024-08-0425 minBaird's Your Wealth and YouMoney ParadoxesCo-Hosts: Brian Koble and Kurt Carlson review the first half of the year in the markets, tough money decisions you have to make as you become more successful, and lastly answer questions from listerners like you. 2024-07-0726 minBaird's Your Wealth and YouDigging in on Donor Advised FundsCo-Hosts: Kurt Carlson and Brian Koble discuss Donor Advised Funds, a way to potentially make the most out of your charitable giving. Plus, they review the markets and answer questions from listeners like you. 2024-06-0929 minBaird's Your Wealth and You5 More Surprising Financial Facts with Kurt Carlson and Brian KobleCo Hosts: Kurt and Brian are back with 5 more surprising financial facts to know and use. Plus, they will answer questions from listerners like you.2024-05-0527 minBaird's Your Wealth and YouSurprise Financial Tips with Brian Koble and Kurt CarlsonHosts Brian and Kurt, review recent market developments as well as financial planning tips that cause investors to say, “Wow, I had no idea!” Plus, we answer your questions.2024-04-1430 minBaird's Your Wealth and YouTax Tips and Target Date FundsThis week's host Brian Koble shares an update on the week's market news, he is then joined by Kurt Carlson to talk about taxes and what to do to preserve your pot of gold. They then end by answering questions from listeners like you. 2024-03-1727 minBaird's Your Wealth and YouBenefits of Recommitting to Your New Years ResolutionsThis week's host Brian Koble talks about what to consider if the stock market's all time highs are making you nervous. He'll talk about the week in review and then will welcome Kurt Carlson to talk about recommitting to your New Year's resolutions. He'll end the show by answering questions from listeners like you! 2024-02-1126 minBaird's Your Wealth and YouRecession-phobia – Do You Have It?This week's host Brian Koble will talk about recession phobia: What is it? Do you have it? And what's the cure? Kurt Carlson will join Brian to talk about investment opportunities for the new year. As always, the hosts will answer listener questions. 2024-01-2132 min