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

Podcasts

The Value of a 529 Plan
📅 Tue, 30 Sep 2025 10:20:37 +0000 • ⏱️ 19:01

The Value of a 529 Plan

Planning for education costs doesn't have to feel overwhelming—especially when you have the right strategy in place. In this episode of Ask the Experts, Wisconsin Capital Management breaks down the va...

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How a Financial Planner Can Help You
📅 Tue, 07 Oct 2025 10:20:51 +0000 • ⏱️ 19:51

How a Financial Planner Can Help You

What does a financial planner actually do—and how can they help you make better decisions with your money? In this episode of Ask the Experts podcast, Wisconsin Capital Management breaks down the real...

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What to Know About the Government Shutdown
📅 Tue, 14 Oct 2025 18:59:04 +0000 • ⏱️ 21:57

What to Know About the Government Shutdown

In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nathan Plumb to break down one of the most closely watched forces in the economy—interest rates and the...

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Old 401k's and the Risk of Inaction
📅 Tue, 21 Oct 2025 10:34:48 +0000 • ⏱️ 20:43

Old 401k's and the Risk of Inaction

Are you holding onto an old 401(k) and wondering what to do next? In this episode of the Ask the Experts podcast, Wisconsin Capital Management breaks down the risks of leaving an old 401(k) behind—and...

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Income Streams in Retirement
📅 Mon, 27 Oct 2025 22:36:00 +0000 • ⏱️ 25:37

Income Streams in Retirement

Secure your future with multiple income streams in retirement. In this episode of Ask the Experts podcast, Wisconsin Capital Management explains how creating diversified income sources can help you ma...

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