Money Talk: The Annex Wealth Management Show - SWFL

Annex Wealth Management•annexwealth.com

The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.

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Episodes

Sunday, December 1

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.

Dec 01, 2019•27 min•Ep. 5

Sunday, November 24

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.

Nov 24, 2019•26 min•Ep. 4

Sunday, November 17

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

Nov 19, 2019•27 min•Ep. 3

Sunday, November 10

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.

Nov 11, 2019•27 min•Ep. 2

Sunday, November 3

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.

Nov 03, 2019•27 min•Ep. 1

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