PODCAST

Money Talk

620 WTMJ

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

business investing

All Episodes

00:35:47

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.

00:35:25

Money Talk 5-27-23

Money Talk ·

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.

00:35:55

Money Talk 5-20-23

Money Talk ·

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.

00:35:31

Money Talk 5-13-23

Money Talk ·

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 more

00:35:47

Money Talk 5-6-23

Money Talk ·

2023/05/06

00:35:53

Money Talk 4-29-23

Money Talk ·

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 of

00:35:06

Money Talk 4-22-23

Money Talk ·

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.

00:29:45

Money Talk 4-15-23

Money Talk ·

2023/04/15

00:35:40

Money Talk 4-8-23

Money Talk ·

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.

00:35:44

Money Talk 4-1-23

Money Talk ·

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.

00:35:55

Money Talk 3-25-23

Money Talk ·

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.

00:35:25

Money Talk 3-18-23

Money Talk ·

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.

00:35:12

Money Talk 03-11-23

Money Talk ·

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 Estate

00:35:53

Money Talk 3-4-23

Money Talk ·

2023/03/04

Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag---and well run through a list of Millionaire Myths, most of which are incorrect.

00:35:50

Money Talk 2-25-23

Money Talk ·

2023/02/25

Dave and Derek recap the week as earnings reports continue to pour in. What did we learn from Walmart and Home Depot? Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility along with steps to address it.

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Money Talk

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