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Check out our series of “Ask the Experts” episodes on 1310 WIBA-AM in 2025. We shared market updates, economic insights, and describe how we approach investing at Wisconsin Capital Management!
The Power of Compounding
00:00 / 21:22
Unlock the secret to long-term wealth: the power of compounding. In this episode of Ask the Experts, Wisconsin Capital Management explains how small, consistent investments can grow exponentially over time thanks to compounding—the cornerstone of successful, long-term investing. Whether you’re just starting out or planning for retirement, understanding compounding can help you make smarter financial decisions today that pay off for decades to come. At Wisconsin Capital Management, we believe that disciplined, research-driven strategies are the key to financial success. By focusing on long-term growth and staying patient through market cycles, you can let compounding work in your favor. In this video, you’ll learn: • What compounding is and why it matters for your wealth • How regular investing can lead to exponential growth • The benefits of starting early and staying disciplined • How to apply compounding principles to your retirement or investment plan Start harnessing the power of compounding today and take control of your financial future. Ready to grow your wealth over time? Connect with Wisconsin Capital Management to create a strategy designed for your long-term goals. Visit: https://www.wiscap.com Schedule a consultation and start building your future
Balance & Sustainability
00:00 / 20:27
Discover the key to achieving financial balance while building a sustainable future. In this episode of Ask the Experts, Wisconsin Capital Management explores how thoughtful investing and long-term planning can help you maintain balance in your finances while supporting sustainability—both in your portfolio and in the broader world. We share insights on aligning your financial goals with responsible investment strategies, emphasizing the importance of staying disciplined through market cycles. At Wisconsin Capital Management, we believe that sustainable investing isn’t just about returns—it’s about building wealth in a way that reflects your values and secures your future. In this video, you’ll learn: • What balance in investing truly means • How sustainable strategies can support long-term growth • Why disciplined, research-driven investing matters • How to align your portfolio with your values and goals Whether you’re planning for retirement, managing wealth, or interested in responsible investing, finding balance and sustainability in your financial strategy is key. Ready to take the next step? Connect with Wisconsin Capital Management to develop a strategy that balances growth, risk, and your personal values. Visit: https://www.wiscap.com/ Schedule a consultation to start planning your sustainable financial future
Tidying Things Up Before the New Year
00:00 / 21:57
Start the new year with a fresh financial plan! In this episode of Ask the Experts, Wisconsin Capital Management shares practical tips for “tidying things up” before the new year—helping you review your finances, streamline your investments, and set yourself up for a successful year ahead. From optimizing retirement contributions to organizing your portfolio and planning for upcoming goals, these simple steps can make a big difference in your financial clarity and confidence. At Wisconsin Capital Management, we believe that thoughtful preparation and disciplined planning are the keys to long-term financial success. A little organization today can lead to bigger results tomorrow. In this video, you’ll learn: • How to review and organize your financial accounts • Key strategies to optimize retirement and investment planning • Tips for aligning your finances with your short- and long-term goals • Why preparing before the new year sets you up for success Whether you’re planning for retirement, managing investments, or just looking to simplify your finances, taking action now can make the year ahead smoother and more productive. Ready to start the new year strong? Connect with Wisconsin Capital Management to review your plan and set clear goals for the year. Visit: https://www.wiscap.com/ Schedule a consultation to get your finances organized today
What Exactly is Private Equity
00:00 / 22:14
Curious about private equity and how it works? In this episode of Ask the Experts, Wisconsin Capital Management breaks down What Exactly is Private Equity? We explain the fundamentals of private equity investing, how it differs from public markets, and why it can be a valuable component of a long-term investment strategy. Whether you’re an investor exploring alternatives or just looking to better understand your portfolio options, this video provides a clear, approachable overview. At Wisconsin Capital Management, we believe that understanding your investments is key to making informed, confident financial decisions. Our goal is to help you navigate complex strategies with clarity and purpose. In this video, you’ll learn: • The basics of private equity and how it works • Key differences between private and public investments • Potential benefits and considerations of private equity • How private equity can fit into a diversified, long-term portfolio Whether you’re planning for retirement, managing wealth, or exploring advanced investment strategies, understanding private equity can help you make smarter financial decisions. Ready to learn more about your investment options? Connect with Wisconsin Capital Management to see how private equity and other strategies might fit into your personalized plan. Visit: https://www.wiscap.com/ Schedule a consultation to explore your investment opportunities
Abbott Acquires Exact Sciences-What That Means for You
00:00 / 22:50
Abbott acquires Exact Sciences—what does it mean for employees and their financial future? In this episode of Ask the Experts podcast, Wisconsin Capital Management breaks down the impact of Abbott’s acquisition of Exact Sciences on employees, including potential changes to stock options, 401(k) plans, and other financial considerations. We provide insights on how to navigate this transition, make informed decisions about your retirement accounts, and ensure your long-term financial goals stay on track. At Wisconsin Capital Management, we help employees understand complex corporate transactions and how they affect personal wealth. Our goal is to provide clarity, confidence, and actionable guidance during times of change. In this video, you’ll learn: • How the Abbott-Exact Sciences acquisition affects employees’ financial plans • Key considerations for stock options, 401(k)s, and retirement accounts • Strategies to protect and grow your wealth during corporate transitions • How disciplined planning helps you stay on track with your long-term goals Whether you’re directly impacted by this acquisition or just planning your financial future, understanding your options is essential. Want personalized guidance on your retirement and investment options? Connect with Wisconsin Capital Management to review your accounts and create a plan that works for you. Visit: https://www.wiscap.com/ Schedule a consultation to secure your financial future
Social Security in 2026 and Beyond
00:00 / 20:22
Planning for Social Security in 2026 and beyond is more important than ever. In this episode of Ask the Experts, Wisconsin Capital Management breaks down the latest updates, trends, and strategies for maximizing your Social Security benefits. From understanding eligibility and claiming strategies to managing your retirement income, we provide practical insights to help you make confident, informed decisions for your financial future. At Wisconsin Capital Management, we believe thoughtful planning and disciplined investing are key to building a secure retirement. Staying informed about Social Security changes allows you to make smarter choices that support your long-term goals. In this video, you’ll learn: • Social Security updates for 2026 and beyond • Strategies to maximize your benefits • How Social Security fits into your overall retirement plan • Tips for managing retirement income and financial security Whether you’re nearing retirement or planning for the long term, understanding Social Security is essential to a successful financial strategy. Ready to optimize your Social Security and retirement plan? Connect with Wisconsin Capital Management to review your options and create a strategy tailored to your goals. Visit: https://www.wiscap.com/ Schedule a consultation to start planning today
Year End Tax Planning
00:00 / 23:29
Finish the year strong with smart tax planning! In this episode of Ask the Experts, Wisconsin Capital Management shares essential tips for year-end tax planning to help you reduce your tax liability and position your finances for success in the year ahead. From reviewing deductions and retirement contributions to evaluating investment strategies, we cover practical steps you can take now to maximize your financial outcomes. At Wisconsin Capital Management, we believe disciplined planning and proactive strategies are key to long-term financial success. A few thoughtful moves before year-end can make a significant difference for your wealth and retirement goals. In this video, you’ll learn: • Key strategies for year-end tax planning • How to optimize retirement contributions and deductions • Tips for managing investments for tax efficiency • How proactive planning can impact your long-term financial goals Whether you’re planning for retirement, managing wealth, or looking to minimize taxes, year-end planning is essential to keep your finances on track. Ready to optimize your tax strategy before the year ends? Connect with Wisconsin Capital Management to review your plan and take action today. Visit: https://www.wiscap.com/ Schedule a consultation to start your year-end planning
Income Streams in Retirement
00:00 / 25:36
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 maintain financial stability and confidence throughout retirement. From Social Security and pensions to investments and other strategies, we break down how to plan for predictable cash flow while managing risk in an ever-changing market. At Wisconsin Capital Management, we believe that retirement planning is about more than saving—it’s about building a strategy that provides security, flexibility, and peace of mind. In this video, you’ll learn: • The importance of multiple income streams in retirement • How to balance risk and growth while generating income • Strategies for maximizing Social Security, pensions, and investments • How a disciplined, research-driven approach helps sustain your lifestyle Whether you’re nearing retirement or just starting to plan, understanding and managing your income streams is essential for long-term financial success. Ready to plan your retirement income strategy? Connect with Wisconsin Capital Management to create a personalized plan that keeps your future secure. Visit: https://www.wiscap.com/ Schedule a consultation and start planning today
Old 401ks and the Risk of Inaction
00:00 / 20:42
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 why a 401(k) rollover to an IRA could be one of the smartest financial moves you make. We cover everything you need to know in a clear, approachable way, including: 1. What happens when you leave a 401(k) with a former employer 2. Hidden fees and limited investment options 3. The benefits of rolling over a 401(k) into an IRA 4. How to maintain control and align your retirement strategy 5. Common mistakes to avoid when rolling over retirement accounts Whether you're changing jobs, retiring, or simply trying to get organized, this episode will help you make more informed decisions about your financial future. If you have an old 401(k), don’t let inaction cost you. Ready to take the next step? Connect with Wisconsin Capital Management today to explore your rollover options and build a strategy tailored to your goals. Visit: www.wiscap.com
How a Financial Planner Can Help You
00:00 / 19:47
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 value of working with a financial planner. From investment guidance to life transitions, this conversation highlights how having a trusted advisor can bring clarity, confidence, and long-term direction to your financial life. We cover: 1. How a financial planner helps you organize and simplify your finances 2. The role of advice during major life transitions (career changes, retirement, etc.) 3. How to align your investments with your goals and risk tolerance 4. The difference between DIY investing and professional guidance 5. Why accountability and ongoing planning matter more than ever Whether you’re just getting started or looking for a second opinion, this episode will help you understand how a financial planner can support your full financial picture—not just your portfolio. Financial planning isn’t just about numbers—it’s about building a strategy for your life. Ready to take the next step? Wisconsin Capital Management is here to help you create a personalized plan built around your goals, timeline, and priorities. Visit: www.wiscap.com, schedule a conversation today and see what a tailored financial plan can do for you!
The Value of a 529 Plan
00:00 / 19:00
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 value of a 529 plan and how it can play a powerful role in your overall financial plan. Designed to help families save for future education expenses, 529 plans offer tax-advantaged growth and flexible use—making them a smart, long-term tool for funding college and beyond. At Wisconsin Capital Management, we believe every financial decision should connect back to your broader goals. Whether you’re planning for your child’s education, managing wealth, or preparing for retirement, having a disciplined, research-driven approach can make all the difference. In this video, you’ll learn: • What a 529 plan is and how it works • The tax advantages of saving for education • How early planning can significantly impact long-term outcomes • How a 529 plan fits into a comprehensive financial strategy Saving for education is about more than just numbers—it’s about creating opportunities for the next generation. Ready to start planning? Connect with Wisconsin Capital Management to see how a 529 plan can fit into your personalized financial strategy. Visit: https://www.wiscap.com/ Schedule a consultation to get started today
How Interest Rates Shape Your Financial Future
00:00 / 22:46
The Business Exit Playbook-From Founder to Finisher
00:00 / 20:38
Turning your business vision into a successful exit takes planning, strategy, and the right guidance. In this episode of Ask the Experts podcast, Wisconsin Capital Management dives into From Founder to Finisher: The Exit Playbook, sharing key strategies for business owners preparing to transition or sell their business. Learn how to maximize value, manage risk, and create a plan that ensures a smooth exit while preserving your financial legacy. At Wisconsin Capital Management, we help entrepreneurs navigate every stage of the journey—from building wealth to planning an exit—so you can finish strong and secure your financial future. In this video, you’ll learn: • Key steps for planning a successful business exit • How to maximize your company’s value before selling • Strategies for tax efficiency and risk management • Why a disciplined, research-driven approach matters for business owners Whether you’re a founder looking to plan your next chapter or preparing for a sale, having a clear exit strategy is essential to protect your wealth and legacy. Ready to build your Exit Playbook? Connect with Wisconsin Capital Management to create a personalized plan tailored to your goals. Visit: https://www.wiscap.com/ Schedule a consultation and start planning your business exit today
Navigating Your Financial Flight Plan_Retirement Readiness & Sustainable Strategies
00:00 / 22:27
Prepare for takeoff! ✈️ Navigate your financial future with confidence. In this video, Wisconsin Capital Management breaks down Navigating Your Financial Flight Plan: Retirement Readiness & Sustainable Strategies. Learn how to assess your retirement readiness, create sustainable investment strategies, and build a long-term plan that keeps your financial goals on course—no turbulence required. At Wisconsin Capital Management, we help individuals, families, and business owners design disciplined, research-driven strategies that balance growth, risk, and sustainability. Understanding where you are today is the first step toward a secure and confident retirement. In this video, you’ll learn: • How to evaluate your retirement readiness • Strategies for sustainable long-term investing • Ways to manage risk while pursuing growth • How to create a financial flight plan aligned with your life goals Whether you’re just starting your retirement journey or preparing for the final approach, having a clear financial plan ensures a smooth and secure landing. Ready to navigate your retirement with confidence? Connect with Wisconsin Capital Management to create a personalized financial flight plan today. Visit: https://www.wiscap.com/ Schedule a consultation and chart your course to financial security
Closing the Advice Gap
00:00 / 19:42
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 financial guidance people have and the advice they truly need to achieve long-term success. We discuss why access to trusted, professional advice matters, how it can impact your wealth, and strategies for making informed financial decisions that align with your life goals. At Wisconsin Capital Management, we believe that everyone deserves clarity, confidence, and a plan they can trust. Closing the advice gap helps individuals and families take control of their financial future. In this video, you’ll learn: • What the financial advice gap is and why it exists • How professional guidance can improve financial outcomes • Strategies to bridge the gap and make informed decisions • The value of personalized, research-driven financial planning Whether you’re planning for retirement, managing investments, or building wealth for your family, having the right advice is key to long-term success. Ready to close the advice gap in your own finances? Connect with Wisconsin Capital Management to receive personalized guidance and a strategy designed for your goals. Visit: https://www.wiscap.com/ Schedule a consultation to start your financial planning journey
Understanding the True Cost of Financial Advice
00:00 / 21:58
In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nathan Plumb to break down the often-confusing world of financial advisors and investment strategies. They explore key factors that influence investment success—like asset allocation, compounding, time, and risk vs. return—and emphasize the importance of evaluating whether your investments are delivering expected returns. The conversation dives into the differences between commission-based and fee-based advisors, highlighting how compensation structures can impact your overall investment performance. They discuss fiduciary duty, SEC regulations, and the importance of transparency in advisor-client relationships. Listeners will learn: How to identify if your advisor is a fiduciary What internal fees and expense ratios mean for your portfolio The pros and cons of annuities, mutual funds, and ETFs Why understanding your total cost of advice is critical to achieving your financial goals Whether you're working with a financial planner, stockbroker, or insurance agent, this episode will help you ask the right questions and make informed decisions about your financial future.
Beyond the Headlines What the New Tax Law Means for Your Portfolio
00:00 / 21:42
Common Myths Busted
00:00 / 21:22
Buckets & Balance_Asset Allocation Before and After Retirement
00:00 / 20:45
What should you really be doing with your 401(k) before and after retirement? In this episode of the Ask the Experts podcast, Wisconsin Capital Management dives into smart 401(k) rollover strategies and how asset allocation changes as you transition into retirement. Using a practical “buckets & balance” approach, we break down how to think about your money in phases—helping you stay confident, flexible, and prepared no matter what the market does. In this episode, you’ll learn: 1. When it makes sense to consider a 401(k) rollover to an IRA 2. How to structure your investments before and after retirement 3. What “bucket strategy” means and how it supports income planning 4. How to balance growth, income, and stability in your portfolio 5. Mistakes to avoid when managing retirement accounts Whether you’re nearing retirement or already there, this conversation will help you take control of your financial future with clarity and purpose. Don’t let an old 401(k) sit idle or misaligned with your goals. A thoughtful rollover strategy can help simplify your finances and create a more intentional retirement plan. Ready to take the next step? Wisconsin Capital Management can help you evaluate your current 401(k), explore rollover options, and build a personalized investment strategy. Visit: www.wiscap.com, schedule a conversation today and get your retirement plan working for you!
Retire with Confidence Planning for Longevity and Lifestyle
00:00 / 24:02
Investing with Intention Long-Term Thinking in a Short-Term World
00:00 / 20:39
Tariffs, Taxes and the B-B-B
00:00 / 21:16
Getting to Know Tom Plumb
00:00 / 22:51
Information presented on this podcast is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Advisory services offered through Wisconsin Capital Management, LLC , an Investment Adviser registered with the U.S. Securities & Exchange Commission and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.
This podcast is paid for by Wisconsin Capital Management, LLC
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