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

33:40

Saturday, July 15th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

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.

33:55

Saturday, July 8th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

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.

33:50

Saturday, July 1st

Money Talk: The Annex Wealth Management Show - Milwaukee ·

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.

33:49

Saturday, June 24th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/06/24

As rate outlooks weigh on stocks and boosts 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.

33:40

Saturday, June 17th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

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 the myths about millionaires and why are most of them wrong?

33:57

Saturday, June 10th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

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

33:50

Saturday, June 3rd

Money Talk: The Annex Wealth Management Show - Milwaukee ·

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?

33:25

Saturday, May 27th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/05/27

The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves through the list. 401ks are key building blocks of retirement saving and investing--Tom Parks shares ten things you should know.

34:01

Saturday, May 20th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/05/20

As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex? Mark Beck shares his insight. Ask Annex questions this week ranges from Roth IRAs to precious metals. If you're considering retirement on a part-time basis, Deanne Phillips shares some ideas.

27:55

Saturday, May 13th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/05/13

As earnings season draws to a close, what are the trends we're seeing? Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review. What is 'retirement income insecurity'? A new phenomenon or has it always been around? Tom Parks of our Retirement Plan Services team takes a closer look. Deanne Phillips will preview the next edition of Financial Planning in a Changing Tax World presentation that's been so popular, we're adding

33:31

Saturday, May 6th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/05/06

How surprising was Friday's new jobs number? What's the latest on Wednesday's Fed decision and subsequent rate hike? We'll discuss in the Week-in-Review. Our high-net-worth clients have unique challenges---we'll discuss what they are and how Annex assists. On Ask Annex, a couple of questions from grandparents regarding contributing to college funds. What role do QDRO's play during divorce and what are the options when divvying up asset?

33:53

Saturday, May 29th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/04/29

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead

33:05

Saturday, April 22nd

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/04/22

More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning? What about the US Dollar being replaced as the world's reserve currency? That's on Ask Annex. And since financial and retirement planning is for everyone, we'll talk about Annex Ignite, a great place to start.

33:35

Saturday, April 15th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/04/15

CPI, PPI, and the start of earnings season--the Annex Wealth Management week-in-review breaks it down. On a 'Hear the Difference' segment, a client shares his experience. We'll have another edition of Ask Annex---and then learn more about next week's Women's Guide to Financial Self Defense presentation with Deanne Phillips.

33:40

Saturday, April 8th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/04/08

A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag and we'll talk about retirement planning for Generation X.

33:45

Saturday, April 1st.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/04/01

With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conversions and out-of-favor sectors. Learn more about the Annex Wealth Management Insurance Review as well.

36:33

BONUS: Dave Spano on WTMJ Conversations

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/03/26

Annex Wealth Management president and CEO Dave Spano joined Newsradio 620 WTMJ for 'WTMJ Conversations' with Libby Collins. It's a fun, wide-ranging conversation that traces Dave's history, passions, and what keeps him going.

33:54

Saturday, March 25th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/03/25

In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%. What's that mean for markets---and the rest of the year? Dave and Derek dig in. Cashing out a 401k upon leaving a company is hardly ever a good idea, but many do anyway. Tom Parks shares how that does real harm to a retirement plan. Is marriage a form of retirement security? Not so much.

33:39

Saturday, March 18th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/03/18

Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time? We'll cover that.

33:57

Saturday, March 11th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/03/11

OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates? Dave and Derek will decode that--plus all the market news during our Week-in-Review. What are your options for Financial Planning in a Changing Tax World? Deanne Phillips covers that---and shares information about two presentations designed to help. We'll answer your questions during Ask Annex. Toward the end of the show, our

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Money Talk: The Annex Wealth Management Show - Milwaukee

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