Year-End Tax and Financial Planning Tips for 2025

Legacy and Estate Protection: The "Business Owner" Mindset

In this episode of 3C Money Matters [https://podcasts.apple.com/us/podcast/3c-money-matters/id1823066208], hosts Alyce Zollman [https://the3cgroup.bairdwealth.com/team/alyce-zollman] and Dan Matthews [https://the3cgroup.bairdwealth.com/team/daniel-matthews] from The 3C Group [https://the3cgroup.bairdwealth.com/] are joined by Mark Nickel [https://www.bairdtrust.com/about-us/leadership/mark-k-nickel/], President and CIO of Baird Trust [https://www.bairdtrust.com/], and Andy Means [https://www.bairdtrust.com/bios/andrew-w-means/], Managing Director and Director of Equity Investments, to discuss the essential role of corporate trustees and the "business owner" philosophy of investing. The conversation covers the practical benefits of professional estate settlement and philanthropy, while offering a deep dive into long-term wealth preservation in the face of modern market drivers like Artificial Intelligence and geopolitical shifts. Whether you're navigating complex family dynamics or looking to understand the power of compounding through market cycles, this episode provides a grounded roadmap for securing a lasting financial legacy. More information on Baird - The 3C Group [https://the3cgroup.bairdwealth.com/] Like and Follow us on Facebook [https://www.facebook.com/The3CGroupBaird/] Subscribe to our YouTube Channel [https://www.youtube.com/@The3CGroupBaird]

Take It to the Hoop: Leadership Lessons from Allison Barber

In this episode of 3C Money Matters [https://podcasts.apple.com/us/podcast/3c-money-matters/id1823066208], hosts Alyce Zollman [https://the3cgroup.bairdwealth.com/team/alyce-zollman], Dan Matthews [https://the3cgroup.bairdwealth.com/team/daniel-matthews], and Loren Snyder [https://the3cgroup.bairdwealth.com/team/loren-snyder] from The 3C Group [https://the3cgroup.bairdwealth.com/] are joined by Dr. Allison Barber [https://www.linkedin.com/in/allison-barber-phd-06201a2], CEO of To The Hoop Strategies, chair of the Marvella Foundation [https://www.marvellafoundation.org/] and former President of the Indiana Fever [https://fever.wnba.com/], to discuss leadership, resilience and building a championship culture. Allison shares her journey from classroom teacher to White House communications strategist and her experience serving at the Pentagon during 9/11, reflecting on the power of mission-driven work and preparation. She also offers behind-the-scenes insight into the Fever's rapid growth following the drafting of Caitlin Clark [https://www.wnba.com/player/1642286/caitlin-clark/profile], explaining how culture, grit and readiness positioned the organization for a transformational moment. Drawing from her personal mantra, "Take it to the hoop," Allison shares the three C's that guide her leadership: commit, compete and contribute, and how those principles translate to business, investing and everyday life. More information on Baird - The 3C Group [https://the3cgroup.bairdwealth.com/] Like and Follow us on Facebook [https://www.facebook.com/The3CGroupBaird/] Subscribe to our YouTube Channel [https://www.youtube.com/@The3CGroupBaird]

Ask Us Anything: Wrapping Up 2025 and Looking Ahead

In the final 2025 episode of 3C Money Matters [https://podcasts.apple.com/us/podcast/3c-money-matters/id1823066208], Alyce Zollman [https://the3cgroup.bairdwealth.com/team/alyce-zollman] and Dan Matthews [https://the3cgroup.bairdwealth.com/team/daniel-matthews] are joined by The 3C Group [https://the3cgroup.bairdwealth.com/]'s advisory team [https://the3cgroup.bairdwealth.com/team] for a special "Ask Us Anything" conversation that reflects on 2025 and looks ahead to 2026. The team shares insights on the economic and market outlook, including expectations around interest rates, housing, AI, and potential volatility, while reinforcing the importance of disciplined, flexible financial planning. You'll also get a more personal look at the advisors as they discuss career paths they once considered, meaningful lessons learned in 2025, and what they are most looking forward to in the year ahead. More information on Baird - The 3C Group [https://the3cgroup.bairdwealth.com/] Like and Follow us on Facebook [https://www.facebook.com/The3CGroupBaird/] Subscribe to our YouTube Channel [https://www.youtube.com/@The3CGroupBaird]

Year-End Tax and Financial Planning Tips for 2025

In this episode of 3C Money Matters [https://podcasts.apple.com/us/podcast/3c-money-matters/id1823066208], Alyce Zollman [https://the3cgroup.bairdwealth.com/team/alyce-zollman], Dan Matthews [https://the3cgroup.bairdwealth.com/team/daniel-matthews] and Kara Endres [https://the3cgroup.bairdwealth.com/team/kara-endres] from The 3C Group [https://the3cgroup.bairdwealth.com/] welcome back Tim Steffen [https://www.bairdwealth.com/insights/wealth-solutions-group/timothy-steffen/], Director of Advanced Planning at Baird [https://www.bairdwealth.com/], for a timely discussion on year-end financial and tax planning. They cover key updates from the recently passed One Big Beautiful Bill Act (OBBBA), including new deductions like the expanded state and local tax (SALT) limit and the senior deduction, as well as strategies involving Roth conversions, inherited IRAs, qualified charitable distributions (QCDs), and charitable giving ahead of 2026. Whether you're reviewing your 2025 finances or planning for the future, this episode offers clear, practical guidance to help you make smart, tax-efficient decisions before year-end. More information on Baird - The 3C Group [https://the3cgroup.bairdwealth.com/] Like and Follow us on Facebook [https://www.facebook.com/The3CGroupBaird/] Subscribe to our YouTube Channel [https://www.youtube.com/@The3CGroupBaird]

What the New Tax Law Means for You in 2025

In this episode of 3C Money Matters [https://podcasts.apple.com/us/podcast/3c-money-matters/id1823066208], hosts Alyce Zollman [https://the3cgroup.bairdwealth.com/team/alyce-zollman] and Dan Matthews [https://the3cgroup.bairdwealth.com/team/daniel-matthews] from The 3C Group [https://the3cgroup.bairdwealth.com/] talk with Tim Steffen [https://www.bairdwealth.com/insights/wealth-solutions-group/timothy-steffen/], Director of Advanced Planning at Baird [https://www.bairdwealth.com/], about the new One Big Beautiful Bill Act (OBBBA) and what it means for your money. They break down key updates like changes to the SALT deduction, a new senior tax break, updates to the estate tax exemption, and the creation of "Trump" accounts for children's savings. You'll hear how these changes may affect your taxes in 2025, when it makes sense to accelerate charitable giving, and why planning ahead is more important than ever with so many temporary provisions and income-based phase-outs. More information on Baird - The 3C Group [https://the3cgroup.bairdwealth.com/] Like and Follow us on Facebook [https://www.facebook.com/The3CGroupBaird/] Subscribe to our YouTube Channel [https://www.youtube.com/@The3CGroupBaird]