PODCAST

Money Talk

620 WTMJ

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

business investing

All Episodes

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

36:32

Money Talk 9-13-25

Money Talk ·

2025/09/13

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

36:32

Money Talk 9-6-25

Money Talk ·

2025/09/05

Saturday, September 6th. Hiring stalls.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.

36:32

Money Talk 8-30-25

Money Talk ·

2025/08/30

36:32

Money Talk 8-16-25

Money Talk ·

2025/08/16

36:32

Money Talk 8-9-25

Money Talk ·

2025/08/09

Stagflation is in the air.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.

35:44

Money Talk 8-2-25

Money Talk ·

2025/08/01

Saturday, August 2nd. US hiring slows.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.

35:16

Money Talk 7-26-25

Money Talk ·

2025/07/26

Saturday, July 26th.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.

36:32

Money Talk 7-19-25

Money Talk ·

2025/07/19

Saturday, July 19th. Growth: More than a bounce?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

35:45

Money Talk 7-12-25

Money Talk ·

2025/07/12

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

36:32

Money Talk 6-28-25

Money Talk ·

2025/06/28

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

36:32

Money Talk 6-14-25

Money Talk ·

2025/06/14

Saturday, June 14th. The shadow of Israel and Iran.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

36:32

Money Talk 6-7-25

Money Talk ·

2025/06/07

Saturday, June 7th. Slowing, not stopping.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

36:33

Money Talk 5-31-25

Money Talk ·

2025/05/31

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

35:37

Money Talk 5-24-25

Money Talk ·

2025/05/24

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

36:32

Money Talk 5-10-25

Money Talk ·

2025/05/10

36:32

Money Talk 5-3-25

Money Talk ·

2025/05/03

Saturday, May 3rd. What's a McRecession?GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.

36:33

Money Talk 4-26-25

Money Talk ·

2025/04/26

36:32

Money Talk 4-19-25

Money Talk ·

2025/04/19

Saturday, April 19th. A sprint before the stumbleIs Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.

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Money Talk

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