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

Podcasts

Investing with Intention: Long-Term Thinking in a Short-Term World
📅 Tue, 15 Jul 2025 14:34:10 +0000 • ⏱️ 20:40

Investing with Intention: Long-Term Thinking in a Short-Term World

In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by chartered financial analyst Tom Plumb to talk about something that might seem counterintuitive—why so many peop...

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Retire with Confidence: Planning for Longevity and Lifestyle
📅 Tue, 22 Jul 2025 10:12:12 +0000 • ⏱️ 24:03

Retire with Confidence: Planning for Longevity and Lifestyle

In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by chartered financial analyst Tom Plumb to tackle one of the most common questions in personal finance: how do yo...

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Buckets & Balance: Asset Allocation Before and After Retirement
📅 Tue, 29 Jul 2025 16:56:26 +0000 • ⏱️ 20:46

Buckets & Balance: Asset Allocation Before and After Retirement

Are you getting the guidance you need to reach your financial goals? In this episode of Ask the Experts, Wisconsin Capital Management explores Closing the Advice Gap—the difference between the financi...

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Common Myths Busted with Tom Plumb of Wisconsin Capital Management
📅 Tue, 05 Aug 2025 10:40:29 +0000 • ⏱️ 21:23

Common Myths Busted with Tom Plumb of Wisconsin Capital Management

In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by chartered financial analyst Tom Plumb to bust some of the most common myths in investing—ones that sound reason...

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Beyond the Headlines: What the New Tax Law Means for Your Portfolio
📅 Tue, 12 Aug 2025 09:58:22 +0000 • ⏱️ 21:43

Beyond the Headlines: What the New Tax Law Means for Your Portfolio

In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nathan Plumb to break down the new tax bill and what it means for individuals, business owners, and inv...

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