🛡️ SEC-Registered Investment Adviser (Est. 1984) 📍 Madison, Wisconsin 📞 608-960-4616

Podcasts

From Morning Radio to Leadership: Adapting to Change with Jonathan Suttin
📅 ⏱️ 29:40

From Morning Radio to Leadership: Adapting to Change with Jonathan Suttin

In this episode of Beyond the Balance Sheet, Aaron Carreno and Nathan Plumb sit down with Madison radio personality and operations manager Jonathan Suttin to explore a career spanning nearly three dec...

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Know What You Own: Building a Portfolio with Purpose with Tom Plumb
📅 ⏱️ 22:05

Know What You Own: Building a Portfolio with Purpose with Tom Plumb

What does it really mean to know what you own? In this episode of Beyond the Balance Sheet, host Aaron Carreno sits down with Tom Plumb of Wisconsin Capital Management for a deeper look at one of the ...

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A Magazine with a Mission: The Evolution of Our Lives Magazine with Patrick Farabaugh
📅 ⏱️ 24:19

A Magazine with a Mission: The Evolution of Our Lives Magazine with Patrick Farabaugh

In this episode of Beyond the Balance Sheet, hosts Aaron Carreño and Nathan Plumb sit down with Patrick Farabaugh, founder and publisher of Our Lives magazine, to explore his remarkable journey from a...

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Getting to Know Tom Plumb with Wisconsin Capital Management
📅 Tue, 01 Jul 2025 13:19:37 +0000 ⏱️ 22:52

Getting to Know Tom Plumb with Wisconsin Capital Management

In this episode of Ask the Experts with Wisconsin Capital Management, Shawn welcomes chartered financial analyst Tom Plumb to the program for the very first time. Tom shares the story behind Wisconsin...

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Tariffs, Taxes and the B-B-B with Tom Plumb
📅 Tue, 08 Jul 2025 14:42:24 +0000 ⏱️ 21:17

Tariffs, Taxes and the B-B-B with Tom Plumb

In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by chartered financial analyst Tom Plumb for a wide-ranging conversation covering the week's biggest financial new...

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