PODCAST

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

All Episodes

33:41

Saturday, August 10th. Fasten your seatbelts.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/08/10

A review of the rebound. 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.

33:16

Saturday, August 3rd. From soft-landing to stall speed.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/08/03

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.

33:46

Saturday, July 27th. It's GO time.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/07/27

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 6 money lies we tell ourselves---and why is the 7th the most important?

33:42

Saturday, July 20th. Coverage and conversation from...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/07/20

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.

33:43

Saturday, July 13th. Riding the rotation.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/07/13

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.

33:32

Saturday, July 6th. Passing the baton?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/07/06

Happy 4th of July weekend! Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers.

33:39

Saturday, June 29th. Inflation: Price wars ahead.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/06/29

Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).

33:40

Saturday, June 22nd. Who is King of the Hill?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/06/22

Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specified tax-advantaged accounts.

33:39

Saturday, June 15th. Back on track. And AI again?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/06/15

CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k.

13:54

BONUS: Money Talk LIVE from Vince Lombardi Golf Classic

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/06/08

Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby.

33:41

Saturday, June 8th. Meme mania is back.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/06/08

Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood.

33:43

Saturday, June 1st. Growth slowing to a crawl

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/06/01

Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage.

33:56

Saturday, May 25th. A Tale of Two Economies.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/05/25

It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee.

33:47

Saturday, May 18th. Break out the rally caps?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/05/18

The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.

33:44

Saturday, May 11th. Fast followers and feeling the...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/05/11

Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social Security cutting benefits in 2035? Our planning team shares some thoughts. Ask Annex answers some questions and our retirement services department shares the creative way they engaged employees for financial literacy.

33:43

Saturday, May 4th. From high hopes to low expectations.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/05/04

The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills are great, but trusts might be better. Our estate planning attorney shares 6 benefits to setting up a trust. What happens during an Annex Wealth Management Portfolio Review? One of our investment team members has the details.

33:34

Saturday, April 27th. The Good, the Bad, the Ugly.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/04/27

Earnings season in full swing, but future guidance is causing concern. Dave Spano and Brian Jacobsen review the week. Also on the show, now that taxes are filed, what should you do about tax PLANNING? Market volatility is back, what's the best way to deal with it?

33:51

Saturday, April 20th. A stumbling bull or an...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/04/20

Things have been so quiet with markets consistently rising that we've forgotten what risk feels like. Dave Spano and Brian Jacobsen have our Week-in-Review. We'll hear more about financial and retirement planning for Generation X, hit the mailbag for Ask Annex, and get a preview of the upcoming Wisconsin Retirement Series webinar.

33:53

Saturday, April 13th. Inflation's rebound.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/04/13

It's a mini-bounce for inflation. Dave Spano and Brian Jacobsen cover the latest during our Week-in-Review. When's the best time to meet with Annex? Mark Beck tackles that. Learn more about the upcoming Elder Care and Pre Planning Final Arrangements panel discussion at our headquarters Thursday, April 18th.

33:57

Saturday, April 6th. Separating the signal from the...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/04/06

Mark Beck and Brian Jacobsen present our week-in-review. We'll cover the latest Fed speak and Friday's healthy jobs report. Can you trust social media for investing advice? What are the ramifications when inheriting money?

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Money Talk: The Annex Wealth Management Show - Milwaukee

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