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The Perry Richey Group Podcast

The Perry Richey Group Podcast

By The Perry Richey 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 6 CERTIFIED FINANCIAL PLANNERS ™ and over 100 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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The Personal Information Guide: The Key to Simplifying Your Financial and Family Records

The Perry Richey Group PodcastMar 18, 2021

00:00
14:35
2024: The Year of The Big Mistake

2024: The Year of The Big Mistake

On this episode, Shawn and Andrew are joined by Baird Market Strategist Michael Antonelli to unpack why he believes that 2024 is "The Year of The Big Mistake" and how investors can be informed to not let it happen to them.

Mar 25, 202422:32
The March Advisor Roundtable 2024

The March Advisor Roundtable 2024

On this month's roundtable, Josh, Drew, and Andrew sit down to provide and update on the market and highlight an upcoming client event.

Mar 08, 202422:24
Basics of Equity Compensation

Basics of Equity Compensation

Brooke Cassady is joined by Laurence Kluth, Equity Compensation Planning Manager, of Baird to discuss the basics of Equity Compensation including RSUs, ISOs, and NQSOs.

Mar 07, 202432:33
The February Advisor Roundtable

The February Advisor Roundtable

On this edition of the Advisor Roundtable, the Advisor Teams discusses noise in the media surrounding the Presidential Election and potential bills, markets at the start of 2024 and what statistics tell us about what that could mean for 2024, potential options for your short term assets as the interest rate environment changes and a recent buzzword in financial planning and annuity spaces: the QLAC.

There are differences between Certificates of Deposit (CD) purchased from a bank and those purchased from firms such as Baird. These differences may affect the rate of return and degree of risk for purchasers and may include but are not limited to variable interest rates, call features by the issuing bank, trading in the secondary market, price paid, transaction costs not typically associated with a traditional CD, redemption value, and withdrawal or sale prior or maturity. While secondary market purchases are also available, the FDIC insurance only covers the principal amount of the CD and any accrued interest up to that coverage limit. Investors should carefully consider these differenced before investing. CDs are subject to availability and minimum purchase amounts. Interest rates are subject to change without notice and could greatly impact the value of the CD. Availability and pricing are subject to change.

Fixed income is generally considered to be a more conservative investment than stocks, but bonds and other fixed income investments still carry a variety of risks such as interest rate risk, credit risk, inflation risk and liquidity risk. In a rising interest rate environment, the value of fixed income securities generally declines and conversely, in a falling interest rate environment, the value of fixed income securities generally increases. High-yield securities may be subject to heightened market, interest rate or credit risk and should not be purchased solely because of the stated yield. Annuities are complex products and should be reviewed thoroughly before any investment.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.

Feb 12, 202425:15
The January Advisor Roundtable 2024

The January Advisor Roundtable 2024

On the first episode of 2024, the Advisor Team recaps where the markets finished in 2023 and looks at the year ahead with a Presidential election and the Fed continuing to navigate a soft landing. 

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.


Jan 04, 202427:56
The Basics Long-Term Care Planning with Erica Knoll
Dec 12, 202323:46
The December Advisor Roundtable

The December Advisor Roundtable

On the final Advisor Roundtable of 2023, the Advisor team discusses our outlook for 2024, our favorite Charlie Munger quotes, and some year-end gifting reminders.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

 Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.

Dec 06, 202328:41
End of Year Planning

End of Year Planning

Listen in as Brooke Cassady discusses a checklist of financial planning action items to consider prior to the end of 2023. Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.

Nov 15, 202316:49
The November Advisor Roundtable

The November Advisor Roundtable

On this month's Advisor Roundtable, Drew, Shawn, Josh, and Andrew provide an update on the 401(k) contribution limits just announced for 2024, recap the Federal Reserve's meeting last week, and provide an update on the market.


Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.


Click here to purchase Finding Your Financial Advisor on Amazon.

Nov 08, 202319:38
A Conversation with Donald Rissmiller, Chief Economist and co-founding partner of Strategas, a Macro-Economic Research Company
Oct 18, 202332:24
The October Advisor Roundtable

The October Advisor Roundtable

In this episode the Advisor Team discusses year end planning opportunities, upcoming events, and breaks down the current capital market environment and what it means to you!  

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.


Click here to purchase Finding Your Financial Advisor on Amazon.

Oct 10, 202327:16
The September Advisor Roundtable 2023

The September Advisor Roundtable 2023

On this month's Advisor Roundtable, The Perry Richey Group advisor team provides an update on the market, talks about the resumption of student loans, and discusses the upcoming Federal Reserve meeting.


Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

 

Click here to purchase Finding Your Financial Advisor on Amazon.


Sep 13, 202333:47
3 Things You Should Know About Social Security
Aug 15, 202320:49
The August Advisor Roundtable

The August Advisor Roundtable

On this month's Advisor Roundtable, Shawn, Josh, and Andrew provide a market update and discuss the emergence of Artificial Intelligence into mainstream society.

 

⁠Click here⁠ to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: ⁠LinkedIn⁠ | ⁠Facebook⁠ | ⁠Website⁠ | ⁠FYFA Book⁠

For more information about the Perry Richey Group of Baird Private Wealth Management, go to ⁠our website⁠, call us at 270.467.9664, or email us at ⁠theperryricheygroup@rwbaird.com⁠.

Click ⁠here⁠ to purchase Finding Your Financial Advisor on Amazon.

Aug 02, 202320:36
The July Advisor Roundtable 2023
Jul 11, 202328:14
Steps to Take During a Career Transition

Steps to Take During a Career Transition

Brooke Cassady and Claire Wilson discuss steps to take during a career transition including severance packages, retirement benefit options, and insurance options.

 

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.

Jun 21, 202319:30
The June Advisor Roundtable 2023

The June Advisor Roundtable 2023

The Advisor Team discusses upcoming events, alternative investment ideas, debt ceiling, and interest rate environment.

Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. This and other information about the fund can be found in the prospectus or summary prospectus. A prospectus or summary prospectus may be obtained from your financial advisor or the fund website and should be read carefully before investing.

Annuities carry unique risks including market risk, investment risk and claims paying abilities of the insurer. There may also be instances where a contact will pay out less than the premiums paid or expire within the lifetime of the insured. There may be penalties for early withdrawal and they are not insured by the FDIC because they are insurance, not an investment. Certificates of Deposit (CDs) carry investment risk but are generally considered safer than most investments because of FDIC insurance and predictable returns. Additionally, it is important to review the differences between bank issued and brokered CDs including holding period and complexity.


Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.



Jun 13, 202338:23
Women: Wired to Invest with Tina Downing

Women: Wired to Invest with Tina Downing

Brooke Cassady and Claire Wilson are joined by Tina Downing of Russell Investments to discuss women and investing. We debunk myths, discuss how finances look different for women and advice on how to take control of your financial future.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

 

Follow us: LinkedIn | Facebook | Website | FYFA Book

 

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

 

Click here to purchase Finding Your Financial Advisor on Amazon.

May 10, 202319:05
The May Advisor Roundtable 2023

The May Advisor Roundtable 2023

On this month's Advisor Roundtable, The Perry Richey Group Advisor team discusses the upcoming Fed Announcement and questions around the looming debt ceiling in Washington D.C.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

 

Follow us: LinkedIn | Facebook | Website | FYFA Book

 

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

 

Click here to purchase Finding Your Financial Advisor on Amazon.



May 10, 202326:34
Investing 101: Part 2 -Risk and Diversification

Investing 101: Part 2 -Risk and Diversification

On part two of our Investing 101 Education Series, Josh and Andrew talk about how to better understand the various risks associated with investing and the role diversification plays in investing.

Diversification and asset allocation do not ensure a profit or protect against loss.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

 Click here to purchase Finding Your Financial Advisor on Amazon

Apr 13, 202320:11
The April Advisor Roundtable 2023
Apr 10, 202324:21
Investing 101: Part 1
Mar 22, 202321:42
The March Advisor Roundtable 2023
Mar 14, 202325:14
Silicon Valley Bank: What Happened and What Baird Clients Need to Know
Mar 13, 202311:44
What We Are Learning

What We Are Learning

With Wisdom being one of the core values of The Perry Richey Group, the Advisor Team sits down to reflect on some of the lessons that we learned over 2022 in our personal and professional lives, and our plans for personal development in 2023.



Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

Feb 14, 202330:35
The February Advisor Roundtable

The February Advisor Roundtable

On this month's Advisor Roundtable, the Perry Richey Group advisor team provides an update on the market and holds a round-robin discussion about the #1 topic that each advisor is currently reviewing with clients during review meetings.


Click here for JP Morgan: Guide to the Market Slide Deck

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

Feb 09, 202331:46
SECURE 2.0 Act for Retirement Plan Sponsors
Jan 19, 202318:26
Highlights of Secure 2.0 Act
Jan 09, 202319:15
The January Advisor Roundtable

The January Advisor Roundtable

On the first  Roundtable of 2023, the Perry Richey Group advisors highlight the recent passed SECURE Act 2.0, several upcoming events for clients to be aware of and an update on the capital markets as we head into 2023.


Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

Jan 09, 202327:46
The December Advisor Roundtable

The December Advisor Roundtable

On this episode, The Perry Richey Group Advisor team wraps up the 2022 Roundtable Series by highlighting the upcoming Fed Meeting, and Implications of the November Midterm Elections, and discussing topics to consult with your CPA or tax advisor on before the end of the year.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

Dec 09, 202220:11
Charity Spotlight: Hope House Ministries
Nov 28, 202218:54
The November Advisor Roundtable
Nov 02, 202221:21
Strategas Event Recap: Policy Moves to Watch For

Strategas Event Recap: Policy Moves to Watch For

On Tuesday, October 11th, The Perry Richey Group hosted Courtney Rosenberger, Director of Policy Research, for Strategas to speak with our clients about the recent policy developments coming out of Washington D.C., and their implications on the markets. Our Advisor team sits down to recap the event and some of the information that Courtney shared.

Oct 17, 202218:17
The October Advisor Roundtable

The October Advisor Roundtable

On this month's Advisor Roundtable, The Perry Richey Group Advisors sit down to give an update on what's going on in the capital markets, and a few updates related to technology for existing Baird clients.


Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

Oct 06, 202222:56
Understanding the Importance of Identity Theft Protection

Understanding the Importance of Identity Theft Protection

In this episode, Savannah York speaks with Lisa North about ways to prevent Identity Theft. Lisa explains what to do if you are a victim and she provides us with many practical tips we can all do to be safer on a daily basis.


Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

Sep 22, 202215:55
The September Advisor Roundtable
Sep 08, 202230:50
Student Debt Relief Plan - Who is Impacted and What it Means for You
Sep 08, 202220:22
Finding Your Financial Advisor: Making Your Decision (Part 4)
Sep 06, 202222:40
Finding Your Financial Advisor: The Interviews (Part 3)
Aug 19, 202233:09
The August Advisor Roundtable

The August Advisor Roundtable

On this month's Advisor Roundtable, the Perry Richey Group Advisor team introduces the newest member of our team, Brooke Cassady. You'll also hear an update on what's going on in the capital markets, as well as an overview of a bill, The Inflation Reduction Act of 2022, that is currently going through Congress.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

8 Authors Who Can Positively Change Your Life - Forbes Articles Featuring Finding Your Financial Advisor

Click here to read the article



Aug 11, 202231:57
Finding Your Financial Advisor: Defining Your Minimum Standards (Part 2)
Aug 05, 202225:60
Finding Your Financial Advisor: Taking Ownership (Part 1)
Jul 18, 202227:47
July Advisor Roundtable

July Advisor Roundtable

On this month's Advisor Roundtable, the Perry Richey Advisor Team talks through what a recession means for the U.S. economy, the upcoming mid-term elections, and introduces our newest team member, Claire Wilson.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us:

LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon

Jul 11, 202225:21
Why We Wrote Finding Your Financial Advisor

Why We Wrote Finding Your Financial Advisor

Listen in as Drew Richey and Shawn Perry are interviewed by Baird Strategist, Michael Antonelli, to kick off our five-part series about our new book, Finding Your Financial Advisor. 


Click here to purchase Finding Your Financial Advisor on Amazon.


Click here to receive the quarterly The Advocate Advantage™ e-newsletter.


Follow us:

LinkedIn | Facebook | Website | FYFA Book


For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.






Jul 06, 202223:04
Advocating for a Cause: The Center for Courageous Kids

Advocating for a Cause: The Center for Courageous Kids

Our team has long been advocates for CCK, a medical kids camp in Scottsville, KY. In this episode, Drew interviews Allysa Gooden, Director of Development with CCK, and Derek Young, a business consultant and advocate for CCK. Listen in as they discuss upcoming enhancements to the camp and their growing presence in the Nashville community.

https://www.courageouskids.org/

https://derekyoungspeaks.com/


Jun 29, 202224:48
Market Education: How to Understand Market Volatility

Market Education: How to Understand Market Volatility

In this episode,  Josh Marson and Ross Mayfield, Investment Strategy Analyst, talk about the variety of factors that can influence market volatility, and tips to help investors evaluate what volatility means in their personal financial situation.

Jun 15, 202212:10
The June Advisor Roundtable

The June Advisor Roundtable

On this month's Advisor Roundtable, the Perry Richey Group Advisors provide an update on the capital markets and thoughts on the current economic environment. We also announce the launch of our new book, Finding Your Financial Advisor.

Jun 06, 202228:04
The Story Behind Bonds in 2022

The Story Behind Bonds in 2022

Kevin Nicholson is the Global Fixed Income Chief Investment Officer and Co-Head of Riverfront’s Investment Committee. Volatility in the equity markets has made headlines for 2022, but that volatility has also carried over into the Bond markets. Josh Marson from The Perry Richey Group and Kevin break down what has happened to the bond market so far in 2022, and provide an outlook for the remainder of the year.

Fixed income is generally considered to be a more conservative investment than stocks, but bonds and other fixed income investments still carry a variety of risk such as interest rate risk, regulatory risk, reinvestment risk, credit risk, inflation risk, call risk, default risk, political risk, tax policy risk, and liquidity risk. In a rising interest rate environment, the value of fixed-income securities generally decline and conversely, in a falling interest rate environment, the value of fixed-income securities generally increase. Municipal securities investments are not appropriate for all investors, especially those taxed at lower rates.

Jun 02, 202215:02
What is Behavioral Finance?
May 24, 202220:32
The May Advisor Roundtable

The May Advisor Roundtable

On this month’s Roundtable, Drew and Andrew provide commentary on the upcoming announcement from the Federal Reserve, how to understand stock market index returns, and some legislative updates from Washington D.C. We also have on a special guest, Jacqueline Hunt, to talk about some enhancements that have been made to our team's Client Advocacy program.

May 05, 202238:37