Happy Father's Day. The week-in-review focuses on this week's CPI, the Fed skip, and the latest concerning news from China. Team segments feature financial planning for women, how to plan without a 401k, what Gen Z should consider for their retirement and more.
Bull market? Thursday said yes. What about Friday? Check it out during our week-in-review. We'll also cover misconceptions about 401ks, investment terms, Ask Annex, downshifting on the way to retirement, what to do when switching jobs, and estate planning for your pets (yes, it's a thing).
Does that big jobs number from the Labor Department help or hurt the Fed's decision on the next rate hike? We'll discuss during the Week-in-Review. Great team segments this week including the psychology of spending in retirement, 'lifestyle creep' and why it should it be avoided, the Annex Executive program, and planning for childfree couples.
All eyes on the X-date and possible default--what are market insiders thinking? Dave and Derek cover it during our Week-in-Review. When selling a business, there are many considerations--most which bring a level of stress. Brandon Lehman from our Private Client Group discusses various scenarios and how Annex can assist. Does it really take 570 hours to settle an estate? Jill Martin of our Estate Planning team dives in.
As the broader market is weighed down by debt ceiling debate, is the Fed going to hold rates high for longer? Is positioning really negative? Fear & Greed index suggests no. Dave and Derek cover the week during the Week-in-Review. We'll cover deeding homes to others, part time retirement, and business succession planning.
Earnings, inflation data, CPI and PPI. Quite a bit to cover on this week's show. Dave Spano and Brian Jacobsen cover our Week-in-Review. We'll also cover useful topics like: The Value of an Advisor, Ask Annex, why Millennials might be skipping retirement planning and what Secure Act 2.0 does for women.
The Fed hikes rates, a new jobs number, and earnings season continues. A lot to talk cover during the Week-in-Review. We'll also review how Annex assists high-net-worth clients, spousal social security, the Annex portfolio review--and toward the end of the show, how QDROs affect divorce agreements.
GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. What IS and what ISN'T financial planning? We've got some thoughts. Robert Chastain joins us to talk about Roth conversions. We also recap our recent Axiom poll about things clients have learned in r...
What's the Investment Committee see during the latest round of earnings? Dave and Derek will cover them during the week-in-review. On today's show, we'll learn more about Longevity, the Surrender Squeeze, fulfillment in retirement, and proper beneficiaries.
Earnings season is here. So are fresh CPI and PPI numbers. What's it like to be a client of Annex Wealth Management? Find out more on a 'Hear the Difference' segment. We'll also cover the psychology of retirement, questions from clients, and how much insurance do you need? h
Markets closed on Friday, but still a busy week. Dave and Derek will cover our week-in-review. Also, learn more about the 0% tax bracket for investment income. How does Spousal Social Security work? We've got the answer. How about Target Date Funds? We've got the answer. If you're in Generation X, we've got something for you on today's show.
Farewell, Q1. What's next? We'll talk about it during our week-in-review. It's a slippery slope supporting adult children as it can impact YOUR retirement planning---we've got some tips. We'll go to the mailbag in Ask Annex, cover 401k jargon, our insurance assessment process, and the most efficient way to leave money to minors.
What did the quarter-point hike from the Fed mean for markets? Dave and Derek cover that during the Week-in-Review. Cashing out a 401k when leaving a job isn't a great idea, Tom Park will provide more detail why. Caring for aging parents is a challenge, we'll offer some guidance. Ask Annex tackles audit red flags and Robert Chastain talks about the blinders we sometimes put on when it comes to investment and retirement planning.
In the aftermath of the Fed breaking 'something', it was quite a week. What's the fallout and what might lie ahead? Dave and Derek cover it during our Week-in-Review. Today's show also tackles 'retirement killers', Ask Annex, how we provide guidance for widows, and our education series, What's That.
Another big jobs month might seal the deal on the next rate hike. We'll cover that including market reaction during the Week-in-Review. Learn more about the Annex Retirement Plan Services department with Tom Parks--he's got a great educational piece on 401k basics. Robert Chastain, branch director at Annex Southwest Florida, covers why it's so important for couples to work together on investment and retirement planning. What are options for financial planning in a changing tax world? Deanne Phil...
Earnings continue to arrive and Dave and Derek dig into several key retailers. While we don't sell annuities, many clients arrive with them in their portfolios. We pore through them during our Annuity Analysis. Learn more about that process on this week's show. Robert Chastain covers various ways Baby Boomers knock their plans off tracking with errant spending. k Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.
More earnings and data. What did the Fed meeting notes tell us? Dave and Derek recap the week. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility and its sinister cousin, Financial Infidelity.
CPI, PPI, and a bunch of other data. What's it mean for the Fed? Dave and Derek will recap the week. Great segments on today's show including how to save and invest if you don't have 401k access. Robert Chastain covers the 4 types of retirees--and Deanne Phillips will talk about grandparents can bless grandchildren.
Dave Spano and Derek Felske review another week of earnings along with key economic data. How does Annex provide service to our 401k plan clients? We'll cover that. Robert Chastain guides listeners on how to properly apply for Social Security. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. If you're considering selling a business, we'll discuss what you'll need to know.
The labor market throws a curve ball. The Fed delivers what we expected. Earnings have been a mixed bag. Dave and Derek review the markets. How do you stay sharp in retirement? Our Axiom readers shared their opinions. And how do you make a kid rich on $1 a day?
Earnings season continues--and so do layoffs. What did the latest GDP and PCE reports tell us? If you're switching jobs, it's time to take action. We've got some suggestions. Robert Chastain shares what wealthy people have in common when it comes to saving and investing. And, if you are putting off retirement, what are the silver linings?
What are we seeing with quarterly earnings? Dave and Derek review the markets. Market volatility creates tension---we talk about how that creates even larger problems if we react with emotion. What are things your advisor SHOULD be doing for you? Robert Chastain tackles that.
A fresh CPI number arrived. What does it tell us? What are the advantages to forming an LLC? What are common questions from our clients? Does TikTok have any valid financial advice worth listening to? Robert Chastain, branch director and wealth manager, discusses the upsides and downsides of working a little in retirement. We'll also cover financial and retirement planning for Generation X.
Thursday's ADP jobs report showed gains and markets dropped. Friday's Labor Department report was 'cooler'--and the markets responded. Dave and Derek decode the employment puzzle. Divorce is up for those over 55---what's going on with 'Grey Divorces'? We interview a Generation Z employee about planning for her generation---and Mark Beck covers the 4 stages of retirement.
With 2022 in the rearview mirror, Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. What is Secure 2.0 and how might it affect your retirement planning? Robert Chastain digs in. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?...
As Dave and Derek enjoy Christmas with friends and family, we feature segments demonstrating the breadth of what Annex Wealth Management does on behalf of our clients.
Rough way to end the week in the wake of new CPI numbers and the Fed decision. Is the 4% rule a handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head to the mailbag for Ask Annex. What are the mistakes made by millionaires? There are more than a few and we'll go through them. We'll also check in with Robert Chastain, branch director at Annex Wealth Management's Naples branch.
Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Deanne Phillips covers the Psychology of Spending in Retirement. We'll check in with Robert Chastain, branch director and wealth manager at Annex Wealth Management in Naples---he's got some tips if you're 10 years from retirement. We're often asked, "how much insurance do I need"? Our Financial Planning team shares some insight. Employees are seeking mor...
Friday’s jobs report caused quite a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our attitude toward investment and retirement planning? Deanne Phillips investigates. Are Target Date Funds right for you? The head of our Retirement Plan Services team offers his insight. Robert Chastain covers the silver lining of putting off re...
Dave Spano and Derek Felske review Thanksgiving Week markets during the Money Talk week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll discuss both on this week’s show. Learn more about the best way to leave money to minors. What are the 7 Money Lies We Tell ourselves? You might be surprised.
