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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

56:24

Sunday, May 12th. Earnings are all over the place.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/05/12

Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.

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55:43

Sunday, May 5th. Are stocks "priced for perfection?"...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/05/05

Look at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?

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55:56

Sunday, April 28th. Earnings: Good results with bad...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/04/28

Mixed bag this earnings season. Dave Spano and Brian Jacobsen present our week-in-review. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement.

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55:59

Sunday, April 21st. Have we forgotten what risk feels...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/04/21

A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.

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56:01

Sunday, April 14th. What's next? Will something break?

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/04/14

Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing ways, we'll cover a few.

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55:45

Sunday, April 7th. Jobs, ISM manufacturing, and more...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/04/07

Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?

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55:51

Sunday, March 31st. Fighting FOMO.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/03/31

Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers.

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55:35

Sunday, March 24th. Manufacturing may be emerging...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/03/24

S&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market? Dave Spano and Brian Jacobsen cover that and more during our week-in-review.

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55:29

Sunday, March 17th. Growth is "good enough," but...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/03/17

Credit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week. We'll also cover 401k millionaires, aging in place, and traditional vs Roth 401ks.

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55:50

Sunday, March 10th. Deja vu. We're down to two.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/03/10

A new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review. Later in the show, we'll investigate the value of an advisor, election year myths, and business succession planning.

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55:50

Sunday, March 3rd. What if the Fed doesn't cut in '24?

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/03/03

What if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4 phases of retirement, part time retirement, how the millionaire next door does it, and what the IRS has planned as it steps up enforcement.

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55:50

Sunday, February 25th. New highs are old hat.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/02/25

Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place.

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55:56

Sunday, February 18th. Expectations, Reality, and...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/02/18

Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'.

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56:07

Sunday, February 11th. Pushback, Bellwethers, and...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/02/11

The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags.

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55:35

Sunday, February 4th. Earnings and a HOT job number.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/02/04

Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts? Dave Spano and Brian Jacobsen look at last week (that contained a LOT of earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business.

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55:48

Sunday, January 28th. GDP stays stubbornly strong.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/01/28

Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions. Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short.

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55:52

Sunday, January 21st. The Fed taper.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/01/21

The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning, the ramifications of inheriting money, and why its not a good idea to cash out a 401k.

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55:52

Sunday, January 14th.

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/01/14

Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows.

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55:54

Sunday, January 7th. Who thought the road to rate...

Money Talk: The Annex Wealth Management Show - SWFL ·

2024/01/07

As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show, you'll 'Hear' the Difference from an Annex client, learn why 401k expectations should be managed, and what Generation X faces with retirement planning.

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55:54

Sunday, December 31st. Happy New Year!

Money Talk: The Annex Wealth Management Show - SWFL ·

2023/12/31

What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.

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312 results

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