PODCAST

Money Talk

620 WTMJ

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

business investing

All Episodes

35:45

Money Talk 7-12-25

Money Talk ·

2025/07/12

Saturday, July 12th. OBBB impact. What's in it for you?One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine.

36:32

Money Talk 6-28-25

Money Talk ·

2025/06/28

Saturday, June 28th. Bunker Busters = Favorable Markets?Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.

36:32

Money Talk 6-14-25

Money Talk ·

2025/06/14

Saturday, June 14th. The shadow of Israel and Iran.The ongoing tensions between Israel and Iran are weighing on investors' minds. Consistent with historical patterns, bond yields have declined, oil prices have surged, and stock markets have experienced declines. In the Week-in-Review, Dave Spano and Brian Jacobsen provide their insights. Additionally, the program explores the concerning rise of "gray divorce" among older adults, as well as the potential inclusion of cryptocurrency in 401(k) plans

36:32

Money Talk 6-7-25

Money Talk ·

2025/06/07

Saturday, June 7th. Slowing, not stopping.The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review. Additionally, we explore common mistakes made in each decade of life and strategies to avoid them. We also

36:33

Money Talk 5-31-25

Money Talk ·

2025/05/31

Saturday, May 31st. Red light, green light.On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an overview of Annex Wealth Management’s insurance assessment process.

35:37

Money Talk 5-24-25

Money Talk ·

2025/05/24

Saturday, May 24th. Growth: Race against the clock.On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, we explore why some individuals opt for Social Security benefits earlier than optimal. We also examine

36:32

Money Talk 5-10-25

Money Talk ·

2025/05/10

36:32

Money Talk 5-3-25

Money Talk ·

2025/05/03

Saturday, May 3rd. What's a McRecession?GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.

36:33

Money Talk 4-26-25

Money Talk ·

2025/04/26

36:32

Money Talk 4-19-25

Money Talk ·

2025/04/19

Saturday, April 19th. A sprint before the stumbleIs Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.

36:32

Money Talk 4-12-25

Money Talk ·

2025/04/12

Saturday, April 12th. So much for Wednesday.Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist.

36:03

Money Talk 3-28-25

Money Talk ·

2025/03/29

Saturday, March 29th. Policy: This may hurt a bit.With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.

36:32

Money Talk 3-22-25

Money Talk ·

2025/03/22

Saturday, March 22nd. The faint aroma of stagflation.The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees using them for emergency funds.

36:32

Money Talk 3-15-25

Money Talk ·

2025/03/15

Saturday, March 15th. Growth: From Bump to Slump?Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations.

36:32

Money Talk 3-8-25

Money Talk ·

2025/03/08

Saturday, March 8th. March. In like a lion.Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling.

36:32

Money Talk 3-1-25

Money Talk ·

2025/03/01

Saturday, March 1st. Consumer confidence drops.Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan.

36:36

Money Talk 2-22-25

Money Talk ·

2025/02/22

Saturday, February 22nd. Hitting the pause button.Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has now crossed 50% of employees. Tom Parks of our Retirement Plan Services department has the details.

35:47

Money Talk 2-15-25

Money Talk ·

2025/02/15

Saturday, February 15th. Lots of tariff talk, but little action25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning.

35:51

Money Talk 2-8-25

Money Talk ·

2025/02/08

Saturday, February 8th. Not a trade war. Yet.Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th.

35:58

Money Talk 2-1-25

Money Talk ·

2025/02/01

Saturday, February 1st. DeepSeek week. More questions than answers.The week was action-packed, starting with the DeepSeek freakout. Is the technology that much more efficient? Did China cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and recap an Axiom poll using 20/20 hindsight.

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Money Talk

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