The Annex Wealth Management Show investigates the week that was in the markets, discusses the value of having an investment advisor, and discusses what you get when you receive a Wealthmetric. All that and more info from the Annex Wealth Management Team this week on the show.
Inflation. Inflation. Inflation. It’s the big story and Dave Spano covers it. We also have a great ‘Hear the Difference’ segment with a client explaining how he chose Annex. Making a job change? We’ve got some things to consider. Then, we talk about Generation X which is on the doorstep of retirement.
Mark Beck joins Derek Felske this week for a deep dive on the markets. Our estate planning team covers celebrities who die without wills or estate plans. Ask Annex tackles questions covering RMDs and HSAs. Join us for a great segment about millionaire myths—and why most of them are wrong.
Dave Spano and Derek Felske review Q1 2022 which had plenty of action: the war in Ukraine, rising inflation, and the inversion of the yield curve. What’s the impact on markets—and are there some bright spots? We’ll also feature team segments covering proper beneficiaries, ‘trying on’ retirement part-time, and the unfortunate phenomenon called ‘the grey divorce’. Also, listen for a special segment on the Retirement Plan Services department at Annex—and learn about the scope of companies we work w...
Russia’s invasion of Ukraine continues to loom large, but so does inflation and the Fed’s response in the former of higher interest rates. Dave Spano breaks it down on this week’s show which also features various team members with some great segments. We’ll offer 6 last-minute contributions for the 2020 tax season from our Financial Planning team. If you’ve got bonds in your portfolio, you’ll want to catch our upcoming webinar---and Deanne Phillips has a sneak peek. Toward the end of the show, w...
As expected, the Fed announced a quarter-point rate hike this week. Dave and Derek discuss the impact on markets along with the continuing ramifications of the Russian invasion of Ukraine. This week’s show has some highly useful team segments, too. Find out more about lifestyle inflation creep, planning mistakes we make each decade of our lives, how much insurance you need---and the psychology of spending in retirement.
While Russia-Ukraine drags on, we saw a record-setting inflation number this week along with sagging consumer confidence. Dave and Derek recap the week while various team segments provide useful insight. Learn more about Social Security timing and claiming, how Target Date funds work in your 401k, and how our clients enjoy the power of Annex University. We’ll also ‘hear the difference’ with a client story.
While the Russian invasion drags on, prices continue to rise, and the Fed signals a rate hike this month. Derek and Dave digest the markets and look ahead to what’s on the horizon. We’ve also got great Team segments covering financial planning for women (and why they start late), Generation X’s retirement challenges, common 401k mistakes (and how to avoid them)---and more.
On top of inflation and concern over the Fed’s next decision, the Russian invasion of Ukraine created volatile market conditions this week. We dig in deep on the show which contains some useful team segments designed to inform and educate. What are the Three Keys to Happiness in Retirement? We’ll cover that. Mark Beck discusses how we tailor the wealth management experience depending on our client’s age. Ask Annex delves into the ‘retirement smile’ when it comes to spending and QDRO’s during a d...
Dave and Derek cover a volatile week in the markets. We've got special segments; one on steps a widow should take dealing with a new reality--and another on changes in 401ks for 2022 for company owners and CFOs. We'll hear from Annex clients about their experience and our estate planning lawyer with pointers about remarriage and estate planning.
Dave and Derek recap the week including the turmoil from Friday and the possible Russian incursion of Ukraine. We talk about what grandparents can do for their grandchildren, define some investment terms, and let you know more about Annex Executive.
Dave and Derek tackle the markets while other team members cover Discordant Retirement, Planning for Generation X, and Passion Assets. Plus, we’ll HEAR the Difference with an Annex client --- including his search for a retirement planning partner that contains a TWIST.
Mark Beck and Deanne Phillips pinch-hit this week. Todd Voit, Chief Investment Strategist joins us for a market recap. Team segments cover the steps to selling a business, an update on the 4% rule, how Annex assists companies with 401ks, and how to protect your loved ones from Fortune Hunters and Gold Diggers.
Our 2nd show in our new Noon timeslot! Dave and Derek dissect markets, we've got a 2 part series about the Value of An Advisor, and cover steps to take so your trustee's job carrying out your wishes is smoother. Learn more about Roth conversions and if they're right for you.
Our 1st show in a new timeslot! Dave and Derek recap the week. We also learn more about Millionaire Myths, check out Ask Annex, and hear how Annex assists executives with Net Unrealized Appreciation.
On our last 30-minute show before we expand to an hour and move to 12noon, Dave and Derek review a turbulent week. Deanne Phillips digs into 7 money lies we tell ourselves.
Our 2021 Year-in-Review: Story of the Year, Most Consequential Person of the Year, and Most Important Company. Plus, Dave Spano and Derek Felske look ahead to 2022.
Dave and Derek talk about the future of the markets in 2022. How does the Fed influence employment? Dave and Derek discuss. Deanne Phillips, Director of Client Learning & Development navigates the complications of the sandwich generation and how it can be handled.
Dave and Derek talk about this week's market. We dive into why some find it so hard to spend in retirement.
Dave Spano and Derek Felske recap the markets. We talk about how grandparents can bless grandchildren through great financial planning and what to consider if you're selling your business.
Dave Spano and Derek Felske recap a turbulent week. We explain how Annex assists clients with annuity assessments and why and how you might consider deeding a house to someone else.
Happy long Thanksgiving Weekend! We're still at it. Dave Spano and Derek Felske review the markets, we HEAR the Difference from one of our clients, and our planning teams covers some common mistakes you want to avoid.
Dave and Derek discuss this week's market. Our Estate Planning Attorney, Jill Martin, JD, discusses the ramifications to inheriting money and Dave answers this week's Ask Annex.
Peak bottlenecks, a wild Rivian IPO, worrisome CPI and PPI, and more. Dave Spano and Derek Felske cover it.
Dave Spano and Derek Felske discuss market news and analysis. Deanne Phillips gives us three things we need to consider for happiness in retirement.
Derek Felske and Deanne Phillips review the markets and talk about earnings this week. Brandon Lehman, CFP®, Director of Branch Development, discuss the Annex Executive Program.
Dave Spano and Derek Felske review the markets and talk about The Beige Book. Randy Winkler, CFP® and Stephanie Emons, discuss mistakes to avoid with Required Minimum Distributions (RMDs).
Dave Spano and Danny Clayton review the markets and supply chain disruptions. Randy Winkler, CFP®, discusses Roth IRA conversions.
Mark Beck and Derek Felske discuss the markets. Register to join us at our upcoming webinar Women & Wealth: Financial Self-Defense on Tuesday, October 12th, 2021.
Dave Spano and Derek Felske review a volatile week with a look at what to expect in the 4th quarter.
