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THG Podcasts

The Hollander Group works with many industry professionals in staying abreast of markets, economic conditions and wealth management and planning opportunities.  It is our pleasure to offer periodic podcasts to share some of their expertise with you.

Tricia and Teri sit down with Mark Nickel, President and Chief Investment Officer of Baird Trust to talk inflation, interest rates, and what we might see from the Fed in the near future. The three discuss how all of these, amongst other items may impact the individual investor.

To listen to the December 7, 2021 interview, click on the link below.

      December 7, 2021 Podcast - Mark Nickel

Teri and Tricia interview Chris Staples, Chief Operating Officer of Baird Trust about the evolution of the estate and tax changes being negotiated in Congress and potential impacts on family tax and estate planning.

To listen to the December 7, 2021 interview, click on the link below.

      December 7, 2021 Podcast - Chris Staples

The Hollander Group had the opportunity to talk with Leo Whitt and Jason Spitz from Baird's Business Owner Solutions Team to discuss today's active business transaction market, business valuation, and preparedness to sell.

To listen to the June 17, 2021 interview, click on the link below.

      June 17, 2021 Podcast - Business Owner Solutions

In this episode, Teri and Tricia speak with Jeannette Lowe, Director of Policy Research at Strategas Research Partners. In this capacity, she researches government policy initiatives for their impact on financial markets. The three converse about topics such as stimulus, infrastructure, and health care, as well as look ahead to the 2022 Midterms. 

To listen to the May 13, 2021 interview, click on the link below.

      May 13, 2021 Podcast - Jeannette Lowe

Tricia and Teri had the opportunity to talk with their friend Jamie Levy, the President and Chief Vision Officer of JDLevy & Associates. Jamie is a published writer, keynote speaker, and through his teaching and consulting has become recognized for his expertise in the area of philanthropic sustainability and development. The three dig deep into the subject of charitable gifting and how to make sure your gifts are meaningful and impactful.

To listen to the April 8, 2021 interview, click on the link below.

      April 8, 2021 Podcast - Jamie Levy

The Hollander Group chats with Kelsey Clair, CPA - currently the Tax Strategist for Baird's Private Wealth Management Group. Year end is a great time for clients to evaluate the full year and take advantage of opportunities available to them. Tricia, Teri, and Kelsey highlight the benefits of tax loss harvesting, charitable giving, and other beneficial strategies as well as considerations due to the shift in administration. 

To listen to the December 3, 2020 interview, click on the link below.

      December 3, 2020 Podcast - Kelsey Clair

In this episode, Tricia and Teri speak with Linda Grant Smith, CPWA, CFP, who is a Regional Financial Planner with Baird. Listen as the three define and discuss various details of Roth Conversions and how they may benefit your overall financial plan.

To listen to the July 21, 2020 interview, click on the link below.

      July 21, 2020 Podcast - Linda Grant Smith

The Hollander Group had the pleasure of discussing evidence based investing and crafting your lifeboat, as well as other behavioral finance strategies with Michael Antonelli, Market Strategist - Baird Private Wealth Management.

To listen to the June 30, 2020 interview, click on the link below.

      June 30, 2020 Podcast - Michael Antonelli