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

33:51

Saturday, September 27th. Shutdown countdown.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/09/27

As the October 1 deadline approaches, a compromise seems unlikely. Join Dave Spano and Brian Jacobsen for our Week-in-Review, covering the looming shutdown. Plus, get a preview of next weekend's Divorce Workshop and explore the Great Baby Boomer Wealth Transfer.

33:37

Saturday, September 20th. Inflation: No surge in sight.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/09/20

Tariff-related inflation is unlikely to spike suddenly; instead, it’s expected to build gradually as companies cautiously adjust pricing to gauge market tolerance. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s recent decision to cut rates by 25 basis points. The show also explores the role of 529 plans in higher education planning and answers the question, “Do I need an LLC?” with a detailed look at the key considerations.

33:42

Saturday, September 13th. Did we have a mini-recession?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/09/13

Did Spring 2024 to Summer 2024 have a mini-recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. With the Federal Reserve likely to cut interest rates soon, there's an emphasis on the importance of transparency in economic data, and the Fed’s challenge in balancing inflation control with supporting a cooling economy. Also, planning for

33:49

Saturday, September 6th. Hiring stalls.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/09/06

Revised figures show a summer slowdown, with 13,000 jobs lost in June. What's that mean? Dave Spano and Brian Jacobsen break it down in their Week-in-Review. Also on the show, High Net Worth families aren't immune to unexpected cash flow challenges—learn what’s driving these issues and how to address them. Plus, Deanne Phillips examines the growing trend of parents financially supporting adult children, revealing a striking surge in monthly expenses.

32:33

Saturday, August 30th. Glimmers of hope.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/08/30

Brian Jacobsen dives into our Week-in-Review, unpacking the latest Q2 GDP revisions that offer hope but reveal clouds behind the silver lining. Despite a slight uptick in new home sales, consumer confidence is waning. The episode also explores the growing trend of claiming Social Security earlier than advised and shares practical tips to protect yourself and loved ones from senior scams.

33:53

Saturday, Augusts 23rd. Powell's swan song

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/08/23

Jerome Powell’s Jackson Hole remarks sparked expectations of rate cuts, but did data dependency dampen the mood? Brian Jacobsen shares our Week-in-Review. Plus, we explore equity compensation strategies, the rise in gray divorce, and tips for navigating the process.

33:27

Sunday, August 17th. Inflation's Down. Will The Fed Cut?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/08/16

Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan.

33:46

Stagflation is in the air.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/08/09

Stagflation combines low economic growth with high inflation. Peak uncertainty around trade and tariffs may have coincided with an economic low point, suggesting the worst could be behind us rather than ahead. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also explore concerns about tapping a 401(k) for emergencies and strategies for planning major expenses, like a lavish wedding.

33:45

Saturday, August 2nd. US hiring slows.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/08/02

July’s report arrives as policymakers navigate conflicting economic narratives. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. Our ongoing coverage of the One Big Beautiful Bill includes tax analysis and three key considerations for parents planning for their children.

33:17

Saturday, July 26: The Impacts of the Big Beautiful Bill

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/07/26

The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving.

33:53

Saturday, July 18th. Growth: More than a bounce?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/07/19

Recent data indicate the U.S. economy is gaining stronger footing than anticipated. Industrial production increased by 0.3% in June, surpassing expectations, and retail sales rebounded with a 0.6% rise. Join Brian Jacobsen for our Week-in-Review. Also on the show, we introduce the newest member of the Annex Private Client team and share tips to address imbalanced diversification in your 401(k), a common issue that can impact your financial health.

33:38

Saturday, July 12th. OBBB impact. What's in it for you?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/07/12

One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine.

33:56

Saturday, July 5th. What about those jobs?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/07/05

In June, hiring surpassed expectations with 147,000 new jobs added. What does this mean for the Federal Reserve's next decision? Brian Jacobsen breaks it down in our Week-in-Review. Plus, learn how to plan for receiving an inheritance. Also, one of our Estate Planning attorneys shares key insights on transferring a family vacation property to the next generation.

33:22

Saturday, June 28th. Bunker Busters = Favorable Markets?

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/06/28

Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.

33:51

Saturday, June 21st. Waiting and watching.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/06/21

Will the U.S. get involved in the Israel-Iran conflict? Russia's Dmitriev suggests that Russia, the U.S., and Saudi Arabia may collaborate to stabilize oil markets amid rising prices. In this week's show, Dave Spano and Brian Jacobsen present the Week-in-Review. Additionally, we begin a two-part series on decoding financial jargon. Also, what are the myths surrounding trusts? They’re not all-powerful, and Estate Planning Attorney Alec Durand takes a closer look.

33:40

Saturday, June 14th. Israel and Iran cast a shadow

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/06/14

The ongoing tensions between Israel and Iran are weighing on investors' minds. Consistent with historical patterns, bond yields have declined, oil prices have surged, and stock markets have experienced declines. In the Week-in-Review, Dave Spano and Brian Jacobsen provide their insights. Additionally, the program explores the concerning rise of "gray divorce" among older adults, as well as the potential inclusion of cryptocurrency in 401(k) plans and whether this is a prudent investment

33:54

Saturday, June 7th. Slowing, not stopping.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/06/07

The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review. Additionally, we explore common mistakes made in each decade of life and strategies to avoid them. We also dive into the Fiduciary Journey

33:45

Saturday, May 31st. Red light, green light.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/05/31

On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an overview of Annex Wealth Management’s insurance assessment process.

33:38

Saturday, May 24th. Growth: Race against the clock.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/05/24

On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, we explore why some individuals opt for Social Security benefits earlier than optimal. We also examine "Seasonality" as part of our

33:54

Saturday, May 17th. About that one, big, beautiful bill.

Money Talk: The Annex Wealth Management Show - Milwaukee ·

2025/05/17

This week, a 90-day U.S.-China trade deal truce boosted stock markets and eased recession fears, but small businesses remained pessimistic as shown by the NFIB index, while retail sales and industrial production data were mixed. Despite stable CPI and declining PPI, Walmart’s warning about potential price increases due to tariffs highlighted ongoing concerns about import prices and consumer costs. Dave Spano and Brian Jacobsen present our Week-in-Review. Spring Cleaning continues, this week

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Money Talk: The Annex Wealth Management Show - Milwaukee

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