PODCAST

Money Talk: The Annex Wealth Management Show - Milwaukee

Annex Wealth Management

News, planning insight, and forward thought on the economy, markets, and wealth management.

business investing

All Episodes

33:49

Saturday, December 30th. 2023 in review.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/30

Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.

33:29

Saturday, December 23rd. The Naughty And Nice List.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/23

Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age old question 'how much insurance do you need?'. What are the dangers of investing advice via social media? We'll cover that.

33:33

Saturday, December 16th. What about that FOMO rally?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/16

The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized Appreciation becomes a big factor in planning. We'll explain why that's important and how Annex helps.

33:39

Saturday, December 9th. Never underestimate the power...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/09

The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved on from the fear, but it's at least braced for it. Dave Spano and Brian Jacobsen present the Week-in-Review, we'll cover Estate Planning roles as well as tax strategies for the self-employed.

33:50

Saturday, December 2nd. Consumer confidence and...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/02

Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our new Financial Planning in a Changing Tax World seminar, iBond questions, and what HENRYs are and how Annex can help them.

33:32

Saturday, November 25th. Longer pause and faster cuts?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/11/25

Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn more about HSA's and the subtle differences between Traditional and Roth 401ks.

33:42

Saturday, November 18th. Growth: Weaker isn't...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/11/18

Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy.

33:43

Saturday, November 11th. Fun-flation is fading. ...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/11/11

Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smarter charitable giving.

33:33

Saturday, November 4th. Earnings season has been...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/11/04

Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles.

33:26

Saturday, October 28. Fall starts with a BANG.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/10/28

Winners and losers this week. There's fear in the air--and that could be good. We cover it all during our Week-in-Review. Also, with 'gray divorces' climbing, what is the role of a Certified Divorce Financial Analyst in the process? We'll cover that, along with Ask Annex, a fresh look at Millionaire Myths, and what happens with Private Equity when things don't go as planned?

33:35

Saturday, October 21

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/10/21

The Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07. What are the ramifications? How about recent earnings? We'll cover it all during our Week-in-Review. Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite?

34:01

Saturday, October 14

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/10/14

Hotter than expected CPI arrived this week. What does that mean---especially from the Fed's point of view? Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? Deanne Phillips stops by for a preview of Thursday's Women & Wealth presentation, How to Prepare for the Unexpected. If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some

33:46

Saturday, October 7

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/10/07

The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.

33:44

Saturday, September 30

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/09/30

Yields up, stocks down. Some scary market moves to start Fall. Get up to speed with our Week-in-Review for the last week of September. Business sales are complex and need a great team to make it a smooth process. Our Annex Private Client team is ready and will go over some highlights. What are 5 challenges that will pop up in the first 10 years of retirement? We've got a list.

33:47

Saturday, September 23

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/09/23

What was the impact of the Fed's decision/no-decision on rates? The housing market is experiencing volatility? Why, and what's the potential impact? Does the nation's $33 trillion debt matter? We'll cover it all on during the Week-in-Review. Also, what are the silver linings when postponing retirement? What factors help create a good fit between you and a financial planning partner? At the end of the show, learn more about Private Equity and how it works for Annex Private Client.

33:43

Saturday, September 16th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/09/16

The UAW walks, the Arm IPO jumps, and CPI ticks higher. Plenty to cover during the Week-in-Review. Our Retirement Plan Services weighs in on 401ks---traditional or Roth. We'll open the mailbag for Ask Annex and dig deeper into QDRO's and the potential impact on one's investment and retirement planning.

33:49

Saturday, September 9th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/09/09

Investors are concerned about the potential of more rate hikes from the Federal Reserve in November and it impacted the markets this week. We'll cover that and more during our Week-in-Review. Why are HSA's so beloved for those who can use them? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're looking in deeper on how to help with college expenses. And why are bankruptcies rising and what's the impact for High-Net-Worth families?

34:01

Saturday, September 2nd

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/09/02

August wasn't kind to investors. What happened and what's on the horizon for September? We'll review the fresh jobs number and what that might mean for the Fed. How can Grandparents bless their Grandchildren? We'll go over a few ways. Annex is celebrating 401k Day with a free financial wellness webinar--join Tom Parks for information on how you can join.

33:47

Saturday, August 26th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/08/26

Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a signficant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow? We'll investigate.

33:19

Saturday, August 19th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/08/19

Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown.

175 results

Money Talk: The Annex Wealth Management Show - Milwaukee

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...