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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

55:39

Sunday, February 16th. Growth: The trend is your friend

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/02/16

Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.

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55:52

Sunday, February 9th. ISM Manufacturing finally above...

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/02/09

It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).

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55:34

Sunday, February 2nd. Fed policy word salad.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/02/02

Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst at Annex, and why you might need an LLC.

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55:48

Sunday, January 26th. Off to the races.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/01/26

If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in retirement, what IS and ISN't financial planning, and how to deal with 'supporting' adult children.

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55:53

Sunday, January 19th. 24 hours before Inauguration.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/01/19

The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.

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55:41

Sunday, January 12th. Jobs pop, stocks drop.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/01/12

A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.

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55:18

Sunday, January 5th. Inflation: Rebound or retreat?

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/01/05

The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifestyle creep, and what's changing for saving and investing in 2025.

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55:52

Sunday, December 29th. 2024 in review.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/12/29

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

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55:54

Sunday, December 22nd. Policy: Spoiler Alert.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/12/22

The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on their status?

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55:46

Sunday, December 15th. Oil risks.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/12/15

OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about business succession planning, the stellar Client Service Manager team, and why one bad presentation shouldn't sour your view of a 401k plan.

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55:54

Sunday, December 8th. Black and Blue Friday?

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/12/08

Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a good fit with Annex.

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55:59

Sunday, December 1st. Talking turkey.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/12/01

A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex assess insurance needs for clients.

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55:49

Sunday, November 24th. Gold stars for NVidia and...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/11/24

Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share some thoughts on the value of an advisor with Brandon Lehman, director of Annex Private Client. Who needs an LLC? Maybe you. Wealth Manager Keith Butler fills us in.

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55:35

Sunday, November 17th. The Trump Bump Continues.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/11/17

Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.

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55:51

Sunday, November 10th. Post-election reaction.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/11/10

What's in store now that the election is over? Members of our Investment, Retirement, Tax, and Estate Planning teams discuss what we could see in the months and years ahead.

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55:43

Sunday, November 3rd. Earnings season: When good...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/11/03

Meta and MSFT--supply constrained, big spending, still not enough return on AI investment. Apple: China's a drag. Upgrade cycle is a little slow. Earnings are pouring in, so Dave Spano and Brian Jacobsen review what's happening during our Week-in-Review. More of our clients are interested in 'phasing into' retirement. How do you do that and what type of planning is needed? Branch Director Robert Chastain takes a look at this hot topic.

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55:52

Sunday, October 27th. Hard data differs from soft.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/10/27

Earnings stories. Remember the "Dow Theory" with transports being a leading indicator? Dave Spano and Brian Jacobsen present our Week-in-Review. Robert Chastain shares a few nuggets of wisdom from Warren Buffet. What are Passion Assets and why do they matter?

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55:42

Sunday, October 20th. Earnings season shifts into...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/10/20

A tale of two chipmakers. ASML whiffed while TSMC hit it out of the park. Dave Spano and Brian Jacobsen present our Week-in-Review. How does Annex aid clients in the 1st year after losing a spouse? What are 7 signs it might be time to retire? And what are money lies we tell ourselves?

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55:41

Sunday, October 13th. Let's talk about those Fed Minutes

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/10/13

Rates are still restrictive, even with a cut. They're easing off the brake, not pushing on the accelerator. Dave Spano and Brian Jacobsen recap the week. What is and what isn't financial planning? We'll cover that. Robert Chastain reviews 5 things that can happen within your family that'll put a dent in your retirement plans.

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55:46

Sunday, October 6th. Looking ahead: A rip-roaring...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/10/07

The port strike ends and a healthy jobs report arrives. Dave Spano and Brian Jacobsen present the Week-in-Review. Is there a psychology of spending in retirement? You bet, and Deanne Phillips breaks it down. Branch Director Robert Chastain reviews 4 RMD mistakes you should avoid.

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312 results

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