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

33:44

Saturday, March 30th. Are we there yet with rate cuts?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/03/30

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.

33:36

Saturday, March 23rd. Jerome Powell lets his inner...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/03/23

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?

33:25

Saturday, March 16th. Inflation pops and bonds drop.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/03/16

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?

33:44

Saturday, March 9th. Too soon to be too bearish. Too...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/03/09

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.

33:33

Saturday, March 2nd. The boom continues!

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/03/02

New highs for the big guys. Dave Spano and Dr. Brian Jacobsen present our Week-in-Review. Are there 4 phases of retirement? Mark Beck presents the case. How about sliding into retirement on a part-time basis? Suzy Lopez will go over the basics.

34:05

Saturday, February 24th. The Fed stays consistent....

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/02/24

Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Phillips stops by to preview an upcoming Saturday Divorce presentation for women.

33:55

Saturday, February 17th. Finally, eye-to-eye on rate...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/02/17

A hot CPI print threw cold water on the markets. It woke people up to the idea that the road to 2% inflation isn’t a smooth or a short one. Mark Beck and Brian Jacobsen review the week. Financial planning is a deep process; Mark Beck covers what is and what isn't proper planning.

33:53

Saturday, February 10th. The market is FINALLY...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/02/10

The Fed says March is too early for a cut. What's that mean for equities? Dave Spano and Brian Jacobsen review the week. The IRS is ramping up audits and has specific targets. Who are they focusing on and how can you eliminate red flags?

33:46

Saturday, February 3rd. What a BIG jobs report means...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/02/03

Forget the groundhog seeing his shadow, how about that monster (and unexpected) HOT jobs number? Dave Spano and Brian Jacobsen dissect the week which included a LOT of key earnings reports. We'll also cover Lifestyle Creep, a bunch of great Ask Questions, and the sad (but true) climb in the divorce rate for those over 50.

33:44

Saturday, January 27th. Take a bow, consumers. You're...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/01/27

The end of rolling recessions is near--but be cautious. Dave Spano and Brian Jacobsen present the Week-in-Review. We also take a closer look at our Investment Committee; who are they, how does it work? With an election year comes plenty of myths. We'll have a preview of our upcoming presentations in Lake Country and Madison.

33:47

Saturday, January 20th. Closed doors, open windows,...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/01/20

The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly and inflation is a little warmer than desired. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about Spousal Social Security along with the ramifications of inheriting money.

33:49

Saturday, January 13th. The world's on edge

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/01/13

Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the week. We'll also cover 5 things you'll encounter in your first 10 years of retirement as well as sharing details on an upcoming Passion Assets presentation.

33:46

Saturday, January 6th. Why the coal, Santa?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2024/01/06

Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact of a stronger-than-expected job number. Learn more about Annex for Business and why you need to manage expectations with your 401k.

33:49

Saturday, December 30th. 2023 in review.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/30

Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.

33:29

Saturday, December 23rd. The Naughty And Nice List.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/23

Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age old question 'how much insurance do you need?'. What are the dangers of investing advice via social media? We'll cover that.

33:33

Saturday, December 16th. What about that FOMO rally?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/16

The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized Appreciation becomes a big factor in planning. We'll explain why that's important and how Annex helps.

33:39

Saturday, December 9th. Never underestimate the power...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/09

The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved on from the fear, but it's at least braced for it. Dave Spano and Brian Jacobsen present the Week-in-Review, we'll cover Estate Planning roles as well as tax strategies for the self-employed.

33:50

Saturday, December 2nd. Consumer confidence and...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/12/02

Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our new Financial Planning in a Changing Tax World seminar, iBond questions, and what HENRYs are and how Annex can help them.

33:32

Saturday, November 25th. Longer pause and faster cuts?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/11/25

Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn more about HSA's and the subtle differences between Traditional and Roth 401ks.

33:42

Saturday, November 18th. Growth: Weaker isn't...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2023/11/18

Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy.

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Money Talk: The Annex Wealth Management Show - Milwaukee

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