PODCAST

Money Talk

620 WTMJ

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

business investing

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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.

36:32

Money Talk 11-16-24

Money Talk ·

2024/11/16

Saturday, November 16th. Policy coming into focus.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?

36:32

Money Talk 11-9-24

Money Talk ·

2024/11/09

Saturday, November 9th. The post-election show.What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.

36:33

Money Talk 11-2-24

Money Talk ·

2024/11/02

Saturday, November 2nd. Bad, but distorted.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.

35:54

Money Talk 10-26-27

Money Talk ·

2024/10/26

Saturday, October 26th. The Beige Flag.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.

35:42

Money Talk 10-18-24

Money Talk ·

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.

35:52

Money Talk 10-12-24

Money Talk ·

2024/10/12

Saturday, October 12th. How to herd cats. Let's talk about those Fed MinutesFOMC 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.

36:32

Money Talk 9-28-24

Money Talk ·

2024/09/28

Saturday, September 28th. China hits the stimulus button.The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review. Annex Private Client is a powerful partner for entrepreneurs and business owners, Brandon Lehman has an overview. Is it time to invest in art

36:33

Money Talk 9-21-24

Money Talk ·

2024/09/21

Saturday, September 21st. A catchup cut.Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex returns with another batch of great questions.

36:32

Money Talk 9-14-24

Money Talk ·

2024/09/14

Saturday, September 14th. Crunch time.Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how.

36:33

Money Talk 9-7-24

Money Talk ·

2024/09/07

Saturday, September 7th. Macro matters.At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex.

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Money Talk

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