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.

Are you a renter or a buyer?

Noah Bloch breaks down the pros and cons of renting vs. buying, including rent increases, down payments, and deciding which option works for you.

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Noah Bloch and Jon Hansen in WGN studio

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

    What are the top factors that contribute to retirement success?

    Gregg Lunceford recently discussed key factors that help contribute to retirement success.

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    Financial Readiness

    Gregg Lunceford discusses financial readiness in 2025.

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    The importance of social relationships in retirement

    Gregg Lunceford discusses retirement and the importance of social relationships.

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    Prioritizing yourself for a healthy retirement

    Gregg Lunceford discusses the importance of your health before your retirement.

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    Preparing for tax season and having money conversations

    Tiffany Irving recently discussed how now is a good time for a financial check-up including cash flow analysis, adjustments that might be needed and getting a head start on planning for tax season.

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    Prepare for tax time and get organized

    Tiffany Irving joins Your Money Matters to discuss organizing for tax season.

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    Good money habits and where to begin

    Tiffany Irving  discusses good money habits.

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    Money conversations with friends, family and yourself

    Tiffany Irving talks about financial goals and the importance of having conversations with friends and family about them.

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    It’s the season for gifting, so what’s the right way to do it?

    Jennifer Rosenblum discusses the ins and outs of financial gifting to family and non-profits.

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    Breaking down giving as a tax deduction

    Jennifer Rosenblum discuss how donations to charities and GoFundMe can be tax-deductible.

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    Annual gifting to family and friends

    Jennifer Gartenberg discusses annual gifting to friends and family.

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    Gifting out of your IRA for the holidays

    Jennifer Gartenberg discusses gifting out of your IRA.

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    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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    Mesirow’s guide to estate tax

    Jennifer Gartenberg explains why most people will never have to pay an estate tax and more!

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    The benefits of tax-loss harvesting

    Jennifer Gartenberg joins Jon Hansen on Your Money Matters to discuss tax harvesting and its benefits.

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

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