PODCAST

Money Talk

620 WTMJ

Annex Wealth Management"s Dave Spano provides investment advice and expertise on money management.

business investing

All Episodes

00:35:56

Money Talk 10-14-23

Money Talk ·

2023/10/14

Hotter than expected CPI arrived this week. Whats that meanespecially from the Feds 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 Thursdays Women & Wealth presentation, How to Prepare for the Unexpected. If youre in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. Well investigate and offer some thoughts.

00:35:47

Money Talk 10-7-23

Money Talk ·

2023/10/07

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

00:36:20

Money Talk 9-30-23

Money Talk ·

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.

00:35:34

Money Talk 9-23-23

Money Talk ·

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.

00:35:13

Money Talk 9-16-23

Money Talk ·

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, which makes sense for you? 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.

00:35:46

Money Talk 9-9-23

Money Talk ·

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?

00:36:30

Money Talk 9-2-23

Money Talk ·

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.

00:35:34

Money Talk 8-26-23

Money Talk ·

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 significant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow? We'll investigate.

00:35:05

8-19-23 Money Talk

Money Talk ·

2023/08/19

00:34:40

Money Talk 8-12-23

Money Talk ·

2023/08/12

CPI, PPI, and the end of earnings season. Dave and Derek recap an interesting week. Annex provides insurance assessments for our clients--we'll talk with Eric Strom to get at the perennial question, "How much insurance do you need?". Ask Annex hits the mailbag, and our Chief Economist covers Private Credit Fund investments for High Net Worth individuals.

00:35:29

Money Talk 8-5-23

Money Talk ·

2023/08/05

As recession fears fade, for now, earnings and other significant data continues to pour in. Dave and Derek cover it all during our Week-in-Review. What do 30-and-40 somethings miss when it comes to retirement planning? We'll take a look. Ask Annex is back and so are details about a free Secure Act 2.0 401k webinar. It's important stuff if you are a company owner, CFO, or HR professional.

00:35:17

Money Talk 7-29-23

Money Talk ·

2023/07/29

Earnings continue to pour in---but so did a Fed rate raise, GDP, and PCE. What's our take? Find out on the Week-in-Review. The IRS has more money--what are they doing with it? How does the Annex Executive program work and is it right for your situation?

00:35:58

Money Talk 7-22-23

Money Talk ·

2023/07/22

More earnings and key economic data arrive. Will it sway the Fed's decision next week? Mark Beck and Brian Jacobsen cover the week-in-review. Baby Boomers are set to pass a staggering amount of wealth to their heirs; that requires planning--and we'll offer some things to consider. HEAR the Difference from an Annex client this week.

00:35:27

Money Talk 7-15-23

Money Talk ·

2023/07/15

Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions, and we'll also talk about 'surrender squeezes' and why they should be avoided.

00:35:47

Money Talk 7-8-23

Money Talk ·

2023/07/08

ADP's employment number was huge, but the Labor Department's was not. What's going on and what might the next move be from the Fed? We'll cover that and more during our week-in-review. HEAR the Difference from an Annex client who shares his experience and his amazing retirement journey. What is and ISN'T financial planning? We'll help clear it up. Mark Beck, our Chief Growth Officer will explore the 4 stages of retirement.

00:35:51

Money Talk 7-1-23

Money Talk ·

2023/07/01

Recession fears pushed out? Derek Felske and Mark Beck discuss during our week-in-review. Also, more about mid-year tax planning for high earners, Ask Annex, and a deep dive into pre and post-nuptial agreements.

00:35:49

Money Talk 6-24-23

Money Talk ·

2023/06/24

As rate outlooks weigh on stocks and boost bonds, what's the view from the Annex Wealth Management Investment Committee? From start-ups to large companies, our Retirement Plan Services team helps HR teams create strong benefits programs. Learn more on this week's show, plus Ask Annex and a closer look at Fixed Deferred Annuities.

00:35:25

Money Talk 6-17-23

Money Talk ·

2023/06/17

A fresh CPI reading and a skip from the Fed--plenty to cover on this week's show. Women start retirement planning later than they should--why, and what can be done about it? Ask Annex covers 401k loans, investing in what you love, and indices outside of the S&P 500. What are the myths about millionaires and why are most of them wrong?

00:35:44

Money Talk 06-10-23

Money Talk ·

2023/06/10

Thursday's rally ended the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. How'd things close on Friday--and what signs are we seeing? We'll share it all during our Week-in-Review. There are so many misconceptions around 401ks with both employers and employees. Tom Parks from our Retirement Plan Services department digs in. Ask Annex has a great question regarding the resumption of student loan repayments. Plus, learn more about next Thursday's

00:36:03

Money Talk 06-03-23

Money Talk ·

2023/06/03

Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike? We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of person? Learn more about the psychology of spending in retirement. What's 'lifestyle creep' and why should it be avoided? Also, Ryan Longwell joined Greg Matzek and Dave Spano live at the Vince Lombardi Golf Outing.

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Money Talk

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