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Beyond the Money
The Perry Group of Baird
9 episodes
2 weeks ago
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.
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Investing
Business,
Management
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All content for Beyond the Money is the property of The Perry Group of Baird and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business,
Management
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/52/fd/1d/52fd1d2f-5a76-f7d2-5c45-e98b5458cea1/mza_16000877065624057912.jpg/600x600bb.jpg
Social Security and Strategic Planning
Beyond the Money
23 minutes
2 weeks ago
Social Security and Strategic Planning

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.

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.