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

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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

33:51

Saturday, March 4th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

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 we’ll run through a list of Millionaire Myths, most of which are incorrect.

13:28

WTMJ Conversations: Dave Spano and Jeff Wagner

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/03/02

On a recent WTMJ Conversations, Dave Spano sat down with Jeff Wagner to discuss bonds, sectors, portfolio balance, volatility, Social Security, health care costs, and mortgage rates.

33:49

Saturday, February 25th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/02/25

Markand Derek recap the week as PCE showed inflation still rising. 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.

33:54

Saturday, February 18th

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/02/18

Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings. If you won't have access to a 401k, you can still save and invest toward retirement. We've got 4 options. Also, what are 10 key things you'll need to have to construct an estate plan?

33:31

Saturday, February 11th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/02/11

Bumpy week for the major indices. Dave Spano and Derek Felske review the week that included more earnings reports; some good, some not-so-good. There are finally solid savings options for high earners--we'll review what they are. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings.

33:46

Saturday, February 4th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/02/04

The Fed does Fed things. A big week of earnings. A surprise in the jobs report....and China has a spy balloon floating over Montana.

33:58

Saturday, January 28th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/01/28

GDP and PCE highlight the week ahead of the next Fed meeting.

33:48

Saturday, January 21st. Inflation trickles down....

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/01/21

CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don't go well together; we discuss proper perspective when markets are volatile. Our most popular presentation is back for 2023--learn more about Destination Retirement, Are We There Yet from Deanne Phillips (and mark your calendar for February 9th).

33:26

Saturday, January 14th. What does the new CPI number...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/01/14

Inflation is cooling per the new Consumer Price Index. What's that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good financial advice from TikTok? What's the Sandwich Generation and how might it affect you?

33:43

Saturday, January 7th. What to make of employment...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/01/07

Good news (higher private payrolls) was bad news with Thursday's ADP report. But Friday's Labor Department job number was 'cooler' and markets applauded. Dave and Derek review the week. What should Generation Z be doing when it comes to investment and retirement planning? We talk to a GenZ member of our Financial Planning team to find out. The Annex Experience clearly outlines who we are and what to expect when we work together. Brandon Lehman will cover another way to Know the Difference

35:31

Saturday, December 31st. The year in review.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/12/31

A look back with eyes fixed firmly on 2023. Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?

33:38

Saturday, December 17th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/12/17

Interesting week. CPI, the Fed, and a pair of VERY rough days headline our Week-in-Review. The 4% rule.....handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head to the mailbag for Ask Annex. What are the mistakes made by millionaires? There are more than a few and we'll go through them.

33:49

Saturday, December 10th. All eyes on next week's Fed...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/12/10

Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Employees are seeking more education from employers and retirement planning--how can that be accomplished? Tom Parks has some thoughts. We're also peeking behind the curtain at the Annex Wealth Management Investment Committee. Who are they and what do they do on behalf of Annex clients?

33:35

Saturday, December 3rd. About that jobs report......

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/12/03

Friday’s jobs report caused a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our attitude toward investment and retirement planning? Deanne Phillips investigates. There are 5 questions to ask when it comes to determining a good fit between you and your investment team—Mark Beck digs deeper.

33:55

Saturday, November 26th. Short week, plenty of action.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/11/26

Dave Spano and Derek Felske review Thanksgiving Week markets during our week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll discuss both on this week’s show.

33:45

Saturday, November 19. What is 'Fedspeak'?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/11/19

Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with companies to build solid benefit programs---but what types of businesses do we work with? Find out with Tom Parks. When it comes to

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Money Talk: The Annex Wealth Management Show - Milwaukee

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