Sunday, January 14th.
Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows.
Jan 14, 2024•56 min•Ep. 217
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, January 7th. Who thought the road to rate cuts would be easy?
As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show, you'll 'Hear' the Difference from an Annex client, learn why 401k expectations should be managed, and what Generation X faces with retirement planning.
Jan 07, 2024•56 min•Ep. 216
Sunday, December 31st. Happy New Year!
What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.
Dec 31, 2023•56 min•Ep. 215
Sunday, December 24th. Yuletide cheer?
Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how much DO you need?), what you'll encounter in the 1st five years of retirement, Ask Annex, social media investing advice, and signs you should be contributing more to your 401k.
Dec 24, 2023•56 min•Ep. 214
Sunday, December 17th. Transitions are hard.
The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review. We'll also share details about our Portfolio Review process, letdown in retirement, net unrealized appreciation, and retirement killers. Branch director Robert Chastain shares some 2024 financial goals worth considering.
Dec 17, 2023•56 min•Ep. 213
Sunday, December 10th. Inflation: Such a 2021 and 2022 story.
The market says inflation is in the rearview mirror. It mostly is. Dave Spano and Brian Jacobsen review the latest during the Week-in-Review. We'll also cover Estate Planning roles, the Annex Experience, tax strategies for the self-employed, and what to do with that year-end bonus.
Dec 10, 2023•56 min•Ep. 212
Sunday, December 3rd. Coal for Christmas?
Our Week-in-Review, 3 keys to happiness in retirement, a look into 'HENRY's, and what do you do with adult children living at home?
Dec 03, 2023•56 min•Ep. 211
Sunday, November 26th. Genuine growth is scarce
Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segments covering Grandparents and Grandchildren, HSAs, the Sandwich Generation, and more!
Nov 26, 2023•55 min•Ep. 210
Sunday, November 19th. Inflation: is the hard part ahead or over?
Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide? We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen. Learn more about our in-house investment committee, what it's like to be an Annex client ( directly from clients), some Medicare basics---and what Generation Z should be doing regarding retirement planning.
Nov 19, 2023•55 min•Ep. 209
Sunday, November 12th. Companies are concerned about margins.
Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets? We'll also investigate how Annex works with High Net Worth clients, smarter charitable giving, myths about money, and how much insurance do you really need?
Nov 12, 2023•56 min•Ep. 208
Sunday, November 5th. Q3? Fabulous for services.
Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the flames of the fire under stocks and bonds. Join us for the Week-in-Review, a closer look at the Annex Tax-Smart Planning Strategy Review, why homes might not be a great choice for wealth transfer, and more.
Nov 05, 2023•56 min•Ep. 207
Sunday, October 29th. Not a rising tide lifting all boats.
How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce Financial Analyst during a divorce. Well also cover 'lifestyle creep', Millionaire Myths, Millennials bailing on retirement planning, and the how private equity works with Annex Private Client.
Oct 29, 2023•56 min•Ep. 206
Sunday, October 22nd
The 10-year Treasury yield crossed 5% for the first time since '07. That led to a rough end to a bumpy week. We'll cover it all during our Week-in-Review. Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite?
Oct 22, 2023•55 min•Ep. 205
Sunday, October 15
CPI came in hotter than expected. Will that sway the Fed's decision on interest rates? Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some thoughts. Robert Chastain, branch director, will offer up 5 tax moves to consider for retirees to make before the end of the year....
Oct 15, 2023•56 min•Ep. 204
Sunday, October 8
The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.
Oct 08, 2023•56 min•Ep. 203
Sunday, October 1.
Q3 ends with a whimper. What are the implications? We'll cover them during our Week-in-Review. Join us for segments regarding business sales, trying on retirement part-time, 5 challenges in the 1st ten years of retirement, and how to include pets while estate planning.
Oct 01, 2023•56 min•Ep. 202
Sunday, September 24.
Did the Fed's decision/no-decision on rates shake the market this week---or was it something else? We'll cover it all on during the Week-in-Review. There are silver linings when postponing retirement, and we'll share a few. Robert Chastain covers things to consider when financial and retirement planning for highly-compensated individuals. What factors help create a good fit between you and a financial planning partner? At the end of the show, learn more about Private Equity and how it works for ...
Sep 24, 2023•57 min•Ep. 201
Sunday, September 17th.
The UAW strike might be a doozy--we'll discuss the possible impact. Arm's IPO went pretty well, is it a signal for the rest of the tech sector? Fresh IPO numbers arrived and we'll dig in during our Week-in-Review. How about that Arm IPO? What's that mean for the tech sector? Our Retirement Plan Services weighs in on 401ks---traditional and Roth. We'll open the mailbag for Ask Annex and explore QDRO's and the potential impact on one's investment and retirement planning. Branch Director Robert Cha...
Sep 17, 2023•56 min•Ep. 200
Sunday, September 10th
Concerns over a possible November rate hike put a dent in markets this week. We'll have that and more during the week-in-review. HSA's are beloved, but why? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're going deeper on how to help with college expenses. Robert Chastain covers 5 questions to ask on the way to retirement. And why are bankruptcies rising and what's the impact for High-Net-Worth families?
Sep 10, 2023•56 min•Ep. 199
Sunday, September 3rd.
Let's hope September is a better month for investors than August. What's ahead and what should you be aware of? Other great topics include the value of an advisor, a free financial wellness webinar, 4 things you might miss when saving and investing, and how to plan for retirement as a childfree couple.
Sep 03, 2023•56 min•Ep. 198
Sunday, August 27th.
All eyes and ears were on Jerome Powell in Jackson Hole. What did he say and what might be the impact? Learn more about planning for couples with age gaps, the scope of companies we work with for Retirement Plan Services---and the steps to selling a business.
Aug 27, 2023•56 min•Ep. 197
Sunday, August 20th
Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown.
Aug 20, 2023•55 min•Ep. 196
Sunday, August 13th
As earnings season winds down, we also saw fresh CPI and PPI data. We cover that and more during our Week-in-Review. Ever ask yourself, "How much insurance do I need?". Our Financial Planning manager shares a couple methods. Generation X is closer to retirement, but are they ready? Toward the end of the show, our Chief Economist covers Private Credit Fund investments for High Net Worth individuals.
Aug 13, 2023•56 min•Ep. 195
Sunday, August 6th.
Apple and Amazon earnings arrived---what did we see and are there clues as to what the consumer is doing? How about the latest jobs report? We've got that and more during our Week-in-Review with Dave Spano and Derek Felske. Other segments include Roth conversions, Ask Annex, Social Security misconceptions, and how Annex helps when someone loses a spouse.
Aug 06, 2023•56 min•Ep. 194
Sunday, July 30th
The Fed, GDP, PCE, and a bunch of earnings. Derek and Danny cover it during our Week-in-Review. We'll explore how remarriage affects estate planning, the Annex Executive program, retirement planning for Generation X, and what to do if you are going to 'unretire' but started taking Social Security.
Jul 30, 2023•56 min•Ep. 193
Sunday, July 23rd
The Fed meets next week. What did we see THIS week that might influence its decision? This show also covers the Baby Boomer Wealth Transfer, Financial Incompatibility, and millionaire investing regrets. Robert Chastain has a mid-year financial checklist as well.
Jul 23, 2023•56 min•Ep. 192
Sunday, July 16th.
Earnings, CPI, PPI and more. There's a lot to cover on this week's show and it all starts with our Week-in-Review. When decline begins during retirement, it's important to know when to say when and secure a trusted agent--our estate planning team will review some steps. How can you avoid letdown in retirement? We'll discuss.
Jul 16, 2023•56 min•Ep. 191
Sunday, July 9th.
A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out? Dave Spano and Brian Jacobsen discuss during the week-in-review. We'll hear directly from a client on this week's show (who shares his awesome retirement 'journey'). We also explore what is and isn't financial planning, our Investment Committee, the 4 stages of retirement--and more.
Jul 09, 2023•56 min•Ep. 190
Sunday, July 2nd
Do markets see an end to rate hikes? As we close the books on the quarter, Derek Felske and Mark Beck have plenty to talk about. We'll check in with Robert Chastain, Annex branch director, and talk about overestimating retirement readiness. Find out more about mid-year tax planning as well as pre and post nuptial agreements.
Jul 02, 2023•56 min•Ep. 189
Sunday, June 25th
S&P and NASDAQ hit some headwinds this week. We'll take a closer look during our week-in-review. Start-ups to large companies, our Retirement Plan Services team assists with strong benefits programs. Tom Parks shares an overview, plus Ask Annex, and a closer look at fixed deferred annuities. Robert Chastain, branch director and wealth manager shares 3 things you should do BEFORE retirement and 3 things you can WAIT on.
Jun 25, 2023•56 min•Ep. 188