Clink the link below to listen to our discussion on the importance of having a power of attorney in place for both medical and financial situations.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"The Master Calendar" - Although this isn't our original idea, it certainly makes sense to keep track of things that need to be done routinely. When was the last time you cleaned behind your refrigerator?

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

Are you utilizing the smart features of your home to lower your insurance premium? Click on the picture below to hear Brian Jagodinsky of American Family Insurance discuss ways to save!

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"In Plain Sight" - We thought we would go a different route on this episode and discuss a few facts about I Bonds. Although this is not a solicitation or recommendation on our behalf, there is some great information on hedging against inflation.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"Vision, Habits, and Discipline" - Please click the image below to hear a few tips from The JS Group in regards to building better habits to obtain long term goals.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"Things To Remember In December" - Please click on the link below to hear different strategies regarding end of year planning.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"OPEN ENROLLMENT" - Please click the picture below to tune in for our thoughts on which open enrollment items could be important for you!

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"Are You Leaving Money On The Table?" - Please click the image below for information on the importance of reviewing your Medicare policy.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"No Long Term Care?" - Please click the image below for our discussion around the different ways Social Security could benefit you.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"Pillars of Success" - Please click the image below to hear about the importance of a strong structure of pillars for success.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

"Uncovering Opportunity"
The why behind the questions we ask to ensure we’re adding value and keeping your best interests in mind.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

There are many 'talks' we have with our children, and eventually the children are having another kind of talk with parents. Tune in to hear Randy's personal experience on transitioning his father to assisted living.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

Paystubs can be complex! Tune in to hear more about what to look for on a pay stub and what company benefits should not be overlooked.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

If we knew then, what we know now. Tune in to hear how good advice changes over time.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

Short Selling - All the hype is not always worth the risk.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

For the Love of Pets! Tune in to hear about our furry friends and their financial impact yet priceless love.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

Have you considered a credit freeze? Please listen below to hear Randy’s recent experience now that he can consider himself a snowbird.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

What does a Portfolio Analyst do and how has this pandemic altered their process? Tune in with our expert Max Mann, CFA® a portfolio manager with Baird’s Specialized Asset Management Team to find out.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

The real estate debate – does it make sense in an investment portfolio? Please listen to hear our views on real estate.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

With five months remaining in 2020, I think we all can agree it’s been a crazy year. Hopefully you all have had some positive light in your life amidst the pandemic! Joining us for this podcast is Kelsey Clair, Tax Strategist at Baird. Let’s listen to some tax planning ideas for 2020.

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

Tune in for a friendly game featuring the JS Group on elections and the markets. How many of you answered question #1 correct?

Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.