The JPR Group Podcast

The JPR Group Podcast

By The JPR Group
Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINANCIAL PLANNERS ™ and over 160 years of combined experience to offer an all inclusive range of wealth management services. In today’s uncertain times that’s what it takes to successfully navigate retirement. You only get one chance to do it right.
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COVID-19 Market Update Conference Call

The JPR Group Podcast

COVID-19 Market Update Conference Call

The JPR Group Podcast

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Interview with Mark Nickel, President and Chief Investment Officer of Hilliard Lyons Trust Company
In this episode, Shawn gets an update on the current market environment from Mark Nickel and hears how Mark is leading the Hilliard Lyons Trust Company (HLTC) now with many of the HLTC associates working from home during the COVID-19 pandemic.
22:03
March 31, 2020
COVID-19 Market Update Pt. II
*Recorded on Tuesday 03/24/2020. In this episode, Shawn spends a few minutes with Mark Eibel of Russell Investments getting an update on the status of COVID-19 and what investors need to be thinking about at this point in time.
14:58
March 26, 2020
COVID-19 Market Update Conference Call
Recorded on Monday, March 16th, the JPR Group Advisors shares their thoughts on the market activity over the last several weeks related to COVID-19.
20:25
March 16, 2020
2020 Capital Market Outlook with Mark Eibel of Russell Investments
In this episode, we hear from Mark Eibel, Director of Investment Strategies for Russell Investments. Pending trade deals, the Federal Reserve and Presidential Election will be major headlines this year and Mark provides some thoughts trends we could see in the market. Mark is the principal spokesman for Russell and frequently appears on networks such as CNBC, Bloomberg TV, and Bloomberg Radio.
12:05
February 5, 2020
Interview with Dr. Greg Kasten, Founder and CEO of Unified Trust Company
In this episode, Drew sits down with Dr. Greg Kasten, Founder and CEO of Unified Trust Company to hear what inspired Dr. Kasten to leave his career as an Anesthesiologist and build a Retirement Plan Recordkeeping business that’s focused on retirement readiness for it’s participants. For more information on Dr. Kasten and Unified Trust Company please visit www.unifiedtrust.com.
31:27
January 15, 2020
Interview with Max Mann of the Baird Specialized Asset Management Group
In this episode, Drew sits down with Max Mann, a Portfolio Manager with the Baird Specialized Asset Management (SAM) Group. The SAM Group is a part of Baird Asset Management that offers investment solutions for High Net Worth individuals.
14:11
November 8, 2019
Cash Balance Plans: Advanced Retirement Savings and Tax Deferral Strategies for Entrepreneurs
Matt Bravo is the Managing Actuary at Acuff & Associates and he joins us to discuss Cash Balance Plans. Cash Balance Plans are a type of Qualified Retirement Plan that offer tax deferral savings above and beyond 401(k) and profit sharing plans for entrepreneurs.
1:03:05
August 28, 2019
Second Quarter Market Recap and Baird Transition Update
Drew, Josh, and Andrew spend time talking about the latest news around Hilliard Lyons transition to Baird, and our thoughts on the current market environment.
18:13
July 23, 2019