Beyond the Money

About Beyond the Money

Join the Perry Group of Baird Private Wealth Management as we explore a wide range of topics related to wealth management, offering insights and strategies to help you navigate your financial journey.

Publisher

The Perry Group of Baird

Category

business · business

Language

en

Explicit

No

First episode

29 Jan 2025

Latest episode

27 Jul 2026

Latest episodes

10 of 13 episodes have a transcript.

1. 

   27 Jul 2026TRANSCRIPT

   What Investors Are Asking: A Midyear Conversation with The Perry Group

   Host Michael Perry interviews The Perry Group's Desmond Stock about investor questions, market performance, fraud protection, portfolio overlap, Roth conversions, and Trump Accounts.

2. 

   30 Apr 2026TRANSCRIPT

   Stay the Course: Making Sense of Markets & Headlines

   Host [Host Name] and [Guest Name] discuss market trends and economic insights, helping listeners navigate headlines and maintain long-term investment focus.

3. 

   25 Mar 2026TRANSCRIPT

   What Investors Need to Know for 2026

   Investment strategist Ross Mayfield shares crucial insights for investors navigating the 2026 market with hosts Shawn and Brooke in this interview.

4. 

   16 Jan 2026TRANSCRIPT

   2026 Outlook: Team Growth, Tax Timing, and What's Ahead

   Mitchell Harralson joins the team and analyzes tax document timing, contribution limit changes, and market forecasts for 2026, enhancing client growth; this is an interview.

5. 

   21 Oct 2025TRANSCRIPT

   Social Security and Strategic Planning

   Shawn, Jake, and Brooke analyze the Social Security Trustee report and explore strategic planning solutions for clients, offering insights into financial security.

6. 

   17 Sept 2025TRANSCRIPT

   What Guides Our Team

   Brooke, Jake, and Michelle explore their team's core values, mission, and vision, revealing how these principles shape client care and create a remarkable wealth management experience.

7. 

   11 Aug 2025TRANSCRIPT

   OBBBA and Market Trends

   Maddy, a financial professional from Baird, discusses OBBBA tax legislation and market trends with hosts Shawn and Brooke in this interview.

8. 

   8 Jul 2025TRANSCRIPT

   2025 Financial Forecast: Rates, Regulations, and Resilience

   Shawn, Brooke, and Jake analyze the financial landscape for 2025, covering interest rates, regulations, and strategies for building resilience in investment portfolios.

9. 

   29 May 2025TRANSCRIPT

   Comprehensive Financial Planning Topics

   Shawn, Jake, and Brooke explore comprehensive financial planning and address market movements to help clients determine if they have enough resources.

10. 

    23 Apr 2025TRANSCRIPT

    Tariffs and Market Movement in April

    Shawn, Jake and Brooke discuss the recent market movement, tariffs, client response and more on this month's podcast episode.

11. 

    24 Mar 2025

    Market Trends and Tax Tips: Navigating 2025

    Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.

12. 

    3 Mar 2025

    Wealth Management Topics We Are Discussing Now

    Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth Conversions, and Donor Advised Funds.

13. 

    29 Jan 2025

    10 Financial To-Do's for 2025

    Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.

Inside a recent episode

What Investors Are Asking: A Midyear Conversation with The Perry Group

Published 27 Jul 2026 · Transcript excerpt

[…] And so I wanted to point out, you know, just looking at that large cap equity model versus the S&P 500 on the tech side. So tech makes up, again, at the end of June, 38% of that S&P 500 index. And that Baird Trust large cap equity model tech is 13.1%. So I think it's a good example of just the mindset that the large cap and Baird Trust managers have where we're participating in this tech, in this growth that we're seeing in tech, but not overexposed. So I think it's just a good touch point with clients that are in that just to see that, hey, we're not overexposed. We're not 40% in tech like the S&P 500 for those of you that are getting a little nervous about how much of those 10 companies are making up of the S&P 500. […]

Who has been a guest on Beyond the Money

Names identified in recent episode analyses. Showing up to five guests.

• Desmond Stock
• Ross Mayfield
• Mitchell Harralson
• Maddy

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Podcast Authority Score: 26 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

40

Social presence

0

YouTube

0

Engagement

32

Contact Beyond the Money

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Beyond the Money