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

34:06

Saturday, April 25th. Retirement Confidence Is Low. ...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/04/25

This week, Dave Spano and Dr. Brian Jacobsen look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical chokepoints. Plus, the political noise shaking markets and why retirement confidence has sunk to a ten‑year low, as rising costs and growing uncertainty leave workers feeling increasingly uneasy. Additional segments on being tax savvy and

34:28

Saturday, April 18th. What a Rally We Had!

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/04/18

This week, Dave Spano and Dr. Brian Jacobsen discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession. Special guest, and former Navy SEAL John Choate, joins the show and things he's seen overseas.

34:41

Saturday, April 11th. Oh My, CPI!

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/04/11

This week, Dave Spano and Dr. Brian Jacobsen break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. What is "Retirement Subtraction", and what are the strategies to guide you through it? Also, how can donor-advised funds help with your tax filing plan for next year?

34:00

Saturday, April 4th. How Oil Prices Affect the Economy

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/04/04

This week, Dave Spano and Dr. Brian Jacobsen unpack President Trump’s calls for the U.S. to step back from policing Middle East energy security, his push to exit the Iran conflict after taking away its nuclear and military capabilities, and Tehran’s demand for guarantees to prevent future aggression. We explore why oil price shocks hurt the economy far less than they used to, how U.S. energy efficiency has transformed since the Gulf War era, and why the Fed is content to “wait and see”

34:26

Saturday, March 28th. Energy Turmoil Meets Global...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/03/28

For the Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a busy week where energy markets once again broke the rules, with negative prices in parts of the US echoing the shock of April 2020 and showing how oil profits can help offset losses in gas. They also take a look at fast moving global developments, from sudden shifts in US Iran dynamics to Turkey considering sales of its gold reserves to support its currency. Plus, practical conversations on smart ways to put a bigger tax

34:02

Saturday, March 21st. Refunds Up, So Are Gas Prices -...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/03/21

For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss rising fuel costs, Iran’s attacks on energy infrastructure, and Powell’s defiant stance at the Fed. We break down why backward‑looking data may matter less in a post‑Iran world and new proposals on bank capital and SEC reporting. Plus, we look beyond oil to Nvidia’s trillion‑dollar ambitions, Macy’s surprising “shrink‑to‑grow” strategy, and why Americans might be outsourcing steak‑risk to restaurants.

34:56

Saturday, March 14th. Global Tensions Felt at Home. ...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/03/14

For our Week in Review, Dave Spano and Dr. Brian Jacobsen break down the nonstop developments out of Iran, from a new leader to massive U.S. military spending and a global scramble to replace disrupted oil and fertilizer flows through the Strait of Hormuz. We also unpack why the IEA’s historic 400‑million‑barrel release may not calm markets, how shaky private‑credit headlines are starting to snowball, and why economic data like CPI and jobs reports are already outdated in a $100‑oil world

34:18

Saturday, March 7th. Iran, A Gold Rally and Jobs...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/03/07

For our Week in Review, Dave Spano and Brian Jacobsen look at why classic diversification struggled as stocks, bonds, and even gold moved together, and why holding cash with a real plan may matter more than ever. We talk about the rise in hardship withdrawals from retirement accounts and what that reveals about financial stress across the country. We also break down major global tensions, shifting oil flows, and the latest economic data that is shaping markets. Plus, segments on navigating

34:47

Saturday, February 28th. Teeth, Tariffs, and...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/02/28

This week, Dave Spano and Brian Jacobsen dig into family spending trends. They also break down the State of the Union’s most concrete policy news: a revamped retirement match program modeled after the Thrift Savings Plan, offering up to $1,000 for eligible workers. Finally, we discuss the rapid‑fire shifts in U.S. tariff strategy, and what the new 15% rate means for global supply chains and everyday consumers. Plus, segments on the new IRS policy on paper checks and rollover mistakes you

33:34

Saturday, February 21st. Amazon vs. Walmart

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/02/21

For our Week in Review, Dave Spano and Brian Jacobsen break down whether the latest Fed minutes truly put another rate hike back on the table, all while markets juggle rising geopolitical tension with Iran and attention on Japan’s massive U.S. investment commitments. They’ll dig into the data, from falling jobless claims and a widening trade deficit to signs of a manufacturing rebound, as well as what demographic shifts mean for companies like Molson Coors and Harley-Davidson. Plus, they

34:48

Saturday, February 14th. Housing Shortage Pressures...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/02/14

For our Week in Review, Dave Spano and Brian Jacobsen unpack Japan’s political shake‑up, where a landslide election win is clearing the way for food‑tax cuts and potential changes to the nation’s post‑war constitution. They turn to the U.S. next, tackling rising economic pressures, from a growing federal deficit and tariff‑driven price hikes to a housing market still millions of homes short. Finally, they sift through the latest data and corporate earnings to reveal what’s really happening

34:39

Saturday, February 7th. Politics Disrupt Data,...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/02/07

It was a whirlwind week in politics and economics, from shutdown fallout and delayed labor data to a surprise rebound in U.S. manufacturing. In our Week in Review, Dave Spano and Brian Jacobsen break down major Trump-era developments, including a proposed minerals stockpile, a pathway‑to‑ownership housing plan, and an India trade deal shaped by energy and geopolitics. We also cover Fed leadership changes, rising tensions with Iran, what it all means for markets and workers, and a timely

34:10

Saturday, January 31st. The Dollar Takes a Dive.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/01/31

During our Week in Review, Dave Spano and Brian Jacobsen break down the new tariff threats from President Trump, a weaker U.S. dollar, and a landmark trade deal between the European Union and India. We also cover the Federal Reserve holding rates steady while signaling a mixed economic picture. On the data front, slowing job growth, plunging consumer confidence, and the weakest population growth since COVID point to rising uncertainty about the U.S. economy. Plus, segments on the new

33:50

Saturday, January 24th. What Did Davos Tell Us?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/01/24

We take a deep dive into the political developments that defined the week, with Davos setting the agenda. From tariffs and Greenland to housing policy, credit cards, crypto, and global markets, Dave Spano and Dr. Brian Jacobsen break it down in our Week in Review. As always, we round it out with key international reactions, important data points shaping the macro-outlook, and segments on retroactive tax strategies and preparing for the Silver Tsunami.

34:16

Saturday, January 17th. Inflation Cooling, Earnings...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/01/17

From Trump’s surprise call for a 10% cap on credit‑card interest to the DOJ’s subpoenas aimed at Jerome Powell, it was a week packed with political and market-moving headlines. Inflation kept cooling and corporate earnings stayed upbeat, even as consumers grew more cautious. Dave Spano and Dr. Brian Jacobsen walk through it for our Week in Review, and we dive into how ACA subsidies are affecting people under 65.

34:10

Saturday, January 10th. AI’s Impact on Young Worker...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/01/10

The Santa Rally skipped town this year, but the January Effect is making waves, especially for small caps. Markets are buzzing after U.S. forces captured Venezuela’s president Maduro, fueling bold oil ambitions despite steep challenges. Plus, trade tensions and tariff twists continue, and younger workers being affected by AI-exposed occupations. Dave Spano and Brian Jacobsen break it all down in this Week in Review, along with segments on key milestone ages for retirement planning and

33:48

Saturday, January 3rd. The Key Focus of 2026.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2026/01/03

China’s economy hit a rough patch with deflation fears, while U.S. markets soared despite historic tariff hikes and a few headline-grabbing scares. Mark Beck and Brian Jacobsen break down the headlines into the new year with our Week in Review. Gold and silver had a banner year, Bitcoin stumbled, and AI kept stealing the spotlight. Next year looks even bigger for AI with new models from OpenAI and Meta set to shake things up. Also, how could the 4% rule help you in retirement, and how you

34:31

Saturday, December 27th. Money Guilt.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/12/27

This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also interview Chellee Siewert from Capture Sports Management, who helps athletes and entertainers find their “why.” Finally, we take a look at what you might consider as you enter

32:57

Saturday, December 20th. Is Inflation Taking a...

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/12/20

Dave Spano and Brian Jacobsen unpack distorted economic data and what shifting payroll trends could mean for the labor market in our Week in Review. Inflation may be taking a breather, but consumer spending is holding strong as we head into the holidays. Plus, we preview earnings season, explore what to expect in your first meeting with a wealth manager, and dive into creating a lasting ‘living legacy.’”

33:59

Saturday, December 13th. Markets React, Fed Reflects.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/12/13

The Fed trimmed rates but hinted it’s ready to pause for now. In our Week in Review, Dave Spano and Brian Jacobsen dive into why a brighter outlook on productivity could ease the Fed’s path, what the latest board moves reveal, and why markets are already talking cuts in 2026. We’ll also discuss the buzz around balance sheet changes. Also, practical tips for family money talks and explore why 2026 could be a big year for estate planning.

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Money Talk: The Annex Wealth Management Show - Milwaukee

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