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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

56:00

Sunday, January 11th. No Santa Rally, January Effect...

Money Talk: The Annex Wealth Management Show - SWFL ·

2026/01/11

The Santa Rally was a no-show this year, but the January Effect is kicking in. Markets are also reacting to geopolitical moves: U.S. forces captured Venezuela’s president Maduro, sparking oil-focused strategies and promises of billions in infrastructure investment despite challenges. Meanwhile, trade tensions simmer as tariff rulings and compliance shifts reshape import costs, with exemptions and agreements softening the blow for key sectors like semiconductors. Dave Spano and Brian

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56:26

Saturday, January 4th. Will AI Dominate in 2026?

Money Talk: The Annex Wealth Management Show - SWFL ·

2026/01/04

China wrestled with deflation worries while U.S. markets powered through historic tariff hikes and plenty of drama. Mark Beck and Brian Jacobsen unpack the biggest stories of the year, from gold and silver’s surge to Bitcoin’s stumble and the nonstop buzz around AI. Plus, what the 4% rule means for your retirement and smart strategies for navigating later life solo.

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51:52

Saturday, December 27th. Money Guilt.

Money Talk: The Annex Wealth Management Show - SWFL ·

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

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55:56

Sunday, December 21st. Earnings Season Starts Soon.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/12/21

Dave Spano and Brian Jacobsen break down distorted economic data and what it really means for the labor market as payroll trends shift in our Week in Review. Inflation may be taking a holiday, but consumer spending remains surprisingly resilient heading into the festive season. Plus, we look ahead to earnings season, where analysts expect double-digit growth for the S&P 500 and the ‘Magnificent 7’ to keep leading the charge.” Also, segments on the first meeting with a wealth manager

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55:34

Sunday, December 14th. Fed Pause, Markets Buzz.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/12/14

The Fed cut rates but signaled it’s ready to hit pause for a while. In our Week in Review, Dave Spano 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. Plus, we discuss the confusion around balance sheet tweaks—spoiler: it’s not QE, just a move to keep year-end funding calm. Also, segments on navigating financial conversations with family, and

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55:15

Sunday, December 7th. Slippery Conditions Ahead.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/12/08

Dave Spano and Brian Jacobsen unpack a week full of conflicting economic signals, from strong holiday spending to softer manufacturing data and surprising labor numbers in our Week in Review. They also take a closer look at tariff discussions, political currents heading into the mid-terms, stress points for retailers and small businesses, a standout moment in charitable giving. Plus, listen for insights on equity compensation and the growing trend of solo aging.

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55:49

Sunday, November 30th. Santa Rally and Strategy.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/11/30

This week’s Week in Review covers major political developments, including President Trump’s upcoming visit to Beijing and the launch of the Genesis Mission, along with fresh data on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also break down standout corporate stories, shifting consumer trends, and the key economic releases coming in the days ahead. Plus, segments on how to gift money and "Alignment" vs. "Accumulation" in retirement.

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56:44

Sunday, November 23rd. Big Moves, Small Signals.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/11/23

Dave Spano and Brian Jacobsen unpack everything from tariff-driven grocery relief to the mixed signals shaping the economy as we head into the holidays. They’ll sort out what’s important now, and what could be coming next. We’ll also look at how parents can create a clear plan to help their kids pay down student loans. And later, the smart end-of-year moves high-net-worth families should consider as 2026 approaches.

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55:20

Sunday, November 15th. Government funded. For now.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/11/16

Mark Beck and Brian Jacobsen break down a jam-packed week of headlines in our Week in Review, from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll look at what small businesses and big-name earnings are really telling us as we roll into the holidays, and later we’ll uncover “equity compensation” and whether it’s a smart way to get paid.

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56:57

Sunday, November 9th. The Job Market Puzzle.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/11/09

This week, we unpack the “K-shaped” economy everyone’s talking about. Who’s moving up, who’s sliding down, and what the latest data really says. From layoffs and earnings to tech volatility and political headlines, we break down the stories shaping markets and money right now in our "Week in Review" with Wealth Advisor, Austin Grandinetti and Chief Economic Strategist, Dr. Brian Jacobsen. Also on the show, tax planning strategies later in life like one couple in their 80's. You'll also

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56:23

Sunday, November 2nd. A Big Week for Central Banks.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/11/02

It was a big week for central banks — from rate cuts and policy holds to talk of wrapping up quantitative tightening. The Fed made another move, bringing questions about what 2025 might bring. Dave Spano and Brian Jacobsen unpack the key takeaways in this Week In Review. Plus, we’ll dive into the “Labubu Trend” shaking up the collectibles market and what it teaches about investor behavior. Wrapping up the show, we highlight six practical benefits of using trusts in your financial

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56:31

October 26th. A Stalemate, But Finally Some Data

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/10/26

Finally, some data! The CPI release that determines the 2026 cost of living adjustment for Social Security Benefits is out. Foreign data is still rolling in. China’s challenges are evident…and likely to get worse unless there’s a deal. Dave Spano and Brian Jacobsen will break it down in our Week in Review. Also on the show, myths about taxes. Was getting a big refund check a good idea? Later in the show, we'll talk with Deanne Phillips about taking advantage of tax benefits and

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55:05

Sunday, October 19th. Big Data Is Coming!

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/10/19

Treasury Secretary Bessent said the department is prioritizing payments in its system in order to allow for US military staff to be paid. Also, banks have said loan quality is pretty good.

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56:12

Sunday, October 12th - Data Drought

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/10/12

The government shutdown. TSA agents are calling in sick. That ended the shutdown in 2019. Will it this time? ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the 1976.

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56:00

Sunday, October 5th - Shutdown: More Than Meets the Eye

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/10/05

Could the government shutdown signal deeper cuts to federal employment? Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: Smart planning strategies for medical professionals, meaningful ways grandparents can support their grandchildren, and an inside look at the Annex process for High-Net-Worth clients.

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55:51

Sunday, September 28th. Another shutdown?

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/09/28

With the federal government's fiscal year-end nearing and no compromise in sight, join Dave Spano and Brian Jacobsen for our Week-in-Review. This episode also explores the 4% retirement rule, Warren Buffett-style estate planning, why your 401(k) isn’t a piggy bank, and common myths about trusts.

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55:27

Sunday, September 21st. A bowling ball of growth?

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/09/21

Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s latest decision. The show also examines 529 plans for education savings, key steps to selling a business, estate planning considerations for remarriage, and strategies to ensure a fulfilling retirement.

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56:02

Sunday, September 14th. Triangulating the truth.

Money Talk: The Annex Wealth Management Show - SWFL ·

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, how to "age in

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55:47

Sunday, September 7th. Job growth misses.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/09/07

U.S. job growth slowed in August, reflecting a weakening labor market, with a net loss of 13,000 jobs reported in June. Join Dave Spano and Brian Jacobsen for our Week-in-Review. Also on today's show: exploring the stages of retirement, supporting adult children, and key retirement planning tips—three things to do now and three things that can wait.

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55:19

Sunday, August 31st. 'Beat and Raise' momentum.

Money Talk: The Annex Wealth Management Show - SWFL ·

2025/08/31

Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising their full-year 2025 earnings guidance. The “beat and raise” trend has been music to investors’ ears. Join Brian Jacobsen for our Week-in-Review, where we break down the latest market insights. This week, we also explore why some people claim Social Security earlier than recommended, tackle the question of how much insurance you

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