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, 30 May 2026 06:00:21 -0500 Sat, 30 May 2026 06:01:15 -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, 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