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PODCAST

Money Talk: The Annex Wealth Management Show - SWFL

Annex Wealth Management

The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.

business investing

All Episodes

55:38

Sunday, June 6th. A surprisingly strong June jobs...

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/07/06

Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian Jacobsen shares insights in our Week-in-Review. This episode also covers key topics, including the steps to selling a business, the role of a Certified Divorce Financial Analyst at Annex, strategies for successfully transitioning ownership of a family vacation property, and tips for dividing passion assets to prevent family conflicts.

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55:54

Sunday, June 29th. Inflation: Maybe not so much?

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/06/29

The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster than inflation is rising. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss this shift and other key topics. The episode also concludes our Financial Jargon series, explores the 4% rule, reviews Warren Buffett’s perspective on inheritance, and highlights connections between better health and lower taxes.

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55:34

Sunday, June 22nd. Policy: So much for data dependence.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/06/22

Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut rather than a pause. However, the Federal Reserve opted to pause. Dave Spano and Brian Jacobsen discuss this in our Week-in-Review. Also on the show, learn how Annex tailors investment and retirement planning to your needs. What is a HENRY, and how can Annex support them? Plus, we debunk myths about trusts and explore reasons to stop

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55:33

Sunday, June 15th. A slowdown, but no signs of stopping.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/06/15

On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have dropped, oil prices have climbed, and stock markets have faced declines. In this Week-in-Review, Dave Spano and Brian Jacobsen share their perspectives. The program also delves into the rising trend of "gray divorce" among older adults, evaluates the wisdom of including cryptocurrency in 401(k) plans, and examines the Great Boomer Wealth Transfer

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55:46

Sunday, June 8th. Beige book blues?

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/06/08

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistakes by age group, financial planning in the first year of widowhood, the role of a QDRO in divorce proceedings, and debunking myths about

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55:25

Sunday, June 1st. Growth: An emotional rollercoaster.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/06/01

In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China, which lifted expectations after hitting a five-year low in April. Despite fluctuating emotions, consumer spending remains steady, supported by stable employment as initial unemployment claims rise to average levels. The episode also explores equity compensation, spousal Social Security benefits, lifestyle creep, and the Annex Wealth

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55:10

Sunday, May 25th. Eat the price increases?

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/05/25

Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies absorbing tariff costs may see reduced earnings. In our Week-in-Review, Dave Spano and Brian Jacobsen explore this and other key topics. Separately, we examine why more individuals are opting to take Social Security benefits early, with insights from our financial planning team. The show also covers the art and science of cash flow

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55:49

Sunday, May 18th. Nicely done, S&P

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/05/18

Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%, as Dave Spano and Brian Jacobsen explore in our Week-in-Review. Curious if Annex is right for you, how to avoid retirement disappointment, or what stages lie beyond go-go, slow-go, and no-go? We’ve got five questions to guide your decision, practical tips to ensure a fulfilling retirement, and insights into the evolving phases of

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55:45

Sunday, May 11th. Bessent's Switzerland mission.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/05/11

While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks. We continue Spring Cleaning with Part Two of our Investment series, exploring key questions. Also on the show: What should you do with unused education funds like 529s? Are you prepared to avoid common Retirement Killers? Plus, learn the essential steps for executing Roth conversions effectively.

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55:41

Sunday, May 4th. Growth: From pull-forward to fall-off.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/05/04

The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpassed expectations. What does this mean for the markets? Join Dave Spano and Brian Jacobsen for the Week-in-Review. Plus, it’s time for spring cleaning your investments, and we’ll share key tips. Curious about whether you need an LLC? We’ll explore that. And if you’re considering selling your

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55:31

Sunday, April 27th. Big macro data sheds light on the...

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/04/27

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how Annex Private Client’s “high speed, low drag” approach mirrors military efficiency, plus features on Distribution Planning and the Money Lies

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55:43

Sunday, April 20th. Retail sales pop. For now.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/04/20

U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement planning for Gen X, sharing 6 key benefits of setting up a trust, and revealing 3 things to tackle early in retirement—and 3 that can wait.

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55:30

Sunday, April 13th. Whiplash.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/04/13

It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you listen to 'finfluencers'? And what is Key Person Insurance and what is its role protecting a business?

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55:33

Sunday, April 6th. Roll with the punches.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/04/06

In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Financial Literacy Month series of webinars, planning for medical professionals, prenuptial agreements and more.

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55:52

Sunday, March 30th. Inflation: A race to the middle.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/03/30

Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.

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55:52

Sunday, March 23rd. Powell’s presser: transitory is...

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/03/23

Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions.

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55:39

Sunday, March 16th. Policy: Chainsaws over scalpels

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/03/16

Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a historic standpoint along with an examination of emotional reaction when markets slide.

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55:37

Sunday, March 9th. Patience trumps action.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/03/09

Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about investment diversification, 6 things you might NOT want to inherit, Annex Private Client and more.

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55:37

Sunday, March 2nd. Consumers aren't doing badly;...

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/03/02

Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to bless their grandchildren?

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55:37

Sunday, February 23rd. Inflation: Profits before prices?

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/02/23

Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan for a client's first year as a widow, and the Annex Experience.

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312 results

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