PODCAST

Money Talk

620 WTMJ

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

business investing

All Episodes

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.

35:44

Money Talk 8-31-24

Money Talk ·

2024/08/31

Saturday, August 31st. How about a Nothing Burger?Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee.

36:32

Money Talk 8-24-24

Money Talk ·

2024/08/24

Saturday, August 24th. The Powell Pivot.The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.

36:32

Money Talk 8-17-24

Money Talk ·

2024/08/17

Saturday, August 17th. Recession fears fade.Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.

35:46

Money Talk 8-10-24

Money Talk ·

2024/08/10

Saturday, August 10th. Fasten your seatbelts.Earnings to the rescue. Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex.

35:45

Money Talk 8-3-24

Money Talk ·

2024/08/03

Saturday, August 3rd. From soft-landing to stall speed.The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement.

00:36:32

Money Talk 7-27-24

Money Talk ·

2024/07/27

Saturday, July 27th. It's GO time.GDP growth was good, not great. But it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 7 money lies we tell ourselves---and why is the 7th the most important?

00:35:45

Money Talk 7-20-24

Money Talk ·

2024/07/20

Saturday, July 20th. Coverage and conversation from the RNC.From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard.

00:35:49

Money Talk 07-13-24

Money Talk ·

2024/07/13

Saturday, July 13th. Riding the rotation.Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market.

00:35:38

07-06-24 Money Talk

Money Talk ·

2024/07/06

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Money Talk

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