Expert market analysis, fiduciary perspective, and economic insights hosted by Wisconsin Capital Management leadership.
Join Thomas G. Plumb, CFA, and Nathan M. Plumb, CTFA, as they unpack complex market dynamics, macroeconomic trends, portfolio management principles, and estate planning considerations without the Wall Street jargon.
Wisconsin Capital Management is featured on WIBA 1310 AM radio, sharing timely market commentary and answering listener questions on wealth preservation, retirement distribution strategies, and market volatility.
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What does it take to lead a family business that's served Wisconsin's agricultural communities for generations? Patrick Johnson, co-owner of Johnson Tractor, joins hosts Aaron Carreno and Nathan Plumb.
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What separates successful investors from everyone else? Founder and CEO Tom Plumb discusses why discipline and long-term perspective are key to navigating market emotions.
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What if your greatest investment isn't your portfolio—but your health? John Hernan, owner of Degree Wellness, discusses proactive wellness and long-term health assets.
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Dave Gorwitz, business attorney, shares insightful perspectives on leadership, building strategic professional relationships, and driving growth in today's economic climate.
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Alison Kilkelly of AK Counseling joins hosts Aaron Carreno and Nathan Plumb to talk about purposeful leadership, personal wellness, and community growth.
Listen Now »Tom G. Plumb, CFA, discusses the fundamental concept of compounding interest and how consistent, long-term investment strategies leverage compounding to build sustainable wealth.
Listen Now »A deep dive into asset allocation strategies, achieving portfolio balance, and ensuring the sustainability of retirement distributions during changing market cycles.
Listen Now »Year-end financial housekeeping tips, including portfolio rebalancing, tax-loss harvesting, and coordinating retirement account distributions before the calendar year closes.
Listen Now »Unpacking the mechanics of private equity investments, how they compare to public markets, and key risks and liquidity considerations for individual investors.
Listen Now »Analyzing the market implications of Abbott's acquisition of Exact Sciences, its impact on healthcare sector portfolios, and general takeaways for retail investors.
Listen Now »A critical review of the projected updates to Social Security benefits for 2026, cost-of-living adjustments (COLA), and how to integrate benefits into a broader retirement income plan.
Listen Now »Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice.