PODCAST

Money Talk

620 WTMJ

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

business investing

All Episodes

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.

36:32

Money Talk 1-25-25

Money Talk ·

2025/01/25

36:32

Money Talk 1-18-25

Money Talk ·

2025/01/18

Saturday, January 18th. Here come the earnings.S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency.

36:32

Money Talk 1-11-25

Money Talk ·

2025/01/11

Saturday, January 11th. How 'bout that job number?The latest jobs number blew past the estimates. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.

36:33

Money Talk 1-4-25

Money Talk ·

2025/01/04

Saturday, January 4th. Out with the old, in with the new.A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.

36:00

Money Talk 12-28-24

Money Talk ·

2024/12/28

Saturday, December 28th. Year-in-ReviewDave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.

36:33

Money Talk 12-21-24

Money Talk ·

2024/12/21

Saturday, December 21st. The Grinch Returns.When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them?

36:32

Money Talk 12-14-24

Money Talk ·

2024/12/15

Saturday, December 14th. Bracing for a trade war.Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.

35:50

Money Talk 12-7-24

Money Talk ·

2024/12/07

Saturday, December 7th. An economic wrestling match?E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down.

36:32

Money Talk 11-30-24

Money Talk ·

2024/11/30

A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business. Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.

35:58

Money Talk 11-23-24

Money Talk ·

2024/11/23

Saturday, November 23rd. Trading one uncertainty for anotherElection uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.

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Money Talk

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