The Barry Investment Advisors Podcast

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Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. 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.

2021 Year-End Planning Strategies

Nov 18, 2021

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 accounts or determine if a Roth conversion makes sense for you. Lastly, they review philanthropic strategies and share...

The American Rescue Plan Act of 2021

Apr 6, 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 which could impact your financial plan. As always, we invite you to connect with the team at Barry if you have any...

2020 Year-End Review

Jan 5, 2021

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 year: the expanded use of negative interest rates, frantic buying of electric vehicle stocks,

and never-before-seen...