Mesirow Mondays

Mesirow Mondays on WGN 720 “Your Money Matters”

On the first Monday of every month, Mesirow thought leaders are featured on the WGN Radio 720 “Your Money Matters” show hosted by Jon Hansen.

Each week, our speakers share insights on topics including the basics of personal finance, investing and wealth management, financial security, financial literacy and retirement planning.

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Listen in live on WGN or bookmark this page to stay in-tune with the latest Mesirow perspectives.

2024

Federal Reserve 1Q update

Leo Harmon and show host Jon Hansen discuss why the “Goldilocks” scenario is crucial with regard to the Federal Reserve and interest rates correcting themselves. Leo also reviews where the Fed ended up at the end of 1Q2024.

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The importance of estate planning

Tiffany Irving discusses why establishing your estate plan is so important

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Core estate planning documents

Tiffany Irving discusses important documents in estate planning: power of attorney, wills, trusts and more.

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Common myths or misconceptions about estate planning

Tiffany Irving discusses estate planning myths.

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Common estate planning mistakes

Tiffany Irving discusses common estate planning mistakes.

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Setting financial resolutions that will keep you on track in 2024

Gregg Lunceford discussed an effective way to set your financial New Year’s resolutions in motion

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When it comes to improving your savings ‘You can’t afford not to do it’

Gregg Lunceford discusses the importance of improving your savings

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Keep a journal for 30 days to track purchases

Gregg Lunceford discusses unnecessary purchases and how keeping a journal can be beneficial to your wallet

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Financial resolutions and converting them to goals

Gregg Lunceford discusses 2024 financial goals that everyone should have and the benefits of having financial control

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The resilience of the economy

Leo Harmon discusses the economy since the start of Mesirow Monday two years ago, investing, rate cuts and what we can expect in the next couple of months.

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2023

Social Security income increase for 2024

Bill Robbins, CFP talks about important issues for Social Security retirees.

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Have you addressed your year-end financial plan yet?

Tiffany Irving , CFP, CEPA, discussed her year-end financial planning checklist and tips on how to jumpstart 2024 financial plans.

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Market recovery, 401(k) benefits and SECURE Act 2.0

Bill Robbins, CFP discussed Dollar Cost Averaging in a 401(k) plan to how tax cuts could possibly be reversed in 2026 and more.

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Charitable giving and how to do it effectively

Jennifer Gartenberg, CFP discussed the effective ways for listeners to give to their favorite charity by year-end.

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How the unknown creates investor opportunities

Leo Harmon, CIO, Mesirow Equity Management discusses the equity markets and reassessing asset allocation during periods of uncertainty.

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How to prepare in case you are forced to retire early

Gregg Lunceford, Mesirow Wealth Management, recently returned to WGN to discuss how ageism, natural disasters, and more are affecting retirement.

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Do you know what’s in your portfolio ?

Sumit Desai, CFA Senior Vice President, Director of research recently discussed how to build a diversified portfolio while limiting risk.

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How much money should you plan to have as a caregiver?

Gregg Lunceford, Mesirow Wealth Management, recently returned to WGN to address listeners concerns about annual caregiving expenses and how to prepare in advance for these possibilities.

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Are you familiar with all the issues related to aging parents ?

Gregg Lunceford, Mesirow Wealth Management, recently discussed the pitfalls, financial stresses, and resources associated with aging parents.

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Have we transitioned through the interest rate hike?

Leo Harmon, Mesirow Equity Management, discusses the equity markets, large vs. small cap investing, the threat of a recession and the real estate market.

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Hear our market observations for the first 6 months of 2023

Bob Martin, CFA, Mesirow Wealth Management, shared his observations of financial markets in the first half of the year and the importance of “looking under the hood” of your 401k.

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Do you know how individualized wealth plans can be?

Tiffany Irving, CFP®, CEPA®, Mesirow Wealth Management, discusses the intricacies of financial planning at different life stages and the impact divorce can have on finances.

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Financial Literacy Month

Leo Harmon, Mesirow Equity Management, discusses inflation, interest rates and more for Financial Literacy Month.

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Which retirement account may be best for you?

Jennifer Gartenberg, CFP®, Mesirow Wealth Management, discusses how to determine which retirement account is best for you.

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How do couples work together to create a financial plan?

Gregg Lunceford, Mesirow Wealth Management, recently discussed how couples can work together to plan financially, especially for retirement.

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What do the 2023 markets have in store?

Leo Harmon, Mesirow Equity Management, dives into inflation, investments, income investors and more.

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2022

What is a year-end portfolio check?

Bob Martin, CFA, Mesirow Wealth Management, recently discuss the macroeconomic environment and how investors can benefit from a year-end portfolio check-up and what that could entail.

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Retirement while inflation is high

Leo Harmon, Mesirow Equity Management, recently discussed retirement while inflation is high, earnings expectations and what will be positive for the market in the future.

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Tax-advantaged investment strategies

Jennifer Gartenberg, Mesirow Wealth Management, recently discussed recent market conditions and how Mesirow is guiding clients with tax-advantaged investment strategies.

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How to set a plan and keep a plan when investing

Leo Harmon, Mesirow Equity Management, discusses inflation, the Fed's latest actions and the current market environment.

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Retirement lifestyle choices

Gregg Lunceford, Mesirow Wealth Management, discussed the “exit from work” – how this transition requires social, emotional readiness and financial readiness and how he guides clients as they reimagine retirement.

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Market insights and Mesirow approach

Bob Martin, Mesirow Wealth Management, discussed 1H2022 market movements, inflation, jobs and more – and gave insights into how Mesirow wealth advisors helped clients as we entered the second half of 2022.

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The Fed, inflation, and recession

Leo Harmon, Mesirow Equity Management, covers the implications of the Fed’s June action, why Mesirow being an independent firm is important and what investment clients are asking for in today’s market environment.

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Any questions one of our wealth advisors can help you with?

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