Sunday, December 22nd. Policy: Spoiler Alert. Money Talk: The Annex Wealth Management Show - SWFL podcast

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المحتوى المقدم من Greg Batiansila and Annex Wealth Management. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Greg Batiansila and Annex Wealth Management أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/american-criminal">American Criminal</a></span>

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/american-criminal">American Criminal</a></span> podcast artwork

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/american-criminal">American Criminal</a></span> podcast artwork

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American Criminal

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From Airship, the studio behind American Scandal, American History Tellers, and History Daily, comes a true crime history podcast that takes you inside the minds of some of our most notorious felons and outlaws, exploring the dark side to the American dream. Host Jeremy Schwartz will introduce you to the picture-perfect brothers who teamed up to kill their parents; the thief who stole babies and ruined countless lives; the crypto king who siphoned off billions in the name of saving the world—and plenty more. From assassins and gangsters, to killers and con artists, whatever the case, whoever the criminal, you don’t know the full story—until now. Listen wherever you get your podcasts, or to get early, ad-free access to the entire season first, plus hundreds of other ad-free history podcast episodes, subscribe at IntoHistory.com.

Money Talk: The Annex Wealth Management Show - SWFL « »
Sunday, December 22nd. Policy: Spoiler Alert.

منذ عام واحد 55:54

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المحتوى المقدم من Greg Batiansila and Annex Wealth Management. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Greg Batiansila and Annex Wealth Management أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on their status?

… continue reading

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#Trading #Business #Greg Batiansila #Annex Wealth Management #Wealth #Retirement #Financial Planning #Investing #Marketing #Saving #Money

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Sunday, December 22nd. Policy: Spoiler Alert.

Money Talk: The Annex Wealth Management Show - SWFL

published منذ عام واحد

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MP3•منزل الحلقة

المحتوى المقدم من Greg Batiansila and Annex Wealth Management. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Greg Batiansila and Annex Wealth Management أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on their status?

… continue reading

274 حلقات

#Trading #Business #Greg Batiansila #Annex Wealth Management #Wealth #Retirement #Financial Planning #Investing #Marketing #Saving #Money

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Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great. 55:37

منذ 6 أيام55:37

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55:37

Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to bless their grandchildren?…

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Sunday, February 23rd. Inflation: Profits before prices? 55:37

منذ 13 يومًا55:37

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55:37

Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan for a client's first year as a widow, and the Annex Experience.…

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Sunday, February 16th. Growth: The trend is your friend 55:39

منذ 20 يومًا55:39

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55:39

Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.…

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Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months. 55:52

منذ 27 يومًا55:52

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55:52

It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).

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Sunday, February 2nd. Fed policy word salad. 55:34

منذ 5 weeks55:34

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55:34

Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst at Annex, and why you might need an LLC.…

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Sunday, January 26th. Off to the races. 55:48

منذ 6 weeks55:48

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55:48

If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in retirement, what IS and ISN't financial planning, and how to deal with 'supporting' adult children.…

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Sunday, January 19th. 24 hours before Inauguration. 55:53

منذ 7 weeks55:53

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55:53

The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.

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Sunday, January 12th. Jobs pop, stocks drop. 55:41

منذ 8 weeks55:41

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55:41

A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.…

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Sunday, January 5th. Inflation: Rebound or retreat? 55:18

منذ 9 weeks55:18

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55:18

The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifestyle creep, and what's changing for saving and investing in 2025.

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Sunday, December 29th. 2024 in review. 55:52

منذ 10 weeks55:52

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55:52

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.

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Sunday, December 22nd. Policy: Spoiler Alert. 55:54

منذ 11 weeks55:54

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55:54

The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on their status?…

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1
Sunday, December 15th. Oil risks. 55:46

منذ 12 weeks55:46

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55:46

OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about business succession planning, the stellar Client Service Manager team, and why one bad presentation shouldn't sour your view of a 401k plan.…

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Sunday, December 8th. Black and Blue Friday? 55:54

منذ 13 weeks55:54

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55:54

Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a good fit with Annex.…

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Sunday, December 1st. Talking turkey. 55:59

منذ 14 weeks55:59

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55:59

A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex assess insurance needs for clients.

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Sunday, November 24th. Gold stars for NVidia and Walmart. 55:49

منذ 15 weeks55:49

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55:49

Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share some thoughts on the value of an advisor with Brandon Lehman, director of Annex Private Client. Who needs an LLC? Maybe you. Wealth Manager Keith Butler fills us in.…

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