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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

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33:46

Saturday, February 15th. Lots of tariff talk, but...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/02/15

25% 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.

33:53

Saturday, February 8th. Not a trade war. Yet.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/02/08

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.

33:56

Saturday, February 1st. DeepSeek week. More questions...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/02/01

The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow 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.

33:46

Saturday, January 25th. Policy: Getting down to...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/01/25

High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.

34:00

Saturday, January 18th. Here come the earnings.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/01/18

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.

33:34

Saturday, January 11th. How 'bout that job number?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/01/11

The latest jobs number blew past the estimate. 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.

33:39

Saturday, January 4th. Out with the old, in with the...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/01/04

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.

27:29

Saturday, December 28th. Year-in-Review

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/12/28

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.

33:51

Saturday, December 21st. The Grinch Returns.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/12/21

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?

33:54

Saturday, December 14th. Bracing for a trade war.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/12/14

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.

33:47

Saturday, December 7th. An economic wrestling match?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/12/07

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.

33:48

Saturday, November 30th. Know what you own.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

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.

33:55

Saturday, November 23rd. Trading one uncertainty for...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/23

Election 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.

33:34

Saturday, November 16th. Policy coming into focus.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/16

President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

33:31

Saturday, November 9th. The post-election show.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/09

What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.

33:49

Saturday, November 2nd. Bad, but distorted.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/11/02

An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.

33:54

Saturday, October 26th. The Beige Flag.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/10/26

The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.

33:42

Saturday, October 19th. Defying gravity.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/10/19

Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.

33:49

Saturday, October 12th. How to herd cats. Let's talk...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/10/12

FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation.

34:03

Saturday, October 5th. About those job numbers.....

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/10/05

Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding saving and investing. To help, we call in Kent Halleen, a member of Annex Private Client who spent 12 years in the Corps.

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Money Talk: The Annex Wealth Management Show - Milwaukee

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