The Principles That Never Change: 40 Years of Investing with Tom Plumb

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 markets become emotional.

In this special episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb turn the microphone toward the person who built Wisconsin Capital Management from the ground up. Tom reflects on more than 40 years in the investment industry, sharing the personal experiences, market lessons, and timeless principles that continue to shape his investment philosophy today.

From navigating the 1987 market crash to raising a young family while building a career, Tom offers practical wisdom about risk, patience, long-term investing, and why understanding what you own matters more than reacting to headlines.

Whether you're just beginning your financial journey or preparing for retirement, this conversation is packed with insights that extend far beyond the markets.

In this episode:

• Tom Plumb's journey to founding Wisconsin Capital Management
• Lessons learned from more than four decades of market cycles
• Why volatility isn't always the same as risk
• Building wealth through discipline and long-term thinking
• The importance of investing in yourself, your family, and your future
• Timeless advice for investors in today's changing markets

Beyond the Balance Sheet is the podcast from Wisconsin Capital Management, where real stories, experienced leaders, and thoughtful financial conversations help you build confidence for whatever comes next.

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. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, info@wiscap.com, 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.