Money Talk

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.

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?

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.

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. We’ll share results of the ‘how do you stay sharp in retirement’ survey from last weekend’s Axiom—and Amy Bremmer covers ‘how to make a kid rich on $1 a day’.

GDP and PCE highlight the news one week ahead of the next Fed meeting. Our Retirement Plan Services examines what Secure Act 2.0 means for 401ks. Ask Annex clears a few things up—and a couple shares their experience with Annex Wealth Management so you can HEAR the Difference.

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).

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?

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 with