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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

55:52

Sunday, September 29th. Growth: Stronger than we...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/09/29

The Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth scares flare up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Annex Private Client and the role it can play with business owners and entrepreneurs. What are retirement regrets from 70 to 80 year-olds? Robert Chastain, branch director in SWFL has that.

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24:11

Sunday, September 22nd. Good vibrations. Fed cut, but...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/09/22

Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our awesome Client Services Team that dots I's and crosses T's. What is underrated about your 401k? How about key points of a trust? And what's a quick pre-retirement checklist?

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55:48

Sunday, September 15th. All eyes on Wednesday.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/09/15

A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private Client team discusses surrender squeezes, Robert Chastain covers Gen X, and our financial planning team tackles the question: how much insurance do you need?

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55:33

Sunday, September 8th. A precarious balance.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/09/08

Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.

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55:40

Sunday, September 1st. Nvidia shares fell, but the...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/09/01

Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.

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55:54

Sunday, August 25th. Policy: The Direction Of Worry.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/08/25

The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.

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55:41

Sunday, August 18th. Retail sales better than expected.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/08/18

Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.

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55:42

Sunday, August 11th. A review of the rebound.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/08/11

Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.

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55:20

Sunday, August 4th. A volatile week.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/08/04

Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays that serve as reminders to key retirement planning considerations.

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55:49

Sunday, July 28th. Tech's troubles: investment is...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/07/28

Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.

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55:52

Sunday, July 21st. Rapid repricing.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/07/21

Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.

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55:56

Sunday, July 14th. A September cut?

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/07/14

A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.

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55:45

Sunday, July 7th. Scary Summer for growth?

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/07/07

What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.

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55:51

Sunday, June 30th. Don't invest your politics

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/06/30

Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new president and COO of Annex Wealth Management.

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55:48

Sunday, June 23rd. Rethinking the 60/40 portfolio.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/06/23

Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-time retirement, and mistakes that 30 and 40 somethings make on the way to retirement.

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55:56

Sunday, June 16th. "Modest progress" on inflation.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/06/16

Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.

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55:47

Sunday, June 9th. Spending growth negative. Real...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/06/09

Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.

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55:43

Sunday, June 2nd. Inflation: An unclear target

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/06/02

Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.

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55:45

Sunday, May 26th. It's NVIDIA's world, we just live...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/05/26

A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.

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55:49

Sunday, May 19th. The Dow hits an arbitrary...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/05/19

CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.

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312 results

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