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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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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What does it take to lead a family business that's served Wisconsin's agricultural communities for generations? In this episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb sit do...
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What if your greatest investment isn't your portfolio—but your health? In this episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb welcome John Hernan, owner of Degree Wellness i...
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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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In this episode, Alison Kilkelly of AK Counseling, AlisonKilkelly.com, joins us for a conversation focused on leadership, professional growth, and the power of building strong relationships in busines...
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In this episode, we sit down with Dave Gorwitz for an insightful conversation on business leadership, financial growth, and navigating today's evolving economic landscape. Dave shares his perspective ...
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What separates successful investors from everyone else? According to Wisconsin Capital Management Founder and CEO Tom Plumb, it's not predicting the next hot stock—it's staying disciplined when market...
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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 a...
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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 pl...
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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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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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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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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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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 t...
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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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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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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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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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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...
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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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On this September 23rd edition of Ask the Experts with Wisconsin Capital Management, we dive into one of the most influential forces in the economy: interest rates. With the Federal Reserve announcing...
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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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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...
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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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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 exponential...
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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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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 yo...
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In this episode of Ask The Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nate to break down the often confusing world of financial advisors and investment strategies. They expl...
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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 equit...
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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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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 a...
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.