The Barry Investment Advisors Podcast

The Barry Investment Advisors Podcast

Barry Investment Advisors focuses on supporting your financial life so you can focus on what's really important: your family, your career, enjoying your financial freedom, and your legacy. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

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Jaksot(44)

A Market Update from Joe Barry - March 2023

A Market Update from Joe Barry - March 2023

Good Afternoon, In this edition of the Barry Broadcast, Joe Barry discusses the current state of the markets. Listen to the broadcast to hear: The impact that the recent collapse of the Silicon Valle...

16 Maalis 20236min

2022 Year-End Planning Strategies

2022 Year-End Planning Strategies

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including: How to maximize contributions to your retirement accounts,...

15 Helmi 20234min

May 2022 Market Update

May 2022 Market Update

In this edition of the Barry Broadcast, Joe Barry discusses the state of the global capital markets as we move through 2022. Tune in to hear our perspective on how recent price action compares to past...

26 Touko 20229min

2021 Year-End Planning Strategies

2021 Year-End Planning Strategies

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year. Specifically, they cover how to maximize contributions to retirement ...

18 Marras 20214min

The American Rescue Plan Act of 2021

The American Rescue Plan Act of 2021

On this month's podcast, Liz Garvey and Beth Parker discuss the American Rescue Plan Act of 2021. This $1.9 trillion bill provides direct payments to many Americans and has several key provisions whic...

6 Huhti 20214min

2020 Year-End Review

2020 Year-End Review

In this month's podcast, Joe Barry sits down to discuss the financial markets in 2020, a year that was unlike any other. Specifically, he covers the financial and economic "firsts" that we saw this ye...

5 Tammi 202111min

2020 Year-End Planning

2020 Year-End Planning

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year, including Roth IRA conversions, RMD planning, and charitable giving.

25 Marras 20204min

2020 Election Primer

2020 Election Primer

In this podcast published on October 28th, 2020, Joe Barry sat down to discuss how the election may, or may not, impact the economy, equity prices, and taxes. The historical data that he referenced on...

24 Marras 20206min

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