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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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

00:35:39

Money Talk 6-29-24

Money Talk ·

2024/06/29

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

00:35:35

Money Talk 6-22-24

Money Talk ·

2024/06/22

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

00:35:27

Money Talk 6-15-24

Money Talk ·

2024/06/15

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

00:35:19

Money Talk 6-8-24

Money Talk ·

2024/06/08

Saturday, June 8th. Meme mania is back.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.

00:36:20

Money Talk 6-1-24

Money Talk ·

2024/06/01

Saturday, June 1st. Growth slowing to a crawlGovernment 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.

00:36:21

Money Talk 5-25-24

Money Talk ·

2024/05/25

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

00:36:20

Money Talk 5-18-24

Money Talk ·

2024/05/18

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

00:36:09

Money Talk 5-11-24

Money Talk ·

2024/05/11

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

00:36:21

Money Talk 5-4-24

Money Talk ·

2024/05/04

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

00:36:21

Money Talk 4-27-24

Money Talk ·

2024/04/27

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

00:36:21

Money Talk 4-20-24

Money Talk ·

2024/04/20

A stumbling bull or an awakening bear?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.

00:36:21

Money Talk 4-13-24

Money Talk ·

2024/04/13

Saturday, April 13th. Inflation's rebound.It's a mini bounce for inflation. Dave Spano and Brian Jacobs 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.

00:36:21

Money Talk 4-6-24

Money Talk ·

2024/04/06

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

00:36:21

Money Talk 3-30-24

Money Talk ·

2024/03/30

Saturday, March 30th. Are we there yet with rate cuts?Markets are like the kids in the backseat. The Fed sometimes acts like the parents, but not always. Dave Spano and Brian Jacobsen present our Week-in-Review. Is Annex the right fit for you? We've got 5 questions that might help. How does one analyze a 401k? Tom Parks of our Retirement Plan Services department has some insight.

00:36:21

Money Talk 3-23-24

Money Talk ·

2024/03/23

Saturday, March 23rd. Jerome Powell lets his inner dove show.The Fed thinks inflation in January and February was a fluke. Dave Spano and Brian Jacobsen review the week. How can Annex Private Client partner with business owners and entrepreneurs? And what is the 'psychology of spending' in retirement?

00:36:21

Money Talk 3-16-24

Money Talk ·

2024/03/16

Inflation pops and bonds drop.Just when the market and the Fed started seeing eye-to-eye, the Fed might change things up. Dave Spano and Brian Jacobsen review the week. With the market popping, 401k millionaires are back. How do they do it?

00:36:21

Money Talk 3-9-24

Money Talk ·

2024/03/09

Saturday, March 9th. Too soon to be too bearish. Too late to be too bullish.Dave Spano and Brian Jacobsen review the week which included the latest jobs report. Does it offer any other clues as to the next action on rates by the Fed? We'll look deeper into the value of an advisor and share details on the Election Year Myths in-person and webinar presentations coming to the area.

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Money Talk

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