Beyond the Money

By: The Perry Group of Baird
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  • Summary

  • 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.
    © 2025 The Perry Group of Baird
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Episodes
  • 10 Financial To-Do's for 2025

    10 Financial To-Do's for 2025
    Jan 29 2025

    Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.
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    28 mins

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