Comprehensive Financial Planning Topics

In this episode, we heard from each Perry Group team member about their experience at the High Performing Teams Retreat and the lessons that resonated most. We discussed the value of being a true team and how trust, communication, and shared purpose strengthen what we do. We also reflected on the most impactful moments from the trip and how they'll shape our team moving forward.

 In this July 2026 episode, we discuss some of the most common questions we're hearing from clients and the key topics impacting investors midway through the year. We also introduce the newest member of The Perry Group, Desmond Stock, and share his background and role on the team. Our conversation covers year-to-date market performance, practical steps investors can take to protect themselves from increasingly sophisticated fraud attempts, and why understanding portfolio overlap within mutual funds and ETFs is essential for maintaining proper diversification. We also explore the potential benefits and considerations of Roth conversions and provide an overview of the newly created Trump Accounts and how they may fit into future savings strategies. Whether you're focused on growing, protecting, or transferring wealth, this episode offers timely insights and thoughtful perspectives to help you stay informed and confident in your financial decisions.

In this episode, we reflect on where the year has taken us so far and share a brief market update along with key economic ideas shaping our client conversations. We discuss what clients are focusing on, how news and media consumption are influencing sentiment, and the role headlines play in driving emotions around investing. The goal of this episode is to provide perspective, help separate signal from noise, and keep long term goals front and center.

Ross Mayfield, an investment strategist specializing in stock market research and financial education, joins Shawn and Brooke as they discuss what investors need to know this year. 

On the podcast, we introduced our newest team member and advisor, Mitchell Harralson, and discussed the timing of tax documents for 2026. We also covered the new changes to contribution limits coming in 2026 and shared our outlook on the market for the year ahead. Additionally, we highlighted the upcoming CMO event with Ross Mayfield on March 24, and talked about how our team’s expansion is creating greater capacity and supporting new client growth.

Shawn, Jake and Brooke discuss how their team works together to serve their clients and community. They dive into the recent Social Security Trustee report and proposed solutions to fix the funding deficit and many other planning topics.

In this episode, Brooke, Jake, and Michelle reflect on the team's core values, mission statement, and vision statement, discussing how these guiding principles influence every aspect of client care. From the moment a client walks through the door to every step of their financial journey, the team is committed to creating a truly remarkable wealth management experience. 

Maddy joins Shawn and Brooke to introduce herself and speak on her journey from WKU to Baird. We discuss OBBBA tax legislation topics and recent market trends.Follow us: LinkedIn | Facebook | Website  For more information about the Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected].

In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment, clarify updates around 1099 forms and Qualified Charitable Distributions (QCDs) for 2025, and explore how interest rate trends are influencing investor behavior. The team also tackles stock price volatility and wraps up with a timely reminder about the importance of portfolio diversification, especially in uncertain markets.

Shawn, Jake and Brooke discuss recent market movement and other topical conversations they're having with clients like our comprehensive financial planning offering and how it can help answer the question of, "Do I have enough?"Follow us: LinkedIn | Facebook | Website  For more information about The Perry Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at [email protected].