Shows
Baird's Your Wealth and YouFor Valentines Week, Inflation, tariffs … not a lot to loveJayme Meredith covered the week in review while Ray Ballantine and Jim Meredith extend the conversation on Long Term Care, talking about senior living facilities. Then Ray and Jim answer your listener questions.2025-02-1644 minBaird's Your Wealth and YouNew Year, New RulesJoin Co-Hosts: Jim and Jayme Meredith for a recap of the last week of 2024, a review of important tax and rule changes for investors and retirees need to be aware of in 2025, and Jim’s key investor theme’s for 2025.2025-01-051h 21Baird's Your Wealth and YouMarket Updates To End 2024For the last Sunday in 2024, Co-Hosts: Jayme & Jim Meredith provides a market update, the most important headline stories for the week, and answer listener questions on Retirement Accounts – how to avoid taxes and penalties and what to do with your employer plan when you retire.2024-12-2951 minBaird's Your Wealth and YouMarket News & Year-End Tax Updates On this week’s show, Co-Hosts: Jim & Jayme Meredith discusses some concerns about household debts, year-end tax updates and some tax credits some folks may be forgetting about. Jayme updates the markets as we get closer to the election. Jim and Jayme answer listener question on BOI and year end distributions. 2024-11-0655 minBaird's Your Wealth and YouMarket News & Mutual FundsCo-Hosts: Jim & Jayme Meredith discuss mutual funds, tech adoption, this week's market news and lastly answer listener questions. 2024-09-2955 minBaird's Your Wealth and YouMarket Volatility and the SECURE Act Co-Hosts: Jim & Jayme Meredith discusses the reasons behind the recent market volatility and recovery. They also review some important headlines for the week and details a strategy that may help reduce the impact of the SECURE Act on inherited IRAs. Then lastly, answer your listener questions. 2024-08-1151 minBaird's Your Wealth and YouImportant IRS, Social Security & Market Updates On this week’s show, Co-Hosts: Jim & Jayme Meredith discusses some important regulatory changes for Pennsylvania residents along with updates from Social Security, the IRS, and more. They also recap the week in the markets as well as some key economic and FED data, and lastly, answer questions from our listeners.2024-07-2141 minBaird's Your Wealth and YouAll-time highs: Should I be worried?Co-hosts Jayme and Jim Meredith discuss how investors should interpret the markets hitting new highs this week. Additionally, they'll discuss little known tax forms, inflation and as always answer listener questions.2024-05-1943 minBaird's Your Wealth and YouMarch 10 with Jim and Jayme MeredithThis week's hosts Jim and Jayme Meredith review the markets and headlines for the week then highlight some legislation that could cause headaches for business owners and limited partnerships. As always they'll answer your listener questions.2024-03-1047 minBaird's Your Wealth and You2024: The Year of Elections Across the GlobeThis week's host Ray Ballantine will share details of the week in review and look at items coming up next week. He'll be joined by Jayme Meredith and Jim Meredith to bring you up to speed on economic data. They'll end by taking questions from listeners like you. 2024-02-1832 minBaird's Your Wealth and You2023: A Year in ReviewThis week's host Jayme Meredith will interview Jim Meredith about 2024's biggest headlines, discuss why volatility has returned to the market, get some surprising news on energy, and answer your listener questions. 2024-01-0753 min