PODCAST

Money Talk

620 WTMJ

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

business investing

All Episodes

35:45

Money Talk 3-28-26

Money Talk ·

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 refund to

35:27

Money Talk 3-21-26

Money Talk ·

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.

36:14

Money Talk 3-14-26

Money Talk ·

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shaky private‑credit headlines are starting to snowball, and why economic data like CPI and jobs reports are already outdated in a $100‑oil world. Plus, we

35:38

Money Talk 3-7-26

Money Talk ·

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

35:40

Money Talk 2-21-26

Money Talk ·

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 explore the

36:32

Money Talk 2-7-26

Money Talk ·

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 segment on

36:18

Money Talk 1-31-26

Money Talk ·

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 "Trump

35:56

Money Talk 1-24-26

Money Talk ·

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.

36:32

Money Talk 1-3-26

Money Talk ·

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 can be

36:33

Money Talk 12-27-25

Money Talk ·

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 retirement:

35:18

Money Talk 12-27-25

Money Talk ·

2025/12/27

36:02

Money Talk 12-20-25

Money Talk ·

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.’

36:33

Money Talk 12-13-25

Money Talk ·

2025/12/13

The Fed cut rates but signaled it’s ready to hit pause for a while. In our Week in Review, Tom Parks and Brian Jacobsen break down why their upbeat tone on productivity could make their job easier, what the board’s mindset might be, and why market expectations for 2026 cuts are already taking shape. Also, segments on solo aging, the rules of gifting money and creating a "living legacy".

36:33

Money Talk 11-8-25

Money Talk ·

2025/11/08

This week, we’re digging into the “K-shaped” economy—who’s rising, who’s struggling, and what the latest numbers reveal. In our Week in Review, Wealth Advisor Austin Grandinetti and Chief Economic Strategist Dr. Brian Jacobsen sort through layoffs, earnings, tech turbulence, and political headlines shaping the markets. Plus, smart tax moves later in life, including lessons from a couple in their 80s, and whether it ever makes sense to hit pause on your 401(k) contributions, and how to get back on

36:32

Money Talk 10-25-25

Money Talk ·

2025/10/25

36:32

Money Talk 10-18-25

Money Talk ·

2025/10/18

35:40

Money Talk 10-11-25

Money Talk ·

2025/10/11

36:32

Money Talk 10-4-25

Money Talk ·

2025/10/04

36:34

Money Talk 9-27-25

Money Talk ·

2025/09/27

Saturday, September 27th. Shutdown countdown.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.

36:03

Money Talk 9-20-25

Money Talk ·

2025/09/20

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

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Money Talk

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