Money Talk: The Annex Wealth Management Show - SWFL

Sunday, May 17th. The End of an Era at the Fed.

Annex Wealth Management — Sun, 17 May 2026 06:00:00 -0400

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.

Sunday, May 10th. A Big Number for Jobs.

Annex Wealth Management — Sun, 10 May 2026 06:00:00 -0400

This week’s episode tackles big, politically charged developments, from the SEC’s proposal to scale back quarterly reporting requirements to the ongoing uncertainty around the Strait of Hormuz and its global implications. Dave Spano and Dr. Brian Jacobsen break down key economic signals, including tighter lending standards from banks and what shifting loan conditions say about business confidence. Plus, we explore real-world impacts—from a hesitant housing market facing affordability pressures and rising costs, to war-driven uncertainty that’s cooling spending and threatening the pace of recovery. Also, why is retirement confidence low?

Sunday, May 3rd. Changes At the Fed.

Annex Wealth Management — Sun, 03 May 2026 06:00:00 -0400

This week, Dave Spano and Dr. Brian Jacobsen tackle a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC fractures to the curious push for rate hikes despite elevated oil prices. They break down a sharply divided Fed, increasingly hawkish signals from global central banks, and what could be Chair Powell’s closing chapter as a leadership transition approaches. Meanwhile, the hard data stay firm, solid GDP growth and jobless claims that echo a “Summer of ’69” labor market, plus practical insights on filing tax extensions and finding long‑term care solutions for a loved one.

Sunday, April 26th. Why is Retirement Confidence Low?

Annex Wealth Management — Sun, 26 Apr 2026 06:00:00 -0400

This week, Dave Spano and Dr. Brian Jacobsen break down why retirement confidence has fallen to its lowest level in a decade, with rising costs and uncertainty driving fresh anxiety for workers. We also look ahead and ask whether less Fed transparency could mean more rate volatility, why balance sheets may matter more than ever, and how global energy flows could be quietly re‑routing away from geopolitical chokepoints. Other segments include uncovering the confusion about Roth conversions and tax filing extension myths.

Sunday, April 19th. A 35-Year Positive!

Annex Wealth Management — Sun, 19 Apr 2026 06:00:00 -0400

This week, Dave Spano and Dr. Brian Jacobsen break down the political crosscurrents driving market anxiety, from the abrupt pause of Kevin Warsh’s nomination hearing and a stunning regime change in Hungary to stalled U.S.–Iran talks and the ongoing issues with the Strait of Hormuz. They connect the dots to an economy showing strain: softer housing data, rattled small businesses, cautious hiring, rising input costs, and a Beige Book dominated by uncertainty. The picture isn’t quite recessionary, but it’s far from healthy. Plus, former Navy SEAL John Choate joins the show to share firsthand perspectives from overseas and how geopolitics looks when you’ve seen it up close.

Sunday, April 12th. Where Income Taxes Hit the Hardest

Annex Wealth Management — Sun, 12 Apr 2026 06:00:00 -0400

This week, Dave Spano and Dr. Brian Jacobsen unpack where income taxes really hit hardest, why nearly a third of Americans owe nothing in federal income tax, and how mandatory spending has quietly taken over the budget. They also look at the fragile U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. Plus, investing in the world of AI, and should you ever pause your 401(k) contributions?

Sunday, April 5th. Mission Accomplished?

Annex Wealth Management — Sun, 05 Apr 2026 06:00:00 -0400

This week, Dave Spano and Dr. Brian Jacobsen break down calls from President Trump to step back from Middle East security, his push to exit the Iran conflict after crippling its nuclear and military capabilities, and Tehran’s demand for guarantees to prevent future aggression. We also look at why today’s oil price shocks matter less than they once did, how the U.S. economy has become far more energy‑efficient since the Gulf War era, and why the Fed is inclined to “wait and see” rather than react to temporary supply shocks. Plus, a timely policy shift from the Labor Department as new rules move 401(k) plans closer to private equity, private credit, crypto, and other alternatives, providing clearer fiduciary cover for plan managers. Also, segments on "Direct Indexing" and who should be listed as the taxpayer in your household?

Sunday, March 29th. Negative Energy Prices. Global Power Plays.

Annex Wealth Management — Sun, 29 Mar 2026 06:00:00 -0400

Four our Week in Review, Dave Spano and Dr. Brian Jacobsen break down a volatile week where energy markets defied logic, with negative prices in parts of the US recalling the shock of April 2020 and highlighting how oil profits can sometimes cushion gas losses. We also unpack fast moving geopolitical developments, including shifts in US Iran relations and Turkey weighing the sale of gold reserves to stabilize its currency. Plus, segments on smart ways to use larger tax refunds, and ways to plan for wedding costs.

Sunday, March 22nd. Fed Fireworks and Fuel Costs.

Annex Wealth Management — Sun, 22 Mar 2026 06:00:00 -0400

In this Week in Review, Dave Spano and Dr. Brian Jacobsen unpack the pressure rising fuel costs and Iran’s strikes on energy infrastructure are putting on markets, all while Powell stands firm at the Fed. They explore why backward‑looking data may no longer cut it in a post‑Iran environment, along with what new bank‑capital and SEC reporting proposals could mean. And beyond the oil story, they dig into Nvidia’s trillion‑dollar trajectory, Macy’s bold “shrink‑to‑grow” play, and the curious rise of restaurant dining as America’s new risk‑management strategy.

Sunday, March 15th. Iran Tensions Felt at Home. Is There a Pot of Gold?

Annex Wealth Management — Sun, 15 Mar 2026 06:00:00 -0400

In this Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a whirlwind of developments out of Iran, from a newly appointed leader to massive U.S. military spending, and the global scramble to reroute disrupted oil and fertilizer supplies through the Strait of Hormuz. They dive into why the IEA’s record‑setting 400‑million‑barrel release may barely move the needle, how early tremors in private credit are starting to rumble louder, and why CPI and jobs data already feel outdated in a $100‑oil world. The episode also highlights surprising shifts in consumer behavior as McDonald’s and Dollar General target both budget‑conscious and higher‑income shoppers, along with segments on the rise in workers tapping their 401(k)s and the growing phenomenon of “retirement subtraction.”

Sunday, March 8th. Iran, a Tariff Refund and Gas Jumps.

Annex Wealth Management — Sun, 08 Mar 2026 06:00:00 -0400

During our Week in Review, we explain why diversification only works when investors have enough cash and patience, especially during periods when markets move in the same direction. We explore the jump in workers taking money from their retirement plans and how changing laws and rising costs are affecting their choices. We wrap up with the global events and economic reports that moved markets and what they may mean in the weeks ahead. Plus, segments on navigating financial conversations with family and solo aging.

Sunday, March 1st. Tariffs and The New Retirement Plan.

Annex Wealth Management — Sun, 01 Mar 2026 06:00:00 -0500

For this week's Week in Review, Dave Spano and Brian Jacobsen talk about shifting family spending habits and financial sentiment. They also spotlight the State of the Union’s standout policy update, a newly expanded retirement match program modeled after the Thrift Savings Plan, designed to put up to $1,000 back into the pockets of eligible savers. Then the conversation turns to the changes in U.S. tariff strategy and how the new 15% rate could reshape global supply chains and everyday costs. Plus, segments on the IRS’s updated rules on paper checks and the 401(k) rollover mistakes that could cost you if you’re not careful.

Sunday, February 22nd. A Fed Hike on the Table?

Annex Wealth Management — Sun, 22 Feb 2026 06:00:00 -0500

In this Week in Review, Dave Spano and Brian Jacobsen dig into whether the latest Fed minutes really put another rate hike back on the table as markets deal with rising tension with Iran and renewed focus on Japan’s major investment commitments in the United States. They discuss the latest data, including lower jobless claims, a wider trade deficit, and signs that manufacturing may be finding new momentum, along with what things could mean for companies such as Molson Coors and Harley Davidson. Plus, there's a growing turf battle between Amazon and Walmart and what it could mean for consumers and investors, along with other segments covering smart tax moves and the strategies of gifting money.

Sunday, February 15th. Tariff Costs Hit Businesses Hard

Annex Wealth Management — Sun, 15 Feb 2026 06:00:00 -0500

In our Week in Review, Dave Spano and Brian Jacobsen break down Japan’s political shake‑up, where a landslide win has opened the door to food‑tax cuts and even possible changes to the country’s post‑war constitution. We look at America’s growing economic pressures, from a worsening federal deficit and tariffs hitting consumers to a housing market still millions of homes short. And we wrap with what the latest data and company reports tell us about the real economy, as consumers pull back, mortgage stress rises, and businesses split between tech‑driven strength and tariff‑driven strain. Plus, segments on AI investing for high-net worth portfolios and tax strategies for 2025's deadline.

Sunday, February 8th. Data Delayed - What We Know

Annex Wealth Management — Sun, 08 Feb 2026 06:00:00 -0500

It was a whirlwind week in politics and economics, from shutdown-driven policies and delayed labor data to a surprise rebound in U.S. manufacturing. Dave Spano and Brian Jacobsen unpack Trump-era initiatives including a massive minerals stockpile, a proposed pathway-to-ownership housing program, and a sweeping trade deal with India tied to geopolitics and energy in our Week in Review. Plus, we cover tensions with Iran, changes at the Fed, and what all of this means for markets, manufacturers, and workers. Also, a segment on companies offering "equity compensation".

Sunday, February 1st. The Fed Holds Steady.

Annex Wealth Management — Sun, 01 Feb 2026 06:00:00 -0500

In this Week in Review, Dave Spano and Brian Jacobsen unpack the latest tariff threats from President Trump, a sliding U.S. dollar, and a historic trade deal between the European Union and India. They also dig into the Fed’s decision to hold rates steady and what mixed economic signals mean for markets. Plus, a look at slowing job growth, sinking consumer confidence, record‑slow population growth, and segments on rich retirees and planning for living into your 90s.

Sunday, January 25th. Davos Sets The Tone.

Annex Wealth Management — Sun, 25 Jan 2026 06:00:00 -0500

Dave Spano and Dr. Brian Jacobsen dive into the political developments dominating the week, with Davos setting the tone. We unpack President Trump’s remarks and proposals from tariffs and Greenland to housing, credit cards, crypto, and global markets in our Week in Review. As always, we touch on key international reactions and data points shaping the broader macro picture. Also, segments on the new Trump Accounts and preparing for the 'Silver Tsunami'.

Sunday, January 18th. The Credit Card Cap.

Annex Wealth Management — Sun, 18 Jan 2026 06:00:00 -0500

It was a wave of political and economic turbulence, from Trump’s proposed 10% cap on credit‑card interest rates, to rising tensions between the White House and Fed Chair Jerome Powell with DOJ subpoenas. Inflation continued easing toward the Fed’s target while consumers grew more cautious, but corporate America remained resilient with strong earnings expectations. Dave Spano and Dr. Brian Jacobsen discuss in our Week in Review. Also, a segment on ACA subsidies and the effect on those under 65.

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

Annex Wealth Management — Sun, 11 Jan 2026 06:00:00 -0500

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

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

Annex Wealth Management — Sun, 04 Jan 2026 06:00:00 -0500

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

Sunday, December 28th. Money Guilt.

Annex Wealth Management — Sat, 27 Dec 2025 06:00:00 -0500

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 take a look at what you might consider as you enter retirement: what are your first steps?

Sunday, December 21st. Earnings Season Starts Soon.

Annex Wealth Management — Sun, 21 Dec 2025 06:00:00 -0500

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

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

Annex Wealth Management — Sun, 14 Dec 2025 06:00:00 -0500

The Fed cut rates but signaled it’s ready to hit pause for a while. In our Week in Review, Dave Spano and Brian Jacobsen break down why their upbeat tone on productivity could make their job easier, what the board’s mindset might be, and why market expectations for 2026 cuts are already taking shape. Plus, we discuss the confusion around balance sheet tweaks—spoiler: it’s not QE, just a move to keep year-end funding calm. Also, segments on navigating financial conversations with family, and why 2026 might be a pivotal year for estate plans.

Sunday, December 7th. Slippery Conditions Ahead.

Annex Wealth Management — Mon, 08 Dec 2025 14:07:17 -0500

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

Sunday, November 30th. Santa Rally and Strategy.

Annex Wealth Management — Sun, 30 Nov 2025 06:00:00 -0500

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

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

Annex Wealth Management — Sun, 23 Nov 2025 06:00:00 -0500

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

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

Annex Wealth Management — Sun, 16 Nov 2025 06:00:00 -0500

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

Sunday, November 9th. The Job Market Puzzle.

Annex Wealth Management — Sun, 09 Nov 2025 06:00:00 -0500

This week, we unpack the “K-shaped” economy everyone’s talking about. Who’s moving up, who’s sliding down, and what the latest data really says. From layoffs and earnings to tech volatility and political headlines, we break down the stories shaping markets and money right now in our "Week in Review" with Wealth Advisor, Austin Grandinetti and Chief Economic Strategist, Dr. Brian Jacobsen. Also on the show, tax planning strategies later in life like one couple in their 80's. You'll also hear if it's ever a good idea to pause your 401(k) contributions, and how to restart if you do.

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

Annex Wealth Management — Sun, 02 Nov 2025 06:00:00 -0500

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

October 26th. A Stalemate, But Finally Some Data

Annex Wealth Management — Sun, 26 Oct 2025 06:00:00 -0400

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

Sunday, October 19th. Big Data Is Coming!

Annex Wealth Management — Sun, 19 Oct 2025 06:00:00 -0400

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

Sunday, October 12th - Data Drought

Annex Wealth Management — Sun, 12 Oct 2025 06:00:00 -0400

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

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

Annex Wealth Management — Sun, 05 Oct 2025 06:00:00 -0400

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

Sunday, September 28th. Another shutdown?

Annex Wealth Management — Sun, 28 Sep 2025 06:00:00 -0400

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

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

Annex Wealth Management — Sun, 21 Sep 2025 06:00:00 -0400

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

Sunday, September 14th. Triangulating the truth.

Annex Wealth Management — Sat, 13 Sep 2025 13:00:00 -0400

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

Sunday, September 7th. Job growth misses.

Annex Wealth Management — Sun, 07 Sep 2025 06:00:00 -0400

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

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

Annex Wealth Management — Sun, 31 Aug 2025 06:00:00 -0400

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

Sunday, August 24th. Housing blues.

Annex Wealth Management — Sun, 24 Aug 2025 06:00:00 -0400

The housing market grapples with low builder confidence due to high mortgage rates and regulatory costs, alongside rising starts, falling permits, and high cancellations. In our Week-in-Review, Brian Jacobsen discusses these housing challenges, followed by separate insights on equity compensation and the rise in 'gray divorce.'

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

Annex Wealth Management — Sun, 17 Aug 2025 06:00:00 -0400

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.

Sunday, August 10th. Who’s ready to win—or lose—under the new rules?

Annex Wealth Management — Sun, 10 Aug 2025 06:00:00 -0400

The year started with major uncertainties in tax, trade, and Federal Reserve policies, which are now mostly resolved. The focus has shifted to how the economy will adapt. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also discuss concerns about using a 401(k) as an emergency fund, what qualifies as financial planning (and what doesn’t), remarriage and estate planning, and more.

Sunday, August 3rd. Jobs and trade policy.

Annex Wealth Management — Sun, 03 Aug 2025 06:00:00 -0400

Rather than a trade war, which implies retaliation, we'll examine the latest trade policy developments and analyze Friday's jobs report. Our ongoing coverage of the One Big Beautiful Bill continues with insights on its tax implications and three key considerations for parents. Additionally, we'll discuss planning for blended families, essential pre-retirement questions, and a special segment on Generation X.

Sunday July 27: Impacts of the Big Beautiful Bill

Annex Wealth Management — Sun, 27 Jul 2025 06:15:00 -0400

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.

Sunday, July 20th. Looking ahead: Dog days.

Annex Wealth Management — Sun, 20 Jul 2025 06:00:00 -0400

Despite challenging weather, the economy could gain momentum once the tariff "deadline" passes, with the One Big Beautiful Bill’s tax incentives spurring investment and growth. Join Brian Jacobsen for our Week-in-Review. Plus, meet the newest member of the Annex Private Client team, explore six key benefits of trusts, learn how Annex supports clients planning a part-time retirement, and discover ways grandparents can financially support their grandchildren.

Sunday, July 13th. Remaining uncertainty centers on tariffs

Annex Wealth Management — Sun, 13 Jul 2025 06:00:00 -0400

The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as the top concern for small businesses—though recent policy changes may ease this burden. Plus, the NY Fed’s June survey reveals year-ahead inflation expectations have cooled to 3%. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our portfolio review process, key person insurance, and how to plan for retirement without a 401k.

Sunday, June 6th. A surprisingly strong June jobs report.

Annex Wealth Management — Sun, 06 Jul 2025 06:00:00 -0400

Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian Jacobsen shares insights in our Week-in-Review. This episode also covers key topics, including the steps to selling a business, the role of a Certified Divorce Financial Analyst at Annex, strategies for successfully transitioning ownership of a family vacation property, and tips for dividing passion assets to prevent family conflicts.

Sunday, June 29th. Inflation: Maybe not so much?

Annex Wealth Management — Sun, 29 Jun 2025 06:00:00 -0400

The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster than inflation is rising. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss this shift and other key topics. The episode also concludes our Financial Jargon series, explores the 4% rule, reviews Warren Buffett’s perspective on inheritance, and highlights connections between better health and lower taxes.

Sunday, June 22nd. Policy: So much for data dependence.

Annex Wealth Management — Sun, 22 Jun 2025 13:00:00 -0400

Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut rather than a pause. However, the Federal Reserve opted to pause. Dave Spano and Brian Jacobsen discuss this in our Week-in-Review. Also on the show, learn how Annex tailors investment and retirement planning to your needs. What is a HENRY, and how can Annex support them? Plus, we debunk myths about trusts and explore reasons to stop financially supporting adult children.

Sunday, June 15th. A slowdown, but no signs of stopping.

Annex Wealth Management — Sun, 15 Jun 2025 13:00:00 -0400

On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have dropped, oil prices have climbed, and stock markets have faced declines. In this Week-in-Review, Dave Spano and Brian Jacobsen share their perspectives. The program also delves into the rising trend of "gray divorce" among older adults, evaluates the wisdom of including cryptocurrency in 401(k) plans, and examines the Great Boomer Wealth Transfer. Additionally, we offer insights on avoiding retirement letdowns and explain how chasing "rich" might hinder true wealth-building.

Sunday, June 8th. Beige book blues?

Annex Wealth Management — Sun, 08 Jun 2025 13:00:00 -0400

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistakes by age group, financial planning in the first year of widowhood, the role of a QDRO in divorce proceedings, and debunking myths about millionaires.

Sunday, June 1st. Growth: An emotional rollercoaster.

Annex Wealth Management — Sun, 01 Jun 2025 13:00:00 -0400

In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China, which lifted expectations after hitting a five-year low in April. Despite fluctuating emotions, consumer spending remains steady, supported by stable employment as initial unemployment claims rise to average levels. The episode also explores equity compensation, spousal Social Security benefits, lifestyle creep, and the Annex Wealth Management insurance review process.

Sunday, May 25th. Eat the price increases?

Annex Wealth Management — Sun, 25 May 2025 11:00:00 -0400

Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies absorbing tariff costs may see reduced earnings. In our Week-in-Review, Dave Spano and Brian Jacobsen explore this and other key topics. Separately, we examine why more individuals are opting to take Social Security benefits early, with insights from our financial planning team. The show also covers the art and science of cash flow modeling, the value of a financial advisor, and how to prepare for receiving an inheritance.

Sunday, May 18th. Nicely done, S&P

Annex Wealth Management — Sun, 18 May 2025 13:00:00 -0400

Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%, as Dave Spano and Brian Jacobsen explore in our Week-in-Review. Curious if Annex is right for you, how to avoid retirement disappointment, or what stages lie beyond go-go, slow-go, and no-go? We’ve got five questions to guide your decision, practical tips to ensure a fulfilling retirement, and insights into the evolving phases of retirement life.

Sunday, May 11th. Bessent's Switzerland mission.

Annex Wealth Management — Sun, 11 May 2025 13:00:00 -0400

While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks. We continue Spring Cleaning with Part Two of our Investment series, exploring key questions. Also on the show: What should you do with unused education funds like 529s? Are you prepared to avoid common Retirement Killers? Plus, learn the essential steps for executing Roth conversions effectively.

Sunday, May 4th. Growth: From pull-forward to fall-off.

Annex Wealth Management — Sun, 04 May 2025 13:00:00 -0400

The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpassed expectations. What does this mean for the markets? Join Dave Spano and Brian Jacobsen for the Week-in-Review. Plus, it’s time for spring cleaning your investments, and we’ll share key tips. Curious about whether you need an LLC? We’ll explore that. And if you’re considering selling your business, we’ll outline the essential steps to follow.

Sunday, April 27th. Big macro data sheds light on the outlook.

Annex Wealth Management — Sun, 27 Apr 2025 13:00:00 -0400

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how Annex Private Client’s “high speed, low drag” approach mirrors military efficiency, plus features on Distribution Planning and the Money Lies We Tell Ourselves.

Sunday, April 20th. Retail sales pop. For now.

Annex Wealth Management — Sun, 20 Apr 2025 13:00:00 -0400

U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement planning for Gen X, sharing 6 key benefits of setting up a trust, and revealing 3 things to tackle early in retirement—and 3 that can wait.

Sunday, April 13th. Whiplash.

Annex Wealth Management — Sun, 13 Apr 2025 13:00:00 -0400

It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you listen to 'finfluencers'? And what is Key Person Insurance and what is its role protecting a business?

Sunday, April 6th. Roll with the punches.

Annex Wealth Management — Sun, 06 Apr 2025 13:00:00 -0400

In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Financial Literacy Month series of webinars, planning for medical professionals, prenuptial agreements and more.

Sunday, March 30th. Inflation: A race to the middle.

Annex Wealth Management — Sun, 30 Mar 2025 13:00:00 -0400

Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.

Sunday, March 23rd. Powell’s presser: transitory is back.

Annex Wealth Management — Sun, 23 Mar 2025 13:00:00 -0400

Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions.

Sunday, March 16th. Policy: Chainsaws over scalpels

Annex Wealth Management — Sun, 16 Mar 2025 13:00:00 -0400

Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a historic standpoint along with an examination of emotional reaction when markets slide.

Sunday, March 9th. Patience trumps action.

Annex Wealth Management — Sun, 09 Mar 2025 13:00:00 -0400

Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about investment diversification, 6 things you might NOT want to inherit, Annex Private Client and more.

Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great.

Annex Wealth Management — Sun, 02 Mar 2025 13:00:00 -0500

Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to bless their grandchildren?

Sunday, February 23rd. Inflation: Profits before prices?

Annex Wealth Management — Sun, 23 Feb 2025 13:00:00 -0500

Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan for a client's first year as a widow, and the Annex Experience.

Sunday, February 16th. Growth: The trend is your friend

Annex Wealth Management — Sun, 16 Feb 2025 13:00:00 -0500

Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.

Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months.

Annex Wealth Management — Sun, 09 Feb 2025 13:00:00 -0500

It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).

Sunday, February 2nd. Fed policy word salad.

Annex Wealth Management — Sun, 02 Feb 2025 13:00:00 -0500

Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst at Annex, and why you might need an LLC.

Sunday, January 26th. Off to the races.

Annex Wealth Management — Sun, 26 Jan 2025 13:00:00 -0500

If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in retirement, what IS and ISN't financial planning, and how to deal with 'supporting' adult children.

Sunday, January 19th. 24 hours before Inauguration.

Annex Wealth Management — Sun, 19 Jan 2025 13:00:00 -0500

The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.

Sunday, January 12th. Jobs pop, stocks drop.

Annex Wealth Management — Sun, 12 Jan 2025 13:00:00 -0500

A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.

Sunday, January 5th. Inflation: Rebound or retreat?

Annex Wealth Management — Sun, 05 Jan 2025 13:00:00 -0500

The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifestyle creep, and what's changing for saving and investing in 2025.

Sunday, December 29th. 2024 in review.

Annex Wealth Management — Sun, 29 Dec 2024 13:00:00 -0500

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.

Sunday, December 22nd. Policy: Spoiler Alert.

Annex Wealth Management — Sun, 22 Dec 2024 13:00:00 -0500

The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on their status?

Sunday, December 15th. Oil risks.

Annex Wealth Management — Sun, 15 Dec 2024 13:00:00 -0500

OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about business succession planning, the stellar Client Service Manager team, and why one bad presentation shouldn't sour your view of a 401k plan.

Sunday, December 8th. Black and Blue Friday?

Annex Wealth Management — Sun, 08 Dec 2024 13:00:00 -0500

Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a good fit with Annex.

Sunday, December 1st. Talking turkey.

Annex Wealth Management — Sun, 01 Dec 2024 13:00:00 -0500

A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex assess insurance needs for clients.

Sunday, November 24th. Gold stars for NVidia and Walmart.

Annex Wealth Management — Sun, 24 Nov 2024 13:00:00 -0500

Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share some thoughts on the value of an advisor with Brandon Lehman, director of Annex Private Client. Who needs an LLC? Maybe you. Wealth Manager Keith Butler fills us in.

Sunday, November 17th. The Trump Bump Continues.

Annex Wealth Management — Sun, 17 Nov 2024 13:00:00 -0500

Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.

Sunday, November 10th. Post-election reaction.

Annex Wealth Management — Sun, 10 Nov 2024 13:00:00 -0500

What's in store now that the election is over? Members of our Investment, Retirement, Tax, and Estate Planning teams discuss what we could see in the months and years ahead.

Sunday, November 3rd. Earnings season: When good isn't good enough.

Annex Wealth Management — Sun, 03 Nov 2024 13:00:00 -0500

Meta and MSFT--supply constrained, big spending, still not enough return on AI investment. Apple: China's a drag. Upgrade cycle is a little slow. Earnings are pouring in, so Dave Spano and Brian Jacobsen review what's happening during our Week-in-Review. More of our clients are interested in 'phasing into' retirement. How do you do that and what type of planning is needed? Branch Director Robert Chastain takes a look at this hot topic.

Sunday, October 27th. Hard data differs from soft.

Annex Wealth Management — Sun, 27 Oct 2024 13:00:00 -0400

Earnings stories. Remember the "Dow Theory" with transports being a leading indicator? Dave Spano and Brian Jacobsen present our Week-in-Review. Robert Chastain shares a few nuggets of wisdom from Warren Buffet. What are Passion Assets and why do they matter?

Sunday, October 20th. Earnings season shifts into high gear.

Annex Wealth Management — Sun, 20 Oct 2024 13:00:00 -0400

A tale of two chipmakers. ASML whiffed while TSMC hit it out of the park. Dave Spano and Brian Jacobsen present our Week-in-Review. How does Annex aid clients in the 1st year after losing a spouse? What are 7 signs it might be time to retire? And what are money lies we tell ourselves?

Sunday, October 13th. Let's talk about those Fed Minutes

Annex Wealth Management — Sun, 13 Oct 2024 13:00:00 -0400

Rates are still restrictive, even with a cut. They're easing off the brake, not pushing on the accelerator. Dave Spano and Brian Jacobsen recap the week. What is and what isn't financial planning? We'll cover that. Robert Chastain reviews 5 things that can happen within your family that'll put a dent in your retirement plans.

Sunday, October 6th. Looking ahead: A rip-roaring rotation?

Annex Wealth Management — Mon, 07 Oct 2024 13:00:00 -0400

The port strike ends and a healthy jobs report arrives. Dave Spano and Brian Jacobsen present the Week-in-Review. Is there a psychology of spending in retirement? You bet, and Deanne Phillips breaks it down. Branch Director Robert Chastain reviews 4 RMD mistakes you should avoid.

Sunday, September 29th. Growth: Stronger than we thought.

Annex Wealth Management — Sun, 29 Sep 2024 13:00:00 -0400

The Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth scares flare up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Annex Private Client and the role it can play with business owners and entrepreneurs. What are retirement regrets from 70 to 80 year-olds? Robert Chastain, branch director in SWFL has that.

Sunday, September 22nd. Good vibrations. Fed cut, but not in a panic.

Annex Wealth Management — Sun, 22 Sep 2024 13:00:00 -0400

Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our awesome Client Services Team that dots I's and crosses T's. What is underrated about your 401k? How about key points of a trust? And what's a quick pre-retirement checklist?

Sunday, September 15th. All eyes on Wednesday.

Annex Wealth Management — Sun, 15 Sep 2024 13:00:00 -0400

A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private Client team discusses surrender squeezes, Robert Chastain covers Gen X, and our financial planning team tackles the question: how much insurance do you need?

Sunday, September 8th. A precarious balance.

Annex Wealth Management — Sun, 08 Sep 2024 13:00:00 -0400

Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.

Sunday, September 1st. Nvidia shares fell, but the market still rallied.

Annex Wealth Management — Sun, 01 Sep 2024 13:00:00 -0400

Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.

Sunday, August 25th. Policy: The Direction Of Worry.

Annex Wealth Management — Sun, 25 Aug 2024 13:00:00 -0400

The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.

Sunday, August 18th. Retail sales better than expected.

Annex Wealth Management — Sun, 18 Aug 2024 13:00:00 -0400

Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.

Sunday, August 11th. A review of the rebound.

Annex Wealth Management — Sun, 11 Aug 2024 13:00:00 -0400

Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.

Sunday, August 4th. A volatile week.

Annex Wealth Management — Sun, 04 Aug 2024 13:00:00 -0400

Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays that serve as reminders to key retirement planning considerations.

Sunday, July 28th. Tech's troubles: investment is costly.

Annex Wealth Management — Sun, 28 Jul 2024 13:00:00 -0400

Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.

Sunday, July 21st. Rapid repricing.

Annex Wealth Management — Sun, 21 Jul 2024 13:00:00 -0400

Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.

Sunday, July 14th. A September cut?

Annex Wealth Management — Sun, 14 Jul 2024 13:00:00 -0400

A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.

Sunday, July 7th. Scary Summer for growth?

Annex Wealth Management — Sun, 07 Jul 2024 13:00:00 -0400

What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.

Sunday, June 30th. Don't invest your politics

Annex Wealth Management — Sun, 30 Jun 2024 13:00:00 -0400

Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new president and COO of Annex Wealth Management.

Sunday, June 23rd. Rethinking the 60/40 portfolio.

Annex Wealth Management — Sun, 23 Jun 2024 13:00:00 -0400

Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-time retirement, and mistakes that 30 and 40 somethings make on the way to retirement.

Sunday, June 16th. "Modest progress" on inflation.

Annex Wealth Management — Sun, 16 Jun 2024 13:00:00 -0400

Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.

Sunday, June 9th. Spending growth negative. Real earnings growth was flat.

Annex Wealth Management — Sun, 09 Jun 2024 13:00:00 -0400

Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.

Sunday, June 2nd. Inflation: An unclear target

Annex Wealth Management — Sun, 02 Jun 2024 13:00:00 -0400

Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.

Sunday, May 26th. It's NVIDIA's world, we just live in it.

Annex Wealth Management — Sun, 26 May 2024 13:00:00 -0400

A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.

Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats.

Annex Wealth Management — Sun, 19 May 2024 13:00:00 -0400

CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.

Sunday, May 12th. Earnings are all over the place.

Annex Wealth Management — Sun, 12 May 2024 13:00:00 -0400

Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.

Sunday, May 5th. Are stocks "priced for perfection?" Some, but not many.

Annex Wealth Management — Sun, 05 May 2024 13:00:00 -0400

Look at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?

Sunday, April 28th. Earnings: Good results with bad guidance.

Annex Wealth Management — Sun, 28 Apr 2024 13:00:00 -0400

Mixed bag this earnings season. Dave Spano and Brian Jacobsen present our week-in-review. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement.

Sunday, April 21st. Have we forgotten what risk feels like?

Annex Wealth Management — Sun, 21 Apr 2024 13:00:00 -0400

A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.

Sunday, April 14th. What's next? Will something break?

Annex Wealth Management — Sun, 14 Apr 2024 13:00:00 -0400

Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing ways, we'll cover a few.

Sunday, April 7th. Jobs, ISM manufacturing, and more Fed speak.

Annex Wealth Management — Sun, 07 Apr 2024 13:00:00 -0400

Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?

Sunday, March 31st. Fighting FOMO.

Annex Wealth Management — Sun, 31 Mar 2024 13:00:00 -0400

Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers.

Sunday, March 24th. Manufacturing may be emerging from hibernation

Annex Wealth Management — Sun, 24 Mar 2024 13:00:00 -0400

S&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market? Dave Spano and Brian Jacobsen cover that and more during our week-in-review.

Sunday, March 17th. Growth is "good enough," but inflation progress has stalled.

Annex Wealth Management — Sun, 17 Mar 2024 13:00:00 -0400

Credit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week. We'll also cover 401k millionaires, aging in place, and traditional vs Roth 401ks.

Sunday, March 10th. Deja vu. We're down to two.

Annex Wealth Management — Sun, 10 Mar 2024 13:00:00 -0400

A new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review. Later in the show, we'll investigate the value of an advisor, election year myths, and business succession planning.

Sunday, March 3rd. What if the Fed doesn't cut in '24?

Annex Wealth Management — Sun, 03 Mar 2024 13:00:00 -0500

What if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4 phases of retirement, part time retirement, how the millionaire next door does it, and what the IRS has planned as it steps up enforcement.

Sunday, February 25th. New highs are old hat.

Annex Wealth Management — Sun, 25 Feb 2024 13:00:00 -0500

Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place.

Sunday, February 18th. Expectations, Reality, and Opportunity

Annex Wealth Management — Sun, 18 Feb 2024 13:00:00 -0500

Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'.

Sunday, February 11th. Pushback, Bellwethers, and Deficits

Annex Wealth Management — Sun, 11 Feb 2024 13:00:00 -0500

The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags.

Sunday, February 4th. Earnings and a HOT job number.

Annex Wealth Management — Sun, 04 Feb 2024 13:00:00 -0500

Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts? Dave Spano and Brian Jacobsen look at last week (that contained a LOT of earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business.

Sunday, January 28th. GDP stays stubbornly strong.

Annex Wealth Management — Sun, 28 Jan 2024 13:00:00 -0500

Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions. Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short.

Sunday, January 21st. The Fed taper.

Annex Wealth Management — Sun, 21 Jan 2024 13:00:00 -0500

The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning, the ramifications of inheriting money, and why its not a good idea to cash out a 401k.

Sunday, January 14th.

Annex Wealth Management — Sun, 14 Jan 2024 13:00:00 -0500

Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows.

Sunday, January 7th. Who thought the road to rate cuts would be easy?

Annex Wealth Management — Sun, 07 Jan 2024 13:00:00 -0500

As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show, you'll 'Hear' the Difference from an Annex client, learn why 401k expectations should be managed, and what Generation X faces with retirement planning.

Sunday, December 31st. Happy New Year!

Annex Wealth Management — Sun, 31 Dec 2023 13:00:00 -0500

What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.

Sunday, December 24th. Yuletide cheer?

Annex Wealth Management — Sun, 24 Dec 2023 13:00:00 -0500

Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how much DO you need?), what you'll encounter in the 1st five years of retirement, Ask Annex, social media investing advice, and signs you should be contributing more to your 401k.

Sunday, December 17th. Transitions are hard.

Annex Wealth Management — Sun, 17 Dec 2023 13:00:00 -0500

The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review. We'll also share details about our Portfolio Review process, letdown in retirement, net unrealized appreciation, and retirement killers. Branch director Robert Chastain shares some 2024 financial goals worth considering.

Sunday, December 10th. Inflation: Such a 2021 and 2022 story.

Annex Wealth Management — Sun, 10 Dec 2023 13:00:00 -0500

The market says inflation is in the rearview mirror. It mostly is. Dave Spano and Brian Jacobsen review the latest during the Week-in-Review. We'll also cover Estate Planning roles, the Annex Experience, tax strategies for the self-employed, and what to do with that year-end bonus.

Sunday, December 3rd. Coal for Christmas?

Annex Wealth Management — Sun, 03 Dec 2023 13:00:00 -0500

Our Week-in-Review, 3 keys to happiness in retirement, a look into 'HENRY's, and what do you do with adult children living at home?

Sunday, November 26th. Genuine growth is scarce

Annex Wealth Management — Sun, 26 Nov 2023 13:00:00 -0500

Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segments covering Grandparents and Grandchildren, HSAs, the Sandwich Generation, and more!

Sunday, November 19th. Inflation: is the hard part ahead or over?

Annex Wealth Management — Sun, 19 Nov 2023 13:00:00 -0500

Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide? We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen. Learn more about our in-house investment committee, what it's like to be an Annex client (directly from clients), some Medicare basics---and what Generation Z should be doing regarding retirement planning.

Sunday, November 12th. Companies are concerned about margins.

Annex Wealth Management — Sun, 12 Nov 2023 13:00:00 -0500

Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets? We'll also investigate how Annex works with High Net Worth clients, smarter charitable giving, myths about money, and how much insurance do you really need?

Sunday, November 5th. Q3? Fabulous for services.

Annex Wealth Management — Sun, 05 Nov 2023 13:00:00 -0500

Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the flames of the fire under stocks and bonds. Join us for the Week-in-Review, a closer look at the Annex Tax-Smart Planning Strategy Review, why homes might not be a great choice for wealth transfer, and more.

Sunday, October 29th. Not a rising tide lifting all boats.

Annex Wealth Management — Sun, 29 Oct 2023 13:00:00 -0400

How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce Financial Analyst during a divorce. Well also cover 'lifestyle creep', Millionaire Myths, Millennials bailing on retirement planning, and the how private equity works with Annex Private Client.

Sunday, October 22nd

Annex Wealth Management — Sun, 22 Oct 2023 13:00:00 -0400

The 10-year Treasury yield crossed 5% for the first time since '07. That led to a rough end to a bumpy week. 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?

Sunday, October 15

Annex Wealth Management — Sun, 15 Oct 2023 13:00:00 -0400

CPI came in hotter than expected. Will that sway the Fed's decision on interest rates? Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? 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. Robert Chastain, branch director, will offer up 5 tax moves to consider for retirees to make before the end of the year.

Sunday, October 8

Annex Wealth Management — Sun, 08 Oct 2023 13:00:00 -0400

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.

Sunday, October 1.

Annex Wealth Management — Sun, 01 Oct 2023 13:00:00 -0400

Q3 ends with a whimper. What are the implications? We'll cover them during our Week-in-Review. Join us for segments regarding business sales, trying on retirement part-time, 5 challenges in the 1st ten years of retirement, and how to include pets while estate planning.

Sunday, September 24.

Annex Wealth Management — Sun, 24 Sep 2023 13:00:00 -0400

Did the Fed's decision/no-decision on rates shake the market this week---or was it something else? We'll cover it all on during the Week-in-Review. There are silver linings when postponing retirement, and we'll share a few. Robert Chastain covers things to consider when financial and retirement planning for highly-compensated individuals. 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.

Sunday, September 17th.

Annex Wealth Management — Sun, 17 Sep 2023 13:00:00 -0400

The UAW strike might be a doozy--we'll discuss the possible impact. Arm's IPO went pretty well, is it a signal for the rest of the tech sector? Fresh IPO numbers arrived and we'll dig in during our Week-in-Review. How about that Arm IPO? What's that mean for the tech sector? Our Retirement Plan Services weighs in on 401ks---traditional and Roth. We'll open the mailbag for Ask Annex and explore QDRO's and the potential impact on one's investment and retirement planning. Branch Director Robert Chastain tackles 5 myths about Social Security.

Sunday, September 10th

Annex Wealth Management — Sun, 10 Sep 2023 13:00:00 -0400

Concerns over a possible November rate hike put a dent in markets this week. We'll have that and more during the week-in-review. HSA's are beloved, but why? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're going deeper on how to help with college expenses. Robert Chastain covers 5 questions to ask on the way to retirement. And why are bankruptcies rising and what's the impact for High-Net-Worth families?

Sunday, September 3rd.

Annex Wealth Management — Sun, 03 Sep 2023 13:00:00 -0400

Let's hope September is a better month for investors than August. What's ahead and what should you be aware of? Other great topics include the value of an advisor, a free financial wellness webinar, 4 things you might miss when saving and investing, and how to plan for retirement as a childfree couple.

Sunday, August 27th.

Annex Wealth Management — Sun, 27 Aug 2023 13:00:00 -0400

All eyes and ears were on Jerome Powell in Jackson Hole. What did he say and what might be the impact? Learn more about planning for couples with age gaps, the scope of companies we work with for Retirement Plan Services---and the steps to selling a business.

Sunday, August 20th

Annex Wealth Management — Sun, 20 Aug 2023 13:00:00 -0400

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.

Sunday, August 13th

Annex Wealth Management — Sun, 13 Aug 2023 13:00:00 -0400

As earnings season winds down, we also saw fresh CPI and PPI data. We cover that and more during our Week-in-Review. Ever ask yourself, "How much insurance do I need?". Our Financial Planning manager shares a couple methods. Generation X is closer to retirement, but are they ready? Toward the end of the show, our Chief Economist covers Private Credit Fund investments for High Net Worth individuals.

Sunday, August 6th.

Annex Wealth Management — Sun, 06 Aug 2023 13:00:00 -0400

Apple and Amazon earnings arrived---what did we see and are there clues as to what the consumer is doing? How about the latest jobs report? We've got that and more during our Week-in-Review with Dave Spano and Derek Felske. Other segments include Roth conversions, Ask Annex, Social Security misconceptions, and how Annex helps when someone loses a spouse.

Sunday, July 30th

Annex Wealth Management — Sun, 30 Jul 2023 13:00:00 -0400

The Fed, GDP, PCE, and a bunch of earnings. Derek and Danny cover it during our Week-in-Review. We'll explore how remarriage affects estate planning, the Annex Executive program, retirement planning for Generation X, and what to do if you are going to 'unretire' but started taking Social Security.

Sunday, July 23rd

Annex Wealth Management — Sun, 23 Jul 2023 13:00:00 -0400

The Fed meets next week. What did we see THIS week that might influence its decision? This show also covers the Baby Boomer Wealth Transfer, Financial Incompatibility, and millionaire investing regrets. Robert Chastain has a mid-year financial checklist as well.

Sunday, July 16th.

Annex Wealth Management — Sun, 16 Jul 2023 13:00:00 -0400

Earnings, CPI, PPI and more. There's a lot to cover on this week's show and it all starts with our Week-in-Review. When decline begins during retirement, it's important to know when to say when and secure a trusted agent--our estate planning team will review some steps. How can you avoid letdown in retirement? We'll discuss.

Sunday, July 9th.

Annex Wealth Management — Sun, 09 Jul 2023 13:00:00 -0400

A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out? Dave Spano and Brian Jacobsen discuss during the week-in-review. We'll hear directly from a client on this week's show (who shares his awesome retirement 'journey'). We also explore what is and isn't financial planning, our Investment Committee, the 4 stages of retirement--and more.

Sunday, July 2nd

Annex Wealth Management — Sun, 02 Jul 2023 13:00:00 -0400

Do markets see an end to rate hikes? As we close the books on the quarter, Derek Felske and Mark Beck have plenty to talk about. We'll check in with Robert Chastain, Annex branch director, and talk about overestimating retirement readiness. Find out more about mid-year tax planning as well as pre and post nuptial agreements.

Sunday, June 25th

Annex Wealth Management — Sun, 25 Jun 2023 13:00:00 -0400

S&P and NASDAQ hit some headwinds this week. We'll take a closer look during our week-in-review. Start-ups to large companies, our Retirement Plan Services team assists with strong benefits programs. Tom Parks shares an overview, plus Ask Annex, and a closer look at fixed deferred annuities. Robert Chastain, branch director and wealth manager shares 3 things you should do BEFORE retirement and 3 things you can WAIT on.

Sunday, June 18th.

Annex Wealth Management — Sun, 18 Jun 2023 13:00:00 -0400

Happy Father's Day. The week-in-review focuses on this week's CPI, the Fed skip, and the latest concerning news from China. Team segments feature financial planning for women, how to plan without a 401k, what Gen Z should consider for their retirement and more.

Sunday, June 11th.

Annex Wealth Management — Sun, 11 Jun 2023 13:00:00 -0400

Bull market? Thursday said yes. What about Friday? Check it out during our week-in-review. We'll also cover misconceptions about 401ks, investment terms, Ask Annex, downshifting on the way to retirement, what to do when switching jobs, and estate planning for your pets (yes, it's a thing).

Sunday, June 4th

Annex Wealth Management — Sun, 04 Jun 2023 13:00:00 -0400

Does that big jobs number from the Labor Department help or hurt the Fed's decision on the next rate hike? We'll discuss during the Week-in-Review. Great team segments this week including the psychology of spending in retirement, 'lifestyle creep' and why it should it be avoided, the Annex Executive program, and planning for childfree couples.

Sunday, May 28th

Annex Wealth Management — Sun, 28 May 2023 13:00:00 -0400

All eyes on the X-date and possible default--what are market insiders thinking? Dave and Derek cover it during our Week-in-Review. When selling a business, there are many considerations--most which bring a level of stress. Brandon Lehman from our Private Client Group discusses various scenarios and how Annex can assist. Does it really take 570 hours to settle an estate? Jill Martin of our Estate Planning team dives in.

Sunday, May 21st

Annex Wealth Management — Sun, 21 May 2023 13:00:00 -0400

As the broader market is weighed down by debt ceiling debate, is the Fed going to hold rates high for longer? Is positioning really negative? Fear & Greed index suggests no. Dave and Derek cover the week during the Week-in-Review. We'll cover deeding homes to others, part time retirement, and business succession planning.

Sunday, May 14th. Happy Mother's Day

Annex Wealth Management — Sun, 14 May 2023 13:00:00 -0400

Earnings, inflation data, CPI and PPI. Quite a bit to cover on this week's show. Dave Spano and Brian Jacobsen cover our Week-in-Review. We'll also cover useful topics like: The Value of an Advisor, Ask Annex, why Millennials might be skipping retirement planning and what Secure Act 2.0 does for women.

Sunday, May 7th

Annex Wealth Management — Sun, 07 May 2023 13:00:00 -0400

The Fed hikes rates, a new jobs number, and earnings season continues. A lot to talk cover during the Week-in-Review. We'll also review how Annex assists high-net-worth clients, spousal social security, the Annex portfolio review--and toward the end of the show, how QDROs affect divorce agreements.

Sunday, April 30th.

Annex Wealth Management — Sun, 30 Apr 2023 13:00:00 -0400

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. What IS and what ISN'T financial planning? We've got some thoughts. Robert Chastain joins us to talk about Roth conversions. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.

Sunday, April 23rd.

Annex Wealth Management — Sun, 23 Apr 2023 13:00:00 -0400

What's the Investment Committee see during the latest round of earnings? Dave and Derek will cover them during the week-in-review. On today's show, we'll learn more about Longevity, the Surrender Squeeze, fulfillment in retirement, and proper beneficiaries.

Sunday, April 16th

Annex Wealth Management — Sun, 16 Apr 2023 13:00:00 -0400

Earnings season is here. So are fresh CPI and PPI numbers. What's it like to be a client of Annex Wealth Management? Find out more on a 'Hear the Difference' segment. We'll also cover the psychology of retirement, questions from clients, and how much insurance do you need? h

Sunday, April 9th

Annex Wealth Management — Sun, 09 Apr 2023 13:00:00 -0400

Markets closed on Friday, but still a busy week. Dave and Derek will cover our week-in-review. Also, learn more about the 0% tax bracket for investment income. How does Spousal Social Security work? We've got the answer. How about Target Date Funds? We've got the answer. If you're in Generation X, we've got something for you on today's show.

Sunday, April 2nd

Annex Wealth Management — Sun, 02 Apr 2023 13:00:00 -0400

Farewell, Q1. What's next? We'll talk about it during our week-in-review. It's a slippery slope supporting adult children as it can impact YOUR retirement planning---we've got some tips. We'll go to the mailbag in Ask Annex, cover 401k jargon, our insurance assessment process, and the most efficient way to leave money to minors.

Sunday, March 26th

Annex Wealth Management — Sun, 26 Mar 2023 13:00:00 -0400

What did the quarter-point hike from the Fed mean for markets? Dave and Derek cover that during the Week-in-Review. Cashing out a 401k when leaving a job isn't a great idea, Tom Park will provide more detail why. Caring for aging parents is a challenge, we'll offer some guidance. Ask Annex tackles audit red flags and Robert Chastain talks about the blinders we sometimes put on when it comes to investment and retirement planning.

Sunday, March 19th.

Annex Wealth Management — Sun, 19 Mar 2023 13:00:00 -0400

In the aftermath of the Fed breaking 'something', it was quite a week. What's the fallout and what might lie ahead? Dave and Derek cover it during our Week-in-Review. Today's show also tackles 'retirement killers', Ask Annex, how we provide guidance for widows, and our education series, What's That.

Sunday, March 12th.

Annex Wealth Management — Sun, 12 Mar 2023 13:00:00 -0400

Another big jobs month might seal the deal on the next rate hike. We'll cover that including market reaction during the Week-in-Review. Learn more about the Annex Retirement Plan Services department with Tom Parks--he's got a great educational piece on 401k basics. Robert Chastain, branch director at Annex Southwest Florida, covers why it's so important for couples to work together on investment and retirement planning. What are options for financial planning in a changing tax world? Deanne Phillips covers that. And we've got a list of key mistakes to avoid when working on your will.

Sunday, March 5th.

Annex Wealth Management — Sun, 05 Mar 2023 13:00:00 -0500

Earnings continue to arrive and Dave and Derek dig into several key retailers. While we don't sell annuities, many clients arrive with them in their portfolios. We pore through them during our Annuity Analysis. Learn more about that process on this week's show. Robert Chastain covers various ways Baby Boomers knock their plans off tracking with errant spending. k Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.

Sunday, February 26th.

Annex Wealth Management — Sun, 26 Feb 2023 13:03:00 -0500

More earnings and data. What did the Fed meeting notes tell us? Dave and Derek recap the week. 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 and its sinister cousin, Financial Infidelity.

Sunday, February 19th

Annex Wealth Management — Sun, 19 Feb 2023 13:00:00 -0500

CPI, PPI, and a bunch of other data. What's it mean for the Fed? Dave and Derek will recap the week. Great segments on today's show including how to save and invest if you don't have 401k access. Robert Chastain covers the 4 types of retirees--and Deanne Phillips will talk about grandparents can bless grandchildren.

Sunday, February 12th.

Annex Wealth Management — Sun, 12 Feb 2023 13:00:00 -0500

Dave Spano and Derek Felske review another week of earnings along with key economic data. How does Annex provide service to our 401k plan clients? We'll cover that. Robert Chastain guides listeners on how to properly apply for Social Security. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. If you're considering selling a business, we'll discuss what you'll need to know.

Sunday, February 5

Annex Wealth Management — Sun, 05 Feb 2023 13:00:00 -0500

The labor market throws a curve ball. The Fed delivers what we expected. Earnings have been a mixed bag. Dave and Derek review the markets. How do you stay sharp in retirement? Our Axiom readers shared their opinions. And how do you make a kid rich on $1 a day?

Sunday, January 29th. A lot of news ahead of next week's Fed meeting.

Annex Wealth Management — Sun, 29 Jan 2023 13:00:00 -0500

Earnings season continues--and so do layoffs. What did the latest GDP and PCE reports tell us? If you're switching jobs, it's time to take action. We've got some suggestions. Robert Chastain shares what wealthy people have in common when it comes to saving and investing. And, if you are putting off retirement, what are the silver linings?

Sunday, January 22nd. Earnings reports and Fed watching.

Annex Wealth Management — Sun, 22 Jan 2023 13:00:00 -0500

What are we seeing with quarterly earnings? Dave and Derek review the markets. Market volatility creates tension---we talk about how that creates even larger problems if we react with emotion. What are things your advisor SHOULD be doing for you? Robert Chastain tackles that.

Sunday, January 15th. Wild Card Weekend? More like Wild Card YEAR.

Annex Wealth Management — Sun, 15 Jan 2023 13:00:00 -0500

A fresh CPI number arrived. What does it tell us? What are the advantages to forming an LLC? What are common questions from our clients? Does TikTok have any valid financial advice worth listening to? Robert Chastain, branch director and wealth manager, discusses the upsides and downsides of working a little in retirement. We'll also cover financial and retirement planning for Generation X.

Sunday, January 8th. The employment puzzle.

Annex Wealth Management — Sun, 08 Jan 2023 13:00:00 -0500

Thursday's ADP jobs report showed gains and markets dropped. Friday's Labor Department report was 'cooler'--and the markets responded. Dave and Derek decode the employment puzzle. Divorce is up for those over 55---what's going on with 'Grey Divorces'? We interview a Generation Z employee about planning for her generation---and Mark Beck covers the 4 stages of retirement.

Sunday, January 1st. Year in Review.

Annex Wealth Management — Sun, 01 Jan 2023 13:00:00 -0500

With 2022 in the rearview mirror, 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. What is Secure 2.0 and how might it affect your retirement planning? Robert Chastain digs in. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?

Sunday, December 25th. A Christmas special

Annex Wealth Management — Sun, 25 Dec 2022 13:00:00 -0500

As Dave and Derek enjoy Christmas with friends and family, we feature segments demonstrating the breadth of what Annex Wealth Management does on behalf of our clients.

Sunday, December 18th.

Annex Wealth Management — Sun, 18 Dec 2022 13:00:00 -0500

Rough way to end the week in the wake of new CPI numbers and the Fed decision. Is the 4% rule a 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. We'll also check in with Robert Chastain, branch director at Annex Wealth Management's Naples branch.

Sunday, December 11th. PPI Friday--but CPI and the FED next week.

Annex Wealth Management — Sun, 11 Dec 2022 13:00:00 -0500

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. Deanne Phillips covers the Psychology of Spending in Retirement. We'll check in with Robert Chastain, branch director and wealth manager at Annex Wealth Management in Naples---he's got some tips if you're 10 years from retirement. We're often asked, "how much insurance do I need"? Our Financial Planning team shares some insight. 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?

Sunday, December 4th. A hot jobs report complicates matters.

Annex Wealth Management — Sun, 04 Dec 2022 13:00:00 -0500

Friday’s jobs report caused quite 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. Are Target Date Funds right for you? The head of our Retirement Plan Services team offers his insight. Robert Chastain covers the silver lining of putting off retirement and Deanne Phillips shares how Annex comes alongside widows in their time of need.

Sunday, November 27th. Key points to consider between now and the end of the year.

Annex Wealth Management — Sun, 27 Nov 2022 13:00:00 -0500

Dave Spano and Derek Felske review Thanksgiving Week markets during the Money Talk 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. Learn more about the best way to leave money to minors. What are the 7 Money Lies We Tell ourselves? You might be surprised.

Sunday, November 20th. 'Fedspeak'? What's that?

Annex Wealth Management — Sun, 20 Nov 2022 13:00:00 -0500

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. We also check in with Robert Chastain, branch director at Annex in Naples, for a chat about Super Savers.

Sunday, November 13th. CPI cools. So we're good now?

Annex Wealth Management — Sun, 13 Nov 2022 13:00:00 -0500

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. Robert Chastain, branch director Annex Wealth Management in Naples works through a quick are-you-ready-for-retirement checklist. 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.

Sunday, November 6th. The impact of the Fed decision.

Annex Wealth Management — Sun, 06 Nov 2022 13:00:00 -0500

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. Plus, we check in with Robert Chastain, branch director of Annex Wealth Management, SWFL.

Sunday, October 30th. GDP and not-bad earnings.

Annex Wealth Management — Sun, 30 Oct 2022 13:00:00 -0400

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. If you’re interested in working with Annex, we’ll meet you where you’re at; Mark Beck discusses varying approaches whether you’re 40---or already retired. HEAR the Difference this week with a story from some Annex clients. Robert Chastain covers 5 questions to ask yourself if you’re thinking about professional management of your money. All that and more on this week’s show.

Sunday, October 23rd. Don’t fight Fed or fundamentals.

Annex Wealth Management — Sun, 23 Oct 2022 13:00:00 -0400

Dave Spano and Derek Felske review the week as major averages were mostly higher. What are Millionaire Myths—and why are MOST totally wrong? Beware of Fortune Hunters and Gold Diggers when situations change, we have some tips. 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. We check in with Robert Chastain, branch director of Annex in Southwest Florida. And…with 60% of Millennials considering cashing out of retirement plans—we investigate with Tom Parks from our Retirement Plan Services department and Tom Berkholtz of our Financial Planning team (and also a Millennial).

Sunday, October 16

Annex Wealth Management — Sun, 16 Oct 2022 13:00:00 -0400

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. Robert Chastain gives us a Hurricane Ian aftermath report---and discusses the slippery slope of supporting adult children. That—and more—on this week’s show.

Sunday, October 9th. A 'good' jobs number that wasn't.

Annex Wealth Management — Sun, 09 Oct 2022 13:00:00 -0400

Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Robert Chastain shares personal observations of the damage and reaction to Hurricane Ian. 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.

Sunday, October 2nd. A stormy week

Annex Wealth Management — Sun, 02 Oct 2022 11:00:00 -0400

Our radio partner, 92.5 Fox News, was knocked off the air by Hurricane Ian. We present an early, web-only version of our show today as 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.

Sunday, September 25th

Annex Wealth Management — Sun, 25 Sep 2022 13:00:00 -0400

The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. What impact will the raise have on lump sum pensions? We'll cover that, along with a list of common questions from clients, how our financial planning team reviews client insurance coverage, and for executives with complex company stock holdings—we'll cover NUA.

Sunday, September 18. CPI turns the markets

Annex Wealth Management — Sun, 18 Sep 2022 13:00:00 -0400

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. Explore why you might consider taking an RMD earlier than year-end. Robert Chastain, branch director and wealth manager at Annex Naples checks in. Plus, Ask Annex heads to the mailbag.

Sunday, September 11th

Annex Wealth Management — Sun, 11 Sep 2022 13:00:00 -0400

Dave Spano and Derek Felske recap the week which included more data the Fed might use in determining the next interest rate hike. Also, the ramifications of inheriting money—a deeper dive into annuities—Ask Annex---and a visit with Robert Chastain, branch director at our Naples office.

Sunday, September 4th

Annex Wealth Management — Sun, 04 Sep 2022 13:00:00 -0400

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. Robert Chastain covers doubts in retirement—and some ways to avoid them. What do 30 and 40-something miss when it comes to retirement planning? We cover a few in a segment worth sharing. Ever wonder what happens during our portfolio review? We’ll discuss---PLUS, what are the 4 stages of retirement? It’s all on this week’s show.

Sunday, August 28th

Annex Wealth Management — Sun, 28 Aug 2022 13:00:00 -0400

Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. What the 7 Money Lies We Tell Ourselves? Deanne Phillips covers them. How do Beneficiary IRA’s work? Randy Winkler explains. We also check in with Robert Chastain, branch director in Naples about retirement planning for the self-employed.

Sunday, August 21st

Annex Wealth Management — Sun, 21 Aug 2022 13:00:00 -0400

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? Is now a good time to consider a Roth conversion? We dig in. Also, learn more about remarriage and estate planning, what IS and ISN’T financial planning, and how Gen X should be approaching retirement.

Sunday, August 14th

Annex Wealth Management — Sun, 14 Aug 2022 13:00:00 -0400

As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We check in with Robert Chastain for a late-Summer planning checklist. Annex Wealth Management works with numerous companies to help build solid retirement plans—but what types of companies? Tom Parks digs in. Ask Annex covers SSI and COLA increases, tax-loss harvesting, and covers funds-of-funds. Also on the show, we dig in on HSA’s—a powerful tool for investment and retirement planning.

Sunday, August 7th

Annex Wealth Management — Sun, 07 Aug 2022 13:00:00 -0400

A stunner of a job number ended the week---Dave and Derek will review that along with everything else that transpired. When times are tough, what is the value of an advisor? We’ll discuss that in two parts. Robert Chastain, branch director, checks in to discuss planning for blended families. Deanne Phillips covers how Annex Wealth Management cares for widows during crucial times.

Sunday, July 31st

Annex Wealth Management — Sun, 31 Jul 2022 13:00:00 -0400

What a week. A 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. We check in with Robert Chastain, branch director in Southwest Florida, too.

Sunday, July 24th

Annex Wealth Management — Sun, 24 Jul 2022 13:00:00 -0400

As earnings pour in, Dave and Derek digest the impact on markets. Branch director Robert Chastain reviews the pros and cons of early retirement. We’ll also cover target date funds, setting up proper beneficiaries, and how to avoid ‘lifestyle creep’.

Sunday, July 17th

Annex Wealth Management — Sun, 17 Jul 2022 13:00:00 -0400

Double whammy this week with hot CPI and PPI readings. What’s the impact? We’ll discuss. Robert Chastain, branch director in Naples, checks in for quick chat about Generation X and their planning concerns. We’ll also cover 401ks—and how Annex assists both companies AND employees. What’s the psychology around spending in retirement? We’ll cover that—plus, get at the age-old question, ‘how much insurance do you need’?

Sunday, July 10th

Annex Wealth Management — Sun, 10 Jul 2022 13:00:00 -0400

With all eyes on Friday’s jobs number from the Labor Department, Mark Beck and Derek Felske digest that news and everything else that happened last week. Turbulent times require the right perspective—we’ve got a great segment that might help on this week’s show. Robert Chastain, branch director at Annex Naples works through a list of things NOT to do when markets hit choppy water. What’s the 4% Rule and how has it changed? We’ll cover that, too. Also, learn more about ‘discordant retirement’ and why it couples need to take steps to avoid it.

Sunday, July 3rd

Annex Wealth Management — Sun, 03 Jul 2022 13:00:00 -0400

Dave and Derek review the 2nd quarter while digesting the latest market data. Great team segments on this week include a closer look at Generation X, the need to clarify your wishes to estate plan trustees, and what you need to know about spousal social security. We also check in with Robert Chastain, branch director and wealth manager at the Naples branch of Annex Wealth Management.

Sunday, June 26th

Annex Wealth Management — Sun, 26 Jun 2022 13:00:00 -0400

More green than red this week but still a few bricks in the Wall of Worry. Fed chairman Powell spent time in front of lawmakers—did we learn anything? Dave and Derek review the week and look ahead. Along with our Ask Annex segment, we check in with Robert Chastain, branch director. Plus, hear more about the status of 401k plan participation and remarriage and estate planning.

Sunday, June 19th

Annex Wealth Management — Sun, 19 Jun 2022 13:00:00 -0400

It was a volatile week—that only got more interesting after Wednesday’s Fed rate hike. Dave and Derek review the markets, the trends, and the latest insight from our investment committee. Great team segments covering the important roles in Estate Planning and planning for spending in retirement. We also check in with branch director Robert Chastain.

Sunday, June 12th

Annex Wealth Management — Sun, 12 Jun 2022 13:00:00 -0400

Friday’s disappointing CPI report rocked the market Friday---adding to a volatile week. Dave and Derek dig through the data during our week-in-review. Also on the show, we meet Robert Chastain, branch director at Annex Wealth Management/Naples. Listen for a hear-the-difference segment from some clients, our Ask Annex segment, and how the Retirement Plan Services team at Annex helps companies build benefits programs that attract and retain employees.

Sunday, June 5th

Annex Wealth Management — Sun, 05 Jun 2022 13:00:00 -0400

A strong jobs number leads to a Friday dip; Todd Voit provides analysis. Team segments include handling ‘passion assets’ in your estate plan, 401k basics for employees, and Roth conversion. Mark Beck joins us to discuss the 4 stages of retirement.

Sunday, May 29th

Annex Wealth Management — Sun, 29 May 2022 13:00:00 -0400

Dave and Derek recap the market which finally got in the green. We also cover spending in retirement, how we interact with clients depending on their start point, ways that Millennials can maximize retirement planning, and dispel some myths about millionaires.

Sunday, May 22nd

Annex Wealth Management — Sun, 22 May 2022 13:00:00 -0400

An 1100 point drop during the week, grim earnings from major retailers, and a shift in consumer spending. Dave and Derek cover the week. Great team segments covering how Annex reviews each of our client's insurance needs, what to do to protect your loved one from gold diggers, and how Annex builds benefits programs that attract and retain employees.

Sunday, May 15th

Annex Wealth Management — Sun, 15 May 2022 13:00:00 -0400

Dave and Derek recap another volatile week that saw some wild swings and another sobering CPI number. We’ll look deeper into tax preparation vs. tax planning and share some ways grandparents can bless grandchildren.

Sunday, May 8th

Annex Wealth Management — Sun, 08 May 2022 13:00:00 -0400

The Fed raises interest rates. The markets were rocky. A huge jobs number. What’s the impact? Dave Spano and Derek Felske dig in. Great team segments ranging from Debt in Retirement to Questions We Should Ask Our Adult Children. It’s all on this week’s show.

Sunday, May 1st

Annex Wealth Management — Sun, 01 May 2022 13:00:00 -0400

Dave Spano and Derek Felske recap the week: a dip in GDP, earnings reports and Apple’s big quarter Team segments cover how Annex handles options, annuities, portfolio composition, and why you might take an RMD sooner than year-end.

Sunday, April 24th

Annex Wealth Management — Sun, 24 Apr 2022 13:00:00 -0400

The Annex Wealth Management Show investigates the week that was in the markets, discusses the value of having an investment advisor, and discusses what you get when you receive a Wealthmetric. All that and more info from the Annex Wealth Management Team this week on the show.

Sunday, April 17th

Annex Wealth Management — Sun, 17 Apr 2022 13:00:00 -0400

Inflation. Inflation. Inflation. It’s the big story and Dave Spano covers it. We also have a great ‘Hear the Difference’ segment with a client explaining how he chose Annex. Making a job change? We’ve got some things to consider. Then, we talk about Generation X which is on the doorstep of retirement.

Sunday, April 10th

Annex Wealth Management — Sun, 10 Apr 2022 13:00:00 -0400

Mark Beck joins Derek Felske this week for a deep dive on the markets. Our estate planning team covers celebrities who die without wills or estate plans. Ask Annex tackles questions covering RMDs and HSAs. Join us for a great segment about millionaire myths—and why most of them are wrong.

Sunday, April 3rd

Annex Wealth Management — Sun, 03 Apr 2022 13:00:00 -0400

Dave Spano and Derek Felske review Q1 2022 which had plenty of action: the war in Ukraine, rising inflation, and the inversion of the yield curve. What’s the impact on markets—and are there some bright spots? We’ll also feature team segments covering proper beneficiaries, ‘trying on’ retirement part-time, and the unfortunate phenomenon called ‘the grey divorce’. Also, listen for a special segment on the Retirement Plan Services department at Annex—and learn about the scope of companies we work with---from start-ups to large operations.

Sunday, March 27th

Annex Wealth Management — Sun, 27 Mar 2022 13:00:00 -0400

Russia’s invasion of Ukraine continues to loom large, but so does inflation and the Fed’s response in the former of higher interest rates. Dave Spano breaks it down on this week’s show which also features various team members with some great segments. We’ll offer 6 last-minute contributions for the 2020 tax season from our Financial Planning team. If you’ve got bonds in your portfolio, you’ll want to catch our upcoming webinar---and Deanne Phillips has a sneak peek. Toward the end of the show, we’ll discuss what to consider if you’re transitioning a business through a succession plan.

Sunday, March 20th

Annex Wealth Management — Sun, 20 Mar 2022 13:00:00 -0400

As expected, the Fed announced a quarter-point rate hike this week. Dave and Derek discuss the impact on markets along with the continuing ramifications of the Russian invasion of Ukraine. This week’s show has some highly useful team segments, too. Find out more about lifestyle inflation creep, planning mistakes we make each decade of our lives, how much insurance you need---and the psychology of spending in retirement.

Sunday, March 13

Annex Wealth Management — Sun, 13 Mar 2022 13:00:00 -0400

While Russia-Ukraine drags on, we saw a record-setting inflation number this week along with sagging consumer confidence. Dave and Derek recap the week while various team segments provide useful insight. Learn more about Social Security timing and claiming, how Target Date funds work in your 401k, and how our clients enjoy the power of Annex University. We’ll also ‘hear the difference’ with a client story.

Sunday, March 6

Annex Wealth Management — Sun, 06 Mar 2022 13:00:00 -0500

While the Russian invasion drags on, prices continue to rise, and the Fed signals a rate hike this month. Derek and Dave digest the markets and look ahead to what’s on the horizon. We’ve also got great Team segments covering financial planning for women (and why they start late), Generation X’s retirement challenges, common 401k mistakes (and how to avoid them)---and more.

Sunday, February 27

Annex Wealth Management — Sun, 27 Feb 2022 13:00:00 -0500

On top of inflation and concern over the Fed’s next decision, the Russian invasion of Ukraine created volatile market conditions this week. We dig in deep on the show which contains some useful team segments designed to inform and educate. What are the Three Keys to Happiness in Retirement? We’ll cover that. Mark Beck discusses how we tailor the wealth management experience depending on our client’s age. Ask Annex delves into the ‘retirement smile’ when it comes to spending and QDRO’s during a divorce—and our estate planning team covers the importance of choosing the right executor of your estate plan.

Sunday, February 20

Annex Wealth Management — Mon, 21 Feb 2022 09:33:07 -0500

Dave and Derek cover a volatile week in the markets. We've got special segments; one on steps a widow should take dealing with a new reality--and another on changes in 401ks for 2022 for company owners and CFOs. We'll hear from Annex clients about their experience and our estate planning lawyer with pointers about remarriage and estate planning.

Sunday, February 13

Annex Wealth Management — Sun, 13 Feb 2022 12:00:00 -0500

Dave and Derek recap the week including the turmoil from Friday and the possible Russian incursion of Ukraine. We talk about what grandparents can do for their grandchildren, define some investment terms, and let you know more about Annex Executive.

Sunday, February 6

Annex Wealth Management — Sun, 06 Feb 2022 13:00:00 -0500

Dave and Derek tackle the markets while other team members cover Discordant Retirement, Planning for Generation X, and Passion Assets. Plus, we’ll HEAR the Difference with an Annex client --- including his search for a retirement planning partner that contains a TWIST.

Sunday, January 30

Annex Wealth Management — Sun, 30 Jan 2022 13:00:00 -0500

Mark Beck and Deanne Phillips pinch-hit this week. Todd Voit, Chief Investment Strategist joins us for a market recap. Team segments cover the steps to selling a business, an update on the 4% rule, how Annex assists companies with 401ks, and how to protect your loved ones from Fortune Hunters and Gold Diggers.

Sunday, January 23

Annex Wealth Management — Sun, 23 Jan 2022 13:00:00 -0500

Our 2nd show in our new Noon timeslot! Dave and Derek dissect markets, we've got a 2 part series about the Value of An Advisor, and cover steps to take so your trustee's job carrying out your wishes is smoother. Learn more about Roth conversions and if they're right for you.

Sunday, January 16

Annex Wealth Management — Sun, 16 Jan 2022 13:00:00 -0500

Our 1st show in a new timeslot! Dave and Derek recap the week. We also learn more about Millionaire Myths, check out Ask Annex, and hear how Annex assists executives with Net Unrealized Appreciation.

Sunday, January 9

Annex Wealth Management — Sun, 09 Jan 2022 09:00:00 -0500

On our last 30-minute show before we expand to an hour and move to 12noon, Dave and Derek review a turbulent week. Deanne Phillips digs into 7 money lies we tell ourselves.

Sunday, January 2

Annex Wealth Management — Sun, 02 Jan 2022 09:00:00 -0500

Our 2021 Year-in-Review: Story of the Year, Most Consequential Person of the Year, and Most Important Company. Plus, Dave Spano and Derek Felske look ahead to 2022.

Sunday, December 26

Annex Wealth Management — Sun, 26 Dec 2021 09:00:00 -0500

Dave and Derek talk about the future of the markets in 2022. How does the Fed influence employment? Dave and Derek discuss. Deanne Phillips, Director of Client Learning & Development navigates the complications of the sandwich generation and how it can be handled.

Sunday, December 19

Annex Wealth Management — Sun, 19 Dec 2021 09:00:00 -0500

Dave and Derek talk about this week's market. We dive into why some find it so hard to spend in retirement.

Sunday, December 12

Annex Wealth Management — Sun, 12 Dec 2021 09:00:00 -0500

Dave Spano and Derek Felske recap the markets. We talk about how grandparents can bless grandchildren through great financial planning and what to consider if you're selling your business.

Sunday, December 5th

Annex Wealth Management — Sun, 05 Dec 2021 09:00:00 -0500

Dave Spano and Derek Felske recap a turbulent week. We explain how Annex assists clients with annuity assessments and why and how you might consider deeding a house to someone else.

Sunday, November 28

Annex Wealth Management — Sun, 28 Nov 2021 09:00:00 -0500

Happy long Thanksgiving Weekend! We're still at it. Dave Spano and Derek Felske review the markets, we HEAR the Difference from one of our clients, and our planning teams covers some common mistakes you want to avoid.

Sunday, November 21

Annex Wealth Management — Sun, 21 Nov 2021 09:00:00 -0500

Dave and Derek discuss this week's market. Our Estate Planning Attorney, Jill Martin, JD, discusses the ramifications to inheriting money and Dave answers this week's Ask Annex.

Sunday, November 14

Annex Wealth Management — Sun, 14 Nov 2021 09:00:00 -0500

Peak bottlenecks, a wild Rivian IPO, worrisome CPI and PPI, and more. Dave Spano and Derek Felske cover it.

Sunday, November 7

Annex Wealth Management — Sun, 07 Nov 2021 09:00:00 -0500

Dave Spano and Derek Felske discuss market news and analysis. Deanne Phillips gives us three things we need to consider for happiness in retirement.

Sunday, October 31

Annex Wealth Management — Sun, 31 Oct 2021 09:00:00 -0400

Derek Felske and Deanne Phillips review the markets and talk about earnings this week. Brandon Lehman, CFP®, Director of Branch Development, discuss the Annex Executive Program.

Sunday, October 24

Annex Wealth Management — Sun, 24 Oct 2021 09:00:00 -0400

Dave Spano and Derek Felske review the markets and talk about The Beige Book. Randy Winkler, CFP® and Stephanie Emons, discuss mistakes to avoid with Required Minimum Distributions (RMDs).

Sunday, October 17

Annex Wealth Management — Sun, 17 Oct 2021 09:00:00 -0400

Dave Spano and Danny Clayton review the markets and supply chain disruptions. Randy Winkler, CFP®, discusses Roth IRA conversions.

Sunday, October 10

Annex Wealth Management — Sun, 10 Oct 2021 09:00:00 -0400

Mark Beck and Derek Felske discuss the markets. Register to join us at our upcoming webinar Women & Wealth: Financial Self-Defense on Tuesday, October 12th, 2021.

Sunday, October 3

Annex Wealth Management — Sun, 03 Oct 2021 09:00:00 -0400

Dave Spano and Derek Felske review a volatile week with a look at what to expect in the 4th quarter.

Sunday, September 26

Annex Wealth Management — Sun, 26 Sep 2021 09:00:00 -0400

https://www.eventbrite.com/e/webinar-saving-the-family-cottage-93021-tickets-172780219287

Sunday, September 19

Annex Wealth Management — Sun, 19 Sep 2021 09:00:00 -0400

Dave and Derek cover Quadruple Witching---and other topics from the week. Learn more about proper steps to take when selling a business.

Sunday, September 12

Annex Wealth Management — Sun, 12 Sep 2021 09:00:00 -0400

Mark Beck and Todd Voit review the markets. We also share how to avoid common mistakes for business owners and estate plans.

Sunday, September 5

Annex Wealth Management — Sun, 05 Sep 2021 09:00:00 -0400

Mark Beck and Derek Felske discuss the investment markets. Deanne Phillips, Director of Client Learning & Development, covers preparing for the unexpected events that may arise.

Sunday, August 29

Annex Wealth Management — Sun, 29 Aug 2021 09:00:00 -0400

Dave Spano and Derek Felske talk the market and recent global news. Brandon Lehman, CFP®, Director of Branch Development discuss how our team directly impacts the details of our client's portfolios.

Sunday, August 22nd

Annex Wealth Management — Sun, 22 Aug 2021 09:00:00 -0400

Dave Spano and Derek Felske discuss the market. Hear the difference in Annex Wealth Management client experience story.

Sunday, August 15th

Annex Wealth Management — Sun, 15 Aug 2021 09:00:00 -0400

Dave Spano and Derek Felske discuss the market. Deanne Phillips, Director of Client Learning & Development, talks fortune hunters and gold diggers - how to spot them.

Sunday, August 8th

Annex Wealth Management — Sun, 08 Aug 2021 09:00:00 -0400

Dave Spano and Derek Felske review the market. Deanne Phillips, Director of Client Learning & Development, discusses generational financial differences. Bryan Fiore, Branch Director Annex Wealth Management checks in.

Sunday, August 1st

Annex Wealth Management — Sun, 01 Aug 2021 09:00:00 -0400

Derek Felske, Deanne Phillips and Danny Clayton review the market and inflation. Jill Martin, Estate Planning Attorney, talks trusts and implications. Bryan Fiore, Branch Director Annex Wealth Management checks in.

Sunday, July 25th

Annex Wealth Management — Sun, 25 Jul 2021 09:00:00 -0400

Dave Spano and Derek Felske review the market. Deanne Phillips, Director of Client Learning & Development, discusses how grandparents can help their grandchildren while they're still here.

Sunday, July 18

Annex Wealth Management — Sun, 18 Jul 2021 09:00:00 -0400

Mark Beck and Derek Felske review the week, look ahead, and offer insight from a fee-only fiduciary. We also cover the importance of making the right choice when rolling over a 401k.

Sunday, July 11th

Annex Wealth Management — Sun, 11 Jul 2021 09:00:00 -0400

Mark Beck and Derek Felske review the market and discuss Roth conversions.

Sunday, July 4

Annex Wealth Management — Sun, 04 Jul 2021 09:00:00 -0400

On this special episode, we look back on some of our most popular segments.

Sunday, June 27

Annex Wealth Management — Sun, 27 Jun 2021 09:00:00 -0400

As June closes out, we may have a stimulus agreement. Or not. Dave and Derek discuss.

Sunday, June 20

Annex Wealth Management — Sun, 20 Jun 2021 09:00:00 -0400

Happy Father's Day. Dave and Derek discuss last week's FOMC meeting, cover questions on Ask Annex, and look ahead to earnings season.

Sunday, June 13

Annex Wealth Management — Sun, 13 Jun 2021 09:00:00 -0400

Mark Beck and Derek Felske review the market and we HEAR the difference from an Annex client.

Sunday, June 6

Annex Wealth Management — Sun, 06 Jun 2021 09:00:00 -0400

A decent jobs number to end the week plus a review of the rest of the market.

Sunday, May 30th

Annex Wealth Management — Sun, 30 May 2021 09:00:00 -0400

A market review plus conversations about spending in retirement and settling an estate plan.

Sunday, May 23

Annex Wealth Management — Sun, 23 May 2021 09:00:00 -0400

Dave and Derek discuss what the FED can do for inflation and what impacts your portfolio. We check in with Brandon Lehman, CFP®, Director of Branch Development at Annex Wealth Management.

Sunday, May 16

Annex Wealth Management — Sun, 16 May 2021 09:00:00 -0400

Derek and Deanne cover the week including the CPI number. We 'hear the difference' from an Annex client as well as details about a brand new webinar.

Sunday, May 9th

Annex Wealth Management — Sun, 09 May 2021 09:00:00 -0400

Dave and Derek discuss the big whiff from analysts and the jobs number. Bryan Fiore, branch director stops in and Deanne Phillips talks about 7 Money Personalities.

Sunday, May 2nd

Annex Wealth Management — Sun, 02 May 2021 09:00:00 -0400

Deanne Phillips joins Derek Felske to recap a volatile week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, too.

Sunday, April 25

Annex Wealth Management — Sun, 25 Apr 2021 09:00:00 -0400

Earnings, inflation, and taxes. A lot to cover this week for Dave Spano and Derek Felske. Why are musicians selling their publishing? The answer might have something common with your estate plan. Bryan Fiore, branch director, Annex Wealth Management/Naples checks in with an update on RMDs.

Sunday, April 18

Annex Wealth Management — Sun, 18 Apr 2021 09:00:00 -0400

Record market closes and the start of earnings season. Dave Spano and Derek Felske cover the markets and what is on our radar. We check in with Bryan Fiore, branch director Annex Wealth Management/Naples and visit with Deanne Phillips about Donor Advised Funds for charitable giving.

Sunday, April 11

Annex Wealth Management — Sun, 11 Apr 2021 09:00:00 -0400

Mark Beck, director of Wealth Management Services, and Todd Voit, Chief Investment Strategist cover the market and what's on the horizon. How much life insurance do you need? Our financial planning team tackles that question. We check in with Bryan Fiore, branch director at Annex Wealth Management Naples for a chat about 5 things your own family can do that might put a dent in your retirement plan.

Sunday, March 28

Annex Wealth Management — Sun, 28 Mar 2021 09:00:00 -0400

Dave and Derek recap the week. Our Estate Planning department discusses finding the RIGHT executor. We check in with Bryan Fiore, branch director of Annex Wealth Management, Naples.

Sunday, March 21

Annex Wealth Management — Sun, 21 Mar 2021 09:00:00 -0400

A recap of the FOMC meeting and the subsequent impact. We answer questions on Ask Annex, chat with Bryan Fiore, branch director at Annex Wealth Management Naple and hear about a brand new webinar.

Sunday, March 14

Annex Wealth Management — Sun, 14 Mar 2021 09:00:00 -0400

It's PI Day, and Dave Spano and Derek Felske look back at the week---and the last tumultuous year. Ask Annex covers gold, the US dollar, and the Roaring 20's. We also check in with Bryan Fiore, branch director at Annex Wealth Management Naples.

Sunday, March 7

Annex Wealth Management — Sun, 07 Mar 2021 09:00:00 -0500

Dave Spano and Derek Felske recap a volatile week, we preview our Women & Wealth webinar series, answer some questions on Ask Annex and visit with Bryan Fiore, branch director at Annex Wealth Management Naples.

Sunday, February 28

Annex Wealth Management — Sun, 28 Feb 2021 09:00:00 -0500

Dave Spano and Derek Felske recap a somewhat volatile week, we discuss various celebrities who died without an estate plan, and check in with Bryan Fiore of Annex Wealth Management Naples.

Sunday, February 21

Annex Wealth Management — Sun, 21 Feb 2021 09:00:00 -0500

Dave Spano is joined by Chief Investment Strategist Todd Voit for a week-in-review, a chat about bonds, and a look down the road. In an Annex Executive segment, we explain NUA, or Net Unrealized Appreciation. All that, plus a visit with Bryan Fiore, branch director at Annex Wealth Management, Naples.

Sunday, February 14

Annex Wealth Management — Sun, 14 Feb 2021 09:00:00 -0500

Happy Valentine's Day. Dave Spano and Derek Felske review the previous week. We open the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management/Naples, and hear about a brand new webinar for municipal and corporate bonds.

Sunday, February 7

Annex Wealth Management — Sun, 07 Feb 2021 09:00:00 -0500

Earnings, stimulus, froth, and more on the Superbowl Sunday edition. Also, common estate planning mistakes to avoid and a chat with Bryan Fiore, Branch Director at Annex Wealth Management Naples.

Sunday, January 31

Annex Wealth Management — Sun, 31 Jan 2021 09:00:00 -0500

Dave Spano and Derek Felske recap the market--including the Reddit/GameStop story. Bryan Fiore, branch director at Annex Wealth Management covers the Winter Wine Festival and we learn more about the Annex Wealth Management insurance review.

Sunday, January 24

Annex Wealth Management — Sun, 24 Jan 2021 09:00:00 -0500

A new administration, some decent earnings reports, and a look ahead. We dip into the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management, Naples, and hear about a new--but fast approaching--webinar.

Sunday, January 17

Annex Wealth Management — Sun, 17 Jan 2021 09:00:00 -0500

Dave and Derek cover sector rotation, the start of earnings season, and the Biden fiscal plan. We've got details on a brand new webinar and check in with Bryan Fiore, branch director at Annex Wealth Management, Naples.

Sunday, January 10

Annex Wealth Management — Sun, 10 Jan 2021 09:00:00 -0500

Derek and Dave review what was a pretty wild week. We review what Gen X'ers should consider when it comes to retirement planning and Bryan Fiore, branch director at Annex Wealth Management Naples checks in.

Sunday, January 3

Annex Wealth Management — Sun, 03 Jan 2021 09:00:00 -0500

Dave Spano and Derek Felske look back at 2020---with an eye on 2021. We also have two great examples of how the teams at Annex Wealth Management delivered for our clients in a very challenging year.

Sunday, December 27

Annex Wealth Management — Sun, 27 Dec 2020 09:00:00 -0500

In a two-part series today, we look at the value of an investor. What's a Gray Divorce? It's happening more and Deanne Phillips explores the topic. What's the best way to leave money to your kids? Our Estate Planning Attorney tackles how to do it correctly.

Sunday, December 20

Annex Wealth Management — Sun, 20 Dec 2020 09:00:00 -0500

What is quadruple witching? Dave and Derek cover it plus the inclusion of Tesla in the S&P500. Are people moving their retirement dates because of COVID? We examine that. Bryan Fiore, branch director, visits to talk about trusts.

Sunday, December 13

Annex Wealth Management — Sun, 13 Dec 2020 09:00:00 -0500

IPOs, vaccines, and Disney's powerful numbers. Dave and Derek discuss last week and look ahead to 2021. Does it really take 570 hours to settle an estate? We'll tackle that PLUS check in with Bryan Fiore, branch director Annex Wealth Management Naples.

Sunday, December 6th

Annex Wealth Management — Sun, 06 Dec 2020 09:00:00 -0500

A new jobs report, a couple of market records, and the threat of headwinds. Dave Spano and Derek Felske cover the market. We'll check in with Bryan Fiore, branch director, and cover the 2020 Year End Tax Planning Guide.

Sunday, November 29

Annex Wealth Management — Sun, 29 Nov 2020 09:00:00 -0500

Happy Thanksgiving weekend. On this week's show, we look back on some of our favorite team segments.

Sunday, November 22

Annex Wealth Management — Sun, 22 Nov 2020 09:00:00 -0500

A second week of promising vaccine news, yet a rather bumpy week. Dave and Derek break it down. Naples branch director Bryan Fiore covers 4 facts about Medicare Open Enrollment.

Sunday, November 15

Annex Wealth Management — Sun, 15 Nov 2020 09:00:00 -0500

Earnings, volatility, and a vaccine. Dave and Derek cover quite a week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, Naples and we dip into the Ask Annex mailbag.

Sunday, November 8th

Annex Wealth Management — Sun, 08 Nov 2020 10:00:00 -0500

Dave and Derek cover uncertainty over the election and also tackle some questions on Ask Annex. We check in with Bryan Fiore, branch director at Annex Wealth Management/Naples.

Sunday, November 1st

Annex Wealth Management — Sun, 01 Nov 2020 09:00:00 -0500

We celebrate 1 year on 925 Fox News with today's show. Dave Spano and Derek Felske cover the week including the huge GDP report, the volatility, a number of earnings report, and a look past the election. We also check in with Bryan Fiore, branch director Annex Wealth Management, Naples.

Sunday, October 25

Annex Wealth Management — Sun, 25 Oct 2020 09:00:00 -0400

Dave Spano and Derek Felske cover the week, the latest batch of earnings reports, and various headwinds facing the market. We check in with Bryan Fiore, branch director Annex Wealth Management/Naples, and cover tax planning in light of the election.

Sunday, October 18th

Annex Wealth Management — Sun, 18 Oct 2020 09:00:00 -0400

Mark Beck and Derek Felske review the week including a look at the first batch of earnings. We'll cover Medicare Open Enrollment, answer some questions during Ask Annex, and check in with Bryan Fiore, branch director of Annex Wealth Management, Naples.

Sunday, September 27th

Annex Wealth Management — Sun, 27 Sep 2020 09:00:00 -0400

As the 3rd quarter ends, Dave Spano and Mark Beck discuss what we're seeing and what lies ahead. We preview an upcoming webinar and visit with Bryan Fiore, branch director at Annex Wealth Management/Naples.

Sunday, September 20th

Annex Wealth Management — Sun, 20 Sep 2020 09:00:00 -0400

A week-in-review, market movers, the Fed notes, and fresh economic data. What are the two sweet spots for Roth conversions? We also check in the Bryan Fiore, branch director at Annex Wealth Management/Naples.

Sunday, September 6

Annex Wealth Management — Sun, 06 Sep 2020 09:00:00 -0400

A record high and a huge drop---all in one week. Dave Spano and Derek Felske cover the week. How does Annex make sure our new clients have an error-free transition? We'll cover that. We'll also visit with Branch Director Bryan Fiore.

Sunday, August 30

Annex Wealth Management — Sun, 30 Aug 2020 09:00:00 -0400

Dave Spano and Mark Beck regard earnings season, the Fed, and headwinds. We'll cover how Annex pays strict attention to our client's account detail---because not everyone does. Branch Director Bryan Fiore covers '6 Signs It Is Time To Retire'.

Sunday, August 23rd

Annex Wealth Management — Sun, 23 Aug 2020 09:15:00 -0400

Dave Spano and Derek Felske review the week, discuss a couple of stellar earnings reports, and look ahead. We also check in with Bryan Fiore, branch director at Annex Wealth Management in Naples.

Sunday, August 16

Annex Wealth Management — Sun, 16 Aug 2020 09:00:00 -0400

A surprisingly good earnings season but other headwinds remain-- Dave Spano and Derek Felske discuss the week. We'll have a sneak peek at our upcoming Pandemic Proofing Your Retirement webinar and we'll check in with Bryan Fiore, branch director at Annex Wealth/Naples.

Sunday, August 9th

Annex Wealth Management — Sun, 09 Aug 2020 09:00:00 -0400

Dave Spano and Derek Felske cover the latest in earnings reports, the growing tension with China, and strength in the tech industry. Deanne Phillips covers women and financial planning; why they start later and what can be done about that. We also check in with Bryan Fiore, branch director at Annex Wealth Management and answer more questions during Ask Annex.

Sunday, August 2nd

Annex Wealth Management — Sun, 02 Aug 2020 09:00:00 -0400

"A ton of earnings", a quick chat about Tik Tok, the sudden pop in Kodak stock and a team segment about business succession planning.

Sunday, July 26th

Annex Wealth Management — Sun, 26 Jul 2020 09:00:00 -0400

Earnings season and the latest issue with China.

Sunday, July 19

Annex Wealth Management — Sun, 19 Jul 2020 09:00:00 -0400

What are the expectations of the Annex Wealth Management investment committee for the upcoming earnings season? We also visit with Bryan Fiore, branch director at Annex Wealth Management, Naples, for a chat about the 'bucket theory.

Sunday, July 12

Annex Wealth Management — Sun, 12 Jul 2020 09:00:00 -0400

Mark and Derek cover last week's markets, look ahead to earnings season, and offer some advice on putting an portfolio in place. Deanne Phillips shares some aspects of annuities to be aware of and previews next week's Annuity Enigma webinar workshop.

Sunday, July 5th

Annex Wealth Management — Sun, 05 Jul 2020 08:30:00 -0400

Happy 4th of July weekend. Today's show features Parts 1 & 2 of our Value of an Advisor series, a visit with our Estate Planning attorney covering common planning mistakes, and a chat about annuities.

Sunday, June 28

Annex Wealth Management — Sun, 28 Jun 2020 08:00:00 -0400

More volatility create tension as we near the end of the first half of the year. Our Sr Tax planner joins us to talk about mid-season tax planning changes you might consider.

Sunday, June 21

Annex Wealth Management — Sun, 21 Jun 2020 10:00:00 -0400

More volatility, a spike in coronavirus cases, and a huge retail sales number. Dave Spano and Mark Oswald cover the prior week and look ahead to the next cycle of earnings. Deanne Phillips has a few tips for laid-off and furloughed employees while Jill Martin covers the steps to take when considering leaving money to children.

Sunday, June 14

Annex Wealth Management — Sun, 14 Jun 2020 09:00:00 -0400

The Fed, the virus, and some vicious ups and downs in the markets. Plus, a preview of our Win-Win Charity webinar along with the steps you should take if you're selling a business.

Sunday, June 7

Annex Wealth Management — Sun, 07 Jun 2020 10:00:00 -0400

A surprise positive jobs report turbocharges the market on Friday. Dave, Mark, and Derek discuss what it means for investors. If you have a family vacation home, it probably needs an estate plan to smoothly transition a transfer between generations. Jill Martin, our estate planning attorney discusses that.

Sunday, May 31

Annex Wealth Management — Sun, 31 May 2020 10:00:00 -0400

Q1 GDP numbers were negative and Q2 is going to be abysmal. Are we seeing the bottom? Annex Wealth Management's Dave Spano, Mark Oswald, and Derek Felske discuss.

Sunday, May 24th

Annex Wealth Management — Sun, 24 May 2020 09:00:00 -0400

Mark and Dave discuss the markets. We hear a story of a newly retired client who ran smack into the impact of the coronavirus. We open up the Ask Annex mailbag, too.

Sunday, May 17

Annex Wealth Management — Sun, 17 May 2020 10:30:00 -0400

Dave, Mark, and Derek cover the week's events as the country looks toward reopening. Our planning team provides a quick snapshot of changes in RMD due to both the SECURE and CARES Acts. Deanne Phillips takes a look at the disparity in retirement income and what women can do to plan better.

Sunday, May 10

Annex Wealth Management — Sun, 10 May 2020 10:00:00 -0400

Happy Mother's Day from Annex Wealth Management. Dave, Mark, and Derek cover the latest including the new jobless numbers, Payroll Protection Program, and which sectors show promise---and which are threatened.

Sunday, May 3

Annex Wealth Management — Sun, 03 May 2020 10:00:00 -0400

Mark and Derek cover the markets including some interesting earnings reports from tech companies. Brandon Lehman shares stories of 3 do-it-yourselfers, and we dig into the Ask Annex mailbag.

Sunday, April 26

Annex Wealth Management — Sun, 26 Apr 2020 10:00:00 -0400

Earnings, more stimulus, and a fresh set of unemployment numbers. Mark Oswald and Derek Felske cover the major events of the weeks in the market. We review our Annuity Enigma webinar and tackle some of the questions raised. Plus, Ask Annex. If you've got a question for us, please let us know at AnnexWealth.com/ask

Sunday, April 19

Annex Wealth Management — Sun, 19 Apr 2020 10:00:00 -0400

Dave, Mark, and Derek discuss last week, review the ongoing impact of COVID19, and look ahead to what is going to be an odd earnings season. Jill Martin, estate planning attorney at Annex Wealth Management, discusses estate planning in a coronavirus world--and why you should have a solid plan in place.

Sunday, April 5

Annex Wealth Management — Sun, 05 Apr 2020 10:00:00 -0400

A look at another....unusual week. Plus, Randy Winkler from our planning department covers some aspects of the CARES Act that affect the most people. Plus, Ask Annex with a wide variety of questions----if you got one, let us know at AnnexWealth.com/Ask.

Sunday, March 29

Annex Wealth Management — Sun, 29 Mar 2020 10:00:00 -0400

A stimulus bill, the biggest market gain since 1938, and the specter of Coronavirus; there IS a lot to cover today with Dave Spano, Mark Oswald, and Derek Felske. Also, our Senior Tax Planner explains the latest with the change in tax-filing dates.

Sunday, March 22

Annex Wealth Management — Sun, 22 Mar 2020 09:00:00 -0400

Coronavirus continues to rock the markets. Dave, Mark, and Derek comb through the data and offer their perspective. A member of our financial planning team covers Roth conversions in down markets---and why that might make sense for some.

Sunday, March 15

Annex Wealth Management — Sun, 15 Mar 2020 09:00:00 -0400

Market jitters clobber the market. Dave, Mark, and Derek review the week and offer some key things to consider. Two members of our planning department tackle a planning challenge.

Sunday, March 8

Annex Wealth Management — Sun, 08 Mar 2020 10:00:00 -0400

Coronavirus and an Opec-Russia oil skirmish combine to produce a choppy week. Dave Spano, Mark Oswald, and Derek Felske offer their take on current economic conditions, areas of caution, and where opportunities might exist. Deanne Phillips joins the show to speak about 'discordant retirement' and Estate Planning attorney Jill Martin covers deeding houses to others.

Sunday, March 1st

Annex Wealth Management — Sun, 01 Mar 2020 10:00:00 -0500

You guessed it, coronavirus is dominating the news this week with a 3500 point drop in the Dow. Dave Spano, Mark Oswald, and Derek Felske discuss the impact on the markets; what is real and what is not. Senior Tax Planner Sean Young covers small business tax strategies.

Sunday, February 23

Annex Wealth Management — Sun, 23 Feb 2020 09:00:00 -0500

Earnings season winds down, coronavirus fears ramp up, and politics boil over. Dave Spano, Mark Oswald, and Derek Felske review the week. Deanne Phillips and Eric Strom discuss annuities and the Annex Wealth Management annuity review. Plus, Ask Annex questions from the audience.

Sunday, February 16

Annex Wealth Management — Sun, 16 Feb 2020 10:00:00 -0500

More coronavirus impact along with what we're seeing with earnings reports. Sr. Tax Planner Sean Young joins the show to talk about how to avoid making a costly mistake when it comes to Qualified Charitable Distributions.

Sunday, February 9

Annex Wealth Management — Sun, 09 Feb 2020 12:00:00 -0500

Dave, Mark, and Derek discuss Friday's healthy jobs number, the threat from coronavirus, earnings, and the subsequent market reaction. Also, a visit from Deanne Phillips about Tuesday's Women's Guide to Financial Self-Defense workshop.

Sunday, February 2

Annex Wealth Management — Sun, 02 Feb 2020 08:00:00 -0500

New bricks for the Wall-of-Worry, a chat about a busy week of quarterly earnings, and more about Annex Executive, the service that addresses the unique needs of the corner office.

Sunday, January 26

Annex Wealth Management — Sun, 26 Jan 2020 10:00:00 -0500

Dave Spano and Mark Oswald talk about the potential for a new 'wall of worry' being built. What might the November election bring for markets? Deanne Phillips joins the show to talk about the upcoming Women's Guide to Financial Self Defense workshop on February 11th. Plus, another edition of Ask Annex. Team, Tech, Trust. Check us out today at AnnexWealth.com

Sunday, January 19

Annex Wealth Management — Sun, 19 Jan 2020 13:00:00 -0500

The DOW crosses 29,000, earnings reports are arriving, and there is a new member of the Trillion Dollar Club. Dave Spano, Mark Oswald, and Derek Felske cover the week's events and how they might impact your financial plan. Deanne Phillips discusses why women can tend to start financial planning later than they should---and provides a few things to do TODAY. All that, plus Ask Annex.

Sunday, January 12

Annex Wealth Management — Sun, 12 Jan 2020 10:00:00 -0500

Between the tension with Iran and crossing 29,000 for the Dow, it was an interesting week. Dave Spano, Mark Oswald, and Derek Felske cover the week and look ahead to next week's start of earnings season. We've got double coverage on the impact of the new SECURE Act as well.

Sunday, January 5

Annex Wealth Management — Sun, 05 Jan 2020 14:00:00 -0500

What was the market reaction to the US missile strike in Iraq? Dave Spano, Mark Oswald, and Derek Felske discuss. Deanne Phillips joins the show to talk about 'passion assets' and how best to approach their eventual distribution. What were the top clicks in 2019 for the Axiom, our free weekly newsletter? The Annex marketing team visits to talk about what our readers liked best.

Sunday, December 29

Annex Wealth Management — Sun, 29 Dec 2019 11:00:00 -0500

Annex president and CEO, Dave Spano looks back at 2019. Members of our Estate and Planning team review the SECURE Act. Another edition of Ask Annex, and Director of Wealth Management, Mark Beck, joins Dave to talk about how comprehensive financial planning is MORE than just numbers.

Sunday, December 22

Annex Wealth Management — Sun, 22 Dec 2019 15:00:00 -0500

Dave Spano and Mark Oswald cover last week and take a look at 2020. Jill Martin heads our Estate Planning team and joins the show to discuss the possible ramifications of the SECURE Act. Plus, another edition of Ask Annex.

Sunday, December 15

Annex Wealth Management — Sun, 15 Dec 2019 15:00:00 -0500

A Phase 1 Deal with China, a Conservative Party near-sweep in the UK, and a talk about Gray Divorces. Dave Spano, Mark Oswald, and Derek Felske cover what Annex Wealth Management is tracking and what might happen next.

Sunday, December 8

Annex Wealth Management — Sun, 08 Dec 2019 18:00:00 -0500

Dave, Mark, and Derek discuss the latest jobs number, the looming China tarrif deadline, and the latest market conditions. Our Estate Planning team covers what to consider when choosing your executor and we go to the mailbag for Ask Annex.

Sunday, December 1

Annex Wealth Management — Sun, 01 Dec 2019 15:00:00 -0500

Mark Oswald and Derek Felske discuss last week and look ahead to the end of the year---and what might happen in 2020. Plus, Estate Planning Attorney Jill Martin covers the basics of leaving money to children.

Sunday, November 24

Annex Wealth Management — Sun, 24 Nov 2019 16:00:00 -0500

A quick recap of last week along with a discussion of the power of the Annex team including a visit with Bryan Fiore, branch manager for our Naples office. We also visit with two teammates to discuss spending in retirement.

Sunday, November 17

Annex Wealth Management — Tue, 19 Nov 2019 08:00:00 -0500

Dave Spano and Mark Oswald discuss another record-setting week. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers leaving money to children.

Sunday, November 10

Annex Wealth Management — Mon, 11 Nov 2019 09:00:00 -0500

Dave Spano, Mark Oswald, and Derek Felske review a record-setting week, look ahead to what's coming, and cover what you need to ask any financial advisor. Plus, Part II of Common Questions we hear during client meetings.

Sunday, November 3

Annex Wealth Management — Sun, 03 Nov 2019 11:00:00 -0500

We introduce ourselves to Southwest Florida, review the week, and visit with our planning department for Part 1 of a series of common questions we encounter during client meetings.