Family Finance Chats
Goal SettingClick to view video
Listen to this interview with Terry about turning dreams into goals, and learn the process he uses to be successful.
Baird 100 RecapClick to view video
Hear us share our favorite moments from celebrating Baird’s 100th Anniversary in Milwaukee, and learn more about our company.
Bringing Home BabyClick to view video
Terry interviews Kelly and her husband, Paul, about what they did to prepare financially for bringing home a new baby.
Tax Return Reviews & Donor Advised FundClick to view video
Terry and Kelly share a special offering for tax return reviews, and the benefit of taking a deeper look into your tax documents. Also, learn about a unique opportunity to set aside funds for charitable giving that can also be a tax benefit.
Tips for New GradsClick to view video
Terry sits down with Kelly and Chris and asks them to share their top three tips for new college graduates. Learn where they went and a favorite memory from their college days.
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