PODCAST

Money Talk

620 WTMJ

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

business investing

All Episodes

00:35:22

Money Talk 3-2-24

Money Talk ·

2024/03/02

Saturday, March 2nd. The Boom Continues!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.

00:36:21

Money Talk 2-24-24

Money Talk ·

2024/02/24

Saturday, February 24th. The Fed stays consistent. Cutting later than sooner.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.

00:36:12

Money Talk 2-17-24

Money Talk ·

2024/02/17

Saturday, February 17th. Finally, eye-to-eye on rate cuts. A hot CPI print threw cold water on the markets. It woke people up to the idea that the road to 2% inflation isnt 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.

00:36:21

Money Talk 2-10-24

Money Talk ·

2024/02/10

Saturday, February 10th. The market is FINALLY listening to the Fed. 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?

00:36:21

Money Talk 2-3-24

Money Talk ·

2024/02/03

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

00:35:31

Money Talk 1-27-24

Money Talk ·

2024/01/27

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

00:36:20

Money Talk 1-20-24

Money Talk ·

2024/01/20

Saturday, January 20th. Closed doors, open windows, and warm breezes. 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.

00:36:21

Money Talk 1-13-24

Money Talk ·

2024/01/13

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

00:36:20

Money Talk 1-6-24

Money Talk ·

2024/01/06

Saturday, January 6th. Why the coal, Santa? 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 with Mark Beck, Chief Growth Officer, and why you need to manage expectations with your 401k with Tom Parks, director of Retirement Plan Services.

00:36:21

Money Talk 12-30-23

Money Talk ·

2023/12/30

Saturday, December 30th. 2023 in review. Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.

00:36:20

Money Talk 12-23-23

Money Talk ·

2023/12/23

Saturday, December 23rd. The naughty and nice list. Fed officials were out in force to tame expectations of rate cuts. It didnt work. Dave Spano and Brian Jacobsen review the week. We get at the age-old question 'how much insurance do you need?'. Well also cover the dangers of investing advice via social media.

00:36:21

Money Talk 12-16-23

Money Talk ·

2023/12/16

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

00:36:21

Money Talk 12-9-23

Money Talk ·

2023/12/09

Saturday, December 9th. Never underestimate the power of low expectations. 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.

00:35:52

Money Talk 12-2-23

Money Talk ·

2023/12/02

Consumer confidence and spending up. Is it enough? 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.

00:35:20

Money Talk 11-25-23

Money Talk ·

2023/11/25

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

00:36:20

Money Talk 11-18-23

Money Talk ·

2023/11/18

Saturday, November 18th. Growth: Weaker isn't weakness, yet. 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 its like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy.

00:36:21

Money Talk 11-11-23

Money Talk ·

2023/11/11

Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to buy low. Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smarter charitable giving.

00:35:20

Money Talk 11-4-23

Money Talk ·

2023/11/04

Earnings season has been good, but guidance hasnt. Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles.

00:35:14

Money Talk 10-28-23

Money Talk ·

2023/10/28

Winners and losers this week. There's fear in the air--and that could be good. We cover it all during our Week-in-Review. Also, with 'gray divorces' increasing, what is the role of a Certified Divorce Financial Analyst in the process? That, along with Ask Annex, a fresh look at Millionaire Myths, and what happens with Private Equity when things don't go as planned?

00:35:14

Money Talk 10-21-23

Money Talk ·

2023/10/21

The Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07. What are the ramifications? How about recent earnings? We'll cover it all during our Week-in-Review. Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite?

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Money Talk

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