Money Talk: The Annex Wealth Management Show - Milwaukee Transistor (https://transistor.fm) https://feeds.transistor.fm/money-talk-the-annex-wealth-management-show News, planning insight, and forward thought on the economy, markets, and wealth management. 2022 Annex Wealth Management 2ef72c62-583d-5c91-a098-d0ee78a39b47 no en Thu, 21 May 2026 13:05:10 -0500 Thu, 21 May 2026 13:06:26 -0500 http://annexwealth.com https://img.transistorcdn.com/jZILUX-OqM7ItYNQD_s72ii4rhVvb46hhgvjnmRUpzM/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzMyODA5LzE2NTkx/MjUyODEtYXJ0d29y/ay5qcGc.jpg Money Talk: The Annex Wealth Management Show - Milwaukee http://annexwealth.com episodic Annex Wealth Management News, planning insight, and forward thought on the economy, markets, and wealth management. News, planning insight, and forward thought on the economy, markets, and wealth management. wealth management, financial markets, investing, financial planning Danny Clayton No No Saturday, May 16th. The Fed’s New Financial Chapter. 199 199 Saturday, May 16th. The Fed’s New Financial Chapter. full 11582ccc-c905-4b0d-9a3c-7a09d8f8a7c3 https://share.transistor.fm/s/2c1cef7a Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after market jitters. Back home, Trump pushes a gas tax pause and cheaper beef while economists flag the risks of populist policies, and housing data barely ticks higher.  Also, how to navigate the ups and down of the retirement smile along with contribution strategies.

]]> Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after market jitters. Back home, Trump pushes a gas tax pause and cheaper beef while economists flag the risks of populist policies, and housing data barely ticks higher.  Also, how to navigate the ups and down of the retirement smile along with contribution strategies.

]]> Sat, 16 May 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3327 Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after market jitters. Back home, Trump pushes a gas tax pause and cheaper beef while economists flag the risks of populist policies, and housing data barely ticks higher.  Also, how to navigate the ups and down of the retirement smile along with contribution strategies.

]]> wealth management, financial markets, investing, financial planning No Saturday, May 9th. The Standoff Continues. 198 198 Saturday, May 9th. The Standoff Continues. full 785366c5-7b62-4676-a668-8064c4ff47f9 https://share.transistor.fm/s/d2aa74b1 This week’s episode sharpens the focus on major, politically driven developments, from the SEC’s push to rethink decades-old reporting rules to the high-stakes uncertainty surrounding the Strait of Hormuz. Dave Spano and Dr. Brian Jacobsen unpack key economic signals, including tighter bank lending standards and what they reveal about business confidence and credit conditions. And on Main Street, we connect the dots of rising costs, housing affordability challenges, war-driven hesitation in spending, and a deeper question lingering beneath it all: why retirement confidence is starting to slip.

]]> This week’s episode sharpens the focus on major, politically driven developments, from the SEC’s push to rethink decades-old reporting rules to the high-stakes uncertainty surrounding the Strait of Hormuz. Dave Spano and Dr. Brian Jacobsen unpack key economic signals, including tighter bank lending standards and what they reveal about business confidence and credit conditions. And on Main Street, we connect the dots of rising costs, housing affordability challenges, war-driven hesitation in spending, and a deeper question lingering beneath it all: why retirement confidence is starting to slip.

]]> Sat, 09 May 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2039 This week’s episode sharpens the focus on major, politically driven developments, from the SEC’s push to rethink decades-old reporting rules to the high-stakes uncertainty surrounding the Strait of Hormuz. Dave Spano and Dr. Brian Jacobsen unpack key economic signals, including tighter bank lending standards and what they reveal about business confidence and credit conditions. And on Main Street, we connect the dots of rising costs, housing affordability challenges, war-driven hesitation in spending, and a deeper question lingering beneath it all: why retirement confidence is starting to slip.

]]> wealth management, financial markets, investing, financial planning No Saturday, May 2nd. Powell's Swan Song. 197 197 Saturday, May 2nd. Powell's Swan Song. full 4fd997f8-2933-449c-8895-fdd0470e2e51 https://share.transistor.fm/s/f088ad97 This week Dave Spano and Dr. Brian Jacobsen break down a high-stakes geopolitical and monetary situation, from rising Middle East tensions and OPEC fractures to the puzzling drumbeat for rate hikes with high oil prices. We unpack a divided Fed, increasingly hawkish signals from global central banks, and what may be Chair Powell’s final act as leadership transitions are ahead. Economic data remains solid, with resilient GDP growth and jobless claims evoking a “Summer of ’69” moment for the labor market.  Plus, myths about filing an extension and tools for finding long-term care for a loved one.

]]> This week Dave Spano and Dr. Brian Jacobsen break down a high-stakes geopolitical and monetary situation, from rising Middle East tensions and OPEC fractures to the puzzling drumbeat for rate hikes with high oil prices. We unpack a divided Fed, increasingly hawkish signals from global central banks, and what may be Chair Powell’s final act as leadership transitions are ahead. Economic data remains solid, with resilient GDP growth and jobless claims evoking a “Summer of ’69” moment for the labor market.  Plus, myths about filing an extension and tools for finding long-term care for a loved one.

]]> Sat, 02 May 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2043 This week Dave Spano and Dr. Brian Jacobsen break down a high-stakes geopolitical and monetary situation, from rising Middle East tensions and OPEC fractures to the puzzling drumbeat for rate hikes with high oil prices. We unpack a divided Fed, increasingly hawkish signals from global central banks, and what may be Chair Powell’s final act as leadership transitions are ahead. Economic data remains solid, with resilient GDP growth and jobless claims evoking a “Summer of ’69” moment for the labor market.  Plus, myths about filing an extension and tools for finding long-term care for a loved one.

]]> wealth management, financial markets, investing, financial planning No Saturday, April 25th. Retirement Confidence Is Low. What Do We Do? 196 196 Saturday, April 25th. Retirement Confidence Is Low. What Do We Do? full a4c0d6ca-8529-48f5-9e27-a52abedcc7c1 https://share.transistor.fm/s/dca4cfa8 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 Required Minimum Distribution Strategies.

]]> 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 Required Minimum Distribution Strategies.

]]> Sat, 25 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2046 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 Required Minimum Distribution Strategies.

]]> wealth management, financial markets, investing, financial planning No Saturday, April 18th. What a Rally We Had! 195 195 Saturday, April 18th. What a Rally We Had! full 1425e54f-d3c6-4ef1-882e-2f63102cac43 https://share.transistor.fm/s/ce7d6c9c 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.

]]> 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.

]]> Sat, 18 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2068 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, April 11th. Oh My, CPI! 194 194 Saturday, April 11th. Oh My, CPI! full 7031b024-959d-42f1-8ac2-45d0227d346d https://share.transistor.fm/s/4ab0a84d 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?

]]> 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?

]]> Sat, 11 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2081 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?

]]> wealth management, financial markets, investing, financial planning No Saturday, April 4th. How Oil Prices Affect the Economy 193 193 Saturday, April 4th. How Oil Prices Affect the Economy full e9e318f3-7121-4068-868f-44bec8dfabb6 https://share.transistor.fm/s/25e12fb8 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” rather than react to short‑term supply disruptions. Plus, a timely Labor Department proposal that could open 401(k) plans to private equity, private credit, crypto, and other alternatives, offering clearer fiduciary cover for plan managers.  Also, segments on direct indexing and plans for rich retirees.

]]> 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” rather than react to short‑term supply disruptions. Plus, a timely Labor Department proposal that could open 401(k) plans to private equity, private credit, crypto, and other alternatives, offering clearer fiduciary cover for plan managers.  Also, segments on direct indexing and plans for rich retirees.

]]> Sat, 04 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2040 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” rather than react to short‑term supply disruptions. Plus, a timely Labor Department proposal that could open 401(k) plans to private equity, private credit, crypto, and other alternatives, offering clearer fiduciary cover for plan managers.  Also, segments on direct indexing and plans for rich retirees.

]]> wealth management, financial markets, investing, financial planning No Saturday, March 28th. Energy Turmoil Meets Global Uncertainty. 192 192 Saturday, March 28th. Energy Turmoil Meets Global Uncertainty. full c0e706ca-834e-4bdb-a45f-ac598f2da18b https://share.transistor.fm/s/e63995d2 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 work and how to plan ahead for the rising costs of weddings.

]]> 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 work and how to plan ahead for the rising costs of weddings.

]]> Sat, 28 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2066 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 work and how to plan ahead for the rising costs of weddings.

]]> wealth management, financial markets, investing, financial planning No Saturday, March 21st. Refunds Up, So Are Gas Prices - Is It a Wash? 191 191 Saturday, March 21st. Refunds Up, So Are Gas Prices - Is It a Wash? full 4dd198e9-bdda-4105-b892-89510fc58423 https://share.transistor.fm/s/5b3b63a5 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.

]]> 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.

]]> Sat, 21 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2042 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, March 14th. Global Tensions Felt at Home. Where's The Pot of Gold? 190 190 Saturday, March 14th. Global Tensions Felt at Home. Where's The Pot of Gold? full e9934eb0-3747-496c-9132-ec8d53ad6af8 https://share.transistor.fm/s/2c5daf91 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 explore surprising shifts in consumer behavior as giants like McDonald’s and Dollar General chase customers on both ends of the income spectrum amid mounting travel, trade, and supply‑chain strains.  Also, segments on the trend of people raiding their 401(k) accounts and "retirement subtraction".

]]> 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 explore surprising shifts in consumer behavior as giants like McDonald’s and Dollar General chase customers on both ends of the income spectrum amid mounting travel, trade, and supply‑chain strains.  Also, segments on the trend of people raiding their 401(k) accounts and "retirement subtraction".

]]> Sat, 14 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2096 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 explore surprising shifts in consumer behavior as giants like McDonald’s and Dollar General chase customers on both ends of the income spectrum amid mounting travel, trade, and supply‑chain strains.  Also, segments on the trend of people raiding their 401(k) accounts and "retirement subtraction".

]]> wealth management, financial markets, investing, financial planning No Saturday, March 7th. Iran, A Gold Rally and Jobs Plumet. 189 189 Saturday, March 7th. Iran, A Gold Rally and Jobs Plumet. full 1fa8a9b8-a3d8-435a-a95b-6f9ceaafe55b https://share.transistor.fm/s/304cf5c6 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 financial conversations with family and how to leverage your health as your greatest wealth.

]]> 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 financial conversations with family and how to leverage your health as your greatest wealth.

]]> Sat, 07 Mar 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2058 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 financial conversations with family and how to leverage your health as your greatest wealth.

]]> wealth management, financial markets, investing, financial planning No Saturday, February 28th. Teeth, Tariffs, and Tomorrow's Retirement Plan 188 188 Saturday, February 28th. Teeth, Tariffs, and Tomorrow's Retirement Plan full 0c0888a6-be2b-4b61-a4f6-728fb705d0c9 https://share.transistor.fm/s/b421e25d 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 should avoid when it comes to your 401(k).

]]> 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 should avoid when it comes to your 401(k).

]]> Sat, 28 Feb 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2087 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 should avoid when it comes to your 401(k).

]]> wealth management, financial markets, investing, financial planning No Saturday, February 21st. Amazon vs. Walmart 187 187 Saturday, February 21st. Amazon vs. Walmart full b31a8902-f058-4a2a-b495-9003f0fd5ec3 https://share.transistor.fm/s/49e64179 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 growing turf war between Amazon and Walmart and what it signals for consumers and investors alike.  Other segments include tax moves before the deadline, and a new $6,000 deduction for seniors.

]]> 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 growing turf war between Amazon and Walmart and what it signals for consumers and investors alike.  Other segments include tax moves before the deadline, and a new $6,000 deduction for seniors.

]]> Sat, 21 Feb 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2014 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 growing turf war between Amazon and Walmart and what it signals for consumers and investors alike.  Other segments include tax moves before the deadline, and a new $6,000 deduction for seniors.

]]> wealth management, financial markets, investing, financial planning No Saturday, February 14th. Housing Shortage Pressures Keep Growing 186 186 Saturday, February 14th. Housing Shortage Pressures Keep Growing full dcabd6ef-904f-49f2-83ca-3c1d60f98e31 https://share.transistor.fm/s/d08dedb9 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 on the ground as consumers pull back, mortgage stress creeps up, and businesses split between AI‑powered momentum and tariff‑strained margins. Plus, two bonus segments: AI investing strategies for high‑net‑worth portfolios and key tax moves ahead of the 2025 deadline.

]]> 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 on the ground as consumers pull back, mortgage stress creeps up, and businesses split between AI‑powered momentum and tariff‑strained margins. Plus, two bonus segments: AI investing strategies for high‑net‑worth portfolios and key tax moves ahead of the 2025 deadline.

]]> Sat, 14 Feb 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2088 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 on the ground as consumers pull back, mortgage stress creeps up, and businesses split between AI‑powered momentum and tariff‑strained margins. Plus, two bonus segments: AI investing strategies for high‑net‑worth portfolios and key tax moves ahead of the 2025 deadline.

]]> wealth management, financial markets, investing, financial planning No Saturday, February 7th. Politics Disrupt Data, Markets React 185 185 Saturday, February 7th. Politics Disrupt Data, Markets React full 4ec02de8-9ac6-4b6c-a06f-9e45efbbdf30 https://share.transistor.fm/s/22bb0c54 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 charitable giving with Maggie Tate-Techtmann, Executive Director at HAWS.

]]> 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 charitable giving with Maggie Tate-Techtmann, Executive Director at HAWS.

]]> Sat, 07 Feb 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2079 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 charitable giving with Maggie Tate-Techtmann, Executive Director at HAWS.

]]> wealth management, financial markets, investing, financial planning No Saturday, January 31st. The Dollar Takes a Dive. 184 184 Saturday, January 31st. The Dollar Takes a Dive. full 80d269aa-87bc-49b6-94aa-cddf06831e1a https://share.transistor.fm/s/d6babbb9 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 Accounts" and rolling over 401(k) plans.

]]> 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 Accounts" and rolling over 401(k) plans.

]]> Sat, 31 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2050 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 Accounts" and rolling over 401(k) plans.

]]> wealth management, financial markets, investing, financial planning No Saturday, January 24th. What Did Davos Tell Us? 183 183 Saturday, January 24th. What Did Davos Tell Us? full 0f49f0b1-44f9-4016-8548-562bf7db75e4 https://share.transistor.fm/s/7fccabe8 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.

]]> 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.

]]> Sat, 24 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2030 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, January 17th. Inflation Cooling, Earnings Upbeat. 182 182 Saturday, January 17th. Inflation Cooling, Earnings Upbeat. full b99aad65-3494-4e4c-9d43-371bbf0be359 https://share.transistor.fm/s/2ed4c0fd 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.

]]> 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.

]]> Sat, 17 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2056 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, January 10th. AI’s Impact on Young Worker Jobs. 181 181 Saturday, January 10th. AI’s Impact on Young Worker Jobs. full da6ac012-4139-49a6-b997-e6c709e865b0 https://share.transistor.fm/s/edef180b 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 avoiding online scams.

]]> 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 avoiding online scams.

]]> Sat, 10 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2050 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 avoiding online scams.

]]> wealth management, financial markets, investing, financial planning No Saturday, January 3rd. The Key Focus of 2026. 180 180 Saturday, January 3rd. The Key Focus of 2026. full 98917762-28d4-4022-bfc0-1b302ff54251 https://share.transistor.fm/s/b9b35bce 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 prepared if you are single in your later years.

]]> 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 prepared if you are single in your later years.

]]> Sat, 03 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2028 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 prepared if you are single in your later years.

]]> wealth management, financial markets, investing, financial planning No Saturday, December 27th. Money Guilt. 179 179 Saturday, December 27th. Money Guilt. full 93c1c2d5-1200-4a71-9370-ec0b3eb6ecf3 https://share.transistor.fm/s/9646d17e 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: what are your first steps?

]]> 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: what are your first steps?

]]> Sat, 27 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2071 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: what are your first steps?

]]> wealth management, financial markets, investing, financial planning No Saturday, December 20th. Is Inflation Taking a Vacation? 178 178 Saturday, December 20th. Is Inflation Taking a Vacation? full 957a0596-0f82-4964-88b6-add297efabe8 https://share.transistor.fm/s/5115fc51 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.’”

]]> 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.’”

]]> Sat, 20 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1977 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.’”

]]> wealth management, financial markets, investing, financial planning No Saturday, December 13th. Markets React, Fed Reflects. 177 177 Saturday, December 13th. Markets React, Fed Reflects. full b0fec5d8-b2eb-420c-b2e5-ff0dec3448d8 https://share.transistor.fm/s/cbb21cb3 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.

]]> 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.

]]> Sat, 13 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2039 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, December 6th. Dollar Store Domination. 176 176 Saturday, December 6th. Dollar Store Domination. full 5e94384c-d010-489f-ae37-74228c23a058 https://share.transistor.fm/s/a8474918 Dave Spano and Brian Jacobsen walk you through a week where strong shopping meets mixed economic news in our Week in Review. They also cover tariff updates, election stories, challenges facing retailers and small businesses, a big moment in charitable giving. Later, trending discussions about equity compensation and planning for solo aging. 

]]> Dave Spano and Brian Jacobsen walk you through a week where strong shopping meets mixed economic news in our Week in Review. They also cover tariff updates, election stories, challenges facing retailers and small businesses, a big moment in charitable giving. Later, trending discussions about equity compensation and planning for solo aging. 

]]> Sat, 06 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2040 Dave Spano and Brian Jacobsen walk you through a week where strong shopping meets mixed economic news in our Week in Review. They also cover tariff updates, election stories, challenges facing retailers and small businesses, a big moment in charitable giving. Later, trending discussions about equity compensation and planning for solo aging. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 29th. Seasonal Stocks and Strategy. 175 175 Saturday, November 29th. Seasonal Stocks and Strategy. full 1306161d-d8cd-49c3-a86b-e9747efb6619 https://share.transistor.fm/s/ee6f9fac This week’s Week in Review covers major political moves, from President Trump’s planned trip to Beijing to the launch of the Genesis Mission and the latest readings on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also unpack notable corporate stories, evolving consumer behavior, the data to watch in the week ahead, plus segments on smart ways to gift money and how to think about “Alignment” versus “Accumulation” in retirement. 

]]> This week’s Week in Review covers major political moves, from President Trump’s planned trip to Beijing to the launch of the Genesis Mission and the latest readings on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also unpack notable corporate stories, evolving consumer behavior, the data to watch in the week ahead, plus segments on smart ways to gift money and how to think about “Alignment” versus “Accumulation” in retirement. 

]]> Sat, 29 Nov 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2037 This week’s Week in Review covers major political moves, from President Trump’s planned trip to Beijing to the launch of the Genesis Mission and the latest readings on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also unpack notable corporate stories, evolving consumer behavior, the data to watch in the week ahead, plus segments on smart ways to gift money and how to think about “Alignment” versus “Accumulation” in retirement. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 22nd. Costs Down, Questions Up. 174 174 Saturday, November 22nd. Costs Down, Questions Up. full 0dc58e53-1780-4f01-a27e-d1bb09432fa4 https://share.transistor.fm/s/3670796f Dave Spano and Brian Jacobsen break down everything from tariff-driven grocery relief to mixed economic signals heading into the holidays for the Week in Review. They’ll help make sense of what matters now, and what might matter next. We also talk about how parents can build a real plan to help their kids tackle student loans. And later, smart end-of-year decisions for high-net-worth families looking to get organized before 2026.

]]> Dave Spano and Brian Jacobsen break down everything from tariff-driven grocery relief to mixed economic signals heading into the holidays for the Week in Review. They’ll help make sense of what matters now, and what might matter next. We also talk about how parents can build a real plan to help their kids tackle student loans. And later, smart end-of-year decisions for high-net-worth families looking to get organized before 2026.

]]> Sat, 22 Nov 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2048 Dave Spano and Brian Jacobsen break down everything from tariff-driven grocery relief to mixed economic signals heading into the holidays for the Week in Review. They’ll help make sense of what matters now, and what might matter next. We also talk about how parents can build a real plan to help their kids tackle student loans. And later, smart end-of-year decisions for high-net-worth families looking to get organized before 2026.

]]> wealth management, financial markets, investing, financial planning No Saturday, November 15th. Shutdown over. Will It Last? 173 173 Saturday, November 15th. Shutdown over. Will It Last? full 21c38f12-ab02-4430-b09e-b4be12d87ef9 https://share.transistor.fm/s/2e6067f6 Mark Beck and Brian Jacobsen tackle a busy week of headlines in our Week in Review. Everything from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll also dig into what small businesses and big-name earnings are signaling as we head into the holidays. And later, we break down “equity compensation” and whether it’s something you’d actually want as part of your pay. 

]]> Mark Beck and Brian Jacobsen tackle a busy week of headlines in our Week in Review. Everything from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll also dig into what small businesses and big-name earnings are signaling as we head into the holidays. And later, we break down “equity compensation” and whether it’s something you’d actually want as part of your pay. 

]]> Sat, 15 Nov 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2019 Mark Beck and Brian Jacobsen tackle a busy week of headlines in our Week in Review. Everything from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll also dig into what small businesses and big-name earnings are signaling as we head into the holidays. And later, we break down “equity compensation” and whether it’s something you’d actually want as part of your pay. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 8th. Inside the Labor Market Numbers. 172 172 Saturday, November 8th. Inside the Labor Market Numbers. full 79970e60-a9eb-481c-a985-b6aefa1815c5 https://share.transistor.fm/s/f1b6e445 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 track if you do. 

]]> 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 track if you do. 

]]> Sat, 08 Nov 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2054 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 track if you do. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 1st. Another Cut. Is That All For 2025? 171 171 Saturday, November 1st. Another Cut. Is That All For 2025? full 084fa161-fd49-499c-b4a7-45c6bf2cdde4 https://share.transistor.fm/s/64cbfefa Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Brian Jacobsen break down what it all means in this week’s Week In Review. Plus, a look at the surprising “Labubu Trend” sweeping the collectibles world — and what lessons it offers for investors. Later in the show, we’ll explore six key benefits of incorporating trusts into a comprehensive financial plan. 

]]> Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Brian Jacobsen break down what it all means in this week’s Week In Review. Plus, a look at the surprising “Labubu Trend” sweeping the collectibles world — and what lessons it offers for investors. Later in the show, we’ll explore six key benefits of incorporating trusts into a comprehensive financial plan. 

]]> Sat, 01 Nov 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1991 Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Brian Jacobsen break down what it all means in this week’s Week In Review. Plus, a look at the surprising “Labubu Trend” sweeping the collectibles world — and what lessons it offers for investors. Later in the show, we’ll explore six key benefits of incorporating trusts into a comprehensive financial plan. 

]]> wealth management, financial markets, investing, financial planning No Saturday, October 25th. Shutdown Continues, But Big Data Is Out 170 170 Saturday, October 25th. Shutdown Continues, But Big Data Is Out full f6b76c35-990f-4791-a523-7b824443ce47 https://share.transistor.fm/s/09b52b29 At last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen without some movement on trade. Dave Spano and Brian Jacobsen will unpack it all in our Week in Review. We’ll also tackle a few tax myths.  Is getting that big refund check really a win? And later, Deanne Phillips joins us to share smart ways to use tax breaks and resources if you’re caring for someone in your home.

]]> At last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen without some movement on trade. Dave Spano and Brian Jacobsen will unpack it all in our Week in Review. We’ll also tackle a few tax myths.  Is getting that big refund check really a win? And later, Deanne Phillips joins us to share smart ways to use tax breaks and resources if you’re caring for someone in your home.

]]> Sat, 25 Oct 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2041 At last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen without some movement on trade. Dave Spano and Brian Jacobsen will unpack it all in our Week in Review. We’ll also tackle a few tax myths.  Is getting that big refund check really a win? And later, Deanne Phillips joins us to share smart ways to use tax breaks and resources if you’re caring for someone in your home.

]]> wealth management, financial markets, investing, financial planning No Saturday, October 18th. Less Than a Week from Big Data 169 169 Saturday, October 18th. Less Than a Week from Big Data full cc909b41-c185-4caf-be0a-673841790572 https://share.transistor.fm/s/1cbe31cd Beige Book Blues.  This qualitative data may be the best we can get during the data draught. Dave Spano and Brian Jacobsen discuss in our Week in Review.  Also, banks have said loan quality is pretty good.  You'll hear how to be prepared for a longer life in retirement.  Health and financial planning are very much connected.  Mike Kirk talks about how to prepare if you retire at 65, but live into your 90s.

]]> Beige Book Blues.  This qualitative data may be the best we can get during the data draught. Dave Spano and Brian Jacobsen discuss in our Week in Review.  Also, banks have said loan quality is pretty good.  You'll hear how to be prepared for a longer life in retirement.  Health and financial planning are very much connected.  Mike Kirk talks about how to prepare if you retire at 65, but live into your 90s.

]]> Sat, 18 Oct 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2021 Beige Book Blues.  This qualitative data may be the best we can get during the data draught. Dave Spano and Brian Jacobsen discuss in our Week in Review.  Also, banks have said loan quality is pretty good.  You'll hear how to be prepared for a longer life in retirement.  Health and financial planning are very much connected.  Mike Kirk talks about how to prepare if you retire at 65, but live into your 90s.

]]> wealth management, financial markets, investing, financial planning No Saturday, October 11th. Data Drought 168 168 Saturday, October 11th. Data Drought full d98eb0ce-c2f3-4646-8376-30462606dd51 https://share.transistor.fm/s/74a51eac The government shutdown.  Mark Beck and Brian Jacobsen break it down in our Week in Review.  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.  Also, how is your 401k looking?  Things have recently changed with how you can use it to your advantage.  Deanne Phillips joins the show to talk about being single in retirement.

]]> The government shutdown.  Mark Beck and Brian Jacobsen break it down in our Week in Review.  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.  Also, how is your 401k looking?  Things have recently changed with how you can use it to your advantage.  Deanne Phillips joins the show to talk about being single in retirement.

]]> Sat, 11 Oct 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2018 The government shutdown.  Mark Beck and Brian Jacobsen break it down in our Week in Review.  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.  Also, how is your 401k looking?  Things have recently changed with how you can use it to your advantage.  Deanne Phillips joins the show to talk about being single in retirement.

]]> wealth management, financial markets, investing, financial planning No Saturday, October 4th. Shutdown Slowdown 167 167 Saturday, October 4th. Shutdown Slowdown full 736354c1-9bc6-4fa8-b919-c3ba1a00c669 https://share.transistor.fm/s/1334702a Growth: Shutdown slowdown

There may be more to this government shutdown than meets the eye - this time, it could signal deeper cuts to federal employment. Dave Spano and Brian Jacobsen break it down in our Week in Review.  Also on the show: How much insurance is enough? Our financial planning team takes a closer look. And Deanne Phillips shares thoughtful ways grandparents can make a lasting impact on their grandchildren.

]]> Growth: Shutdown slowdown

There may be more to this government shutdown than meets the eye - this time, it could signal deeper cuts to federal employment. Dave Spano and Brian Jacobsen break it down in our Week in Review.  Also on the show: How much insurance is enough? Our financial planning team takes a closer look. And Deanne Phillips shares thoughtful ways grandparents can make a lasting impact on their grandchildren.

]]> Sat, 04 Oct 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2020 Growth: Shutdown slowdown

There may be more to this government shutdown than meets the eye - this time, it could signal deeper cuts to federal employment. Dave Spano and Brian Jacobsen break it down in our Week in Review.  Also on the show: How much insurance is enough? Our financial planning team takes a closer look. And Deanne Phillips shares thoughtful ways grandparents can make a lasting impact on their grandchildren.

]]> wealth management, financial markets, investing, financial planning No Saturday, September 27th. Shutdown countdown. 166 166 Saturday, September 27th. Shutdown countdown. full 1de7d3c4-36e9-4c86-8556-a65894dc3414 https://share.transistor.fm/s/650cd1fc 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.

]]> 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.

]]> Sat, 27 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2031 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, September 20th. Inflation: No surge in sight. 165 165 Saturday, September 20th. Inflation: No surge in sight. full 7aafe405-e7d8-4778-956b-b5dcca4bcfa3 https://share.transistor.fm/s/d18d62e8 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.

]]> 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.

]]> Sat, 20 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2017 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, September 13th. Did we have a mini-recession? 164 164 Saturday, September 13th. Did we have a mini-recession? full b2c6009b-a005-4f83-b823-b1a903dec870 https://share.transistor.fm/s/4f2240c6 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 Generation X. What do you need to consider?

]]> 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 Generation X. What do you need to consider?

]]> Sat, 13 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2022 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 Generation X. What do you need to consider?

]]> wealth management, financial markets, investing, financial planning No Saturday, September 6th. Hiring stalls. 163 163 Saturday, September 6th. Hiring stalls. full 9e86f940-c55f-4f99-a47f-3ba621eeb911 https://share.transistor.fm/s/6ec78905 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.


]]> 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.


]]> Sat, 06 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2029 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.


]]> wealth management, financial markets, investing, financial planning No Saturday, August 30th. Glimmers of hope. 162 162 Saturday, August 30th. Glimmers of hope. full 8aefe1b1-865b-47ca-bb1e-b3fd932403ac https://share.transistor.fm/s/23589c07 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.


]]> 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.


]]> Sat, 30 Aug 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1953 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.


]]> wealth management, financial markets, investing, financial planning No Saturday, Augusts 23rd. Powell's swan song 161 161 Saturday, Augusts 23rd. Powell's swan song full 9f495971-d40a-4154-9917-33490bba22a4 https://share.transistor.fm/s/54c01f40 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.

]]> 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.

]]> Sat, 23 Aug 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2033 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, August 16th. Inflation's Down. Will The Fed Cut? 160 160 Saturday, August 16th. Inflation's Down. Will The Fed Cut? full 8912d985-93d7-4c05-8d67-af3546d8221b https://share.transistor.fm/s/a3846592 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. 

]]> 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. 

]]> Sat, 16 Aug 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2007 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. 

]]> wealth management, financial markets, investing, financial planning No Saturday, August 9th. Stagflation is in the air. 159 159 Saturday, August 9th. Stagflation is in the air. full 2621aa07-5cbf-4a34-80b5-4cb8e707eed0 https://share.transistor.fm/s/5ca4875e 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.

]]> 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.

]]> Sat, 09 Aug 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2026 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, August 2nd. US hiring slows. 158 158 Saturday, August 2nd. US hiring slows. full a630c23d-f8c0-4f6c-a5d1-b057ee4cd520 https://share.transistor.fm/s/04d34722 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.


]]> 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.


]]> Sat, 02 Aug 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2025 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.


]]> wealth management, financial markets, investing, financial planning No Saturday, July 26: The Impacts of the Big Beautiful Bill 157 157 Saturday, July 26: The Impacts of the Big Beautiful Bill full 4186a1ca-ad5b-4506-8b65-13bf6592377c https://share.transistor.fm/s/1e46eae3 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. 

]]> 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. 

]]> Sat, 26 Jul 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1997 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. 

]]> wealth management, financial markets, investing, financial planning No Saturday, July 18th. Growth: More than a bounce? 156 156 Saturday, July 18th. Growth: More than a bounce? full 3dfd605f-116a-45bd-b7dd-93e513c4beb6 https://share.transistor.fm/s/0e1151b2 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.

]]> 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.

]]> Sat, 19 Jul 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2033 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, July 12th. OBBB impact. What's in it for you? 155 155 Saturday, July 12th. OBBB impact. What's in it for you? full 88f53857-bdae-4f13-8c34-77866d36127c https://share.transistor.fm/s/78475e74 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. 

]]> 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. 

]]> Sat, 12 Jul 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2018 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. 

]]> wealth management, financial markets, investing, financial planning No Saturday, July 5th. What about those jobs? 154 154 Saturday, July 5th. What about those jobs? full 0e765ce7-fee8-4c4b-9c0e-284c16e71b08 https://share.transistor.fm/s/c9dab449 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.

]]> 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.

]]> Sat, 05 Jul 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2036 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, June 28th. Bunker Busters = Favorable Markets? 153 153 Saturday, June 28th. Bunker Busters = Favorable Markets? full 9e371071-75f9-4e8b-9355-d6aafc981ce5 https://share.transistor.fm/s/4fd1ad35 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.

]]> 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.

]]> Sat, 28 Jun 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2002 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, June 21st. Waiting and watching. 152 152 Saturday, June 21st. Waiting and watching. full b22f16e8-9184-433b-b2a2-5c06ad56c960 https://share.transistor.fm/s/8e475666 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.


]]> 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.


]]> Sat, 21 Jun 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2031 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.


]]> wealth management, financial markets, investing, financial planning No Saturday, June 14th. Israel and Iran cast a shadow 151 151 Saturday, June 14th. Israel and Iran cast a shadow full 640793bf-3d71-4f57-b6cf-eadc6481a933 https://share.transistor.fm/s/ee784ef0 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 choice.

]]> 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 choice.

]]> Sat, 14 Jun 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2020 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 choice.

]]> wealth management, financial markets, investing, financial planning No Saturday, June 7th. Slowing, not stopping. 150 150 Saturday, June 7th. Slowing, not stopping. full 0ba78d96-a6dd-4a45-be55-81ea68733250 https://share.transistor.fm/s/b161b3c5 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 of an Annex Client, offering a clear explanation of the process.


]]> 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 of an Annex Client, offering a clear explanation of the process.


]]> Sat, 07 Jun 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2034 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 of an Annex Client, offering a clear explanation of the process.


]]> wealth management, financial markets, investing, financial planning No Saturday, May 31st. Red light, green light. 149 149 Saturday, May 31st. Red light, green light. full 16b39e3f-8718-424f-8b6e-e3ace5e900a6 https://share.transistor.fm/s/667e4051 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.


]]> 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.


]]> Sat, 31 May 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2025 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.


]]> wealth management, financial markets, investing, financial planning No Saturday, May 24th. Growth: Race against the clock. 148 148 Saturday, May 24th. Growth: Race against the clock. full 3944b842-3e70-4605-8ddf-40ca1a299dc8 https://share.transistor.fm/s/025ad0bc 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 Spring-Cleaning theme.

]]> 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 Spring-Cleaning theme.

]]> Sat, 24 May 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2018 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 Spring-Cleaning theme.

]]> wealth management, financial markets, investing, financial planning No Saturday, May 17th. About that one, big, beautiful bill. 147 147 Saturday, May 17th. About that one, big, beautiful bill. full 5878d626-b182-425f-b1ff-fdcbb5337780 https://share.transistor.fm/s/768f20e0 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 with a dive into your 401k. 

]]> 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 with a dive into your 401k. 

]]> Sat, 17 May 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2034 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 with a dive into your 401k. 

]]> wealth management, financial markets, investing, financial planning No Saturday, May 10th. A key meeting in Switzerland. 146 146 Saturday, May 10th. A key meeting in Switzerland. full d34e5acb-bda4-4f9e-be58-c2354cabc3b7 https://share.transistor.fm/s/d59fe622 The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our investment review.

]]> The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our investment review.

]]> Sat, 10 May 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2034 The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our investment review.

]]> wealth management, financial markets, investing, financial planning No Saturday, May 3rd. What's a McRecession? 145 145 Saturday, May 3rd. What's a McRecession? full eb3b70bc-eea2-4c1e-a395-3f0fccb4e101 https://share.transistor.fm/s/967c9a42 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.


]]> 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.


]]> Sat, 03 May 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2006 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.


]]> wealth management, financial markets, investing, financial planning No Saturday, April 26th. Survival of the fittest. 144 144 Saturday, April 26th. Survival of the fittest. full c287bd99-d016-40e4-b9ec-ace41fa76479 https://share.transistor.fm/s/abefe4fc Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client mirrors the military phrase 'High Speed/Low Drag'. We'll also have results from the recent transition-to-retirement poll. 

]]> Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client mirrors the military phrase 'High Speed/Low Drag'. We'll also have results from the recent transition-to-retirement poll. 

]]> Sat, 26 Apr 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2029 Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client mirrors the military phrase 'High Speed/Low Drag'. We'll also have results from the recent transition-to-retirement poll. 

]]> wealth management, financial markets, investing, financial planning No Saturday, April 19th. A sprint before the stumble 143 143 Saturday, April 19th. A sprint before the stumble full b6046665-caec-4550-9e67-ae422cc805c4 https://share.transistor.fm/s/bf02946e Is 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.

]]> Is 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.

]]> Sat, 19 Apr 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2027 Is 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.

]]> wealth management, financial markets, investing, financial planning No Saturday, April 12th. So much for last Wednesday. 142 142 Saturday, April 12th. So much for last Wednesday. full 4a3c0288-a70d-4eb1-b4d6-8e5d33cb3719 https://share.transistor.fm/s/9fce2a7e Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist. 

]]> Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist. 

]]> Sat, 12 Apr 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1915 Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist. 

]]> wealth management, financial markets, investing, financial planning No Saturday, April 5th. Policy: Bite the Bullet. 141 141 Saturday, April 5th. Policy: Bite the Bullet. full 8d6a7e64-1e18-400d-9559-6df770071235 https://share.transistor.fm/s/412f41d9 Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a question about a Roth conversion 'ladder. 

]]> Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a question about a Roth conversion 'ladder. 

]]> Sat, 05 Apr 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2020 Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a question about a Roth conversion 'ladder. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 29th. Policy: This may hurt a bit. 140 140 Saturday, March 29th. Policy: This may hurt a bit. full 294ed469-3a8b-4beb-9f33-19a2a61df4e4 https://share.transistor.fm/s/8a598dc9 With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors. 

]]> With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors. 

]]> Sat, 29 Mar 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2043 With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 22nd. The faint aroma of stagflation. 139 139 Saturday, March 22nd. The faint aroma of stagflation. full 7225efc0-dc95-465f-9047-b419f2e86d8c https://share.transistor.fm/s/b1759b72 The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees using them for emergency funds. 


]]> The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees using them for emergency funds. 


]]> Sat, 22 Mar 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2024 The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees using them for emergency funds. 


]]> wealth management, financial markets, investing, financial planning No Saturday, March 15th. Growth: From Bump to Slump? 138 138 Saturday, March 15th. Growth: From Bump to Slump? full aef916e9-3a3d-4cab-b9a9-5adf2592a5e4 https://share.transistor.fm/s/caccf44c Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations. 

]]> Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations. 

]]> Sat, 15 Mar 2025 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2014 Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 8th. March. In like a lion. 137 137 Saturday, March 8th. March. In like a lion. full 35fe56f9-b169-49b4-850e-410d7266d44e https://share.transistor.fm/s/e6aa5ff5 Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling. 

]]> Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling. 

]]> Sat, 08 Mar 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2032 Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 1st. Consumer confidence drops. 136 136 Saturday, March 1st. Consumer confidence drops. full 26215586-ab9f-4d53-a180-6420d9eea42e https://share.transistor.fm/s/49f04f59 Consumer confidence in February fell 7 points, the biggest drop since August 2021.  Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan. 

]]> Consumer confidence in February fell 7 points, the biggest drop since August 2021.  Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan. 

]]> Sat, 01 Mar 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2010 Consumer confidence in February fell 7 points, the biggest drop since August 2021.  Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan. 

]]> wealth management, financial markets, investing, financial planning No Saturday, February 22nd. Hitting the pause button. 135 135 Saturday, February 22nd. Hitting the pause button. full 692d5d92-8569-46d2-ade4-28b933563113 https://share.transistor.fm/s/3c2fda1d Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has now crossed 50% of employees. Tom Parks of our Retirement Plan Services department has the details. 

]]> Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has now crossed 50% of employees. Tom Parks of our Retirement Plan Services department has the details. 

]]> Sat, 22 Feb 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2052 Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has now crossed 50% of employees. Tom Parks of our Retirement Plan Services department has the details. 

]]> wealth management, financial markets, investing, financial planning No Saturday, February 15th. Lots of tariff talk, but little action 134 134 Saturday, February 15th. Lots of tariff talk, but little action full da259a13-3348-4ae7-972c-070206b17939 https://share.transistor.fm/s/71ca4068 25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning. 


]]> 25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning. 


]]> Sat, 15 Feb 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2026 25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning. 


]]> wealth management, financial markets, investing, financial planning No Saturday, February 8th. Not a trade war. Yet. 133 133 Saturday, February 8th. Not a trade war. Yet. full 7aad36a0-8551-4896-9a7a-520ba04a2271 https://share.transistor.fm/s/cdeb6248 Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th. 


]]> Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th. 


]]> Sat, 08 Feb 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2033 Mexico and Canada tariffs on ice. 10% tariffs on China in effect. China retaliated, kind of. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 'How to NOT ruin your kids with money ' event on the 20th. 


]]> wealth management, financial markets, investing, financial planning No Saturday, February 1st. DeepSeek week. More questions than answers. 132 132 Saturday, February 1st. DeepSeek week. More questions than answers. full 365f147e-812c-43b3-94e2-0e9b756748aa https://share.transistor.fm/s/1a78acf4 The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses.  Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and recap an Axiom poll using 20/20 hindsight. 

]]> The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses.  Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and recap an Axiom poll using 20/20 hindsight. 

]]> Sat, 01 Feb 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2036 The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses.  Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and recap an Axiom poll using 20/20 hindsight. 

]]> wealth management, financial markets, investing, financial planning No Saturday, January 25th. Policy: Getting down to business. 131 131 Saturday, January 25th. Policy: Getting down to business. full 37722805-fe44-4bd6-8ee1-8a3b34984f57 https://share.transistor.fm/s/cdb39833 High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing?  Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team. 

]]> High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing?  Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team. 

]]> Sat, 25 Jan 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2026 High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing?  Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team. 

]]> wealth management, financial markets, investing, financial planning No Saturday, January 18th. Here come the earnings. 130 130 Saturday, January 18th. Here come the earnings. full 9210a067-d37a-4674-802b-990bc01d4686 https://share.transistor.fm/s/9c7c59ed S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency. 


]]> S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency. 


]]> Sat, 18 Jan 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2040 S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency. 


]]> wealth management, financial markets, investing, financial planning No Saturday, January 11th. How 'bout that job number? 129 129 Saturday, January 11th. How 'bout that job number? full dbe10d96-bb18-4171-8b94-4b47ebee1812 https://share.transistor.fm/s/d9b59a58 The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters. 

]]> The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters. 

]]> Sat, 11 Jan 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2014 The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters. 

]]> wealth management, financial markets, investing, financial planning No Saturday, January 4th. Out with the old, in with the new. 128 128 Saturday, January 4th. Out with the old, in with the new. full 201ef4bc-ff28-49af-a9fc-bc38cbf818ec https://share.transistor.fm/s/7ef9066a A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023.  Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan. 

]]> A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023.  Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan. 

]]> Sat, 04 Jan 2025 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2019 A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023.  Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan. 

]]> wealth management, financial markets, investing, financial planning No Saturday, December 28th. Year-in-Review 127 127 Saturday, December 28th. Year-in-Review full 80269ba7-c7f1-48b9-ae2b-cddadef53aae https://share.transistor.fm/s/4e933888 Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing. 

]]> Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing. 

]]> Sat, 28 Dec 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 1649 Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing. 

]]> wealth management, financial markets, investing, financial planning No Saturday, December 21st. The Grinch Returns. 126 126 Saturday, December 21st. The Grinch Returns. full c0d74d17-ea45-4bf0-b91d-2aeca162b380 https://share.transistor.fm/s/750cf813 When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them? 

]]> When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them? 

]]> Sat, 21 Dec 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2031 When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them? 

]]> wealth management, financial markets, investing, financial planning No Saturday, December 14th. Bracing for a trade war. 125 125 Saturday, December 14th. Bracing for a trade war. full c4d1ce12-6918-4a24-928d-ff34bca46e56 https://share.transistor.fm/s/944dc068 Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch. 


]]> Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch. 


]]> Sat, 14 Dec 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2034 Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch. 


]]> wealth management, financial markets, investing, financial planning No Saturday, December 7th. An economic wrestling match? 124 124 Saturday, December 7th. An economic wrestling match? full 66a6450d-f83e-4c33-b8aa-063b8c327890 https://share.transistor.fm/s/5cd076f8 E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down. 


]]> E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down. 


]]> Sat, 07 Dec 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2027 E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down. 


]]> wealth management, financial markets, investing, financial planning No Saturday, November 30th. Know what you own. 123 123 Saturday, November 30th. Know what you own. full 3b6c5c92-f4cc-4b4b-86c7-851e8f7c329a https://share.transistor.fm/s/8121a5e2 A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business.  Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.

]]> A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business.  Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.

]]> Sat, 30 Nov 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2028 A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business.  Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.

]]> wealth management, financial markets, investing, financial planning No Saturday, November 23rd. Trading one uncertainty for another 122 122 Saturday, November 23rd. Trading one uncertainty for another full 4e10e7c1-93a6-43c0-922e-c087f4130f8e https://share.transistor.fm/s/e03c7ecd Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains. 

]]> Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains. 

]]> Sat, 23 Nov 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2035 Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 16th. Policy coming into focus. 121 121 Saturday, November 16th. Policy coming into focus. full 805b4d8a-566e-4881-9e75-6d8498e3fe0e https://share.transistor.fm/s/089573c3 President-elect Trump is building out his cabinet while making day-one priorities clearer.  Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

]]> President-elect Trump is building out his cabinet while making day-one priorities clearer.  Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

]]> Sat, 16 Nov 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2014 President-elect Trump is building out his cabinet while making day-one priorities clearer.  Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?

]]> wealth management, financial markets, investing, financial planning No Saturday, November 9th. The post-election show. 120 120 Saturday, November 9th. The post-election show. full 73d02ef9-6f97-4c31-9d36-1d537ece8804 https://share.transistor.fm/s/9106fa4f What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views. 

]]> What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views. 

]]> Sat, 09 Nov 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2011 What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 2nd. Bad, but distorted. 119 119 Saturday, November 2nd. Bad, but distorted. full 3559e22b-322a-496b-8f82-f2aa309fce70 https://share.transistor.fm/s/b2d08cd3 An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review.  HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities. 

]]> An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review.  HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities. 

]]> Sat, 02 Nov 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2029 An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review.  HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities. 

]]> wealth management, financial markets, investing, financial planning No Saturday, October 26th. The Beige Flag. 118 118 Saturday, October 26th. The Beige Flag. full 313e078a-9b1a-4e93-be5f-735f82784870 https://share.transistor.fm/s/0f57544c The latest Beige Book dropped.  On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.

]]> The latest Beige Book dropped.  On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.

]]> Sat, 26 Oct 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2034 The latest Beige Book dropped.  On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.

]]> wealth management, financial markets, investing, financial planning No Saturday, October 19th. Defying gravity. 117 117 Saturday, October 19th. Defying gravity. full f875018d-8624-4885-a092-99495b690d01 https://share.transistor.fm/s/1b3c7773 Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex. 


]]> Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex. 


]]> Sat, 19 Oct 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2022 Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex. 


]]> wealth management, financial markets, investing, financial planning No Saturday, October 12th. How to herd cats. Let's talk about those Fed Minutes 116 116 Saturday, October 12th. How to herd cats. Let's talk about those Fed Minutes full eb47445b-79d8-44b2-9d3a-e868f4a31272 https://share.transistor.fm/s/1c32c27c FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation. 

]]> FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation. 

]]> Sat, 12 Oct 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2029 FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation. 

]]> wealth management, financial markets, investing, financial planning No Saturday, October 5th. About those job numbers..... 115 115 Saturday, October 5th. About those job numbers..... full 4f9c35d1-5034-4582-be8a-6228774561e8 https://share.transistor.fm/s/5bc1d57a Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding saving and investing. To help, we call in Kent Halleen, a member of Annex Private Client who spent 12 years in the Corps.

]]> Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding saving and investing. To help, we call in Kent Halleen, a member of Annex Private Client who spent 12 years in the Corps.

]]> Sat, 05 Oct 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2043 Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding saving and investing. To help, we call in Kent Halleen, a member of Annex Private Client who spent 12 years in the Corps.

]]> wealth management, financial markets, investing, financial planning No Saturday, September 28th. China hits the stimulus button. 114 114 Saturday, September 28th. China hits the stimulus button. full 5559ff7e-d3c0-4e55-98e5-96202f3263cc https://share.transistor.fm/s/19711c41 The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review.  Annex Private Client is a powerful partner for entrepreneurs and business owners, Brandon Lehman has an overview. Is it time to invest in art? That question and more during Ask Annex. 


]]> The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review.  Annex Private Client is a powerful partner for entrepreneurs and business owners, Brandon Lehman has an overview. Is it time to invest in art? That question and more during Ask Annex. 


]]> Sat, 28 Sep 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2023 The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review.  Annex Private Client is a powerful partner for entrepreneurs and business owners, Brandon Lehman has an overview. Is it time to invest in art? That question and more during Ask Annex. 


]]> wealth management, financial markets, investing, financial planning No Saturday, September 21st. A catchup cut. 113 113 Saturday, September 21st. A catchup cut. full 5e8b419b-f8b3-49b7-9916-639aabfe9bd6 https://share.transistor.fm/s/5b6a0a3a Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society.  Ask Annex returns with another batch of great questions. 


]]> Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society.  Ask Annex returns with another batch of great questions. 


]]> Sat, 21 Sep 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2022 Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society.  Ask Annex returns with another batch of great questions. 


]]> wealth management, financial markets, investing, financial planning No Saturday, September 14th. Crunch time. 112 112 Saturday, September 14th. Crunch time. full c4910017-1fe6-4bf2-9f87-f3c7f0b8c40a https://share.transistor.fm/s/32fb9538 Fed is set to cut rates. Messaging will be more important than the magnitude of cuts.  Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how. 

]]> Fed is set to cut rates. Messaging will be more important than the magnitude of cuts.  Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how. 

]]> Sat, 14 Sep 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2011 Fed is set to cut rates. Messaging will be more important than the magnitude of cuts.  Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how. 

]]> wealth management, financial markets, investing, financial planning No Saturday, September 7th. Macro matters. 111 111 Saturday, September 7th. Macro matters. full c6df136e-1c1b-47a1-89dd-64707ae543c9 https://share.transistor.fm/s/888fa3a3 At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex. 


]]> At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex. 


]]> Sat, 07 Sep 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2000 At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex. 


]]> wealth management, financial markets, investing, financial planning No Saturday, August 31st. How about a Nothing Burger? 110 110 Saturday, August 31st. How about a Nothing Burger? full 161b50b6-aa3f-41b2-8351-d007864d3ff8 https://share.transistor.fm/s/bc2ef8f4 Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light.  Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee. 

]]> Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light.  Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee. 

]]> Sat, 31 Aug 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2018 Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light.  Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee. 

]]> wealth management, financial markets, investing, financial planning No Saturday, August 24th. The Powell Pivot. 109 109 Saturday, August 24th. The Powell Pivot. full faafa875-faba-4fbc-b91f-49ad39bd2928 https://share.transistor.fm/s/7cf9226e The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.

]]> The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.

]]> Sat, 24 Aug 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2021 The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.

]]> wealth management, financial markets, investing, financial planning No Saturday, August 17th. Recession fears fade. 108 108 Saturday, August 17th. Recession fears fade. full 942441f8-4b8a-467e-8ae6-85f821c291c7 https://share.transistor.fm/s/9e8e35c2 Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree. 


]]> Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree. 


]]> Sat, 17 Aug 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2029 Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree. 


]]> wealth management, financial markets, investing, financial planning No Saturday, August 10th. Fasten your seatbelts. 107 107 Saturday, August 10th. Fasten your seatbelts. full a67ad06b-3dd5-4b12-a510-243cd24310ac https://share.transistor.fm/s/30f6878e A review of the rebound. Earnings to the rescue!  Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex. 

 


]]> A review of the rebound. Earnings to the rescue!  Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex. 

 


]]> Sat, 10 Aug 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2021 A review of the rebound. Earnings to the rescue!  Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex. 

 


]]> wealth management, financial markets, investing, financial planning No Saturday, August 3rd. From soft-landing to stall speed. 106 106 Saturday, August 3rd. From soft-landing to stall speed. full 9fd1944d-013e-4a59-a179-de7dbc541c63 https://share.transistor.fm/s/3b9a4819 The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement. 

 


]]> The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement. 

 


]]> Sat, 03 Aug 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1996 The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement. 

 


]]> wealth management, financial markets, investing, financial planning No Saturday, July 27th. It's GO time. 105 105 Saturday, July 27th. It's GO time. full 65cc16e3-fa0d-4741-a50f-7280043732f7 https://share.transistor.fm/s/1514c5b3 GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?

]]> GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?

]]> Sat, 27 Jul 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2026 GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?

]]> wealth management, financial markets, investing, financial planning No Saturday, July 20th. Coverage and conversation from the RNC. 104 104 Saturday, July 20th. Coverage and conversation from the RNC. full ca040fe3-7919-4a7a-aae8-a1548bbcd199 https://share.transistor.fm/s/e19fd505 From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard. 

]]> From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard. 

]]> Sat, 20 Jul 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2022 From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard. 

]]> wealth management, financial markets, investing, financial planning No Saturday, July 13th. Riding the rotation. 103 103 Saturday, July 13th. Riding the rotation. full 9eca920a-4709-4254-a2f3-4214c83dd575 https://share.transistor.fm/s/537bdc01 Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market. 

]]> Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market. 

]]> Sat, 13 Jul 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2023 Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market. 

]]> wealth management, financial markets, investing, financial planning No Saturday, July 6th. Passing the baton? 102 102 Saturday, July 6th. Passing the baton? full a547ab64-1964-45e0-b69d-f5dc9a8bbf33 https://share.transistor.fm/s/37e96018 Happy 4th of July weekend!  Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers. 

]]> Happy 4th of July weekend!  Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers. 

]]> Sat, 06 Jul 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2012 Happy 4th of July weekend!  Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers. 

]]> wealth management, financial markets, investing, financial planning No Saturday, June 29th. Inflation: Price wars ahead. 101 101 Saturday, June 29th. Inflation: Price wars ahead. full 90390d41-296f-4941-9fe8-4f1804723eef https://share.transistor.fm/s/b8d682c0 Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).  

]]> Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).  

]]> Sat, 29 Jun 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2016 Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).  

]]> wealth management, financial markets, investing, financial planning No Saturday, June 22nd. Who is King of the Hill? 100 100 Saturday, June 22nd. Who is King of the Hill? full 252f27fa-faef-466a-bf07-b1be2a795bab https://share.transistor.fm/s/75e28912 Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specified tax-advantaged accounts.

]]> Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specified tax-advantaged accounts.

]]> Sat, 22 Jun 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2020 Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specified tax-advantaged accounts.

]]> wealth management, financial markets, investing, financial planning No Saturday, June 15th. Back on track. And AI again? 99 99 Saturday, June 15th. Back on track. And AI again? full c8f49fa3-5e4a-4bb3-b7ad-4764144b23c7 https://share.transistor.fm/s/b2c0ab13 CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k. 


]]> CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k. 


]]> Sat, 15 Jun 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2019 CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k. 


]]> wealth management, financial markets, investing, financial planning No BONUS: Money Talk LIVE from Vince Lombardi Golf Classic 98 98 BONUS: Money Talk LIVE from Vince Lombardi Golf Classic full 19538d3b-5a32-4be4-bda2-e693d259d045 https://share.transistor.fm/s/c5e9e014 Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby. 

]]> Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby. 

]]> Sat, 08 Jun 2024 12:00:00 -0500 Annex Wealth Management Annex Wealth Management 834 Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby. 

]]> wealth management, financial markets, investing, financial planning No Saturday, June 8th. Meme mania is back. 97 97 Saturday, June 8th. Meme mania is back. full 24e6bf65-dd54-4173-a3b9-74a5e67bd45b https://share.transistor.fm/s/cde1d4a7 Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood. 

]]> Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood. 

]]> Sat, 08 Jun 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2021 Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood. 

]]> wealth management, financial markets, investing, financial planning No Saturday, June 1st. Growth slowing to a crawl 96 96 Saturday, June 1st. Growth slowing to a crawl full c49036cd-501b-41e8-8ce4-7e1b2519f7e2 https://share.transistor.fm/s/96784214 Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage. 

]]> Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage. 

]]> Sat, 01 Jun 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2023 Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage. 

]]> wealth management, financial markets, investing, financial planning No Saturday, May 25th. A Tale of Two Economies. 95 95 Saturday, May 25th. A Tale of Two Economies. full 5aa3a3af-8cc3-418f-901d-ebeddb7ec69a https://share.transistor.fm/s/10d68d18 It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee. 

]]> It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee. 

]]> Sat, 25 May 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2036 It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee. 

]]> wealth management, financial markets, investing, financial planning No Saturday, May 18th. Break out the rally caps? 94 94 Saturday, May 18th. Break out the rally caps? full 142b05eb-400d-429d-9664-58514c814955 https://share.transistor.fm/s/53208720 The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.  

]]> The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.  

]]> Sat, 18 May 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2027 The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.  

]]> wealth management, financial markets, investing, financial planning No Saturday, May 11th. Fast followers and feeling the pinch. 93 93 Saturday, May 11th. Fast followers and feeling the pinch. full 14efa662-fee3-4a68-b307-0b651daa6674 https://share.transistor.fm/s/ae67d5eb Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social Security cutting benefits in 2035? Our planning team shares some thoughts. Ask Annex answers some questions and our retirement services department shares the creative way they engaged employees for financial literacy. 

]]> Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social Security cutting benefits in 2035? Our planning team shares some thoughts. Ask Annex answers some questions and our retirement services department shares the creative way they engaged employees for financial literacy. 

]]> Sat, 11 May 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2024 Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social Security cutting benefits in 2035? Our planning team shares some thoughts. Ask Annex answers some questions and our retirement services department shares the creative way they engaged employees for financial literacy. 

]]> wealth management, financial markets, investing, financial planning No Saturday, May 4th. From high hopes to low expectations. 92 92 Saturday, May 4th. From high hopes to low expectations. full ec008254-51d3-429d-aa03-6a17b9edef77 https://share.transistor.fm/s/d8b4fc56 The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills are great, but trusts might be better. Our estate planning attorney shares 6 benefits to setting up a trust. What happens during an Annex Wealth Management Portfolio Review?  One of our investment team members has the details. 


]]> The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills are great, but trusts might be better. Our estate planning attorney shares 6 benefits to setting up a trust. What happens during an Annex Wealth Management Portfolio Review?  One of our investment team members has the details. 


]]> Sat, 04 May 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2023 The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills are great, but trusts might be better. Our estate planning attorney shares 6 benefits to setting up a trust. What happens during an Annex Wealth Management Portfolio Review?  One of our investment team members has the details. 


]]> wealth management, financial markets, investing, financial planning No Saturday, April 27th. The Good, the Bad, the Ugly. 91 91 Saturday, April 27th. The Good, the Bad, the Ugly. full e74d870b-73b7-4b08-819f-1414f4034856 https://share.transistor.fm/s/25da6fd1 Earnings season in full swing, but future guidance is causing concern. Dave Spano and Brian Jacobsen review the week. Also on the show, now that taxes are filed, what should you do about tax PLANNING?  Market volatility is back, what's the best way to deal with it? 

]]> Earnings season in full swing, but future guidance is causing concern. Dave Spano and Brian Jacobsen review the week. Also on the show, now that taxes are filed, what should you do about tax PLANNING?  Market volatility is back, what's the best way to deal with it? 

]]> Sat, 27 Apr 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2014 Earnings season in full swing, but future guidance is causing concern. Dave Spano and Brian Jacobsen review the week. Also on the show, now that taxes are filed, what should you do about tax PLANNING?  Market volatility is back, what's the best way to deal with it? 

]]> wealth management, financial markets, investing, financial planning No Saturday, April 20th. A stumbling bull or an awakening bear? 90 90 Saturday, April 20th. A stumbling bull or an awakening bear? full a22b0840-8a10-4854-bb1a-9938fca6f068 https://share.transistor.fm/s/bf886d96 Things have been so quiet with markets consistently rising that we've forgotten what risk feels like. Dave Spano and Brian Jacobsen have our Week-in-Review. We'll hear more about financial and retirement planning for Generation X, hit the mailbag for Ask Annex, and get a preview of the upcoming Wisconsin Retirement Series webinar.

]]> Things have been so quiet with markets consistently rising that we've forgotten what risk feels like. Dave Spano and Brian Jacobsen have our Week-in-Review. We'll hear more about financial and retirement planning for Generation X, hit the mailbag for Ask Annex, and get a preview of the upcoming Wisconsin Retirement Series webinar.

]]> Sat, 20 Apr 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2031 Things have been so quiet with markets consistently rising that we've forgotten what risk feels like. Dave Spano and Brian Jacobsen have our Week-in-Review. We'll hear more about financial and retirement planning for Generation X, hit the mailbag for Ask Annex, and get a preview of the upcoming Wisconsin Retirement Series webinar.

]]> wealth management, financial markets, investing, financial planning No Saturday, April 13th. Inflation's rebound. 89 89 Saturday, April 13th. Inflation's rebound. full fff65abe-c19b-4f3e-b827-f7e20ce1a765 https://share.transistor.fm/s/9a5486c9 It's a mini-bounce for inflation. Dave Spano and Brian Jacobsen cover the latest during our Week-in-Review. When's the best time to meet with Annex? Mark Beck tackles that. Learn more about the upcoming Elder Care and Pre Planning Final Arrangements panel discussion at our headquarters Thursday, April 18th. 

]]> It's a mini-bounce for inflation. Dave Spano and Brian Jacobsen cover the latest during our Week-in-Review. When's the best time to meet with Annex? Mark Beck tackles that. Learn more about the upcoming Elder Care and Pre Planning Final Arrangements panel discussion at our headquarters Thursday, April 18th. 

]]> Sat, 13 Apr 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2033 It's a mini-bounce for inflation. Dave Spano and Brian Jacobsen cover the latest during our Week-in-Review. When's the best time to meet with Annex? Mark Beck tackles that. Learn more about the upcoming Elder Care and Pre Planning Final Arrangements panel discussion at our headquarters Thursday, April 18th. 

]]> wealth management, financial markets, investing, financial planning No Saturday, April 6th. Separating the signal from the noise 88 88 Saturday, April 6th. Separating the signal from the noise full 9094bf04-378e-480e-a45c-5aab80528eec https://share.transistor.fm/s/10143e12 Mark Beck and Brian Jacobsen present our week-in-review. We'll cover the latest Fed speak and Friday's healthy jobs report. Can you trust social media for investing advice?  What are the ramifications when inheriting money? 

]]> Mark Beck and Brian Jacobsen present our week-in-review. We'll cover the latest Fed speak and Friday's healthy jobs report. Can you trust social media for investing advice?  What are the ramifications when inheriting money? 

]]> Sat, 06 Apr 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2037 Mark Beck and Brian Jacobsen present our week-in-review. We'll cover the latest Fed speak and Friday's healthy jobs report. Can you trust social media for investing advice?  What are the ramifications when inheriting money? 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 30th. Are we there yet with rate cuts? 87 87 Saturday, March 30th. Are we there yet with rate cuts? full df7f2a5b-2822-4813-b574-0f6da23df0a9 https://share.transistor.fm/s/91644704 Markets are like the kids in the backseat. The Fed sometimes acts like the parents, but not always. Dave Spano and Brian Jacobsen present our Week-in-Review. Is Annex the right fit for you? We've got 5 questions that might help. How does one analyze a 401k? Tom Parks of our Retirement Plan Services department has some insight. 

]]> Markets are like the kids in the backseat. The Fed sometimes acts like the parents, but not always. Dave Spano and Brian Jacobsen present our Week-in-Review. Is Annex the right fit for you? We've got 5 questions that might help. How does one analyze a 401k? Tom Parks of our Retirement Plan Services department has some insight. 

]]> Sat, 30 Mar 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2024 Markets are like the kids in the backseat. The Fed sometimes acts like the parents, but not always. Dave Spano and Brian Jacobsen present our Week-in-Review. Is Annex the right fit for you? We've got 5 questions that might help. How does one analyze a 401k? Tom Parks of our Retirement Plan Services department has some insight. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 23rd. Jerome Powell lets his inner dove show. 86 86 Saturday, March 23rd. Jerome Powell lets his inner dove show. full ddbd834a-b6ea-464e-9bba-6c59f93c3456 https://share.transistor.fm/s/45f785ad The Fed thinks inflation in January and February was a fluke. Dave Spano and Brian Jacobsen review the week.  How can Annex Private Client partner with business owners and entrepreneurs? And what is the 'psychology of spending' in retirement? 



]]> The Fed thinks inflation in January and February was a fluke. Dave Spano and Brian Jacobsen review the week.  How can Annex Private Client partner with business owners and entrepreneurs? And what is the 'psychology of spending' in retirement? 



]]> Sat, 23 Mar 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2016 The Fed thinks inflation in January and February was a fluke. Dave Spano and Brian Jacobsen review the week.  How can Annex Private Client partner with business owners and entrepreneurs? And what is the 'psychology of spending' in retirement? 



]]> wealth management, financial markets, investing, financial planning No Saturday, March 16th. Inflation pops and bonds drop. 85 85 Saturday, March 16th. Inflation pops and bonds drop. full bf524370-5500-4f47-94f8-84f19e6a538d https://share.transistor.fm/s/7205a469 Just when the market and the Fed started seeing eye-to-eye, the Fed might change things up. Dave Spano and Brian Jacobsen review the week. With the market popping, 401k millionaires are back. How do they do it? 


]]> Just when the market and the Fed started seeing eye-to-eye, the Fed might change things up. Dave Spano and Brian Jacobsen review the week. With the market popping, 401k millionaires are back. How do they do it? 


]]> Sat, 16 Mar 2024 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2005 Just when the market and the Fed started seeing eye-to-eye, the Fed might change things up. Dave Spano and Brian Jacobsen review the week. With the market popping, 401k millionaires are back. How do they do it? 


]]> wealth management, financial markets, investing, financial planning No Saturday, March 9th. Too soon to be too bearish. Too late to be too bullish. 84 84 Saturday, March 9th. Too soon to be too bearish. Too late to be too bullish. full 70e2470d-5cdc-4611-a4b7-0bc42c619ed8 https://share.transistor.fm/s/576db81f Dave Spano and Brian Jacobsen review the week which included the latest jobs report. Does it offer any other clues as to the next action on rates by the Fed? We'll look deeper into the value of an advisor and share details on the Election Year Myths in-person and webinar presentations coming to the area. 

]]> Dave Spano and Brian Jacobsen review the week which included the latest jobs report. Does it offer any other clues as to the next action on rates by the Fed? We'll look deeper into the value of an advisor and share details on the Election Year Myths in-person and webinar presentations coming to the area. 

]]> Sat, 09 Mar 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2024 Dave Spano and Brian Jacobsen review the week which included the latest jobs report. Does it offer any other clues as to the next action on rates by the Fed? We'll look deeper into the value of an advisor and share details on the Election Year Myths in-person and webinar presentations coming to the area. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 2nd. The boom continues! 83 83 Saturday, March 2nd. The boom continues! full f7be4b52-1cef-4732-b3cb-9f18b2b908bf https://share.transistor.fm/s/f5b4523f New highs for the big guys. Dave Spano and Dr. Brian Jacobsen present our Week-in-Review. Are there 4 phases of retirement? Mark Beck presents the case. How about sliding into retirement on a part-time basis? Suzy Lopez will go over the basics. 

]]> New highs for the big guys. Dave Spano and Dr. Brian Jacobsen present our Week-in-Review. Are there 4 phases of retirement? Mark Beck presents the case. How about sliding into retirement on a part-time basis? Suzy Lopez will go over the basics. 

]]> Sat, 02 Mar 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2013 New highs for the big guys. Dave Spano and Dr. Brian Jacobsen present our Week-in-Review. Are there 4 phases of retirement? Mark Beck presents the case. How about sliding into retirement on a part-time basis? Suzy Lopez will go over the basics. 

]]> wealth management, financial markets, investing, financial planning No Saturday, February 24th. The Fed stays consistent. Cutting later than sooner. 82 82 Saturday, February 24th. The Fed stays consistent. Cutting later than sooner. full 3be36ffd-4a9c-4e46-90aa-d3bcb1b8dd6c https://share.transistor.fm/s/d12e973b Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Phillips stops by to preview an upcoming Saturday Divorce presentation for women. 

]]> Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Phillips stops by to preview an upcoming Saturday Divorce presentation for women. 

]]> Sat, 24 Feb 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2045 Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Phillips stops by to preview an upcoming Saturday Divorce presentation for women. 

]]> wealth management, financial markets, investing, financial planning No Saturday, February 17th. Finally, eye-to-eye on rate cuts. 81 81 Saturday, February 17th. Finally, eye-to-eye on rate cuts. full cd0e927c-9330-4ca9-9e3d-4270d6d479ae https://share.transistor.fm/s/6db27c9b A hot CPI print threw cold water on the markets. It woke people up to the idea that the road to 2% inflation isn’t a smooth or a short one. Mark Beck and Brian Jacobsen review the week. Financial planning is a deep process; Mark Beck covers what is and what isn't proper planning.


]]> A hot CPI print threw cold water on the markets. It woke people up to the idea that the road to 2% inflation isn’t a smooth or a short one. Mark Beck and Brian Jacobsen review the week. Financial planning is a deep process; Mark Beck covers what is and what isn't proper planning.


]]> Sat, 17 Feb 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2035 A hot CPI print threw cold water on the markets. It woke people up to the idea that the road to 2% inflation isn’t a smooth or a short one. Mark Beck and Brian Jacobsen review the week. Financial planning is a deep process; Mark Beck covers what is and what isn't proper planning.


]]> wealth management, financial markets, investing, financial planning No Saturday, February 10th. The market is FINALLY listening to the Fed 80 80 Saturday, February 10th. The market is FINALLY listening to the Fed full 6b138117-702f-430b-82b9-d2cfaf74484c https://share.transistor.fm/s/0a8bd0fc The Fed says March is too early for a cut. What's that mean for equities?  Dave Spano and Brian Jacobsen review the week. The IRS is ramping up audits and has specific targets. Who are they focusing on and how can you eliminate red flags?  

]]> The Fed says March is too early for a cut. What's that mean for equities?  Dave Spano and Brian Jacobsen review the week. The IRS is ramping up audits and has specific targets. Who are they focusing on and how can you eliminate red flags?  

]]> Sat, 10 Feb 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2033 The Fed says March is too early for a cut. What's that mean for equities?  Dave Spano and Brian Jacobsen review the week. The IRS is ramping up audits and has specific targets. Who are they focusing on and how can you eliminate red flags?  

]]> wealth management, financial markets, investing, financial planning No Saturday, February 3rd. What a BIG jobs report means for interest rates. 79 79 Saturday, February 3rd. What a BIG jobs report means for interest rates. full 0b4d9c62-3b31-4e0a-9572-a17fb3b29af7 https://share.transistor.fm/s/af1a634e Forget the groundhog seeing his shadow, how about that monster (and unexpected) HOT jobs number? Dave Spano and Brian Jacobsen dissect the week which included a LOT of key earnings reports.  We'll also cover Lifestyle Creep, a bunch of great Ask Questions, and the sad (but true) climb in the divorce rate for those over 50. 

]]> Forget the groundhog seeing his shadow, how about that monster (and unexpected) HOT jobs number? Dave Spano and Brian Jacobsen dissect the week which included a LOT of key earnings reports.  We'll also cover Lifestyle Creep, a bunch of great Ask Questions, and the sad (but true) climb in the divorce rate for those over 50. 

]]> Sat, 03 Feb 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2026 Forget the groundhog seeing his shadow, how about that monster (and unexpected) HOT jobs number? Dave Spano and Brian Jacobsen dissect the week which included a LOT of key earnings reports.  We'll also cover Lifestyle Creep, a bunch of great Ask Questions, and the sad (but true) climb in the divorce rate for those over 50. 

]]> wealth management, financial markets, investing, financial planning No Saturday, January 27th. Take a bow, consumers. You're the GDP MVP. 78 78 Saturday, January 27th. Take a bow, consumers. You're the GDP MVP. full 312735aa-b38b-44ce-a94b-c98f891af2a3 https://share.transistor.fm/s/6607230c The end of rolling recessions is near--but be cautious. Dave Spano and Brian Jacobsen present the Week-in-Review. We also take a closer look at our Investment Committee; who are they, how does it work? With an election year comes plenty of myths. We'll have a preview of our upcoming presentations in Lake Country and Madison. 

]]> The end of rolling recessions is near--but be cautious. Dave Spano and Brian Jacobsen present the Week-in-Review. We also take a closer look at our Investment Committee; who are they, how does it work? With an election year comes plenty of myths. We'll have a preview of our upcoming presentations in Lake Country and Madison. 

]]> Sat, 27 Jan 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2024 The end of rolling recessions is near--but be cautious. Dave Spano and Brian Jacobsen present the Week-in-Review. We also take a closer look at our Investment Committee; who are they, how does it work? With an election year comes plenty of myths. We'll have a preview of our upcoming presentations in Lake Country and Madison. 

]]> wealth management, financial markets, investing, financial planning No Saturday, January 20th. Closed doors, open windows, and warm breezes. 77 77 Saturday, January 20th. Closed doors, open windows, and warm breezes. full 72abbb1c-baf0-4e9c-a7dc-107ca2594bbe https://share.transistor.fm/s/e67015e5 The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly and inflation is a little warmer than desired.  Dave Spano and Brian Jacobsen present our week-in-review.  Learn more about Spousal Social Security along with the ramifications of inheriting money.

]]> The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly and inflation is a little warmer than desired.  Dave Spano and Brian Jacobsen present our week-in-review.  Learn more about Spousal Social Security along with the ramifications of inheriting money.

]]> Sat, 20 Jan 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2027 The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly and inflation is a little warmer than desired.  Dave Spano and Brian Jacobsen present our week-in-review.  Learn more about Spousal Social Security along with the ramifications of inheriting money.

]]> wealth management, financial markets, investing, financial planning No Saturday, January 13th. The world's on edge 76 76 Saturday, January 13th. The world's on edge full a2be3e2a-e64e-43ee-b48d-a77ccde27c86 https://share.transistor.fm/s/666f42d5 Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the week. We'll also cover 5 things you'll encounter in your first 10 years of retirement as well as sharing details on an upcoming Passion Assets presentation. 

]]> Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the week. We'll also cover 5 things you'll encounter in your first 10 years of retirement as well as sharing details on an upcoming Passion Assets presentation. 

]]> Sat, 13 Jan 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2029 Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the week. We'll also cover 5 things you'll encounter in your first 10 years of retirement as well as sharing details on an upcoming Passion Assets presentation. 

]]> wealth management, financial markets, investing, financial planning No Saturday, January 6th. Why the coal, Santa? 75 75 Saturday, January 6th. Why the coal, Santa? full d1deddf2-7d01-44b6-be1e-997dd9f5d005 https://share.transistor.fm/s/491cad69 Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact of a stronger-than-expected job number.  Learn more about Annex for Business and why you need to manage expectations with your 401k. 

]]> Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact of a stronger-than-expected job number.  Learn more about Annex for Business and why you need to manage expectations with your 401k. 

]]> Sat, 06 Jan 2024 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2026 Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact of a stronger-than-expected job number.  Learn more about Annex for Business and why you need to manage expectations with your 401k. 

]]> wealth management, financial markets, investing, financial planning No Saturday, December 30th. 2023 in review. 74 74 Saturday, December 30th. 2023 in review. full 80d3ca62-392d-4628-a84a-b175d135351a https://share.transistor.fm/s/f7b1b82c Dave Spano and Brian Jacobsen review a very eventful year.  Plus, we share our most popular segment of 2023.

]]> Dave Spano and Brian Jacobsen review a very eventful year.  Plus, we share our most popular segment of 2023.

]]> Sat, 30 Dec 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2029 Dave Spano and Brian Jacobsen review a very eventful year.  Plus, we share our most popular segment of 2023.

]]> wealth management, financial markets, investing, financial planning No Saturday, December 23rd. The Naughty And Nice List. 73 73 Saturday, December 23rd. The Naughty And Nice List. full 0b7e1eb9-6f76-4f80-85d2-04e79d3c28c8 https://share.transistor.fm/s/fbb7d29d Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age old question 'how much insurance do you need?'.  What are the dangers of investing advice via social media? We'll cover that. 


]]> Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age old question 'how much insurance do you need?'.  What are the dangers of investing advice via social media? We'll cover that. 


]]> Sat, 23 Dec 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2009 Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age old question 'how much insurance do you need?'.  What are the dangers of investing advice via social media? We'll cover that. 


]]> wealth management, financial markets, investing, financial planning No Saturday, December 16th. What about that FOMO rally? 72 72 Saturday, December 16th. What about that FOMO rally? full cefd9a4e-34f7-44ac-b3e8-4735739529ee https://share.transistor.fm/s/8b772b05 The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized Appreciation becomes a big factor in planning. We'll explain why that's important and how Annex helps. 

]]> The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized Appreciation becomes a big factor in planning. We'll explain why that's important and how Annex helps. 

]]> Sat, 16 Dec 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2013 The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized Appreciation becomes a big factor in planning. We'll explain why that's important and how Annex helps. 

]]> wealth management, financial markets, investing, financial planning No Saturday, December 9th. Never underestimate the power of low expectations 71 71 Saturday, December 9th. Never underestimate the power of low expectations full 9ebedf83-6e04-4066-97be-74cb0a057212 https://share.transistor.fm/s/c0f60281 The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved on from the fear, but it's at least braced for it.  Dave Spano and Brian Jacobsen present the Week-in-Review, we'll cover Estate Planning roles as well as tax strategies for the self-employed. 

]]> The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved on from the fear, but it's at least braced for it.  Dave Spano and Brian Jacobsen present the Week-in-Review, we'll cover Estate Planning roles as well as tax strategies for the self-employed. 

]]> Sat, 09 Dec 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2019 The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved on from the fear, but it's at least braced for it.  Dave Spano and Brian Jacobsen present the Week-in-Review, we'll cover Estate Planning roles as well as tax strategies for the self-employed. 

]]> wealth management, financial markets, investing, financial planning No Saturday, December 2nd. Consumer confidence and spending up. Is it enough? 70 70 Saturday, December 2nd. Consumer confidence and spending up. Is it enough? full 541e8f58-a09a-4f0b-9278-93df77e6d1d6 https://share.transistor.fm/s/525fe6f0 Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery?  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our new Financial Planning in a Changing Tax World seminar, iBond questions, and what HENRYs are and how Annex can help them.  

]]> Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery?  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our new Financial Planning in a Changing Tax World seminar, iBond questions, and what HENRYs are and how Annex can help them.  

]]> Sat, 02 Dec 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2030 Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery?  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our new Financial Planning in a Changing Tax World seminar, iBond questions, and what HENRYs are and how Annex can help them.  

]]> wealth management, financial markets, investing, financial planning No Saturday, November 25th. Longer pause and faster cuts? 69 69 Saturday, November 25th. Longer pause and faster cuts? full 3fee6f18-9b02-4938-9b3f-4429616ed3da https://share.transistor.fm/s/36fcc6fc Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn more about HSA's and the subtle differences between Traditional and Roth 401ks. 

]]> Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn more about HSA's and the subtle differences between Traditional and Roth 401ks. 

]]> Sat, 25 Nov 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2012 Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Spano and Brian Jacobsen review the week including weaker holiday guidance. If part of your retirement plan is moving, we're planning a special presentation soon---our presenters will share a preview. Learn more about HSA's and the subtle differences between Traditional and Roth 401ks. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 18th. Growth: Weaker isn't weakness, yet. 68 68 Saturday, November 18th. Growth: Weaker isn't weakness, yet. full 6a1c0306-c5e3-405a-9f61-712b67e2cc57 https://share.transistor.fm/s/995ebbc3 Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy. 

]]> Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy. 

]]> Sat, 18 Nov 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2022 Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about our in-house Investment Committee, what it's like to be a client of Annex, and what high net worth families are facing with the upcoming change in estate tax policy. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to BUY LOW. 67 67 Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to BUY LOW. full a54c36bc-d8c5-4724-a47f-2e9dcd790662 https://share.transistor.fm/s/2f6e06c3 Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smarter charitable giving. 

]]> Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smarter charitable giving. 

]]> Sat, 11 Nov 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2023 Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smarter charitable giving. 

]]> wealth management, financial markets, investing, financial planning No Saturday, November 4th. Earnings season has been good, but guidance hasn’t. 66 66 Saturday, November 4th. Earnings season has been good, but guidance hasn’t. full 3c7b7e56-6ff3-46b3-a680-216319dbcefd https://share.transistor.fm/s/a69b59e3 Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles. 


]]> Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles. 


]]> Sat, 04 Nov 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2013 Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles. 


]]> wealth management, financial markets, investing, financial planning No Saturday, October 28. Fall starts with a BANG. 65 65 Saturday, October 28. Fall starts with a BANG. full da007cec-ba32-4237-af31-e715d155ba84 https://share.transistor.fm/s/cfc28c69 Winners and losers this week. There's fear in the air--and that could be good. We cover it all during our Week-in-Review. Also, with 'gray divorces' climbing, what is the role of a Certified Divorce Financial Analyst in the process?  We'll cover that, along with Ask Annex, a fresh look at Millionaire Myths, and what happens with Private Equity when things don't go as planned? 

]]> Winners and losers this week. There's fear in the air--and that could be good. We cover it all during our Week-in-Review. Also, with 'gray divorces' climbing, what is the role of a Certified Divorce Financial Analyst in the process?  We'll cover that, along with Ask Annex, a fresh look at Millionaire Myths, and what happens with Private Equity when things don't go as planned? 

]]> Sat, 28 Oct 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2006 Winners and losers this week. There's fear in the air--and that could be good. We cover it all during our Week-in-Review. Also, with 'gray divorces' climbing, what is the role of a Certified Divorce Financial Analyst in the process?  We'll cover that, along with Ask Annex, a fresh look at Millionaire Myths, and what happens with Private Equity when things don't go as planned? 

]]> wealth management, financial markets, investing, financial planning No Saturday, October 21 64 64 Saturday, October 21 full f2692022-0472-4915-bebb-d4f07b908c5b https://share.transistor.fm/s/b87f8bbc The Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07. What are the ramifications? How about recent earnings? We'll cover it all during our Week-in-Review.  Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite? 




]]> The Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07. What are the ramifications? How about recent earnings? We'll cover it all during our Week-in-Review.  Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite? 




]]> Sat, 21 Oct 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2015 The Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07. What are the ramifications? How about recent earnings? We'll cover it all during our Week-in-Review.  Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite? 




]]> wealth management, financial markets, investing, financial planning No Saturday, October 14 63 63 Saturday, October 14 full 4ce1bbbb-d722-4d25-a5a8-1e4ceb5be24e https://share.transistor.fm/s/ee07751c Hotter than expected CPI arrived this week. What does that mean---especially from the Fed's point of view?  Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? Deanne Phillips stops by for a preview of Thursday's Women & Wealth presentation, How to Prepare for the Unexpected.  If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning.  We’ll  investigate and offer some thoughts. 

]]> Hotter than expected CPI arrived this week. What does that mean---especially from the Fed's point of view?  Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? Deanne Phillips stops by for a preview of Thursday's Women & Wealth presentation, How to Prepare for the Unexpected.  If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning.  We’ll  investigate and offer some thoughts. 

]]> Sat, 14 Oct 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2041 Hotter than expected CPI arrived this week. What does that mean---especially from the Fed's point of view?  Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? Deanne Phillips stops by for a preview of Thursday's Women & Wealth presentation, How to Prepare for the Unexpected.  If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning.  We’ll  investigate and offer some thoughts. 

]]> wealth management, financial markets, investing, financial planning No Saturday, October 7 62 62 Saturday, October 7 full ac83126b-19fa-47bf-b459-cd7ce462d171 https://share.transistor.fm/s/602144e1 The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.

]]> The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.

]]> Sat, 07 Oct 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2026 The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.

]]> wealth management, financial markets, investing, financial planning No Saturday, September 30 61 61 Saturday, September 30 full ada0b0a5-dcdd-4e92-a417-5f736b26b06d https://share.transistor.fm/s/5f7c25d8 Yields up, stocks down. Some scary market moves to start Fall. Get up to speed with our Week-in-Review for the last week of September. Business sales are complex and need a great team to make it a smooth process. Our Annex Private Client team is ready and will go over some highlights. What are 5 challenges that will pop up in the first 10 years of retirement? We've got a list. 

]]> Yields up, stocks down. Some scary market moves to start Fall. Get up to speed with our Week-in-Review for the last week of September. Business sales are complex and need a great team to make it a smooth process. Our Annex Private Client team is ready and will go over some highlights. What are 5 challenges that will pop up in the first 10 years of retirement? We've got a list. 

]]> Sat, 30 Sep 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2024 Yields up, stocks down. Some scary market moves to start Fall. Get up to speed with our Week-in-Review for the last week of September. Business sales are complex and need a great team to make it a smooth process. Our Annex Private Client team is ready and will go over some highlights. What are 5 challenges that will pop up in the first 10 years of retirement? We've got a list. 

]]> wealth management, financial markets, investing, financial planning No Saturday, September 23 60 60 Saturday, September 23 full 96de9eb7-ce04-4377-8665-643decd6521e https://share.transistor.fm/s/5aa19237 What was the impact of the Fed's decision/no-decision on rates?  The housing market is experiencing volatility? Why, and what's the potential impact? Does the nation's $33 trillion debt matter?  We'll cover it all on during the Week-in-Review. Also, what are the silver linings when postponing retirement?  What factors help create a good fit between you and a financial planning partner?  At the end of the show, learn more about Private Equity and how it works for Annex Private Client. 

]]> What was the impact of the Fed's decision/no-decision on rates?  The housing market is experiencing volatility? Why, and what's the potential impact? Does the nation's $33 trillion debt matter?  We'll cover it all on during the Week-in-Review. Also, what are the silver linings when postponing retirement?  What factors help create a good fit between you and a financial planning partner?  At the end of the show, learn more about Private Equity and how it works for Annex Private Client. 

]]> Sat, 23 Sep 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2027 What was the impact of the Fed's decision/no-decision on rates?  The housing market is experiencing volatility? Why, and what's the potential impact? Does the nation's $33 trillion debt matter?  We'll cover it all on during the Week-in-Review. Also, what are the silver linings when postponing retirement?  What factors help create a good fit between you and a financial planning partner?  At the end of the show, learn more about Private Equity and how it works for Annex Private Client. 

]]> wealth management, financial markets, investing, financial planning No Saturday, September 16th. 59 59 Saturday, September 16th. full b2b0374d-af26-4370-a467-70aa47ef8928 https://share.transistor.fm/s/37b5eda6 The UAW walks, the Arm IPO jumps, and CPI ticks higher. Plenty to cover during the Week-in-Review.  Our Retirement Plan Services weighs in on 401ks---traditional or Roth. We'll open the mailbag for Ask Annex and dig deeper into QDRO's and the potential impact on one's investment and retirement planning. 

]]> The UAW walks, the Arm IPO jumps, and CPI ticks higher. Plenty to cover during the Week-in-Review.  Our Retirement Plan Services weighs in on 401ks---traditional or Roth. We'll open the mailbag for Ask Annex and dig deeper into QDRO's and the potential impact on one's investment and retirement planning. 

]]> Sat, 16 Sep 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2023 The UAW walks, the Arm IPO jumps, and CPI ticks higher. Plenty to cover during the Week-in-Review.  Our Retirement Plan Services weighs in on 401ks---traditional or Roth. We'll open the mailbag for Ask Annex and dig deeper into QDRO's and the potential impact on one's investment and retirement planning. 

]]> wealth management, financial markets, investing, financial planning No Saturday, September 9th. 58 58 Saturday, September 9th. full 8c3c3731-04b2-4e09-bbd1-fc8bfac2f92f https://share.transistor.fm/s/a2c64141 Investors are concerned about the potential of more rate hikes from the Federal Reserve in November and it impacted the markets this week. We'll cover that and more during our Week-in-Review. Why are HSA's so beloved for those who can use them? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're looking in deeper on how to help with college expenses. And why are bankruptcies rising and what's the impact for High-Net-Worth families?

]]> Investors are concerned about the potential of more rate hikes from the Federal Reserve in November and it impacted the markets this week. We'll cover that and more during our Week-in-Review. Why are HSA's so beloved for those who can use them? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're looking in deeper on how to help with college expenses. And why are bankruptcies rising and what's the impact for High-Net-Worth families?

]]> Sat, 09 Sep 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2029 Investors are concerned about the potential of more rate hikes from the Federal Reserve in November and it impacted the markets this week. We'll cover that and more during our Week-in-Review. Why are HSA's so beloved for those who can use them? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're looking in deeper on how to help with college expenses. And why are bankruptcies rising and what's the impact for High-Net-Worth families?

]]> wealth management, financial markets, investing, financial planning No Saturday, September 2nd 57 57 Saturday, September 2nd full f7c4b054-8604-4bcd-a84a-b95f669a1db2 https://share.transistor.fm/s/ba0ef2f7 August wasn't kind to investors. What happened and what's on the horizon for September?  We'll review the fresh jobs number and what that might mean for the Fed. How can Grandparents bless their Grandchildren? We'll go over a few ways. Annex is celebrating 401k Day with a free financial wellness webinar--join Tom Parks for information on how you can join. 

]]> August wasn't kind to investors. What happened and what's on the horizon for September?  We'll review the fresh jobs number and what that might mean for the Fed. How can Grandparents bless their Grandchildren? We'll go over a few ways. Annex is celebrating 401k Day with a free financial wellness webinar--join Tom Parks for information on how you can join. 

]]> Sat, 02 Sep 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2041 August wasn't kind to investors. What happened and what's on the horizon for September?  We'll review the fresh jobs number and what that might mean for the Fed. How can Grandparents bless their Grandchildren? We'll go over a few ways. Annex is celebrating 401k Day with a free financial wellness webinar--join Tom Parks for information on how you can join. 

]]> wealth management, financial markets, investing, financial planning No Saturday, August 26th. 56 56 Saturday, August 26th. full 8fffa02c-c493-4b22-a046-80a1aa9fc19d https://share.transistor.fm/s/840bdb8f Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a signficant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow?  We'll investigate.  

]]> Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a signficant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow?  We'll investigate.  

]]> Sat, 26 Aug 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2027 Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a signficant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow?  We'll investigate.  

]]> wealth management, financial markets, investing, financial planning No Saturday, August 19th 55 55 Saturday, August 19th full 4fff441e-9e1f-492f-ad42-e97ef3474ba2 https://share.transistor.fm/s/5f6a0e54 Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown. 

]]> Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown. 

]]> Sat, 19 Aug 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1999 Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown. 

]]> wealth management, financial markets, investing, financial planning No Saturday, August 12th 54 54 Saturday, August 12th full f8519beb-dba9-4526-9ec2-11e3e4d746e7 https://share.transistor.fm/s/697cf28c CPI, PPI, and the end of earnings season. Dave and Derek recap an interesting week. Annex provides insurance assessments for our clients--we'll talk with Eric Strom to get at the perennial question, "How much insurance do you need?".  Ask Annex hits the mailbag and our Chief Economist covers Private Credit Fund investments for High Net Worth individuals. 

]]> CPI, PPI, and the end of earnings season. Dave and Derek recap an interesting week. Annex provides insurance assessments for our clients--we'll talk with Eric Strom to get at the perennial question, "How much insurance do you need?".  Ask Annex hits the mailbag and our Chief Economist covers Private Credit Fund investments for High Net Worth individuals. 

]]> Sat, 12 Aug 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1968 CPI, PPI, and the end of earnings season. Dave and Derek recap an interesting week. Annex provides insurance assessments for our clients--we'll talk with Eric Strom to get at the perennial question, "How much insurance do you need?".  Ask Annex hits the mailbag and our Chief Economist covers Private Credit Fund investments for High Net Worth individuals. 

]]> wealth management, financial markets, investing, financial planning No Saturday, August 5th. 53 53 Saturday, August 5th. full 7d650463-529e-450e-a66a-4cca2b955f7e https://share.transistor.fm/s/d619033e As recession fears fade, for now, earnings and other significant data continues to pour in.  Dave and Derek cover it all during our Week-in-Review. What do 30-and-40 somethings miss when it comes to retirement planning?  We'll take a look. Ask Annex is back and so are details about a free Secure Act 2.0 401k webinar. It's important stuff if you are a company owner, CFO, or HR professional. 

]]> As recession fears fade, for now, earnings and other significant data continues to pour in.  Dave and Derek cover it all during our Week-in-Review. What do 30-and-40 somethings miss when it comes to retirement planning?  We'll take a look. Ask Annex is back and so are details about a free Secure Act 2.0 401k webinar. It's important stuff if you are a company owner, CFO, or HR professional. 

]]> Sat, 05 Aug 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2008 As recession fears fade, for now, earnings and other significant data continues to pour in.  Dave and Derek cover it all during our Week-in-Review. What do 30-and-40 somethings miss when it comes to retirement planning?  We'll take a look. Ask Annex is back and so are details about a free Secure Act 2.0 401k webinar. It's important stuff if you are a company owner, CFO, or HR professional. 

]]> wealth management, financial markets, investing, financial planning No Saturday, July 29th 52 52 Saturday, July 29th full 44e0268a-80a2-471b-8fe9-98d5557812af https://share.transistor.fm/s/6129ef74 Earnings continue to pour in---but so did a Fed rate raise, GDP, and PCE. What's our take? Find out on the Week-in-Review. The IRS has more money--what are they doing with it? How does the Annex Executive program work and is it right for your situation? 

]]> Earnings continue to pour in---but so did a Fed rate raise, GDP, and PCE. What's our take? Find out on the Week-in-Review. The IRS has more money--what are they doing with it? How does the Annex Executive program work and is it right for your situation? 

]]> Sat, 29 Jul 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2010 Earnings continue to pour in---but so did a Fed rate raise, GDP, and PCE. What's our take? Find out on the Week-in-Review. The IRS has more money--what are they doing with it? How does the Annex Executive program work and is it right for your situation? 

]]> wealth management, financial markets, investing, financial planning No Saturday, July 22nd 51 51 Saturday, July 22nd full 602f086a-1ee0-4eba-b1ee-470a2b3e46f9 https://share.transistor.fm/s/a32cd5aa More earnings and key economic data arrive. Will it sway the Fed's decision next week? Mark Beck and Brian Jacobsen cover the week-in-review. Baby Boomers are set to pass a staggering amount of wealth to their heirs; that requires planning--and we'll offer some things to consider. HEAR the Difference from an Annex client this week. 

]]> More earnings and key economic data arrive. Will it sway the Fed's decision next week? Mark Beck and Brian Jacobsen cover the week-in-review. Baby Boomers are set to pass a staggering amount of wealth to their heirs; that requires planning--and we'll offer some things to consider. HEAR the Difference from an Annex client this week. 

]]> Sat, 22 Jul 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2038 More earnings and key economic data arrive. Will it sway the Fed's decision next week? Mark Beck and Brian Jacobsen cover the week-in-review. Baby Boomers are set to pass a staggering amount of wealth to their heirs; that requires planning--and we'll offer some things to consider. HEAR the Difference from an Annex client this week. 

]]> wealth management, financial markets, investing, financial planning No Saturday, July 15th 50 50 Saturday, July 15th full c8c0833e-1568-42b0-9ece-4f91f6674c31 https://share.transistor.fm/s/51055b9c Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions and we'll also talk about 'surrender squeezes' and why they should be avoided. 

]]> Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions and we'll also talk about 'surrender squeezes' and why they should be avoided. 

]]> Sat, 15 Jul 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2020 Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions and we'll also talk about 'surrender squeezes' and why they should be avoided. 

]]> wealth management, financial markets, investing, financial planning No Saturday, July 8th 49 49 Saturday, July 8th full dc2705ea-2866-4e7c-ac92-40d7fe74ddb5 https://share.transistor.fm/s/05acc332 ADP's employment number was huge but the Labor Department's was not. What's going on and what might the next move be from the Fed?  We'll cover that and more during our week-in-review. HEAR the Difference from an Annex client who shares his experience and his amazing retirement journey. What is and ISN'T financial planning? We'll help clear it up. Mark Beck, our Chief Growth Officer will explore the 4 stages of retirement.  

]]> ADP's employment number was huge but the Labor Department's was not. What's going on and what might the next move be from the Fed?  We'll cover that and more during our week-in-review. HEAR the Difference from an Annex client who shares his experience and his amazing retirement journey. What is and ISN'T financial planning? We'll help clear it up. Mark Beck, our Chief Growth Officer will explore the 4 stages of retirement.  

]]> Sat, 08 Jul 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2035 ADP's employment number was huge but the Labor Department's was not. What's going on and what might the next move be from the Fed?  We'll cover that and more during our week-in-review. HEAR the Difference from an Annex client who shares his experience and his amazing retirement journey. What is and ISN'T financial planning? We'll help clear it up. Mark Beck, our Chief Growth Officer will explore the 4 stages of retirement.  

]]> wealth management, financial markets, investing, financial planning No Saturday, July 1st 48 48 Saturday, July 1st full cb7903b0-e387-4a38-a3d1-50c19e18c8ca https://share.transistor.fm/s/fa9133bf Recession fears pushed out? Derek Felske and Mark Beck discuss during our week-in-review. Also, more about mid-year tax planning for high earners, Ask Annex, and a deep dive into pre and post nuptial agreements. 

]]> Recession fears pushed out? Derek Felske and Mark Beck discuss during our week-in-review. Also, more about mid-year tax planning for high earners, Ask Annex, and a deep dive into pre and post nuptial agreements. 

]]> Sat, 01 Jul 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2030 Recession fears pushed out? Derek Felske and Mark Beck discuss during our week-in-review. Also, more about mid-year tax planning for high earners, Ask Annex, and a deep dive into pre and post nuptial agreements. 

]]> wealth management, financial markets, investing, financial planning No Saturday, June 24th 47 47 Saturday, June 24th full 20c2f4ff-ec10-4b23-8c1d-55afb163323c https://share.transistor.fm/s/906ecee7 As rate outlooks weigh on stocks and boosts bonds, what's the view from the Annex Wealth Management Investment Committee? From start-ups to large companies, our Retirement Plan Services team helps HR teams create strong benefits programs. Learn more on this week's show, plus Ask Annex and a closer look at Fixed Deferred Annuities. 


]]> As rate outlooks weigh on stocks and boosts bonds, what's the view from the Annex Wealth Management Investment Committee? From start-ups to large companies, our Retirement Plan Services team helps HR teams create strong benefits programs. Learn more on this week's show, plus Ask Annex and a closer look at Fixed Deferred Annuities. 


]]> Sat, 24 Jun 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2029 As rate outlooks weigh on stocks and boosts bonds, what's the view from the Annex Wealth Management Investment Committee? From start-ups to large companies, our Retirement Plan Services team helps HR teams create strong benefits programs. Learn more on this week's show, plus Ask Annex and a closer look at Fixed Deferred Annuities. 


]]> wealth management, financial markets, investing, financial planning No Saturday, June 17th. 46 46 Saturday, June 17th. full c9574773-af5e-4e87-9523-206c31107731 https://share.transistor.fm/s/822a971d A fresh CPI reading and a skip from the Fed--plenty to cover on this week's show. Women start retirement planning later than they should--why, and what can be done about it?  Ask Annex covers 401k loans, investing in what you love, and indices outside of the S&P 500. What the myths about millionaires and why are most of them wrong?  

]]> A fresh CPI reading and a skip from the Fed--plenty to cover on this week's show. Women start retirement planning later than they should--why, and what can be done about it?  Ask Annex covers 401k loans, investing in what you love, and indices outside of the S&P 500. What the myths about millionaires and why are most of them wrong?  

]]> Sat, 17 Jun 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2020 A fresh CPI reading and a skip from the Fed--plenty to cover on this week's show. Women start retirement planning later than they should--why, and what can be done about it?  Ask Annex covers 401k loans, investing in what you love, and indices outside of the S&P 500. What the myths about millionaires and why are most of them wrong?  

]]> wealth management, financial markets, investing, financial planning No Saturday, June 10th 45 45 Saturday, June 10th full 56c7579d-dd08-4698-b39f-6aa3cbd29122 https://share.transistor.fm/s/31966145 Thursday's rally ended the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. How'd things close on Friday--and what signs are we seeing? We'll share it all during our Week-in-Review. There are so many misconceptions around 401ks with both employers and employees. Tom Parks from our Retirement Plan Services department digs in. Ask Annex has a great question regarding the resumption of student loan repayments. Plus, learn more about next Thursday's 'Teaching My Family To Give' presentation at our Elm Grove headquarters.

]]> Thursday's rally ended the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. How'd things close on Friday--and what signs are we seeing? We'll share it all during our Week-in-Review. There are so many misconceptions around 401ks with both employers and employees. Tom Parks from our Retirement Plan Services department digs in. Ask Annex has a great question regarding the resumption of student loan repayments. Plus, learn more about next Thursday's 'Teaching My Family To Give' presentation at our Elm Grove headquarters.

]]> Sat, 10 Jun 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2037 Thursday's rally ended the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. How'd things close on Friday--and what signs are we seeing? We'll share it all during our Week-in-Review. There are so many misconceptions around 401ks with both employers and employees. Tom Parks from our Retirement Plan Services department digs in. Ask Annex has a great question regarding the resumption of student loan repayments. Plus, learn more about next Thursday's 'Teaching My Family To Give' presentation at our Elm Grove headquarters.

]]> wealth management, financial markets, investing, financial planning No Saturday, June 3rd 44 44 Saturday, June 3rd full 57877d76-3719-40ce-9df3-e94a1e3919ed https://share.transistor.fm/s/83a1a244 Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike?  We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of person? Learn more about the psychology of spending in retirement. What's 'lifestyle creep' and why should it be avoided? 

]]> Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike?  We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of person? Learn more about the psychology of spending in retirement. What's 'lifestyle creep' and why should it be avoided? 

]]> Sat, 03 Jun 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2030 Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike?  We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of person? Learn more about the psychology of spending in retirement. What's 'lifestyle creep' and why should it be avoided? 

]]> wealth management, financial markets, investing, financial planning No Saturday, May 27th 43 43 Saturday, May 27th full 041c3c82-48d6-4940-9a22-921635fdb4d2 https://share.transistor.fm/s/30460d74 The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves through the list. 401ks are key building blocks of retirement saving and investing--Tom Parks shares ten things you should know. 

]]> The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves through the list. 401ks are key building blocks of retirement saving and investing--Tom Parks shares ten things you should know. 

]]> Sat, 27 May 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2005 The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves through the list. 401ks are key building blocks of retirement saving and investing--Tom Parks shares ten things you should know. 

]]> wealth management, financial markets, investing, financial planning No Saturday, May 20th 42 42 Saturday, May 20th full 920a5738-c23b-47c9-a556-4aa4325f0537 https://share.transistor.fm/s/54ba99b1 As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex?  Mark Beck shares his insight. Ask Annex questions this week ranges from Roth IRAs to precious metals. If you're considering retirement on a part-time basis, Deanne Phillips shares some ideas. 

]]> As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex?  Mark Beck shares his insight. Ask Annex questions this week ranges from Roth IRAs to precious metals. If you're considering retirement on a part-time basis, Deanne Phillips shares some ideas. 

]]> Sat, 20 May 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2041 As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex?  Mark Beck shares his insight. Ask Annex questions this week ranges from Roth IRAs to precious metals. If you're considering retirement on a part-time basis, Deanne Phillips shares some ideas. 

]]> wealth management, financial markets, investing, financial planning No Saturday, May 13th 41 41 Saturday, May 13th full 56cd2509-64f6-44cb-b144-10228f29d055 https://share.transistor.fm/s/3286f80a As earnings season draws to a close, what are the trends we're seeing?  Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review.  What is 'retirement income insecurity'? A new phenomenon or has it always been around? Tom Parks of our Retirement Plan Services team takes a closer look. Deanne Phillips will preview the next edition of Financial Planning in a Changing Tax World presentation that's been so popular, we're adding more.  

]]> As earnings season draws to a close, what are the trends we're seeing?  Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review.  What is 'retirement income insecurity'? A new phenomenon or has it always been around? Tom Parks of our Retirement Plan Services team takes a closer look. Deanne Phillips will preview the next edition of Financial Planning in a Changing Tax World presentation that's been so popular, we're adding more.  

]]> Sat, 13 May 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1675 As earnings season draws to a close, what are the trends we're seeing?  Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review.  What is 'retirement income insecurity'? A new phenomenon or has it always been around? Tom Parks of our Retirement Plan Services team takes a closer look. Deanne Phillips will preview the next edition of Financial Planning in a Changing Tax World presentation that's been so popular, we're adding more.  

]]> wealth management, financial markets, investing, financial planning No Saturday, May 6th 40 40 Saturday, May 6th full 34b36817-256b-4e10-a382-d5f437678b8d https://share.transistor.fm/s/ab669b9f How surprising was Friday's new jobs number? What's the latest on Wednesday's Fed decision and subsequent rate hike?  We'll discuss in the Week-in-Review. Our high-net-worth clients have unique challenges---we'll discuss what they are and how Annex assists. On Ask Annex, a couple of questions from grandparents regarding contributing to college funds. What role do QDRO's play during divorce and what are the options when divvying up asset?  

]]> How surprising was Friday's new jobs number? What's the latest on Wednesday's Fed decision and subsequent rate hike?  We'll discuss in the Week-in-Review. Our high-net-worth clients have unique challenges---we'll discuss what they are and how Annex assists. On Ask Annex, a couple of questions from grandparents regarding contributing to college funds. What role do QDRO's play during divorce and what are the options when divvying up asset?  

]]> Sat, 06 May 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2011 How surprising was Friday's new jobs number? What's the latest on Wednesday's Fed decision and subsequent rate hike?  We'll discuss in the Week-in-Review. Our high-net-worth clients have unique challenges---we'll discuss what they are and how Annex assists. On Ask Annex, a couple of questions from grandparents regarding contributing to college funds. What role do QDRO's play during divorce and what are the options when divvying up asset?  

]]> wealth management, financial markets, investing, financial planning No Saturday, May 29th 39 39 Saturday, May 29th full 010ec05a-a008-4090-ae38-42e284b75eb9 https://share.transistor.fm/s/bdf33251 GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.  

]]> GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.  

]]> Sat, 29 Apr 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2033 GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.  

]]> wealth management, financial markets, investing, financial planning No Saturday, April 22nd 38 38 Saturday, April 22nd full e109b9e6-ceaa-4817-8acb-bbfe5933f1bc https://share.transistor.fm/s/23c364e0 More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning?  What about the US Dollar being replaced as the world's reserve currency?  That's on Ask Annex. And since financial and retirement planning is for everyone, we'll talk about Annex Ignite, a great place to start. 

]]> More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning?  What about the US Dollar being replaced as the world's reserve currency?  That's on Ask Annex. And since financial and retirement planning is for everyone, we'll talk about Annex Ignite, a great place to start. 

]]> Sat, 22 Apr 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1985 More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning?  What about the US Dollar being replaced as the world's reserve currency?  That's on Ask Annex. And since financial and retirement planning is for everyone, we'll talk about Annex Ignite, a great place to start. 

]]> wealth management, financial markets, investing, financial planning No Saturday, April 15th 37 37 Saturday, April 15th full 824b8af3-f8fd-4218-b461-f20907e7c747 https://share.transistor.fm/s/c12b9280 CPI, PPI, and the start of earnings season--the Annex Wealth Management week-in-review breaks it down. On a 'Hear the Difference' segment, a client shares his experience. We'll have another edition of Ask Annex---and then learn more about next week's Women's Guide to Financial Self Defense presentation with Deanne Phillips. 

]]> CPI, PPI, and the start of earnings season--the Annex Wealth Management week-in-review breaks it down. On a 'Hear the Difference' segment, a client shares his experience. We'll have another edition of Ask Annex---and then learn more about next week's Women's Guide to Financial Self Defense presentation with Deanne Phillips. 

]]> Sat, 15 Apr 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2015 CPI, PPI, and the start of earnings season--the Annex Wealth Management week-in-review breaks it down. On a 'Hear the Difference' segment, a client shares his experience. We'll have another edition of Ask Annex---and then learn more about next week's Women's Guide to Financial Self Defense presentation with Deanne Phillips. 

]]> wealth management, financial markets, investing, financial planning No Saturday, April 8th 36 36 Saturday, April 8th full 9a9bc185-a729-458b-a911-4c2373bfb7d4 https://share.transistor.fm/s/21656140 A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag and we'll talk about retirement planning for Generation X. 

]]> A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag and we'll talk about retirement planning for Generation X. 

]]> Sat, 08 Apr 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2020 A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag and we'll talk about retirement planning for Generation X. 

]]> wealth management, financial markets, investing, financial planning No Saturday, April 1st. 35 35 Saturday, April 1st. full ab0fde77-b5ca-4b8d-a830-8274d4f76004 https://share.transistor.fm/s/ed574d8e With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conversions and out-of-favor sectors. Learn more about the Annex Wealth Management Insurance Review as well. 

]]> With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conversions and out-of-favor sectors. Learn more about the Annex Wealth Management Insurance Review as well. 

]]> Sat, 01 Apr 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2025 With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conversions and out-of-favor sectors. Learn more about the Annex Wealth Management Insurance Review as well. 

]]> wealth management, financial markets, investing, financial planning No BONUS: Dave Spano on WTMJ Conversations BONUS: Dave Spano on WTMJ Conversations bonus 44c58785-b30e-46f0-a470-097d36e842b2 https://share.transistor.fm/s/bd3112b3 Annex Wealth Management president and CEO Dave Spano joined  Newsradio 620 WTMJ for 'WTMJ Conversations' with Libby Collins.  It's a fun, wide-ranging conversation that traces Dave's history, passions, and what keeps him going.  

]]> Annex Wealth Management president and CEO Dave Spano joined  Newsradio 620 WTMJ for 'WTMJ Conversations' with Libby Collins.  It's a fun, wide-ranging conversation that traces Dave's history, passions, and what keeps him going.  

]]> Sun, 26 Mar 2023 12:00:00 -0500 Annex Wealth Management Annex Wealth Management 2193 Annex Wealth Management president and CEO Dave Spano joined  Newsradio 620 WTMJ for 'WTMJ Conversations' with Libby Collins.  It's a fun, wide-ranging conversation that traces Dave's history, passions, and what keeps him going.  

]]> wealth management, financial markets, investing, financial planning No Saturday, March 25th. 34 34 Saturday, March 25th. full 48370c0d-21c1-47c3-98f6-4719c047e5e0 https://share.transistor.fm/s/fc284e26 In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%.  What's that mean for markets---and the rest of the year?  Dave and Derek dig in. Cashing out a 401k upon leaving a company is hardly ever a good idea, but many do anyway. Tom Parks shares how that does real harm to a retirement plan. Is marriage a form of retirement security? Not so much. 

]]> In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%.  What's that mean for markets---and the rest of the year?  Dave and Derek dig in. Cashing out a 401k upon leaving a company is hardly ever a good idea, but many do anyway. Tom Parks shares how that does real harm to a retirement plan. Is marriage a form of retirement security? Not so much. 

]]> Sat, 25 Mar 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2034 In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%.  What's that mean for markets---and the rest of the year?  Dave and Derek dig in. Cashing out a 401k upon leaving a company is hardly ever a good idea, but many do anyway. Tom Parks shares how that does real harm to a retirement plan. Is marriage a form of retirement security? Not so much. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 18th. 33 33 Saturday, March 18th. full 192454df-c42f-4759-9ff0-ff88397316eb https://share.transistor.fm/s/8ec5c0c5 Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time?  We'll cover that. 

]]> Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time?  We'll cover that. 

]]> Sat, 18 Mar 2023 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2019 Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time?  We'll cover that. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 11th. 32 32 Saturday, March 11th. full b70a8c39-759f-42ff-bdf1-632abdf8b308 https://share.transistor.fm/s/f6909849 OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates?  Dave and Derek will decode that--plus all the market news during our Week-in-Review.  What are your options for Financial Planning in a Changing Tax World?  Deanne Phillips covers that---and shares information about two presentations designed to help. We'll answer your questions during Ask Annex. Toward the end of the show, our Estate Planning department has a list of mistakes to avoid with your wills. 

]]> OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates?  Dave and Derek will decode that--plus all the market news during our Week-in-Review.  What are your options for Financial Planning in a Changing Tax World?  Deanne Phillips covers that---and shares information about two presentations designed to help. We'll answer your questions during Ask Annex. Toward the end of the show, our Estate Planning department has a list of mistakes to avoid with your wills. 

]]> Sat, 11 Mar 2023 10:00:00 -0600 Annex Wealth Management Annex Wealth Management 2037 OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates?  Dave and Derek will decode that--plus all the market news during our Week-in-Review.  What are your options for Financial Planning in a Changing Tax World?  Deanne Phillips covers that---and shares information about two presentations designed to help. We'll answer your questions during Ask Annex. Toward the end of the show, our Estate Planning department has a list of mistakes to avoid with your wills. 

]]> wealth management, financial markets, investing, financial planning No Saturday, March 4th. 31 31 Saturday, March 4th. full 5ab414a3-cb02-4284-b9dc-475ffa012eb2 https://share.transistor.fm/s/5317eaa2 Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.  

]]> Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.  

]]> Sat, 04 Mar 2023 10:00:00 -0600 Annex Wealth Management Annex Wealth Management 2031 Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.  

]]> wealth management, financial markets, investing, financial planning No WTMJ Conversations: Dave Spano and Jeff Wagner WTMJ Conversations: Dave Spano and Jeff Wagner bonus d7b2bd36-c53c-4f90-962d-14b9b11b7799 https://share.transistor.fm/s/48d7467e On a recent WTMJ Conversations, Dave Spano sat down with Jeff Wagner to discuss bonds, sectors, portfolio balance, volatility, Social Security, health care costs, and mortgage rates. 

]]> On a recent WTMJ Conversations, Dave Spano sat down with Jeff Wagner to discuss bonds, sectors, portfolio balance, volatility, Social Security, health care costs, and mortgage rates. 

]]> Thu, 02 Mar 2023 08:00:00 -0600 Annex Wealth Management Annex Wealth Management 808 On a recent WTMJ Conversations, Dave Spano sat down with Jeff Wagner to discuss bonds, sectors, portfolio balance, volatility, Social Security, health care costs, and mortgage rates. 

]]> wealth management, financial markets, investing, financial planning No Saturday, February 25th 30 30 Saturday, February 25th full 929a952c-79d7-434e-82a2-fe85c99d6335 https://share.transistor.fm/s/8f7e549b Markand Derek recap the week as PCE showed inflation still rising. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility along with steps to address it. 

]]> Markand Derek recap the week as PCE showed inflation still rising. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility along with steps to address it. 

]]> Sat, 25 Feb 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2029 Markand Derek recap the week as PCE showed inflation still rising. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility along with steps to address it. 

]]> wealth management, financial markets, investing, financial planning No Saturday, February 18th 29 29 Saturday, February 18th full 5615f147-ee13-4621-bd69-be9823e477b4 https://share.transistor.fm/s/4cd4d83c Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings.  If you won't have access to a 401k, you can still save and invest toward retirement. We've got 4 options.  Also, what are 10 key things you'll need to have to construct an estate plan?  

]]> Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings.  If you won't have access to a 401k, you can still save and invest toward retirement. We've got 4 options.  Also, what are 10 key things you'll need to have to construct an estate plan?  

]]> Sat, 18 Feb 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2034 Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings.  If you won't have access to a 401k, you can still save and invest toward retirement. We've got 4 options.  Also, what are 10 key things you'll need to have to construct an estate plan?  

]]> wealth management, financial markets, investing, financial planning No Saturday, February 11th. 28 28 Saturday, February 11th. full 2de1d698-025f-42ca-9ae3-a1c29ad5a598 https://share.transistor.fm/s/d99a8d6e Bumpy week for the major indices. Dave Spano and Derek Felske review the week that included more earnings reports; some good, some not-so-good. There are finally solid savings options for high earners--we'll review what they are. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. 

]]> Bumpy week for the major indices. Dave Spano and Derek Felske review the week that included more earnings reports; some good, some not-so-good. There are finally solid savings options for high earners--we'll review what they are. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. 

]]> Sat, 11 Feb 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2011 Bumpy week for the major indices. Dave Spano and Derek Felske review the week that included more earnings reports; some good, some not-so-good. There are finally solid savings options for high earners--we'll review what they are. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. 

]]> wealth management, financial markets, investing, financial planning No Saturday, February 4th. 27 27 Saturday, February 4th. full 5006ce51-a240-478f-8dc7-39b337e4db8d https://share.transistor.fm/s/cf9fe0aa The Fed does Fed things. A big week of earnings. A surprise in the jobs report....and China has a spy balloon floating over Montana.

]]> The Fed does Fed things. A big week of earnings. A surprise in the jobs report....and China has a spy balloon floating over Montana.

]]> Sat, 04 Feb 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2026 The Fed does Fed things. A big week of earnings. A surprise in the jobs report....and China has a spy balloon floating over Montana. The Fed does Fed things. A big week of earnings. A surprise in the jobs report....and China has a spy balloon floating over Montana. wealth management, financial markets, investing, financial planning No Saturday, January 28th. 26 26 Saturday, January 28th. full 7084933a-33a9-48cb-b529-4758e10f24e4 https://share.transistor.fm/s/3a09aa48 Sat, 28 Jan 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2038 GDP and PCE highlight the week ahead of the next Fed meeting. GDP and PCE highlight the week ahead of the next Fed meeting. wealth management, financial markets, investing, financial planning No Saturday, January 21st. Inflation trickles down. Layoffs ramp up. 25 25 Saturday, January 21st. Inflation trickles down. Layoffs ramp up. full 44b587a4-a543-4f88-973c-fd36e5fb3b9c https://share.transistor.fm/s/66a56f10 Sat, 21 Jan 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2028 CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don't go well together; we discuss proper perspective when markets are volatile. Our most popular presentation is back for 2023--learn more about Destination Retirement, Are We There Yet from Deanne Phillips (and mark your calendar for February 9th). CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don't go well together; we discuss proper perspective when markets are volatile. wealth management, financial markets, investing, financial planning No Saturday, January 14th. What does the new CPI number tell us? 24 24 Saturday, January 14th. What does the new CPI number tell us? full b1fdc502-7aa4-4f88-a48d-2f042f2f31f2 https://share.transistor.fm/s/baf3880f Sat, 14 Jan 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2006 Inflation is cooling per the new Consumer Price Index. What's that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good financial advice from TikTok? What's the Sandwich Generation and how might it affect you? Inflation is cooling per the new Consumer Price Index. What's that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good financial advice from TikTok? What's the Sandwich Genera wealth management, financial markets, investing, financial planning No Saturday, January 7th. What to make of employment numbers. 23 23 Saturday, January 7th. What to make of employment numbers. full 2f1d8687-1fee-45ea-93e5-1af45b709ce5 https://share.transistor.fm/s/5e9b2030 Sat, 07 Jan 2023 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2023 Good news (higher private payrolls) was bad news with Thursday's ADP report. But Friday's Labor Department job number was 'cooler' and markets applauded. Dave and Derek review the week. What should Generation Z be doing when it comes to investment and retirement planning? We talk to a GenZ member of our Financial Planning team to find out. The Annex Experience clearly outlines who we are and what to expect when we work together. Brandon Lehman will cover another way to Know the Difference with Annex. Good news (higher private payrolls) was bad news with Thursday's ADP report. But Friday's Labor Department job number was 'cooler' and markets applauded. Dave and Derek review the week. What should Generation Z be doing when it comes to investment and ret wealth management, financial markets, investing, financial planning No Saturday, December 31st. The year in review. 22 22 Saturday, December 31st. The year in review. full 9f9ce658-06d7-4420-acb9-de9f429d8e35 https://share.transistor.fm/s/46a50025 Sat, 31 Dec 2022 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2131 A look back with eyes fixed firmly on 2023. Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider? A look back with eyes fixed firmly on 2023. Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to preven wealth management, financial markets, investing, financial planning No Saturday, December 17th. 21 21 Saturday, December 17th. full 3743a352-2145-4692-b2d3-1923ff0fef31 https://share.transistor.fm/s/68822075 Sat, 17 Dec 2022 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2018 Interesting week. CPI, the Fed, and a pair of VERY rough days headline our Week-in-Review. The 4% rule.....handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head to the mailbag for Ask Annex. What are the mistakes made by millionaires? There are more than a few and we'll go through them. Interesting week. CPI, the Fed, and a pair of VERY rough days headline our Week-in-Review. The 4% rule.....handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head to the mailbag for Ask Annex. What are the mistakes made wealth management, financial markets, investing, financial planning No Saturday, December 10th. All eyes on next week's Fed decision. 20 20 Saturday, December 10th. All eyes on next week's Fed decision. full 313d553d-5de1-432a-84c7-d6a052e485e2 https://share.transistor.fm/s/11e56c8b Sat, 10 Dec 2022 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2029 Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Employees are seeking more education from employers and retirement planning--how can that be accomplished? Tom Parks has some thoughts. We're also peeking behind the curtain at the Annex Wealth Management Investment Committee. Who are they and what do they do on behalf of Annex clients? Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Employees are seeking more education from employers and retirement planning--how can that be accomplished? Tom wealth management, financial markets, investing, financial planning No Saturday, December 3rd. About that jobs report...... 19 19 Saturday, December 3rd. About that jobs report...... full 52d1492d-1d5e-4a19-b9e1-12a75971e432 https://share.transistor.fm/s/dfa433cd Sat, 03 Dec 2022 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2015 Friday’s jobs report caused a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our attitude toward investment and retirement planning? Deanne Phillips investigates. There are 5 questions to ask when it comes to determining a good fit between you and your investment team—Mark Beck digs deeper. Friday’s jobs report caused a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our at wealth management, financial markets, investing, financial planning No Saturday, November 26th. Short week, plenty of action. 18 18 Saturday, November 26th. Short week, plenty of action. full 78c22b75-f183-4c69-95de-40b1f87929bf https://share.transistor.fm/s/1846c3e4 Sat, 26 Nov 2022 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2035 Dave Spano and Derek Felske review Thanksgiving Week markets during our week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll discuss both on this week’s show. Dave Spano and Derek Felske review Thanksgiving Week markets during our week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll d wealth management, financial markets, investing, financial planning No Saturday, November 19. What is 'Fedspeak'? 17 17 Saturday, November 19. What is 'Fedspeak'? full adb81496-a41f-42a8-81a2-b865e700706b https://share.transistor.fm/s/a9dbceda Sat, 19 Nov 2022 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2025 Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with companies to build solid benefit programs---but what types of businesses do we work with? Find out with Tom Parks. When it comes to successful retirement, it’s more than just grabbing the gold watch and enjoying every day as a Saturday. Deanne Phillips will review 3 important components to a great retirement. Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but wealth management, financial markets, investing, financial planning No Saturday, November 12th. Are we out of the woods? 16 16 Saturday, November 12th. Are we out of the woods? full 9dc85faf-72db-4b12-8f23-ab2d6d37ccfb https://share.transistor.fm/s/f43c1a50 Sat, 12 Nov 2022 11:00:00 -0600 Annex Wealth Management Annex Wealth Management 2015 A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---including a question about financial advice from TikTok. If your investment world includes Stock Options, NUA, high level tax planning and deferred compensation—Annex Executive might be for you. Find out more on this week’s show. A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---includi wealth management, financial markets, investing, financial planning No Saturday, November 5th. The impact of the Fed decision. 15 15 Saturday, November 5th. The impact of the Fed decision. full f039e80e-1173-4010-a216-90a0f1358557 https://share.transistor.fm/s/03357616 Sat, 05 Nov 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2008 What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning Attorney will cover what you should consider from a planning standpoint if you remarry. What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. A wealth management, financial markets, investing, financial planning No Saturday, October 29th. GDP and some not-bad earnings. 14 14 Saturday, October 29th. GDP and some not-bad earnings. full 160b230a-437f-43c5-a447-ec0e9f803bb7 https://share.transistor.fm/s/6222666e Sat, 29 Oct 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2028 Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. HEAR the Difference this week with a story from some Annex clients. Ask Annex covers a number of topics--including a word of caution from a listener. Grey Divorce is on the rise, Deanne Phillips digs in. All that and more on this week’s show. Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. HEAR the Difference this week with a story from some Annex clients wealth management, financial markets, investing, financial planning No Saturday, October 22nd. Don’t fight Fed or fundamentals. 12 12 Saturday, October 22nd. Don’t fight Fed or fundamentals. full 9d924fbe-7598-44b5-9398-09942a1867b8 https://share.transistor.fm/s/6439947b Sat, 22 Oct 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2017 Dave Spano and Derek Felske review the week as major averages were mostly higher. In a time of early retirement, un-retirement, and putting OFF retirement---this might be a great time to attend Destination Retirement, Are We There Yet; Deanne Phillips joins us for a preview. Ask Annex covers a couple questions about adjustable-rate mortgages—along with stocks with high P/E’s, and the best way to dollar-cost-average. Dave Spano and Derek Felske review the week as major averages were mostly higher. In a time of early retirement, un-retirement, and putting OFF retirement---this might be a great time to attend Destination Retirement, Are We There Yet; Deanne Phillips joi wealth management, financial markets, investing, financial planning No Saturday, October 15th. Hot CPI and a rollercoaster Thursday. 11 11 Saturday, October 15th. Hot CPI and a rollercoaster Thursday. full 1c76f1c6-993c-4bd1-bfce-791e036eff11 https://share.transistor.fm/s/40ea9c8f Sat, 15 Oct 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2029 The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year old with $250,000---and friends who are telling him to stop saving and investing. What are the 7 Money Lies We Tell Ourselves----and why is #7 OK? That and more this week. The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year old with wealth management, financial markets, investing, financial planning No Saturday, October 8th. 10 10 Saturday, October 8th. full 70697858-6a8d-4ca1-abd8-56911cceea1b https://share.transistor.fm/s/f96d9a11 Sat, 08 Oct 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2028 Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’s Election Year Investment Myth webinar. Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best tim wealth management, financial markets, investing, financial planning No Saturday, October 1st. A 3rd consecutive negative quarter? 9 9 Saturday, October 1st. A 3rd consecutive negative quarter? full 04f4b18e-d8f4-46b5-b178-bb89f5d1f303 https://share.transistor.fm/s/ac509fda Sat, 01 Oct 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2046 Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio, buying the dip, and stagflation. We’ll also share insight on avoiding letdown in retirement. Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with quest wealth management, financial markets, investing, financial planning No Saturday, September 24th. The aftermath of the Fed decision. 8 8 Saturday, September 24th. The aftermath of the Fed decision. full eacc6f17-42cd-4cf6-bec5-c63ab6e848ed https://share.transistor.fm/s/1cfa160c Sat, 24 Sep 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1972 The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. We'll also cover the impact higher interest rates have on lump sum pensions. We'll head to the mailbag for Ask Annex and we'll have a preview of next week's in-person presentation; Are Annuities Worth It? The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. We'll also cover the impact higher interest rates have on lump sum pensions. We'll head to the mailbag for Ask Annex and we'll have a preview of next week's in-person pre wealth management, financial markets, investing, financial planning No Saturday, September 17 7 7 Saturday, September 17 full 80e66a40-d011-44fb-8cc9-55ade4345251 https://share.transistor.fm/s/1f040f80 Sat, 17 Sep 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2021 A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Generation X encounter with retirement planning? We’ll take a look. Plus, Ask Annex heads to the mailbag. A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Genera wealth management, financial markets, investing, financial planning No Week ending 9/2. The Goldilocks job number. 6 6 Week ending 9/2. The Goldilocks job number. full bec9b2f1-bc6a-45d0-aa27-78125d08dd03 https://share.transistor.fm/s/5f234953 Sat, 03 Sep 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2036 A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. If your family has a family vacation place, what is the best way to transition ownership? We have a preview of an upcoming webinar. Ever wonder what happens during our portfolio review? We’ll discuss---PLUS, answer questions during Ask Annex. A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. If your family has a family vacation place, what is the best way to transition ow wealth management, financial markets, investing, financial planning No Week ending 8/26. Powell's Jackson Hole comments cause a stir. 5 5 Week ending 8/26. Powell's Jackson Hole comments cause a stir. full 0868f51e-af80-4448-bd92-06c9ea9af83a https://share.transistor.fm/s/d004b3cc Sat, 27 Aug 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2023 Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. Also, details on a seminar for anyone involved in the administration of a company 401k. We cover inheritances and gifts to a new baby on Ask Annex. Near the end of the show, Hear the Difference when a client shares his Annex experience. Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. Also, details on a seminar for anyone involved in the administration of a company 401k. We cover inheritances and gifts to a new baby on Ask Anne wealth management, financial markets, investing, financial planning No Week Ending 8/19/22: First Down Week In Over A Month | What Is & Isn't Financial Planning? 4 4 Week Ending 8/19/22: First Down Week In Over A Month | What Is & Isn't Financial Planning? full 8e97b53f-9eb9-4420-a932-3923a5d53961 https://share.transistor.fm/s/987612c1 Sat, 20 Aug 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 1992 Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Learn more about what IS and ISN’T financial planning, the challenges of the Sandwich Generation, and more about remarriage and estate planning. Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Learn more about what IS and ISN’T financial planning, the challenges wealth management, financial markets, financial planning, fiduciary, wealth management podcast No Week ending 8/12/22. CPI, PPI, and another strong week. 3 3 Week ending 8/12/22. CPI, PPI, and another strong week. full 61864ba1-7ee6-4ca3-8185-fee458e0df4a https://share.transistor.fm/s/3ce4b596 Sat, 13 Aug 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2013 As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We dig in on HSA’s—a powerful tool for investment and retirement planning. Ask Annex covers SSI and COLA increases, tax-loss harvesting, and covers funds-of-funds. Also, learn more about how to plan for retirement when there is a significant age gap in your marriage. As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We dig in on HSA’s—a powerful tool for investment and retirement planning. Ask Annex covers SSI and COLA increases, tax-loss harvesting, a wealth management, financial markets, investing, financial planning No Week ending 8/6/22. BIG jobs report clouds the recession discussion. 2 2 Week ending 8/6/22. BIG jobs report clouds the recession discussion. full a8b7ac07-9007-44f1-a68b-989fc95842b9 https://share.transistor.fm/s/98313d70 Sat, 06 Aug 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2021 A surprise jobs number and decent earnings. With the Fed taking a month off, will next week's CPI reading add to the confusion? Learn more about the Value of an Advisor. Ask Annex covers early withdrawals from retirement accounts, investing ONLY in US companies, Back Door IRAs and should someone just retire or be fired? A surprise jobs number and decent earnings. With the Fed taking a month off, will next week's CPI reading add to the confusion? Learn more about the Value of an Advisor. Ask Annex covers early withdrawals from retirement accounts, investing ONLY in US co wealth management, financial markets, investing, financial planning No Week Ending 7/30/22: GDP Down, Employment Low: Is This A Recession? 1 1 Week Ending 7/30/22: GDP Down, Employment Low: Is This A Recession? full e93115f9-21d9-4925-a75b-3cc818650fbd https://share.transistor.fm/s/3071dbfb Sat, 30 Jul 2022 11:00:00 -0500 Annex Wealth Management Annex Wealth Management 2022 What a week. The Fed move. Some GDP reality. A ton of earnings. And the surprising market reaction. Dave and Derek cover it all on this week’s show. Learn more about Annex University, the exclusive educational series from Annex--our next semester starts soon. Ask Annex tackles Roth IRA rollovers, a mom going back to work and Mutual Funds vs. ETFs. We also 'hear' the difference with a client story about their experience with Annex. What a week. The Fed move. Some GDP reality. A ton of earnings. And the surprising market reaction. Dave and Derek cover it all on this week’s show. Learn more about Annex University, the exclusive educational series from Annex--our next semester starts s wealth management, financial markets, investing, financial planning No