The Women & Wealth Show from Annex Wealth Management Transistor (https://transistor.fm) https://feeds.transistor.fm/the-women-wealth-show-from-annex-wealth-management We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future. © 2026 Annex Wealth Management d89fe269-937d-5f99-9b14-23d78945528b yes en Sat, 12 Sep 2026 06:00:03 -0500 Sat, 12 Sep 2026 06:01:16 -0500 http://www.annexwealth.com https://img.transistorcdn.com/kODaphrz1ROiukrdcEzNbKXW7hmYlGFiDaEoHPo4qiQ/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81YzU4/NTlkMjhlMGRlZjE0/N2UxYzY4YWQ3MGYy/NDJlZS5qcGc.jpg The Women & Wealth Show from Annex Wealth Management http://www.annexwealth.com episodic Annex Wealth Management We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future. We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. finance, wealth, women and wealth, money, educational Annex Wealth Management No No Saturday, September 12th. Inclusion, Financial Leadership & Conversations We Avoid. 29 29 Saturday, September 12th. Inclusion, Financial Leadership & Conversations We Avoid. full 3bbd0e49-8a7a-4c33-aabf-095af2ade5b3 https://share.transistor.fm/s/c37a315a This week, Deanne Phillips and Leesa Gilliam put their financial knowledge to the test with a fun round of "Who Said It?" before exploring how different generations approach money, investing, and financial decision-making. They also tackle an important question for families: What money lessons are you passing on to your children?  In our Women at the Helm segment, Katie Cummings shares the inspiring story behind bringing a vision of inclusion in theater to life and the impact it is having on the community.  The conversation continues with a look at the growing reality of women serving as the primary breadwinners in marriage and divorce, along with practical strategies for having productive, peaceful financial conversations with spouses, family members, and loved ones.  Plus, we talk with Maria Jimenez-Lara about the upcoming "Winter Wine Festival" in Naples. 

]]> This week, Deanne Phillips and Leesa Gilliam put their financial knowledge to the test with a fun round of "Who Said It?" before exploring how different generations approach money, investing, and financial decision-making. They also tackle an important question for families: What money lessons are you passing on to your children?  In our Women at the Helm segment, Katie Cummings shares the inspiring story behind bringing a vision of inclusion in theater to life and the impact it is having on the community.  The conversation continues with a look at the growing reality of women serving as the primary breadwinners in marriage and divorce, along with practical strategies for having productive, peaceful financial conversations with spouses, family members, and loved ones.  Plus, we talk with Maria Jimenez-Lara about the upcoming "Winter Wine Festival" in Naples. 

]]> Sat, 12 Sep 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3341 This week, Deanne Phillips and Leesa Gilliam put their financial knowledge to the test with a fun round of "Who Said It?" before exploring how different generations approach money, investing, and financial decision-making. They also tackle an important question for families: What money lessons are you passing on to your children?  In our Women at the Helm segment, Katie Cummings shares the inspiring story behind bringing a vision of inclusion in theater to life and the impact it is having on the community.  The conversation continues with a look at the growing reality of women serving as the primary breadwinners in marriage and divorce, along with practical strategies for having productive, peaceful financial conversations with spouses, family members, and loved ones.  Plus, we talk with Maria Jimenez-Lara about the upcoming "Winter Wine Festival" in Naples. 

]]> finance, wealth, women and wealth, money, educational No Saturday, September 5th. Talking About Money, Busting Investment Myths, and Leading with Heart 28 28 Saturday, September 5th. Talking About Money, Busting Investment Myths, and Leading with Heart full 685baf1c-3219-4668-bbea-a9496cc9b141 https://share.transistor.fm/s/c00efa17 This week, Deanne Phillips and Marilou Davido tackle the money conversations we all know we should be having, but too often avoid. Dr. Brian Jacobsen joins the show to separate fact from fiction by exploring some of the most common myths investors believe and examining why Health Savings Account (HSA) balances continue to grow. In our Women at the Helm segment, Nikki Panico shares the deeply personal experience that inspired her passion for making a difference and led her to become a dedicated nonprofit leader.

]]> This week, Deanne Phillips and Marilou Davido tackle the money conversations we all know we should be having, but too often avoid. Dr. Brian Jacobsen joins the show to separate fact from fiction by exploring some of the most common myths investors believe and examining why Health Savings Account (HSA) balances continue to grow. In our Women at the Helm segment, Nikki Panico shares the deeply personal experience that inspired her passion for making a difference and led her to become a dedicated nonprofit leader.

]]> Sat, 05 Sep 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3308 This week, Deanne Phillips and Marilou Davido tackle the money conversations we all know we should be having, but too often avoid. Dr. Brian Jacobsen joins the show to separate fact from fiction by exploring some of the most common myths investors believe and examining why Health Savings Account (HSA) balances continue to grow. In our Women at the Helm segment, Nikki Panico shares the deeply personal experience that inspired her passion for making a difference and led her to become a dedicated nonprofit leader.

]]> finance, wealth, women and wealth, money, educational No Saturday, August 27th. Money, Leadership & the Conversations That Matter. 27 27 Saturday, August 27th. Money, Leadership & the Conversations That Matter. full a910f7ab-f06a-474c-b2fe-de80e04cd300 https://share.transistor.fm/s/e9d8fc6d This week's episode covers some of the most important financial and life planning conversations happening today. Deanne Phillips and Marilou Davido break down inherited IRAs and explain what the often misunderstood 10 Year Rule really means for beneficiaries.

In a special Women at the Helm segment, they explore how leadership opportunities are arriving earlier for many women, and what it takes to succeed in fields that have traditionally been more challenging to enter. Graduate student Kara Rooney joins the conversation to share her perspective on launching a career, developing leadership skills, and how the next generation defines success.

The episode also looks at thoughtful and tax efficient ways to give, previews an upcoming event focused on navigating difficult financial conversations, and discusses how to uncover the hidden gems that make your community unique.  Augustina Rok joins the show to talk about not just buying a home, but how to by a lifestyle and be happy with it.

]]> This week's episode covers some of the most important financial and life planning conversations happening today. Deanne Phillips and Marilou Davido break down inherited IRAs and explain what the often misunderstood 10 Year Rule really means for beneficiaries.

In a special Women at the Helm segment, they explore how leadership opportunities are arriving earlier for many women, and what it takes to succeed in fields that have traditionally been more challenging to enter. Graduate student Kara Rooney joins the conversation to share her perspective on launching a career, developing leadership skills, and how the next generation defines success.

The episode also looks at thoughtful and tax efficient ways to give, previews an upcoming event focused on navigating difficult financial conversations, and discusses how to uncover the hidden gems that make your community unique.  Augustina Rok joins the show to talk about not just buying a home, but how to by a lifestyle and be happy with it.

]]> Sat, 29 Aug 2026 05:00:00 -0500 Annex Wealth Management Annex Wealth Management 3295 This week's episode covers some of the most important financial and life planning conversations happening today. Deanne Phillips and Marilou Davido break down inherited IRAs and explain what the often misunderstood 10 Year Rule really means for beneficiaries.

In a special Women at the Helm segment, they explore how leadership opportunities are arriving earlier for many women, and what it takes to succeed in fields that have traditionally been more challenging to enter. Graduate student Kara Rooney joins the conversation to share her perspective on launching a career, developing leadership skills, and how the next generation defines success.

The episode also looks at thoughtful and tax efficient ways to give, previews an upcoming event focused on navigating difficult financial conversations, and discusses how to uncover the hidden gems that make your community unique.  Augustina Rok joins the show to talk about not just buying a home, but how to by a lifestyle and be happy with it.

]]> finance, wealth, women and wealth, money, educational No Saturday, August 20th. The New Gold Rush, Solo Aging, and a Story of Resilience 26 26 Saturday, August 20th. The New Gold Rush, Solo Aging, and a Story of Resilience full c0fee894-a016-4003-88a5-f2a2c77b1f1b https://share.transistor.fm/s/ab29b6e5 This week, Chief Economic Strategist Dr. Brian Jacobsen joins Deanne Phillips to discuss why gold is capturing investors’ attention once again and what its renewed popularity may mean for today’s economic landscape.  We also explore two important planning topics: preparing for solo aging and understanding how special needs trusts can help protect loved ones and their financial future.  In our Women at the Helm segment, Gina Sanchez shares her inspiring journey from overcoming significant hardships early in life to becoming a leader dedicated to helping women and children navigate some of life’s most difficult challenges. Her story is a powerful reminder of the impact resilience and purpose can have on others.

]]> This week, Chief Economic Strategist Dr. Brian Jacobsen joins Deanne Phillips to discuss why gold is capturing investors’ attention once again and what its renewed popularity may mean for today’s economic landscape.  We also explore two important planning topics: preparing for solo aging and understanding how special needs trusts can help protect loved ones and their financial future.  In our Women at the Helm segment, Gina Sanchez shares her inspiring journey from overcoming significant hardships early in life to becoming a leader dedicated to helping women and children navigate some of life’s most difficult challenges. Her story is a powerful reminder of the impact resilience and purpose can have on others.

]]> Sat, 22 Aug 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3283 This week, Chief Economic Strategist Dr. Brian Jacobsen joins Deanne Phillips to discuss why gold is capturing investors’ attention once again and what its renewed popularity may mean for today’s economic landscape.  We also explore two important planning topics: preparing for solo aging and understanding how special needs trusts can help protect loved ones and their financial future.  In our Women at the Helm segment, Gina Sanchez shares her inspiring journey from overcoming significant hardships early in life to becoming a leader dedicated to helping women and children navigate some of life’s most difficult challenges. Her story is a powerful reminder of the impact resilience and purpose can have on others.

]]> finance, wealth, women and wealth, money, educational No Saturday, August 15th. Wealth, Family, and Finding Your Authentic Self 25 25 Saturday, August 15th. Wealth, Family, and Finding Your Authentic Self full e0f5c521-04a0-4ac4-a9bc-e7688ae0cb80 https://share.transistor.fm/s/e6fbcb02 This week, we break down the latest jobs report and discuss how to support aging parents and adult children without sacrificing your own financial future. In Women at the Helm, Erica Gumieny shares how authenticity and humor help people navigate life's challenges. We'll also explore annuities, courageous money conversations, and what lies beyond the beaches in Naples with Melissa Blazier.

]]> This week, we break down the latest jobs report and discuss how to support aging parents and adult children without sacrificing your own financial future. In Women at the Helm, Erica Gumieny shares how authenticity and humor help people navigate life's challenges. We'll also explore annuities, courageous money conversations, and what lies beyond the beaches in Naples with Melissa Blazier.

]]> Sat, 15 Aug 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3251 This week, we break down the latest jobs report and discuss how to support aging parents and adult children without sacrificing your own financial future. In Women at the Helm, Erica Gumieny shares how authenticity and humor help people navigate life's challenges. We'll also explore annuities, courageous money conversations, and what lies beyond the beaches in Naples with Melissa Blazier.

]]> finance, wealth, women and wealth, money, educational No Saturday, August 8th. Financial FOMO, AI Advice, and Rising Homeownership Risk 24 24 Saturday, August 8th. Financial FOMO, AI Advice, and Rising Homeownership Risk full 4f8d0c01-595a-4c44-ab77-50fa8bacd2f4 https://share.transistor.fm/s/3335c2d9 This week, we're diving into the growing trend of "Retirement Maxing" and why more younger Americans are making retirement savings a top priority. Dr. Brian Jacobsen joins us to talk about financial FOMO, whether you're really missing out, and how to stay focused on your own financial goals. In our Women at the Helm segment, Brandy Enger shares insights from her leadership role in risk management, including why rising housing and insurance costs are putting pressure on homeowners. Plus, we explore where AI can be a powerful tool and where you might be better off leaving it out of the decision-making process.

]]> This week, we're diving into the growing trend of "Retirement Maxing" and why more younger Americans are making retirement savings a top priority. Dr. Brian Jacobsen joins us to talk about financial FOMO, whether you're really missing out, and how to stay focused on your own financial goals. In our Women at the Helm segment, Brandy Enger shares insights from her leadership role in risk management, including why rising housing and insurance costs are putting pressure on homeowners. Plus, we explore where AI can be a powerful tool and where you might be better off leaving it out of the decision-making process.

]]> Sat, 08 Aug 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3254 This week, we're diving into the growing trend of "Retirement Maxing" and why more younger Americans are making retirement savings a top priority. Dr. Brian Jacobsen joins us to talk about financial FOMO, whether you're really missing out, and how to stay focused on your own financial goals. In our Women at the Helm segment, Brandy Enger shares insights from her leadership role in risk management, including why rising housing and insurance costs are putting pressure on homeowners. Plus, we explore where AI can be a powerful tool and where you might be better off leaving it out of the decision-making process.

]]> finance, wealth, women and wealth, money, educational No Saturday, August 1st. From Career Success to Community Impact 23 23 Saturday, August 1st. From Career Success to Community Impact full 04b61255-a3d2-473e-99b5-45eb73020c6d https://share.transistor.fm/s/7f2b5a4a This week, we explore how preparing for one of retirement’s largest expenses can provide less anxiety, not only for retirees but also for the adult children who may one day help manage important care decisions. Thoughtful planning today can help reduce uncertainty and relieve significant stress for families in the years ahead.  In our Women at the Helm segment, Lynn Streeter joins us to share her journey from a distinguished career in healthcare leadership to a rewarding new chapter focused on community impact. She reflects on retirement, purpose, and the opportunities that come with using your experience to make a lasting difference. We also welcome Dr. Brian Jacobsen, who offers his perspective on international investing, including the role global markets can play in a diversified portfolio and what investors should consider in today’s economic environment.

]]> This week, we explore how preparing for one of retirement’s largest expenses can provide less anxiety, not only for retirees but also for the adult children who may one day help manage important care decisions. Thoughtful planning today can help reduce uncertainty and relieve significant stress for families in the years ahead.  In our Women at the Helm segment, Lynn Streeter joins us to share her journey from a distinguished career in healthcare leadership to a rewarding new chapter focused on community impact. She reflects on retirement, purpose, and the opportunities that come with using your experience to make a lasting difference. We also welcome Dr. Brian Jacobsen, who offers his perspective on international investing, including the role global markets can play in a diversified portfolio and what investors should consider in today’s economic environment.

]]> Sat, 01 Aug 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3328 This week, we explore how preparing for one of retirement’s largest expenses can provide less anxiety, not only for retirees but also for the adult children who may one day help manage important care decisions. Thoughtful planning today can help reduce uncertainty and relieve significant stress for families in the years ahead.  In our Women at the Helm segment, Lynn Streeter joins us to share her journey from a distinguished career in healthcare leadership to a rewarding new chapter focused on community impact. She reflects on retirement, purpose, and the opportunities that come with using your experience to make a lasting difference. We also welcome Dr. Brian Jacobsen, who offers his perspective on international investing, including the role global markets can play in a diversified portfolio and what investors should consider in today’s economic environment.

]]> finance, wealth, women and wealth, money, educational No Saturday, July 25th. The Retirement Countdown & Finding Common Ground in Divorce 22 22 Saturday, July 25th. The Retirement Countdown & Finding Common Ground in Divorce full f3e6ea7d-a078-46ce-ba22-5ac6b62ed8f7 https://share.transistor.fm/s/1e2553d6 In our Women at the Helm segment, attorney Sue Hansen shares insights from her collaborative divorce and mediation practice, discussing how couples can navigate challenging transitions with dignity, communication, and a focus on peaceful resolution. We’re also joined by The 401(k) Guy, who offers guidance on the key retirement decisions you’ll face as you approach retirement and how to prepare for a confident financial future. Plus, we explore the 4% retirement withdrawal rule—what it is, whether it still holds up in today’s economic environment, and what retirees should consider when creating a sustainable income strategy.  Emily Monty shares her entrepreneurial journey of being a restauranteur to Mrs. Naples. 

]]> In our Women at the Helm segment, attorney Sue Hansen shares insights from her collaborative divorce and mediation practice, discussing how couples can navigate challenging transitions with dignity, communication, and a focus on peaceful resolution. We’re also joined by The 401(k) Guy, who offers guidance on the key retirement decisions you’ll face as you approach retirement and how to prepare for a confident financial future. Plus, we explore the 4% retirement withdrawal rule—what it is, whether it still holds up in today’s economic environment, and what retirees should consider when creating a sustainable income strategy.  Emily Monty shares her entrepreneurial journey of being a restauranteur to Mrs. Naples. 

]]> Sat, 25 Jul 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3315 In our Women at the Helm segment, attorney Sue Hansen shares insights from her collaborative divorce and mediation practice, discussing how couples can navigate challenging transitions with dignity, communication, and a focus on peaceful resolution. We’re also joined by The 401(k) Guy, who offers guidance on the key retirement decisions you’ll face as you approach retirement and how to prepare for a confident financial future. Plus, we explore the 4% retirement withdrawal rule—what it is, whether it still holds up in today’s economic environment, and what retirees should consider when creating a sustainable income strategy.  Emily Monty shares her entrepreneurial journey of being a restauranteur to Mrs. Naples. 

]]> finance, wealth, women and wealth, money, educational No Saturday, July 18th.  From Marriage Plans to Million-Dollar Missions 21 21 Saturday, July 18th.  From Marriage Plans to Million-Dollar Missions full c10c296b-8093-4650-aca7-67f0c101626f https://share.transistor.fm/s/b201ca65 This week, Annex expert Amy Kiiskila and special guest Sue Hansen discuss navigating prenuptial agreements and the benefits of divorce mediation. We also welcome Rose Gray of Fox World Travel to discuss travel plans in retirement. Plus, Maria Jimenez-Lara, CEO of the Naples Children & Education Foundation, shares the story behind the famous Naples Winter Wine Festival and its charitable impact.  Christa Beall Diefenbach is the CEO of the Milwaukee Domes Alliance and she discusses leading the "Domes Reimagined" project, a $133 million effort to restore and expand Milwaukee's Mitchell Park Horticultural Conservatory.

]]> This week, Annex expert Amy Kiiskila and special guest Sue Hansen discuss navigating prenuptial agreements and the benefits of divorce mediation. We also welcome Rose Gray of Fox World Travel to discuss travel plans in retirement. Plus, Maria Jimenez-Lara, CEO of the Naples Children & Education Foundation, shares the story behind the famous Naples Winter Wine Festival and its charitable impact.  Christa Beall Diefenbach is the CEO of the Milwaukee Domes Alliance and she discusses leading the "Domes Reimagined" project, a $133 million effort to restore and expand Milwaukee's Mitchell Park Horticultural Conservatory.

]]> Sat, 18 Jul 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 4122 This week, Annex expert Amy Kiiskila and special guest Sue Hansen discuss navigating prenuptial agreements and the benefits of divorce mediation. We also welcome Rose Gray of Fox World Travel to discuss travel plans in retirement. Plus, Maria Jimenez-Lara, CEO of the Naples Children & Education Foundation, shares the story behind the famous Naples Winter Wine Festival and its charitable impact.  Christa Beall Diefenbach is the CEO of the Milwaukee Domes Alliance and she discusses leading the "Domes Reimagined" project, a $133 million effort to restore and expand Milwaukee's Mitchell Park Horticultural Conservatory.

]]> finance, wealth, women and wealth, money, educational No Saturday, July 11th: Discovering WHO You Are in Business, and Gen X Is Retiring! 20 20 Saturday, July 11th: Discovering WHO You Are in Business, and Gen X Is Retiring! full 0da7d146-f58d-4ab7-ad1a-7601295c87b8 https://share.transistor.fm/s/29d24048 Pack your bags for another great episode! Rose Gray from Fox World Travel joins us to talk destinations, trends, and travel inspiration, and you may be surprised to learn her favorite getaway spot. Plus, as Generation X moves closer to retirement, what lessons has this often-overlooked generation learned about money, work, and planning for the future? And in our Women at the Helm segment, Amy Blain shares her unique mission: helping people discover not just what to do in business, but who to be. It's an insightful conversation about leadership, authenticity, and personal growth you won't want to miss. Krystal Casey from J.P. Brett & Sons talking about being on the leadership team and being in a family-owned business serving the Naples community.

]]> Pack your bags for another great episode! Rose Gray from Fox World Travel joins us to talk destinations, trends, and travel inspiration, and you may be surprised to learn her favorite getaway spot. Plus, as Generation X moves closer to retirement, what lessons has this often-overlooked generation learned about money, work, and planning for the future? And in our Women at the Helm segment, Amy Blain shares her unique mission: helping people discover not just what to do in business, but who to be. It's an insightful conversation about leadership, authenticity, and personal growth you won't want to miss. Krystal Casey from J.P. Brett & Sons talking about being on the leadership team and being in a family-owned business serving the Naples community.

]]> Sat, 11 Jul 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3272 Pack your bags for another great episode! Rose Gray from Fox World Travel joins us to talk destinations, trends, and travel inspiration, and you may be surprised to learn her favorite getaway spot. Plus, as Generation X moves closer to retirement, what lessons has this often-overlooked generation learned about money, work, and planning for the future? And in our Women at the Helm segment, Amy Blain shares her unique mission: helping people discover not just what to do in business, but who to be. It's an insightful conversation about leadership, authenticity, and personal growth you won't want to miss. Krystal Casey from J.P. Brett & Sons talking about being on the leadership team and being in a family-owned business serving the Naples community.

]]> finance, wealth, women and wealth, money, educational No Saturday, July 4th. From Employee to Entrepreneur 19 19 Saturday, July 4th. From Employee to Entrepreneur full fc511477-0ea9-483a-9871-5acd9de8e443 https://share.transistor.fm/s/d8cf580d This week, we explore some of the best local spots to enjoy with your four-legged friend, examine whether fine wine can be a smart alternative investment, and discuss how professionals can communicate more effectively across multiple generations in today's workplace.

We also sit down with entrepreneur Peggy Ann, who shares her remarkable journey from assistant manager to business owner, ultimately building and selling her company to a world-famous brand. And you'll hear an inspiring conversation with a female bodybuilder whose story of determination, discipline, and personal growth is sure to leave a lasting impression.

]]> This week, we explore some of the best local spots to enjoy with your four-legged friend, examine whether fine wine can be a smart alternative investment, and discuss how professionals can communicate more effectively across multiple generations in today's workplace.

We also sit down with entrepreneur Peggy Ann, who shares her remarkable journey from assistant manager to business owner, ultimately building and selling her company to a world-famous brand. And you'll hear an inspiring conversation with a female bodybuilder whose story of determination, discipline, and personal growth is sure to leave a lasting impression.

]]> Sat, 04 Jul 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3306 This week, we explore some of the best local spots to enjoy with your four-legged friend, examine whether fine wine can be a smart alternative investment, and discuss how professionals can communicate more effectively across multiple generations in today's workplace.

We also sit down with entrepreneur Peggy Ann, who shares her remarkable journey from assistant manager to business owner, ultimately building and selling her company to a world-famous brand. And you'll hear an inspiring conversation with a female bodybuilder whose story of determination, discipline, and personal growth is sure to leave a lasting impression.

]]> finance, wealth, women and wealth, money, educational No Saturday, June 27th. What’s Changing Now? New Accounts, Retirement Reality & the Luxury Market 18 18 Saturday, June 27th. What’s Changing Now? New Accounts, Retirement Reality & the Luxury Market full 2d752493-ff45-4e67-8e36-ed7b86697c85 https://share.transistor.fm/s/07b60c78 This week, we explain what “Trump accounts” are and who may qualify, and tackle the question everyone’s asking: is Social Security really going away? Chief Economic Strategist Dr. Brian Jacobsen shares insights, while Beth Ridley breaks down how leaders turn values into action. Plus, Holly Gamblin covers the luxury housing market, and Peggy Ann shares her journey selling her business and helping others downsize for retirement.

]]> This week, we explain what “Trump accounts” are and who may qualify, and tackle the question everyone’s asking: is Social Security really going away? Chief Economic Strategist Dr. Brian Jacobsen shares insights, while Beth Ridley breaks down how leaders turn values into action. Plus, Holly Gamblin covers the luxury housing market, and Peggy Ann shares her journey selling her business and helping others downsize for retirement.

]]> Sat, 27 Jun 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3295 This week, we explain what “Trump accounts” are and who may qualify, and tackle the question everyone’s asking: is Social Security really going away? Chief Economic Strategist Dr. Brian Jacobsen shares insights, while Beth Ridley breaks down how leaders turn values into action. Plus, Holly Gamblin covers the luxury housing market, and Peggy Ann shares her journey selling her business and helping others downsize for retirement.

]]> finance, wealth, women and wealth, money, educational No Saturday, June 20th. From SpaceX to Sidelines: IPO Insights, NIL Deals & Luxury Travel Hacks. 17 17 Saturday, June 20th. From SpaceX to Sidelines: IPO Insights, NIL Deals & Luxury Travel Hacks. full f5828cde-d01d-43fc-b90c-1cdb6c32feeb https://share.transistor.fm/s/c9d85542 Big ideas and smart strategies headline this episode. Dr. Brian Jacobsen breaks down the SpaceX buzz and how to better understand IPOs. For “At the Helm,” attorney Griselda Aldrete shares her incredible journey and insights on the fast-changing NIL world and working with young athletes and their families. Plus, we cover luxury travel tips and how to maximize credit card rewards, and check in with Emily Monty, restaurateur and Mrs. Naples.

]]> Big ideas and smart strategies headline this episode. Dr. Brian Jacobsen breaks down the SpaceX buzz and how to better understand IPOs. For “At the Helm,” attorney Griselda Aldrete shares her incredible journey and insights on the fast-changing NIL world and working with young athletes and their families. Plus, we cover luxury travel tips and how to maximize credit card rewards, and check in with Emily Monty, restaurateur and Mrs. Naples.

]]> Sat, 20 Jun 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3321 Big ideas and smart strategies headline this episode. Dr. Brian Jacobsen breaks down the SpaceX buzz and how to better understand IPOs. For “At the Helm,” attorney Griselda Aldrete shares her incredible journey and insights on the fast-changing NIL world and working with young athletes and their families. Plus, we cover luxury travel tips and how to maximize credit card rewards, and check in with Emily Monty, restaurateur and Mrs. Naples.

]]> finance, wealth, women and wealth, money, educational No Saturday, June 13th. Empowering Women: Leadership, Health, and Financial Confidence 16 16 Saturday, June 13th. Empowering Women: Leadership, Health, and Financial Confidence full 29e050f3-e462-483a-ba85-65c141cd7a7a https://share.transistor.fm/s/d1e78478 This week on the Women and Wealth Show from Annex Wealth Management, we’re joined by inspiring leaders making a real impact. Ana Simpson, CEO of Girl Scouts Wisconsin Southeast, shares how her organization is shaping the next generation of confident, capable young women, while Dr. Tes Jordens offers insight into helping women optimize their health as they age. We also talk with Brenda Campbell, CEO and President of Secure Futures, about why financial literacy is more important than ever, and Emily Monty, Mrs. Naples, who shares her journey as a successful restaurateur, entrepreneur, and pageant titleholder competing on the national stage.

]]> This week on the Women and Wealth Show from Annex Wealth Management, we’re joined by inspiring leaders making a real impact. Ana Simpson, CEO of Girl Scouts Wisconsin Southeast, shares how her organization is shaping the next generation of confident, capable young women, while Dr. Tes Jordens offers insight into helping women optimize their health as they age. We also talk with Brenda Campbell, CEO and President of Secure Futures, about why financial literacy is more important than ever, and Emily Monty, Mrs. Naples, who shares her journey as a successful restaurateur, entrepreneur, and pageant titleholder competing on the national stage.

]]> Sat, 13 Jun 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3321 This week on the Women and Wealth Show from Annex Wealth Management, we’re joined by inspiring leaders making a real impact. Ana Simpson, CEO of Girl Scouts Wisconsin Southeast, shares how her organization is shaping the next generation of confident, capable young women, while Dr. Tes Jordens offers insight into helping women optimize their health as they age. We also talk with Brenda Campbell, CEO and President of Secure Futures, about why financial literacy is more important than ever, and Emily Monty, Mrs. Naples, who shares her journey as a successful restaurateur, entrepreneur, and pageant titleholder competing on the national stage.

]]> finance, wealth, women and wealth, money, educational No Saturday, June 6th. Retired, Rewired. 15 15 Saturday, June 6th. Retired, Rewired. full ad03749c-2a00-4abb-9b00-d1b6f726ca65 https://share.transistor.fm/s/72e6359f This week, we’re diving into one of the most important, yet often avoided, topics: talking with loved ones about estate planning. We share practical tips to help make those conversations easier and ensure a smoother transition down the road. Plus, in this month’s Retired, Rewired segment, Lynnea Katz-Petted opens up about leaving her corporate career, navigating health challenges, and reinventing what retirement looks like in a truly inspiring way.

]]> This week, we’re diving into one of the most important, yet often avoided, topics: talking with loved ones about estate planning. We share practical tips to help make those conversations easier and ensure a smoother transition down the road. Plus, in this month’s Retired, Rewired segment, Lynnea Katz-Petted opens up about leaving her corporate career, navigating health challenges, and reinventing what retirement looks like in a truly inspiring way.

]]> Sat, 06 Jun 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3120 This week, we’re diving into one of the most important, yet often avoided, topics: talking with loved ones about estate planning. We share practical tips to help make those conversations easier and ensure a smoother transition down the road. Plus, in this month’s Retired, Rewired segment, Lynnea Katz-Petted opens up about leaving her corporate career, navigating health challenges, and reinventing what retirement looks like in a truly inspiring way.

]]> finance, wealth, women and wealth, money, educational No Saturday, May 30th. From Retirement Strategy to Venture Capital Leadership 14 14 Saturday, May 30th. From Retirement Strategy to Venture Capital Leadership full 970ce3c0-da65-402e-a6e5-e2a9021afdc4 https://share.transistor.fm/s/51361282 This week, we discuss how to avoid retirement “failure,” break down Micron and the role of chip stocks, and share smart strategies for managing student loans during graduation season.  In our Women at the Helm segment, we feature Raquel Filmanowicz, an accomplished leader with a background in corporate banking, public service, and venture capital.

]]> This week, we discuss how to avoid retirement “failure,” break down Micron and the role of chip stocks, and share smart strategies for managing student loans during graduation season.  In our Women at the Helm segment, we feature Raquel Filmanowicz, an accomplished leader with a background in corporate banking, public service, and venture capital.

]]> Sat, 30 May 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3240 This week, we discuss how to avoid retirement “failure,” break down Micron and the role of chip stocks, and share smart strategies for managing student loans during graduation season.  In our Women at the Helm segment, we feature Raquel Filmanowicz, an accomplished leader with a background in corporate banking, public service, and venture capital.

]]> finance, wealth, women and wealth, money, educational No Saturday, May 23rd. From Menopause to Money Talks - A Guide to Women and Wealth 13 13 Saturday, May 23rd. From Menopause to Money Talks - A Guide to Women and Wealth full 8094596d-4d26-4b4c-b017-2fc9ff8d4699 https://share.transistor.fm/s/2205d813 This week, we continue celebrating moms and the powerful money lessons they pass on to their daughters. Dr. Tes Jordens joins the show to share how her practice is helping women navigate obesity and menopause with confidence and care. We also explore how to approach difficult family conversations about vacation properties and what it takes to be prepared for a generational transfer of wealth.

]]> This week, we continue celebrating moms and the powerful money lessons they pass on to their daughters. Dr. Tes Jordens joins the show to share how her practice is helping women navigate obesity and menopause with confidence and care. We also explore how to approach difficult family conversations about vacation properties and what it takes to be prepared for a generational transfer of wealth.

]]> Sat, 23 May 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3257 This week, we continue celebrating moms and the powerful money lessons they pass on to their daughters. Dr. Tes Jordens joins the show to share how her practice is helping women navigate obesity and menopause with confidence and care. We also explore how to approach difficult family conversations about vacation properties and what it takes to be prepared for a generational transfer of wealth.

]]> finance, wealth, women and wealth, money, educational No Saturday, May 16th. Balancing It All: Careers, Kids & Confidence 12 12 Saturday, May 16th. Balancing It All: Careers, Kids & Confidence full e949ebf5-5e03-42e6-b674-ab45fdaf7ff3 https://share.transistor.fm/s/aaecccbb This week, we continue our “Celebrating Moms” series with a meaningful conversation about the challenges many women face when returning to their careers after having children. We’re also joined by some special mother-daughter guests who share the valuable money lessons passed down through generations. Plus, we welcome Jen Dirks discusses the growing and supportive community of executive women, and Katie Fromstein, who turned a passion for photography into a thriving business. It’s an inspiring episode filled with real stories, practical insights, and a celebration of the women who shape our lives.

]]> This week, we continue our “Celebrating Moms” series with a meaningful conversation about the challenges many women face when returning to their careers after having children. We’re also joined by some special mother-daughter guests who share the valuable money lessons passed down through generations. Plus, we welcome Jen Dirks discusses the growing and supportive community of executive women, and Katie Fromstein, who turned a passion for photography into a thriving business. It’s an inspiring episode filled with real stories, practical insights, and a celebration of the women who shape our lives.

]]> Sat, 16 May 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3303 This week, we continue our “Celebrating Moms” series with a meaningful conversation about the challenges many women face when returning to their careers after having children. We’re also joined by some special mother-daughter guests who share the valuable money lessons passed down through generations. Plus, we welcome Jen Dirks discusses the growing and supportive community of executive women, and Katie Fromstein, who turned a passion for photography into a thriving business. It’s an inspiring episode filled with real stories, practical insights, and a celebration of the women who shape our lives.

]]> finance, wealth, women and wealth, money, educational No Saturday, May 9th. Women Leading the Way: A Career in Celebrating Life 11 11 Saturday, May 9th. Women Leading the Way: A Career in Celebrating Life full f2964648-8d76-430b-afac-c11429a0c1ba https://share.transistor.fm/s/d92989fe This week, we continue our Mother’s Day celebration by reflecting on the powerful money lessons passed down from the women who shaped us. We also explore the remarkable progress women have made in business over the past decade, and what it means for the future. Plus, in our “Women at the Helm” segment, we’re joined by Christie Tosen of The Tribute Companies who talks about her family's ownership of four cemeteries and Jen Dirks, CEO of Tempo Milwaukee, for an inspiring conversation on leadership and community impact.

]]> This week, we continue our Mother’s Day celebration by reflecting on the powerful money lessons passed down from the women who shaped us. We also explore the remarkable progress women have made in business over the past decade, and what it means for the future. Plus, in our “Women at the Helm” segment, we’re joined by Christie Tosen of The Tribute Companies who talks about her family's ownership of four cemeteries and Jen Dirks, CEO of Tempo Milwaukee, for an inspiring conversation on leadership and community impact.

]]> Sat, 09 May 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 3358 This week, we continue our Mother’s Day celebration by reflecting on the powerful money lessons passed down from the women who shaped us. We also explore the remarkable progress women have made in business over the past decade, and what it means for the future. Plus, in our “Women at the Helm” segment, we’re joined by Christie Tosen of The Tribute Companies who talks about her family's ownership of four cemeteries and Jen Dirks, CEO of Tempo Milwaukee, for an inspiring conversation on leadership and community impact.

]]> finance, wealth, women and wealth, money, educational No Saturday, May 2nd. Money Lessons From Moms. 10 10 Saturday, May 2nd. Money Lessons From Moms. full 21b2b06c-b835-48ff-ba38-49550a454f4b https://share.transistor.fm/s/f9352d1f This Mother’s Day–themed episode kicks off with a heartfelt conversation between Deanne and her daughter, setting the tone for meaningful discussions around family, and legacy. We then dive into insights on thriving in The New 65, building strong money habits, and understanding passion assets. Special guest Michelle Fitzgerald from Horizons Law Group joins the show to talk about the legal process of divorce and how to strive to make things financially fair.

]]> This Mother’s Day–themed episode kicks off with a heartfelt conversation between Deanne and her daughter, setting the tone for meaningful discussions around family, and legacy. We then dive into insights on thriving in The New 65, building strong money habits, and understanding passion assets. Special guest Michelle Fitzgerald from Horizons Law Group joins the show to talk about the legal process of divorce and how to strive to make things financially fair.

]]> Sat, 02 May 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2680 This Mother’s Day–themed episode kicks off with a heartfelt conversation between Deanne and her daughter, setting the tone for meaningful discussions around family, and legacy. We then dive into insights on thriving in The New 65, building strong money habits, and understanding passion assets. Special guest Michelle Fitzgerald from Horizons Law Group joins the show to talk about the legal process of divorce and how to strive to make things financially fair.

]]> finance, wealth, women and wealth, money, educational No Saturday, April 25th. A Guest Who Could Take the Weight Off Your Shoulders. 9 9 Saturday, April 25th. A Guest Who Could Take the Weight Off Your Shoulders. full b94e9750-c938-441c-b921-a80e2bc7e1fc https://share.transistor.fm/s/23794e66 This week’s episode explores pivotal economic moments that have shaped how we think about money today. With spring in full swing, we discuss the value of “spring cleaning” not only at home, but also in your finances, reviewing and realigning your portfolio after filing taxes can help reduce stress and bring clarity. We also share guidance on navigating financial conversations with family, and welcome special guest Pam Foti, who joins us to highlight how her company serves as a valuable resource for families seeking assisted living options for their loved ones.

]]> This week’s episode explores pivotal economic moments that have shaped how we think about money today. With spring in full swing, we discuss the value of “spring cleaning” not only at home, but also in your finances, reviewing and realigning your portfolio after filing taxes can help reduce stress and bring clarity. We also share guidance on navigating financial conversations with family, and welcome special guest Pam Foti, who joins us to highlight how her company serves as a valuable resource for families seeking assisted living options for their loved ones.

]]> Sat, 25 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2699 This week’s episode explores pivotal economic moments that have shaped how we think about money today. With spring in full swing, we discuss the value of “spring cleaning” not only at home, but also in your finances, reviewing and realigning your portfolio after filing taxes can help reduce stress and bring clarity. We also share guidance on navigating financial conversations with family, and welcome special guest Pam Foti, who joins us to highlight how her company serves as a valuable resource for families seeking assisted living options for their loved ones.

]]> finance, wealth, women and wealth, money, educational No Saturday, April 18th. The Emotions of Market Volatility and a Successful Business in Beer. 8 8 Saturday, April 18th. The Emotions of Market Volatility and a Successful Business in Beer. full df418de2-fd94-4398-9904-0471b058e743 https://share.transistor.fm/s/626b1595 This week, we take a closer look at navigating market volatility and discuss how much concern is truly warranted during uncertain times. We also explore why many people are receiving larger tax refunds this year—and share thoughtful strategies for putting that money to work. Plus, our Women at the Helm segment continues with special guest Carrie Mattheson, President of the Women’s Club of Wisconsin, and Ane Ohm returns to share insights from her journey building a successful business in the beer industry.

]]> This week, we take a closer look at navigating market volatility and discuss how much concern is truly warranted during uncertain times. We also explore why many people are receiving larger tax refunds this year—and share thoughtful strategies for putting that money to work. Plus, our Women at the Helm segment continues with special guest Carrie Mattheson, President of the Women’s Club of Wisconsin, and Ane Ohm returns to share insights from her journey building a successful business in the beer industry.

]]> Sat, 18 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2657 This week, we take a closer look at navigating market volatility and discuss how much concern is truly warranted during uncertain times. We also explore why many people are receiving larger tax refunds this year—and share thoughtful strategies for putting that money to work. Plus, our Women at the Helm segment continues with special guest Carrie Mattheson, President of the Women’s Club of Wisconsin, and Ane Ohm returns to share insights from her journey building a successful business in the beer industry.

]]> finance, wealth, women and wealth, money, educational No Saturday, April 11th. How To Know Your Worth. 7 7 Saturday, April 11th. How To Know Your Worth. full 3ea00d0f-22f7-461b-b7e3-c81e07ef4a30 https://share.transistor.fm/s/1250dd1b This week, Deanne Phillips explores what it truly means to know your worth while balancing career ambitions, personal relationships, and overall well-being. The program also features thoughtful segments on navigating “money guilt” and introduces the innovative “Money Memory Method.”

The Women at the Helm segment welcomes two outstanding leaders: Wendy Cozzens, CEO of Make-A-Wish® Wisconsin, and Ane Ohm, an accomplished business owner and dynamic leader whose influence spans industries from finance to craft beer.

]]> This week, Deanne Phillips explores what it truly means to know your worth while balancing career ambitions, personal relationships, and overall well-being. The program also features thoughtful segments on navigating “money guilt” and introduces the innovative “Money Memory Method.”

The Women at the Helm segment welcomes two outstanding leaders: Wendy Cozzens, CEO of Make-A-Wish® Wisconsin, and Ane Ohm, an accomplished business owner and dynamic leader whose influence spans industries from finance to craft beer.

]]> Sat, 11 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2670 This week, Deanne Phillips explores what it truly means to know your worth while balancing career ambitions, personal relationships, and overall well-being. The program also features thoughtful segments on navigating “money guilt” and introduces the innovative “Money Memory Method.”

The Women at the Helm segment welcomes two outstanding leaders: Wendy Cozzens, CEO of Make-A-Wish® Wisconsin, and Ane Ohm, an accomplished business owner and dynamic leader whose influence spans industries from finance to craft beer.

]]> finance, wealth, women and wealth, money, educational No Saturday, April 4th. The Emotional Impact of Giving. 6 6 Saturday, April 4th. The Emotional Impact of Giving. full e771c858-1240-44a4-97db-4461f376af9e https://share.transistor.fm/s/2faf20f7 This week Deanne Phillips and Dr. Brian Jacobsen share insights on current market volatility and what it could mean for your financial picture. Our Women at the Helm segments feature an incredible lineup of guests including April DeValkenaere owner of Fortress Forensic Investigations who offers practical guidance on how to protect yourself from the latest financial scams. Wendy Cozzens CEO of Make-A-Wish Wisconsin joins the conversation to reflect on the powerful emotional impact of giving. We also welcome back Colleen Valkoun Vice President of Sales at iHeartMedia who shares meaningful ways to feel fulfilled while supporting nonprofits in your community.

]]> This week Deanne Phillips and Dr. Brian Jacobsen share insights on current market volatility and what it could mean for your financial picture. Our Women at the Helm segments feature an incredible lineup of guests including April DeValkenaere owner of Fortress Forensic Investigations who offers practical guidance on how to protect yourself from the latest financial scams. Wendy Cozzens CEO of Make-A-Wish Wisconsin joins the conversation to reflect on the powerful emotional impact of giving. We also welcome back Colleen Valkoun Vice President of Sales at iHeartMedia who shares meaningful ways to feel fulfilled while supporting nonprofits in your community.

]]> Sat, 04 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2677 This week Deanne Phillips and Dr. Brian Jacobsen share insights on current market volatility and what it could mean for your financial picture. Our Women at the Helm segments feature an incredible lineup of guests including April DeValkenaere owner of Fortress Forensic Investigations who offers practical guidance on how to protect yourself from the latest financial scams. Wendy Cozzens CEO of Make-A-Wish Wisconsin joins the conversation to reflect on the powerful emotional impact of giving. We also welcome back Colleen Valkoun Vice President of Sales at iHeartMedia who shares meaningful ways to feel fulfilled while supporting nonprofits in your community.

]]> finance, wealth, women and wealth, money, educational No Saturday, March 28th. Financial Rules from Childhood. 5 5 Saturday, March 28th. Financial Rules from Childhood. full 3e9d7e27-a42c-4484-a2d3-e0140ef07f3d https://share.transistor.fm/s/469b972c Larger tax refunds are hitting some bank accounts this year, so we start with smart, practical ways to put that money to work instead of letting it disappear. We also explore financial strategies tailored for those heading into or living through retirement on their own. And later, a conversation with Cecelia Gore about her work with the Brewers Community Foundation and what it really means to make a lasting, meaningful impact.

]]> Larger tax refunds are hitting some bank accounts this year, so we start with smart, practical ways to put that money to work instead of letting it disappear. We also explore financial strategies tailored for those heading into or living through retirement on their own. And later, a conversation with Cecelia Gore about her work with the Brewers Community Foundation and what it really means to make a lasting, meaningful impact.

]]> Sat, 28 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2089 Larger tax refunds are hitting some bank accounts this year, so we start with smart, practical ways to put that money to work instead of letting it disappear. We also explore financial strategies tailored for those heading into or living through retirement on their own. And later, a conversation with Cecelia Gore about her work with the Brewers Community Foundation and what it really means to make a lasting, meaningful impact.

]]> finance, wealth, women and wealth, money, educational No Saturday, March 21st. Protecting Your Passion Assets and "Women at the Helm". 4 4 Saturday, March 21st. Protecting Your Passion Assets and "Women at the Helm". full ffefa80d-6f10-4dc1-8904-30e138acc538 https://share.transistor.fm/s/1185433e This week, we explore how to safeguard your “passion assets” and the smartest ways to pass them on to loved ones. We also take a look at why some taxpayers are seeing larger refunds this year, and how to put that money to good use. Plus, we dig into the realities of solo aging and navigating retirement as a single individual. And in our “Women at the Helm” segments, we’re joined by two inspiring leaders: Cecelia Gore, Executive Director of the Brewers Community Foundation, and Colleen Valkoun, Vice President of Sales at iHeartMedia.

]]> This week, we explore how to safeguard your “passion assets” and the smartest ways to pass them on to loved ones. We also take a look at why some taxpayers are seeing larger refunds this year, and how to put that money to good use. Plus, we dig into the realities of solo aging and navigating retirement as a single individual. And in our “Women at the Helm” segments, we’re joined by two inspiring leaders: Cecelia Gore, Executive Director of the Brewers Community Foundation, and Colleen Valkoun, Vice President of Sales at iHeartMedia.

]]> Sat, 21 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2727 This week, we explore how to safeguard your “passion assets” and the smartest ways to pass them on to loved ones. We also take a look at why some taxpayers are seeing larger refunds this year, and how to put that money to good use. Plus, we dig into the realities of solo aging and navigating retirement as a single individual. And in our “Women at the Helm” segments, we’re joined by two inspiring leaders: Cecelia Gore, Executive Director of the Brewers Community Foundation, and Colleen Valkoun, Vice President of Sales at iHeartMedia.

]]> finance, wealth, women and wealth, money, educational No Saturday, March 14th. Leverage Your Health as Your Greatest Wealth. 3 3 Saturday, March 14th. Leverage Your Health as Your Greatest Wealth. full 853a32d9-468b-4aa0-9680-d772d4cf02a0 https://share.transistor.fm/s/908d8d4f This week, we continue celebrating women who have made a meaningful impact during Women’s History Month and explore how their achievements have shaped today’s professional landscape. We are also joined by Michelle Tonkovitz from Green Onion Creative as she shares her personal journey and the financial challenges she learned to overcome. Plus, do not miss "Women and Wealth", live and in person, at a special Annex expo event designed to help you strengthen your well-being and treat your health as your greatest wealth.

]]> This week, we continue celebrating women who have made a meaningful impact during Women’s History Month and explore how their achievements have shaped today’s professional landscape. We are also joined by Michelle Tonkovitz from Green Onion Creative as she shares her personal journey and the financial challenges she learned to overcome. Plus, do not miss "Women and Wealth", live and in person, at a special Annex expo event designed to help you strengthen your well-being and treat your health as your greatest wealth.

]]> Sat, 14 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 2674 This week, we continue celebrating women who have made a meaningful impact during Women’s History Month and explore how their achievements have shaped today’s professional landscape. We are also joined by Michelle Tonkovitz from Green Onion Creative as she shares her personal journey and the financial challenges she learned to overcome. Plus, do not miss "Women and Wealth", live and in person, at a special Annex expo event designed to help you strengthen your well-being and treat your health as your greatest wealth.

]]> finance, wealth, women and wealth, money, educational No Saturday, March 7th. The History of Women in Finance (How Far We've Come). 2 2 Saturday, March 7th. The History of Women in Finance (How Far We've Come). full 12fbfd12-b3f8-46e5-a931-5b0fc4cd3e3d https://share.transistor.fm/s/25855f9d This week, we celebrate our first episode of "Women's History Month" by focusing on how far women have come in the financial world and as business owners.  Also, segments on how to decide who should be listed as the "taxpayer" on your documents and a private doctor explains how she assists her patients by being on-call 24/7.

]]> This week, we celebrate our first episode of "Women's History Month" by focusing on how far women have come in the financial world and as business owners.  Also, segments on how to decide who should be listed as the "taxpayer" on your documents and a private doctor explains how she assists her patients by being on-call 24/7.

]]> Sat, 07 Mar 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 2716 This week, we celebrate our first episode of "Women's History Month" by focusing on how far women have come in the financial world and as business owners.  Also, segments on how to decide who should be listed as the "taxpayer" on your documents and a private doctor explains how she assists her patients by being on-call 24/7.

]]> finance, wealth, women and wealth, money, educational No Saturday, February 28th. Why Women and Wealth? 1 1 Saturday, February 28th. Why Women and Wealth? full 6f05bd9d-b50a-4062-951d-4c7656069fa5 https://share.transistor.fm/s/f6360597 The pilot episode discusses the mission of the new "Women & Wealth Show from Annex Wealth Management".  We also discuss women who are "solo aging", choosing the right inheritance plan, retirement "killers" and how the female outlook on finances has changes through generations.

]]> The pilot episode discusses the mission of the new "Women & Wealth Show from Annex Wealth Management".  We also discuss women who are "solo aging", choosing the right inheritance plan, retirement "killers" and how the female outlook on finances has changes through generations.

]]> Mon, 02 Mar 2026 08:48:31 -0600 Annex Wealth Management Annex Wealth Management 2681 The pilot episode discusses the mission of the new "Women & Wealth Show from Annex Wealth Management".  We also discuss women who are "solo aging", choosing the right inheritance plan, retirement "killers" and how the female outlook on finances has changes through generations.

]]> finance, wealth, women and wealth, money, educational No