Sunday, September 26
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Sep 26, 2021•26 min•Ep. 97
Money Talk: The Annex Wealth Management Show - SWFL
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.
Episodes
Sunday, September 19
Dave and Derek cover Quadruple Witching---and other topics from the week. Learn more about proper steps to take when selling a business.
Sep 19, 2021•26 min•Ep. 96
Sunday, September 12
Mark Beck and Todd Voit review the markets. We also share how to avoid common mistakes for business owners and estate plans.
Sep 12, 2021•26 min•Ep. 95
Sunday, September 5
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.
Sep 05, 2021•26 min•Ep. 94
Sunday, August 29
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.
Aug 29, 2021•26 min•Ep. 93
Sunday, August 22nd
Dave Spano and Derek Felske discuss the market. Hear the difference in Annex Wealth Management client experience story.
Aug 22, 2021•26 min•Ep. 92
Sunday, August 15th
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.
Aug 15, 2021•26 min•Ep. 91
Sunday, August 8th
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.
Aug 08, 2021•26 min•Ep. 90
Sunday, August 1st
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.
Aug 01, 2021•26 min•Ep. 89
Sunday, July 25th
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.
Jul 25, 2021•26 min•Ep. 88
Sunday, July 18
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.
Jul 18, 2021•26 min•Ep. 87
Sunday, July 11th
Mark Beck and Derek Felske review the market and discuss Roth conversions.
Jul 11, 2021•26 min•Ep. 86
Sunday, July 4
On this special episode, we look back on some of our most popular segments.
Jul 04, 2021•26 min•Ep. 84
Sunday, June 27
As June closes out, we may have a stimulus agreement. Or not. Dave and Derek discuss.
Jun 27, 2021•26 min•Ep. 85
Sunday, June 20
Happy Father's Day. Dave and Derek discuss last week's FOMC meeting, cover questions on Ask Annex, and look ahead to earnings season.
Jun 20, 2021•26 min•Ep. 83
Sunday, June 13
Mark Beck and Derek Felske review the market and we HEAR the difference from an Annex client.
Jun 13, 2021•26 min•Ep. 82
Sunday, June 6
A decent jobs number to end the week plus a review of the rest of the market.
Jun 06, 2021•26 min•Ep. 81
Sunday, May 30th
A market review plus conversations about spending in retirement and settling an estate plan.
May 30, 2021•26 min•Ep. 80
Sunday, May 23
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.
May 23, 2021•26 min•Ep. 79
Sunday, May 16
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.
May 16, 2021•26 min•Ep. 78
Sunday, May 9th
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.
May 09, 2021•26 min•Ep. 77
Sunday, May 2nd
Deanne Phillips joins Derek Felske to recap a volatile week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, too.
May 02, 2021•26 min•Ep. 76
Sunday, April 25
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.
Apr 25, 2021•25 min•Ep. 75
Sunday, April 18
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.
Apr 18, 2021•25 min•Ep. 74
Sunday, April 11
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.
Apr 11, 2021•25 min•Ep. 73
Sunday, March 28
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.
Mar 28, 2021•25 min•Ep. 72
Sunday, March 21
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.
Mar 21, 2021•25 min•Ep. 71
Sunday, March 14
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.
Mar 14, 2021•25 min•Ep. 70
Sunday, March 7
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.
Mar 07, 2021•25 min•Ep. 69
Sunday, February 28
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.
Feb 28, 2021•25 min•Ep. 68