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.

7 financial planning tips for the end of the year

Jennifer Gartenberg, Managing Director, talks about things that can help you as we go into the new year, from taxable estates and charity to considering converting a traditional IRA to a Roth IRA.

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Jennifer Gartenberg in WGN studio

The economy is tracking better than people anticipated

Mesirow Equity Management’s Leo Harmon, CFA, CAIA, CIO and Portfolio Manager, joined show host Jon Hansen during the “Your Money Matters” segment where the two discussed the economy and how consumers are making more money but the cost of goods has increased, as well as how the government has taken on more debt. 

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Leo Harmon in WGN studio

International impacts on the US market

Leo Harmon discusses the Japanese carry trade and new stimulus announcements in China.

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What comes next after the Fed starts its easing cycle?

Leo Harmon discusses the potential rate cuts for next year and more. 

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Do election outcomes matter for stock market returns?

Leo Harmon joins Jon Hansen to discuss what this election cycle means for the markets. 

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Explore

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

    The 3 P’s for business owners (Prepare, Plan & Protect)

    Tiffany Irving, Senior Vice President and Wealth Advisor, joins Jon Hansen to discuss turning your side hustles into a business and breaking down the 3 P’s for business owners.

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    Financial planning and growth of your business

    Tiffany Irving talks about how to plan for a self-sustaining business.

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    The protection phase and risk management for business owners

    Tiffany Irving shares where people can begin to start their planning and how to deal with medical emergencies, interruptions in business cycles, and more.

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    Retirement and transitioning out of your business

    Tiffany Irving talks about knowing your preferred exit strategy for your business, unsolicited offers, working with families and planning for what you’ll do after you’re not running a business.

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    Managing bad days in the markets

    Gregg Lunceford, Managing Director and Wealth Advisor, joins Jon Hansen to discuss the importance of a mid-year financial check-in.

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    Midyear financial checkups

    Gregg Lunceford talks about the importance of measuring your goals to stay on track financially and more.

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    Midyear planning for tax season

    Gregg Lunceford discuss midyear financial checkups and the importance of preparing for tax season.

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    Final tips for a midyear financial check-up

    Gregg Lunceford discusses the final tips for midyear financial check-ups.

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    The state of the economy

    Leo Harmon and show host, Jon Hansen, discuss high interest topics such as;  inflation and Fed expectations, the Russell 2000 and long-term financial planning. 

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    What happened to the recession?

    Mesirow Equity Management 's CIO and PM, Leo Harmon gives an overview of what is driving the economy to possibly avoid recession.

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    What does market liquidity mean for economic growth?

    Leo Harmon discusses the increase in market liquidity and how that impacts the future of stability and growth in the market. 

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    The concept of ‘stagflation’

    Leo Harmon breaks down what stagflation actually is and if the economy is headed for it.

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    A crucial part of family life

    Sophia Yudkowsky discussed five essential financial planning topics for young families.

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    How to discuss finances as a family

    Sophia Yudkowsky shares the importance of speaking on family finances.

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    Why you should have a life insurance policy

    Sophia Yudkowsky talks about life insurance and the difference between whole life and term life policies.

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    How to prioritize your savings

    Sophia Yudkowsky talks about prioritizing savings.

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    Thinking ahead: College education funding

    Jennifer Gartenberg discussed college education funding with a focus on 529 plans. 

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    Breaking down 529s: College savings accounts

    Jennifer Gartenberg explains how to set up an account and where the money goes if the child gets a scholarship.

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    Five questions to ask a potential financial advisor

    Jennifer Gartenberg with five questions that everyone should be asking a potential financial advisor.

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    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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    Home sales and mortgage rates

    Leo Harmon discusses mortgage rates.

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    Inflation and managing rate cut expectations

    Leo Harmon discusses the Fed managing expectations with interest rates and how markets are responding.

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    Knowing what you own and looking at your 401(k)

    Leo Harmon discusses knowing what you own when you invest.

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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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    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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    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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