PODCAST

Money Talk

620 WTMJ

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

business investing

All Episodes

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

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.

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Money Talk

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