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The Perry Richey Group Podcast

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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 fro women and advice on how to take control of your financial future. 

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.

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.

The April Advisor Roundtable 2023

The April Advisor Roundtable 2023

On this month's Advisor Roundtable, we kick off Financial Literacy Month with a reminder about the Southern Kentucky Financial Literacy Symposium that our team is hosting. We also provide an update on the markets as we wrapped up the first quarter of 2023. 

Investing 101: Part 1

Investing 101: Part 1

On this episode, Josh and Andrew sit down and discuss the basics of investing. As more and more Americans have access to investments there has been a lack of education on how investing works. What are stocks, bonds, and mutual funds? What is an asset class and why should I know what it is? Josh and Andrew answer all these questions and more .

The March Advisor Roundtable 2023

The March Advisor Roundtable 2023

On this month's Advisor Roundtable the Perry Richey Group are talking about the importance of Financial Literacy, how the market is reacting to the current interest rate environment, and some timeless wisdom from Warren Buffett's annual letter to Berkshire Hathaway's shareholders.

The Silicon Valley Bank Collapse

The Silicon Valley Bank Collapse

On this episode, the Perry Richey Group Advisor Team gets together to talk about the collapse of Silicon Valley Bank over the weekend and what Baird clients need to know about it.

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. 

The February Advisor Roundtable 2023

The February Advisor Roundtable 2023

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.

SECURE 2.0 Act for Retirement Plan Sponsors

SECURE 2.0 Act for Retirement Plan Sponsors

The SECURE 2.0 Act of 2022 provided a number of improvements for individual investors, but many of the new laws affected qualified retirement plan such as 401(k) and SIMPLE IRA Plans. On this episode, Drew and Andrew discuss a few of the main provisions that Retirement Plan Sponsors should know about.

Highlights of SECURE 2.0 Act

Highlights of SECURE 2.0 Act

Just before the new year turned, Congress passed one final piece of legislation that included over 4,000 pages of text. Included in this legislation was Secure 2.0, a follow up to the Secure Act passed in late 2019 to provide flexibility around retirement savings and withdrawals. On this episode, Brooke and Andrew sit down to highlight some of the major provisions that investors should be aware of. 

The January Advisor Roundtable 2023

The January Advisor Roundtable 2023

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. 

The December Advisor Roundtable 2022

The December Advisor Roundtable 2022

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.