The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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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.
مشابه لـMoney Talk: The Annex Wealth Management Show - SWFL
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/state-secrets-inside-the-making-of-the-electric-state">State Secrets: Inside The Making Of The Electric State</a></span>
Step inside the world of The Electric State! Join host Francesca Amiker as she takes you behind the scenes of Anthony and Joe Russo’s epic new Netflix adventure. Over six in-depth episodes, explore how the filmmakers transformed Simon Stålenhag’s stunning graphic novel into a cinematic experience like no other. Exclusive interviews from the cast and crew—including Millie Bobby Brown, Chris Pratt, Stanley Tucci, and the Russo Brothers—will help break down the film’s jaw-dropping visuals, emotional core, groundbreaking technology AND the creative secrets that make The Electric State. Join us in the countdown to The Electric State premiering exclusively on Netflix on March 14th. State Secrets: Inside The Making of The Electric State coming March 7th.
Sunday, December 29th. 2024 in review.
Manage episode 458099893 series 2972346
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.
Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.
274 حلقات
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Manage episode 458099893 series 2972346
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.
Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.
274 حلقات
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great. 55:37
55:37 
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التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبConsumers 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, February 23rd. Inflation: Profits before prices? 55:37
55:37 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:37
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبSome 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, February 16th. Growth: The trend is your friend 55:39
55:39 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:39
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبUsually 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months. 55:52
55:52 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:52
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIt 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, February 2nd. Fed policy word salad. 55:34
55:34 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:34
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبChair 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 26th. Off to the races. 55:48
55:48 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:48
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIf 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 19th. 24 hours before Inauguration. 55:53
55:53 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:53
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 12th. Jobs pop, stocks drop. 55:41
55:41 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:41
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 5th. Inflation: Rebound or retreat? 55:18
55:18 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:18
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 29th. 2024 in review. 55:52
55:52 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:52
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبDave Spano and Brian Jacobsen review 2024 and look ahead to 2025.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 22nd. Policy: Spoiler Alert. 55:54
55:54 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:54
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe 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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Money Talk: The Annex Wealth Management Show - SWFL
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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 8th. Black and Blue Friday? 55:54
55:54 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:54
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبBlack 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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Money Talk: The Annex Wealth Management Show - SWFL
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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 24th. Gold stars for NVidia and Walmart. 55:49
55:49 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:49
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبYields 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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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 17th. The Trump Bump Continues. 55:35
55:35 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:35
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبRevenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 10th. Post-election reaction. 55:51
55:51 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:51
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat's in store now that the election is over? Members of our Investment, Retirement, Tax, and Estate Planning teams discuss what we could see in the months and years ahead.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 3rd. Earnings season: When good isn't good enough. 55:43
55:43 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:43
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبMeta and MSFT--supply constrained, big spending, still not enough return on AI investment. Apple: China's a drag. Upgrade cycle is a little slow. Earnings are pouring in, so Dave Spano and Brian Jacobsen review what's happening during our Week-in-Review. More of our clients are interested in 'phasing into' retirement. How do you do that and what type of planning is needed? Branch Director Robert Chastain takes a look at this hot topic.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, October 27th. Hard data differs from soft. 55:52
55:52 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:52
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبEarnings stories. Remember the "Dow Theory" with transports being a leading indicator? Dave Spano and Brian Jacobsen present our Week-in-Review. Robert Chastain shares a few nuggets of wisdom from Warren Buffet. What are Passion Assets and why do they matter?
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, October 20th. Earnings season shifts into high gear. 55:42
55:42 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:42
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA tale of two chipmakers. ASML whiffed while TSMC hit it out of the park. Dave Spano and Brian Jacobsen present our Week-in-Review. How does Annex aid clients in the 1st year after losing a spouse? What are 7 signs it might be time to retire? And what are money lies we tell ourselves?
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, October 13th. Let's talk about those Fed Minutes 55:41
55:41 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:41
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبRates are still restrictive, even with a cut. They're easing off the brake, not pushing on the accelerator. Dave Spano and Brian Jacobsen recap the week. What is and what isn't financial planning? We'll cover that. Robert Chastain reviews 5 things that can happen within your family that'll put a dent in your retirement plans.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, October 6th. Looking ahead: A rip-roaring rotation? 55:46
55:46 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:46
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe port strike ends and a healthy jobs report arrives. Dave Spano and Brian Jacobsen present the Week-in-Review. Is there a psychology of spending in retirement? You bet, and Deanne Phillips breaks it down. Branch Director Robert Chastain reviews 4 RMD mistakes you should avoid.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, September 29th. Growth: Stronger than we thought. 55:52
55:52 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:52
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth scares flare up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Annex Private Client and the role it can play with business owners and entrepreneurs. What are retirement regrets from 70 to 80 year-olds? Robert Chastain, branch director in SWFL has that.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, September 22nd. Good vibrations. Fed cut, but not in a panic. 24:11
24:11 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب24:11
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبNow we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our awesome Client Services Team that dots I's and crosses T's. What is underrated about your 401k? How about key points of a trust? And what's a quick pre-retirement checklist?…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, September 15th. All eyes on Wednesday. 55:48
55:48 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:48
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private Client team discusses surrender squeezes, Robert Chastain covers Gen X, and our financial planning team tackles the question: how much insurance do you need?…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, September 8th. A precarious balance. 55:33
55:33 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:33
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWeak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, September 1st. Nvidia shares fell, but the market still rallied. 55:40
55:40 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:40
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIs Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, August 25th. Policy: The Direction Of Worry. 55:54
55:54 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:54
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, August 18th. Retail sales better than expected. 55:41
55:41 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:41
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبRetail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, August 11th. A review of the rebound. 55:42
55:42 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:42
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبFasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.
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Money Talk: The Annex Wealth Management Show - SWFL
Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays that serve as reminders to key retirement planning considerations.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, July 28th. Tech's troubles: investment is costly. 55:49
55:49 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:49
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبCompanies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.…
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Money Talk: The Annex Wealth Management Show - SWFL
Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.
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Money Talk: The Annex Wealth Management Show - SWFL
A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, July 7th. Scary Summer for growth? 55:45
55:45 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:45
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, June 30th. Don't invest your politics 55:51
55:51 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:51
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبSeeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new president and COO of Annex Wealth Management.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, June 23rd. Rethinking the 60/40 portfolio. 55:48
55:48 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:48
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبDave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-time retirement, and mistakes that 30 and 40 somethings make on the way to retirement.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, June 16th. "Modest progress" on inflation. 55:56
55:56 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:56
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبFour members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, June 9th. Spending growth negative. Real earnings growth was flat. 55:47
55:47 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:47
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWill growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, June 2nd. Inflation: An unclear target 55:43
55:43 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:43
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWill the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, May 26th. It's NVIDIA's world, we just live in it. 55:45
55:45 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:45
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats. 55:49
55:49 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:49
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبCPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, May 12th. Earnings are all over the place. 56:24
56:24 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب56:24
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبDave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, May 5th. Are stocks "priced for perfection?" Some, but not many. 55:43
55:43 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:43
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبLook at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, April 28th. Earnings: Good results with bad guidance. 55:56
55:56 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:56
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبMixed bag this earnings season. Dave Spano and Brian Jacobsen present our week-in-review. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, April 21st. Have we forgotten what risk feels like? 55:59
55:59 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:59
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, April 14th. What's next? Will something break? 56:01
56:01 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب56:01
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبUnemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing ways, we'll cover a few.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, April 7th. Jobs, ISM manufacturing, and more Fed speak. 55:45
55:45 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:45
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبMark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?
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Money Talk: The Annex Wealth Management Show - SWFL
Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, March 24th. Manufacturing may be emerging from hibernation 55:35
55:35 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:35
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبS&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market? Dave Spano and Brian Jacobsen cover that and more during our week-in-review.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, March 17th. Growth is "good enough," but inflation progress has stalled. 55:29
55:29 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:29
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبCredit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week. We'll also cover 401k millionaires, aging in place, and traditional vs Roth 401ks.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, March 10th. Deja vu. We're down to two. 55:50
55:50 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:50
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review. Later in the show, we'll investigate the value of an advisor, election year myths, and business succession planning.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, March 3rd. What if the Fed doesn't cut in '24? 55:50
55:50 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:50
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4 phases of retirement, part time retirement, how the millionaire next door does it, and what the IRS has planned as it steps up enforcement.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, February 25th. New highs are old hat. 55:50
55:50 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:50
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبFed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, February 18th. Expectations, Reality, and Opportunity 55:56
55:56 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:56
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبFed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, February 11th. Pushback, Bellwethers, and Deficits 56:07
56:07 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب56:07
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, February 4th. Earnings and a HOT job number. 55:35
55:35 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:35
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبBlame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts? Dave Spano and Brian Jacobsen look at last week (that contained a LOT of earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 28th. GDP stays stubbornly strong. 55:48
55:48 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:48
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبTake a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions. Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short.…
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Money Talk: The Annex Wealth Management Show - SWFL
The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning, the ramifications of inheriting money, and why its not a good idea to cash out a 401k.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 7th. Who thought the road to rate cuts would be easy? 55:54
55:54 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:54
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبAs 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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 31st. Happy New Year! 55:54
55:54 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:54
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 24th. Yuletide cheer? 55:44
55:44 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:44
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبLed 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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 17th. Transitions are hard. 55:42
55:42 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:42
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe 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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 10th. Inflation: Such a 2021 and 2022 story. 55:50
55:50 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:50
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThe 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.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 3rd. Coal for Christmas? 55:42
55:42 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:42
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبOur 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?
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 26th. Genuine growth is scarce 54:36
54:36 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب54:36
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWeak 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!
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 19th. Inflation: is the hard part ahead or over? 54:40
54:40 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب54:40
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبRetail 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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 12th. Companies are concerned about margins. 55:38
55:38 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:38
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبFed 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?…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 5th. Q3? Fabulous for services. 55:49
55:49 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:49
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبDespite 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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, October 29th. Not a rising tide lifting all boats. 55:36
55:36 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:36
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبHow '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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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?…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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?
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 29th. A lot of news ahead of next week's Fed meeting. 55:51
55:51 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:51
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبEarnings 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?…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 22nd. Earnings reports and Fed watching. 55:42
55:42 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:42
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat 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.
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 15th. Wild Card Weekend? More like Wild Card YEAR. 55:44
55:44 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:44
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA 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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, January 8th. The employment puzzle. 55:22
55:22 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:22
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبThursday'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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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?…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 25th. A Christmas special 55:44
55:44 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:44
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبAs 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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 11th. PPI Friday--but CPI and the FED next week. 55:38
55:38 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:38
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبHot 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 more education from employers and retirement planning--how can that be accomplished? Tom Parks has some thoughts. We're also peeking behind the curtain at the Annex Wealth Management Investment Committee. Who are they and what do they do on behalf of Annex clients?…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, December 4th. A hot jobs report complicates matters. 55:48
55:48 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:48
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبFriday’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 retirement and Deanne Phillips shares how Annex comes alongside widows in their time of need.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 27th. Key points to consider between now and the end of the year. 55:51
55:51 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:51
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبDave 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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 20th. 'Fedspeak'? What's that? 55:28
55:28 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:28
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبNothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with companies to build solid benefit programs---but what types of businesses do we work with? Find out with Tom Parks. When it comes to successful retirement, it’s more than just grabbing the gold watch and enjoying every day as a Saturday. Deanne Phillips will review 3 important components to a great retirement. We also check in with Robert Chastain, branch director at Annex in Naples, for a chat about Super Savers.…
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Money Talk: The Annex Wealth Management Show - SWFL
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 Annex Private Client.…
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Money Talk: The Annex Wealth Management Show - SWFL
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 Chastain tackles 5 myths about Social Security.…
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Money Talk: The Annex Wealth Management Show - SWFL
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?…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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).
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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 retirement they WISH they'd known ahead of time.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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 Phillips covers that. And we've got a list of key mistakes to avoid when working on your will.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 13th. CPI cools. So we're good now? 55:21
55:21 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:21
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---including a question about financial advice from TikTok. Robert Chastain, branch director Annex Wealth Management in Naples works through a quick are-you-ready-for-retirement checklist. If your investment world includes Stock Options, NUA, high level tax planning and deferred compensation—Annex Executive might be for you. Find out more on this week’s show.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, November 6th. The impact of the Fed decision. 55:37
55:37 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:37
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWhat impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning Attorney will cover what you should consider from a planning standpoint if you remarry. Plus, we check in with Robert Chastain, branch director of Annex Wealth Management, SWFL.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, October 30th. GDP and not-bad earnings. 55:26
55:26 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:26
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWas this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. If you’re interested in working with Annex, we’ll meet you where you’re at; Mark Beck discusses varying approaches whether you’re 40---or already retired. HEAR the Difference this week with a story from some Annex clients. Robert Chastain covers 5 questions to ask yourself if you’re thinking about professional management of your money. All that and more on this week’s show.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, October 23rd. Don’t fight Fed or fundamentals. 55:54
55:54 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:54
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبDave Spano and Derek Felske review the week as major averages were mostly higher. What are Millionaire Myths—and why are MOST totally wrong? Beware of Fortune Hunters and Gold Diggers when situations change, we have some tips. Ask Annex covers a couple questions about adjustable-rate mortgages—along with stocks with high P/E’s, and the best way to dollar-cost-average. We check in with Robert Chastain, branch director of Annex in Southwest Florida. And…with 60% of Millennials considering cashing out of retirement plans—we investigate with Tom Parks from our Retirement Plan Services department and Tom Berkholtz of our Financial Planning team (and also a Millennial).…
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Money Talk: The Annex Wealth Management Show - SWFL
The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year-old with $250,000---and friends who are telling him to stop saving and investing. Robert Chastain gives us a Hurricane Ian aftermath report---and discusses the slippery slope of supporting adult children. That—and more—on this week’s show.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, October 9th. A 'good' jobs number that wasn't. 55:53
55:53 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:53
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبMark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Robert Chastain shares personal observations of the damage and reaction to Hurricane Ian. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’s Election Year Investment Myth webinar.…
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Money Talk: The Annex Wealth Management Show - SWFL
Our radio partner, 92.5 Fox News, was knocked off the air by Hurricane Ian. We present an early, web-only version of our show today as extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio, buying the dip, and stagflation. We’ll also share insight on avoiding letdown in retirement.…
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Money Talk: The Annex Wealth Management Show - SWFL
The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. What impact will the raise have on lump sum pensions? We'll cover that, along with a list of common questions from clients, how our financial planning team reviews client insurance coverage, and for executives with complex company stock holdings—we'll cover NUA.…
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Money Talk: The Annex Wealth Management Show - SWFL
1 Sunday, September 18. CPI turns the markets 55:37
55:37 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب55:37
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبA hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Generation X encounter with retirement planning? We’ll take a look. Explore why you might consider taking an RMD earlier than year-end. Robert Chastain, branch director and wealth manager at Annex Naples checks in. Plus, Ask Annex heads to the mailbag.…
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske recap the week which included more data the Fed might use in determining the next interest rate hike. Also, the ramifications of inheriting money—a deeper dive into annuities—Ask Annex---and a visit with Robert Chastain, branch director at our Naples office.
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Money Talk: The Annex Wealth Management Show - SWFL
A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. Robert Chastain covers doubts in retirement—and some ways to avoid them. What do 30 and 40-something miss when it comes to retirement planning? We cover a few in a segment worth sharing. Ever wonder what happens during our portfolio review? We’ll discuss---PLUS, what are the 4 stages of retirement? It’s all on this week’s show.…
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Money Talk: The Annex Wealth Management Show - SWFL
Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. What the 7 Money Lies We Tell Ourselves? Deanne Phillips covers them. How do Beneficiary IRA’s work? Randy Winkler explains. We also check in with Robert Chastain, branch director in Naples about retirement planning for the self-employed.…
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Money Talk: The Annex Wealth Management Show - SWFL
Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Is now a good time to consider a Roth conversion? We dig in. Also, learn more about remarriage and estate planning, what IS and ISN’T financial planning, and how Gen X should be approaching retirement.…
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Money Talk: The Annex Wealth Management Show - SWFL
As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We check in with Robert Chastain for a late-Summer planning checklist. Annex Wealth Management works with numerous companies to help build solid retirement plans—but what types of companies? Tom Parks digs in. Ask Annex covers SSI and COLA increases, tax-loss harvesting, and covers funds-of-funds. Also on the show, we dig in on HSA’s—a powerful tool for investment and retirement planning.…
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Money Talk: The Annex Wealth Management Show - SWFL
A stunner of a job number ended the week---Dave and Derek will review that along with everything else that transpired. When times are tough, what is the value of an advisor? We’ll discuss that in two parts. Robert Chastain, branch director, checks in to discuss planning for blended families. Deanne Phillips covers how Annex Wealth Management cares for widows during crucial times.…
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Money Talk: The Annex Wealth Management Show - SWFL
What a week. A Fed move. Some GDP reality. A ton of earnings. And the surprising market reaction. Dave and Derek cover it all on this week’s show. Learn more about Annex University, the exclusive educational series from Annex. Our next semester starts soon. We check in with Robert Chastain, branch director in Southwest Florida, too.…
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Money Talk: The Annex Wealth Management Show - SWFL
As earnings pour in, Dave and Derek digest the impact on markets. Branch director Robert Chastain reviews the pros and cons of early retirement. We’ll also cover target date funds, setting up proper beneficiaries, and how to avoid ‘lifestyle creep’.
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Money Talk: The Annex Wealth Management Show - SWFL
Double whammy this week with hot CPI and PPI readings. What’s the impact? We’ll discuss. Robert Chastain, branch director in Naples, checks in for quick chat about Generation X and their planning concerns. We’ll also cover 401ks—and how Annex assists both companies AND employees. What’s the psychology around spending in retirement? We’ll cover that—plus, get at the age-old question, ‘how much insurance do you need’?…
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Money Talk: The Annex Wealth Management Show - SWFL
With all eyes on Friday’s jobs number from the Labor Department, Mark Beck and Derek Felske digest that news and everything else that happened last week. Turbulent times require the right perspective—we’ve got a great segment that might help on this week’s show. Robert Chastain, branch director at Annex Naples works through a list of things NOT to do when markets hit choppy water. What’s the 4% Rule and how has it changed? We’ll cover that, too. Also, learn more about ‘discordant retirement’ and why it couples need to take steps to avoid it.…
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Money Talk: The Annex Wealth Management Show - SWFL
Dave and Derek review the 2nd quarter while digesting the latest market data. Great team segments on this week include a closer look at Generation X, the need to clarify your wishes to estate plan trustees, and what you need to know about spousal social security. We also check in with Robert Chastain, branch director and wealth manager at the Naples branch of Annex Wealth Management.…
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Money Talk: The Annex Wealth Management Show - SWFL
More green than red this week but still a few bricks in the Wall of Worry. Fed chairman Powell spent time in front of lawmakers—did we learn anything? Dave and Derek review the week and look ahead. Along with our Ask Annex segment, we check in with Robert Chastain, branch director. Plus, hear more about the status of 401k plan participation and remarriage and estate planning.…
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Money Talk: The Annex Wealth Management Show - SWFL
It was a volatile week—that only got more interesting after Wednesday’s Fed rate hike. Dave and Derek review the markets, the trends, and the latest insight from our investment committee. Great team segments covering the important roles in Estate Planning and planning for spending in retirement. We also check in with branch director Robert Chastain.…
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Money Talk: The Annex Wealth Management Show - SWFL
Friday’s disappointing CPI report rocked the market Friday---adding to a volatile week. Dave and Derek dig through the data during our week-in-review. Also on the show, we meet Robert Chastain, branch director at Annex Wealth Management/Naples. Listen for a hear-the-difference segment from some clients, our Ask Annex segment, and how the Retirement Plan Services team at Annex helps companies build benefits programs that attract and retain employees.…
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Money Talk: The Annex Wealth Management Show - SWFL
A strong jobs number leads to a Friday dip; Todd Voit provides analysis. Team segments include handling ‘passion assets’ in your estate plan, 401k basics for employees, and Roth conversion. Mark Beck joins us to discuss the 4 stages of retirement.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave and Derek recap the market which finally got in the green. We also cover spending in retirement, how we interact with clients depending on their start point, ways that Millennials can maximize retirement planning, and dispel some myths about millionaires.
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Money Talk: The Annex Wealth Management Show - SWFL
An 1100 point drop during the week, grim earnings from major retailers, and a shift in consumer spending. Dave and Derek cover the week. Great team segments covering how Annex reviews each of our client's insurance needs, what to do to protect your loved one from gold diggers, and how Annex builds benefits programs that attract and retain employees.…
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Money Talk: The Annex Wealth Management Show - SWFL
Dave and Derek recap another volatile week that saw some wild swings and another sobering CPI number. We’ll look deeper into tax preparation vs. tax planning and share some ways grandparents can bless grandchildren.
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Money Talk: The Annex Wealth Management Show - SWFL
The Fed raises interest rates. The markets were rocky. A huge jobs number. What’s the impact? Dave Spano and Derek Felske dig in. Great team segments ranging from Debt in Retirement to Questions We Should Ask Our Adult Children. It’s all on this week’s show.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske recap the week: a dip in GDP, earnings reports and Apple’s big quarter Team segments cover how Annex handles options, annuities, portfolio composition, and why you might take an RMD sooner than year-end.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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 with---from start-ups to large operations.…
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Money Talk: The Annex Wealth Management Show - SWFL
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, we’ll discuss what to consider if you’re transitioning a business through a succession plan.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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 divorce—and our estate planning team covers the importance of choosing the right executor of your estate plan.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave and Derek talk about this week's market. We dive into why some find it so hard to spend in retirement.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
Peak bottlenecks, a wild Rivian IPO, worrisome CPI and PPI, and more. Dave Spano and Derek Felske cover it.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske discuss market news and analysis. Deanne Phillips gives us three things we need to consider for happiness in retirement.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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).
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Danny Clayton review the markets and supply chain disruptions. Randy Winkler, CFP®, discusses Roth IRA conversions.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske review a volatile week with a look at what to expect in the 4th quarter.
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Money Talk: The Annex Wealth Management Show - SWFL
https://www.eventbrite.com/e/webinar-saving-the-family-cottage-93021-tickets-172780219287
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Money Talk: The Annex Wealth Management Show - SWFL
Dave and Derek cover Quadruple Witching---and other topics from the week. Learn more about proper steps to take when selling a business.
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Money Talk: The Annex Wealth Management Show - SWFL
Mark Beck and Todd Voit review the markets. We also share how to avoid common mistakes for business owners and estate plans.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske discuss the market. Hear the difference in Annex Wealth Management client experience story.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
Mark Beck and Derek Felske review the market and discuss Roth conversions.
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Money Talk: The Annex Wealth Management Show - SWFL
On this special episode, we look back on some of our most popular segments.
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Money Talk: The Annex Wealth Management Show - SWFL
As June closes out, we may have a stimulus agreement. Or not. Dave and Derek discuss.
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Money Talk: The Annex Wealth Management Show - SWFL
Happy Father's Day. Dave and Derek discuss last week's FOMC meeting, cover questions on Ask Annex, and look ahead to earnings season.
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Money Talk: The Annex Wealth Management Show - SWFL
Mark Beck and Derek Felske review the market and we HEAR the difference from an Annex client.
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Money Talk: The Annex Wealth Management Show - SWFL
A decent jobs number to end the week plus a review of the rest of the market.
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Money Talk: The Annex Wealth Management Show - SWFL
A market review plus conversations about spending in retirement and settling an estate plan.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
Deanne Phillips joins Derek Felske to recap a volatile week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, too.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.…
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
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.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano is joined by Chief Investment Strategist Todd Voit for a week-in-review, a chat about bonds, and a look down the road. In an Annex Executive segment, we explain NUA, or Net Unrealized Appreciation. All that, plus a visit with Bryan Fiore, branch director at Annex Wealth Management, Naples.…
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Money Talk: The Annex Wealth Management Show - SWFL
Happy Valentine's Day. Dave Spano and Derek Felske review the previous week. We open the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management/Naples, and hear about a brand new webinar for municipal and corporate bonds.
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Money Talk: The Annex Wealth Management Show - SWFL
Earnings, stimulus, froth, and more on the Superbowl Sunday edition. Also, common estate planning mistakes to avoid and a chat with Bryan Fiore, Branch Director at Annex Wealth Management Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske recap the market--including the Reddit/GameStop story. Bryan Fiore, branch director at Annex Wealth Management covers the Winter Wine Festival and we learn more about the Annex Wealth Management insurance review.
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Money Talk: The Annex Wealth Management Show - SWFL
A new administration, some decent earnings reports, and a look ahead. We dip into the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management, Naples, and hear about a new--but fast approaching--webinar.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave and Derek cover sector rotation, the start of earnings season, and the Biden fiscal plan. We've got details on a brand new webinar and check in with Bryan Fiore, branch director at Annex Wealth Management, Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
Derek and Dave review what was a pretty wild week. We review what Gen X'ers should consider when it comes to retirement planning and Bryan Fiore, branch director at Annex Wealth Management Naples checks in.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske look back at 2020---with an eye on 2021. We also have two great examples of how the teams at Annex Wealth Management delivered for our clients in a very challenging year.
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Money Talk: The Annex Wealth Management Show - SWFL
In a two-part series today, we look at the value of an investor. What's a Gray Divorce? It's happening more and Deanne Phillips explores the topic. What's the best way to leave money to your kids? Our Estate Planning Attorney tackles how to do it correctly.
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Money Talk: The Annex Wealth Management Show - SWFL
What is quadruple witching? Dave and Derek cover it plus the inclusion of Tesla in the S&P500. Are people moving their retirement dates because of COVID? We examine that. Bryan Fiore, branch director, visits to talk about trusts.
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Money Talk: The Annex Wealth Management Show - SWFL
IPOs, vaccines, and Disney's powerful numbers. Dave and Derek discuss last week and look ahead to 2021. Does it really take 570 hours to settle an estate? We'll tackle that PLUS check in with Bryan Fiore, branch director Annex Wealth Management Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
A new jobs report, a couple of market records, and the threat of headwinds. Dave Spano and Derek Felske cover the market. We'll check in with Bryan Fiore, branch director, and cover the 2020 Year End Tax Planning Guide.
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Money Talk: The Annex Wealth Management Show - SWFL
Happy Thanksgiving weekend. On this week's show, we look back on some of our favorite team segments.
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Money Talk: The Annex Wealth Management Show - SWFL
A second week of promising vaccine news, yet a rather bumpy week. Dave and Derek break it down. Naples branch director Bryan Fiore covers 4 facts about Medicare Open Enrollment.
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Money Talk: The Annex Wealth Management Show - SWFL
Earnings, volatility, and a vaccine. Dave and Derek cover quite a week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, Naples and we dip into the Ask Annex mailbag.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave and Derek cover uncertainty over the election and also tackle some questions on Ask Annex. We check in with Bryan Fiore, branch director at Annex Wealth Management/Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
We celebrate 1 year on 925 Fox News with today's show. Dave Spano and Derek Felske cover the week including the huge GDP report, the volatility, a number of earnings report, and a look past the election. We also check in with Bryan Fiore, branch director Annex Wealth Management, Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske cover the week, the latest batch of earnings reports, and various headwinds facing the market. We check in with Bryan Fiore, branch director Annex Wealth Management/Naples, and cover tax planning in light of the election.
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Money Talk: The Annex Wealth Management Show - SWFL
Mark Beck and Derek Felske review the week including a look at the first batch of earnings. We'll cover Medicare Open Enrollment, answer some questions during Ask Annex, and check in with Bryan Fiore, branch director of Annex Wealth Management, Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
As the 3rd quarter ends, Dave Spano and Mark Beck discuss what we're seeing and what lies ahead. We preview an upcoming webinar and visit with Bryan Fiore, branch director at Annex Wealth Management/Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
A week-in-review, market movers, the Fed notes, and fresh economic data. What are the two sweet spots for Roth conversions? We also check in the Bryan Fiore, branch director at Annex Wealth Management/Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
A record high and a huge drop---all in one week. Dave Spano and Derek Felske cover the week. How does Annex make sure our new clients have an error-free transition? We'll cover that. We'll also visit with Branch Director Bryan Fiore.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Mark Beck regard earnings season, the Fed, and headwinds. We'll cover how Annex pays strict attention to our client's account detail---because not everyone does. Branch Director Bryan Fiore covers '6 Signs It Is Time To Retire'.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske review the week, discuss a couple of stellar earnings reports, and look ahead. We also check in with Bryan Fiore, branch director at Annex Wealth Management in Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
A surprisingly good earnings season but other headwinds remain-- Dave Spano and Derek Felske discuss the week. We'll have a sneak peek at our upcoming Pandemic Proofing Your Retirement webinar and we'll check in with Bryan Fiore, branch director at Annex Wealth/Naples.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Derek Felske cover the latest in earnings reports, the growing tension with China, and strength in the tech industry. Deanne Phillips covers women and financial planning; why they start later and what can be done about that. We also check in with Bryan Fiore, branch director at Annex Wealth Management and answer more questions during Ask Annex.…
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Money Talk: The Annex Wealth Management Show - SWFL
"A ton of earnings", a quick chat about Tik Tok, the sudden pop in Kodak stock and a team segment about business succession planning.
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Money Talk: The Annex Wealth Management Show - SWFL
Earnings season and the latest issue with China.
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Money Talk: The Annex Wealth Management Show - SWFL
What are the expectations of the Annex Wealth Management investment committee for the upcoming earnings season? We also visit with Bryan Fiore, branch director at Annex Wealth Management, Naples, for a chat about the 'bucket theory.
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Money Talk: The Annex Wealth Management Show - SWFL
Mark and Derek cover last week's markets, look ahead to earnings season, and offer some advice on putting an portfolio in place. Deanne Phillips shares some aspects of annuities to be aware of and previews next week's Annuity Enigma webinar workshop.
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Money Talk: The Annex Wealth Management Show - SWFL
Happy 4th of July weekend. Today's show features Parts 1 & 2 of our Value of an Advisor series, a visit with our Estate Planning attorney covering common planning mistakes, and a chat about annuities.
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Money Talk: The Annex Wealth Management Show - SWFL
More volatility create tension as we near the end of the first half of the year. Our Sr Tax planner joins us to talk about mid-season tax planning changes you might consider.
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Money Talk: The Annex Wealth Management Show - SWFL
More volatility, a spike in coronavirus cases, and a huge retail sales number. Dave Spano and Mark Oswald cover the prior week and look ahead to the next cycle of earnings. Deanne Phillips has a few tips for laid-off and furloughed employees while Jill Martin covers the steps to take when considering leaving money to children.…
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Money Talk: The Annex Wealth Management Show - SWFL
The Fed, the virus, and some vicious ups and downs in the markets. Plus, a preview of our Win-Win Charity webinar along with the steps you should take if you're selling a business.
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Money Talk: The Annex Wealth Management Show - SWFL
A surprise positive jobs report turbocharges the market on Friday. Dave, Mark, and Derek discuss what it means for investors. If you have a family vacation home, it probably needs an estate plan to smoothly transition a transfer between generations. Jill Martin, our estate planning attorney discusses that.…
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Money Talk: The Annex Wealth Management Show - SWFL
Q1 GDP numbers were negative and Q2 is going to be abysmal. Are we seeing the bottom? Annex Wealth Management's Dave Spano, Mark Oswald, and Derek Felske discuss.
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Money Talk: The Annex Wealth Management Show - SWFL
Mark and Dave discuss the markets. We hear a story of a newly retired client who ran smack into the impact of the coronavirus. We open up the Ask Annex mailbag, too.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave, Mark, and Derek cover the week's events as the country looks toward reopening. Our planning team provides a quick snapshot of changes in RMD due to both the SECURE and CARES Acts. Deanne Phillips takes a look at the disparity in retirement income and what women can do to plan better.
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Money Talk: The Annex Wealth Management Show - SWFL
Happy Mother's Day from Annex Wealth Management. Dave, Mark, and Derek cover the latest including the new jobless numbers, Payroll Protection Program, and which sectors show promise---and which are threatened.
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Money Talk: The Annex Wealth Management Show - SWFL
Mark and Derek cover the markets including some interesting earnings reports from tech companies. Brandon Lehman shares stories of 3 do-it-yourselfers, and we dig into the Ask Annex mailbag.
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Money Talk: The Annex Wealth Management Show - SWFL
Earnings, more stimulus, and a fresh set of unemployment numbers. Mark Oswald and Derek Felske cover the major events of the weeks in the market. We review our Annuity Enigma webinar and tackle some of the questions raised. Plus, Ask Annex. If you've got a question for us, please let us know at AnnexWealth.com/ask…
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Money Talk: The Annex Wealth Management Show - SWFL
Dave, Mark, and Derek discuss last week, review the ongoing impact of COVID19, and look ahead to what is going to be an odd earnings season. Jill Martin, estate planning attorney at Annex Wealth Management, discusses estate planning in a coronavirus world--and why you should have a solid plan in place.…
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Money Talk: The Annex Wealth Management Show - SWFL
A look at another....unusual week. Plus, Randy Winkler from our planning department covers some aspects of the CARES Act that affect the most people. Plus, Ask Annex with a wide variety of questions----if you got one, let us know at AnnexWealth.com/Ask.
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Money Talk: The Annex Wealth Management Show - SWFL
A stimulus bill, the biggest market gain since 1938, and the specter of Coronavirus; there IS a lot to cover today with Dave Spano, Mark Oswald, and Derek Felske. Also, our Senior Tax Planner explains the latest with the change in tax-filing dates.
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Money Talk: The Annex Wealth Management Show - SWFL
Coronavirus continues to rock the markets. Dave, Mark, and Derek comb through the data and offer their perspective. A member of our financial planning team covers Roth conversions in down markets---and why that might make sense for some.
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Money Talk: The Annex Wealth Management Show - SWFL
Market jitters clobber the market. Dave, Mark, and Derek review the week and offer some key things to consider. Two members of our planning department tackle a planning challenge.
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Money Talk: The Annex Wealth Management Show - SWFL
Coronavirus and an Opec-Russia oil skirmish combine to produce a choppy week. Dave Spano, Mark Oswald, and Derek Felske offer their take on current economic conditions, areas of caution, and where opportunities might exist. Deanne Phillips joins the show to speak about 'discordant retirement' and Estate Planning attorney Jill Martin covers deeding houses to others.…
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Money Talk: The Annex Wealth Management Show - SWFL
You guessed it, coronavirus is dominating the news this week with a 3500 point drop in the Dow. Dave Spano, Mark Oswald, and Derek Felske discuss the impact on the markets; what is real and what is not. Senior Tax Planner Sean Young covers small business tax strategies.
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Money Talk: The Annex Wealth Management Show - SWFL
Earnings season winds down, coronavirus fears ramp up, and politics boil over. Dave Spano, Mark Oswald, and Derek Felske review the week. Deanne Phillips and Eric Strom discuss annuities and the Annex Wealth Management annuity review. Plus, Ask Annex questions from the audience.
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Money Talk: The Annex Wealth Management Show - SWFL
More coronavirus impact along with what we're seeing with earnings reports. Sr. Tax Planner Sean Young joins the show to talk about how to avoid making a costly mistake when it comes to Qualified Charitable Distributions.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave, Mark, and Derek discuss Friday's healthy jobs number, the threat from coronavirus, earnings, and the subsequent market reaction. Also, a visit from Deanne Phillips about Tuesday's Women's Guide to Financial Self-Defense workshop.
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Money Talk: The Annex Wealth Management Show - SWFL
New bricks for the Wall-of-Worry, a chat about a busy week of quarterly earnings, and more about Annex Executive, the service that addresses the unique needs of the corner office.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Mark Oswald talk about the potential for a new 'wall of worry' being built. What might the November election bring for markets? Deanne Phillips joins the show to talk about the upcoming Women's Guide to Financial Self Defense workshop on February 11th. Plus, another edition of Ask Annex. Team, Tech, Trust. Check us out today at AnnexWealth.com…
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Money Talk: The Annex Wealth Management Show - SWFL
The DOW crosses 29,000, earnings reports are arriving, and there is a new member of the Trillion Dollar Club. Dave Spano, Mark Oswald, and Derek Felske cover the week's events and how they might impact your financial plan. Deanne Phillips discusses why women can tend to start financial planning later than they should---and provides a few things to do TODAY. All that, plus Ask Annex.…
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Money Talk: The Annex Wealth Management Show - SWFL
Between the tension with Iran and crossing 29,000 for the Dow, it was an interesting week. Dave Spano, Mark Oswald, and Derek Felske cover the week and look ahead to next week's start of earnings season. We've got double coverage on the impact of the new SECURE Act as well.
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Money Talk: The Annex Wealth Management Show - SWFL
What was the market reaction to the US missile strike in Iraq? Dave Spano, Mark Oswald, and Derek Felske discuss. Deanne Phillips joins the show to talk about 'passion assets' and how best to approach their eventual distribution. What were the top clicks in 2019 for the Axiom, our free weekly newsletter? The Annex marketing team visits to talk about what our readers liked best.…
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Money Talk: The Annex Wealth Management Show - SWFL
Annex president and CEO, Dave Spano looks back at 2019. Members of our Estate and Planning team review the SECURE Act. Another edition of Ask Annex, and Director of Wealth Management, Mark Beck, joins Dave to talk about how comprehensive financial planning is MORE than just numbers.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Mark Oswald cover last week and take a look at 2020. Jill Martin heads our Estate Planning team and joins the show to discuss the possible ramifications of the SECURE Act. Plus, another edition of Ask Annex.
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Money Talk: The Annex Wealth Management Show - SWFL
A Phase 1 Deal with China, a Conservative Party near-sweep in the UK, and a talk about Gray Divorces. Dave Spano, Mark Oswald, and Derek Felske cover what Annex Wealth Management is tracking and what might happen next.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave, Mark, and Derek discuss the latest jobs number, the looming China tarrif deadline, and the latest market conditions. Our Estate Planning team covers what to consider when choosing your executor and we go to the mailbag for Ask Annex.
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Money Talk: The Annex Wealth Management Show - SWFL
Mark Oswald and Derek Felske discuss last week and look ahead to the end of the year---and what might happen in 2020. Plus, Estate Planning Attorney Jill Martin covers the basics of leaving money to children.
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Money Talk: The Annex Wealth Management Show - SWFL
A quick recap of last week along with a discussion of the power of the Annex team including a visit with Bryan Fiore, branch manager for our Naples office. We also visit with two teammates to discuss spending in retirement.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano and Mark Oswald discuss another record-setting week. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers leaving money to children.
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Money Talk: The Annex Wealth Management Show - SWFL
Dave Spano, Mark Oswald, and Derek Felske review a record-setting week, look ahead to what's coming, and cover what you need to ask any financial advisor. Plus, Part II of Common Questions we hear during client meetings.
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Money Talk: The Annex Wealth Management Show - SWFL
We introduce ourselves to Southwest Florida, review the week, and visit with our planning department for Part 1 of a series of common questions we encounter during client meetings.
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مشابه لـMoney Talk: The Annex Wealth Management Show - SWFL
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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The Influence Factor by The Influencer Marketing Factory
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The Influence Factor by The Influencer Marketing Factory
The Influencer Marketing Factory
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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InvestTalk
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InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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