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Family Finance Chats

Goal Setting

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Listen to this interview with Terry about turning dreams into goals, and learn the process he uses to be successful.

Baird 100 Recap

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Hear us share our favorite moments from celebrating Baird’s 100th Anniversary in Milwaukee, and learn more about our company.

Bringing Home Baby

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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 Fund

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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 Grads

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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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