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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

33:35

Saturday, November 12th. Are we out of the woods?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/11/12

A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---including a question about financial advice from TikTok. If your investment world includes Stock Options, NUA, high level tax planning and deferred compensation—Annex Executive might be for you. Find out more on this week’s show.

33:28

Saturday, November 5th. The impact of the Fed decision.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/11/05

What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning Attorney will cover what you should consider from a planning standpoint if you remarry.

33:48

Saturday, October 29th. GDP and some not-bad earnings.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/10/29

Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. HEAR the Difference this week with a story from some Annex clients. Ask Annex covers a number of topics--including a word of caution from a listener. Grey Divorce is on the rise, Deanne Phillips digs in. All that and more on this week’s show.

33:37

Saturday, October 22nd. Don’t fight Fed or fundamentals.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/10/22

Dave Spano and Derek Felske review the week as major averages were mostly higher. In a time of early retirement, un-retirement, and putting OFF retirement---this might be a great time to attend Destination Retirement, Are We There Yet; Deanne Phillips joins us for a preview. Ask Annex covers a couple questions about adjustable-rate mortgages—along with stocks with high P/E’s, and the best way to dollar-cost-average.

33:49

Saturday, October 15th. Hot CPI and a rollercoaster...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/10/15

The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year old with $250,000---and friends who are telling him to stop saving and investing. What are the 7 Money Lies We Tell Ourselves----and why is #7 OK? That and more this week.

33:48

Saturday, October 8th.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/10/08

Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’s Election Year Investment Myth webinar.

34:06

Saturday, October 1st. A 3rd consecutive negative...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/10/01

Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio, buying the dip, and stagflation. We’ll also share insight on avoiding letdown in retirement.

32:52

Saturday, September 24th. The aftermath of the Fed...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/09/24

The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. We'll also cover the impact higher interest rates have on lump sum pensions. We'll head to the mailbag for Ask Annex and we'll have a preview of next week's in-person presentation; Are Annuities Worth It?

33:41

Saturday, September 17

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/09/17

A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Generation X encounter with retirement planning? We’ll take a look. Plus, Ask Annex heads to the mailbag.

33:56

Week ending 9/2. The Goldilocks job number.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/09/03

A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. If your family has a family vacation place, what is the best way to transition ownership? We have a preview of an upcoming webinar. Ever wonder what happens during our portfolio review? We’ll discuss---PLUS, answer questions during Ask Annex.

33:43

Week ending 8/26. Powell's Jackson Hole comments...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/08/27

Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. Also, details on a seminar for anyone involved in the administration of a company 401k. We cover inheritances and gifts to a new baby on Ask Annex. Near the end of the show, Hear the Difference when a client shares his Annex experience.

33:12

Week Ending 8/19/22: First Down Week In Over A Month...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/08/20

Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Learn more about what IS and ISN’T financial planning, the challenges of the Sandwich Generation, and more about remarriage and estate planning.

33:33

Week ending 8/12/22. CPI, PPI, and another strong week.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/08/13

As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We dig in on HSA’s—a powerful tool for investment and retirement planning. Ask Annex covers SSI and COLA increases, tax-loss harvesting, and covers funds-of-funds. Also, learn more about how to plan for retirement when there is a significant age gap in your marriage.

33:41

Week ending 8/6/22. BIG jobs report clouds the...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/08/06

A surprise jobs number and decent earnings. With the Fed taking a month off, will next week's CPI reading add to the confusion? Learn more about the Value of an Advisor. Ask Annex covers early withdrawals from retirement accounts, investing ONLY in US companies, Back Door IRAs and should someone just retire or be fired?

33:42

Week Ending 7/30/22: GDP Down, Employment Low: Is...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2022/07/30

What a week. The Fed move. Some GDP reality. A ton of earnings. And the surprising market reaction. Dave and Derek cover it all on this week’s show. Learn more about Annex University, the exclusive educational series from Annex--our next semester starts soon. Ask Annex tackles Roth IRA rollovers, a mom going back to work and Mutual Funds vs. ETFs. We also 'hear' the difference with a client story about their experience with Annex.

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Money Talk: The Annex Wealth Management Show - Milwaukee

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