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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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33:42

Saturday, September 21st. A catchup cut.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/09/21

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.

33:31

Saturday, September 14th. Crunch time.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/09/14

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.

33:20

Saturday, September 7th. Macro matters.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/09/07

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.

33:38

Saturday, August 31st. How about a Nothing Burger?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/08/31

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.

33:41

Saturday, August 24th. The Powell Pivot.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/08/24

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.

33:49

Saturday, August 17th. Recession fears fade.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/08/17

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.

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.

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Money Talk: The Annex Wealth Management Show - Milwaukee

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