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Artwork for Annex Wealth Management Show

Annex Wealth Management Show

Annex Wealth Management
Federal Reserve
Retirement Planning
Inflation
Estate Planning
Financial Planning
Tariffs
Annex Wealth Management
Investment Strategies
Tax Planning
Investment Planning
Interest Rates
Social Security
Artificial Intelligence
Consumer Spending
Market Trends
Tax Cuts and Jobs Act
Roth Conversions
China
Consumer Price Index
Warren Buffett

Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.

PublishesTwice weeklyEpisodes592Founded8 years ago
Number of ListenersCategory
Business

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Artwork for Annex Wealth Management Show

Latest Episodes

Trade tensions between the U.S. and Canada are escalating, with new tariffs and trade restrictions beginning to ripple through supply chains and businesses on both sides of the border. At the same time, rising conflict in the Middle East has pushed o... more

Mark Beck and Dr. Brian Jacobsen break down a week that shook up Wall Street as investors dramatically shifted their expectations for the Federal Reserve following Chair Warsh's Jackson Hole comments, pushing Treasury yields to their highest levels i... more

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Number of Listeners
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Recent Guests

Eric Strahm
Director of Financial Planning at Annex Wealth Management
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 08/30/26
Pam Foti
Co-owner and elder care consultant for Vesta Senior Network
Vesta Senior Network
Episode: Annex Wealth Management Show | 08/13/26
Keith Butler
Senior Wealth Manager at Annex Wealth Management
Annex Wealth Management
Episode: Annex Wealth Management Show | 07/23/26
Anthony Milachnick
Senior Wealth Advisor at Annex Wealth Management
Annex Wealth Management
Episode: Annex Wealth Management Show | 07/23/26
Dr. Brian Jacobsen
Chief Economic Strategist, Annex Wealth Management
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 07/19/26
Rebecca Pozing
Tax preparer at Annex Wealth Management
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 06/14/26
Tom Parks
Director of Retirement Plan Services
Annex Wealth Management
Episode: Annex Wealth Management Show | 05/28/26
Rebecca Pozig
Financial Planning Specialist
Annex Wealth Management
Episode: Annex Wealth Management Show | 05/28/26
Jeff Day
Senior Wealth Manager
Annex Wealth Management
Episode: Annex Wealth Management Show | 05/28/26

Hosts

Joe Krause
Host with multiple affiliations including Annex Wealth Management and Money Talk programs
Brian Jacobson
Chief Economic Strategist at Annex Wealth Management
Tom Parks
Director of Retirement Plan Services / 401K expert
Mike Kirk
Senior Wealth Advisor / CFP

Reviews

4.3 out of 5 stars from 16 ratings
  • Excellent show!

    Excellent show. Like all the interviews with the different members of Annex. Very informative. Need to learn more about Annex Wealth.

    Apple Podcasts
    5
    Dowup
    United States7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests from Annex provide practical planning tips.
Excellent show with informative interviews and resourceful hosts.
The discussion blends macro context with actionable guidance.

Talking Points

Recent interactions between the hosts and their guests.

Money Talk - The Annex Wealth Management Show | (Sunday) 08/23/26
Q: What should folks have on the radar as they plan Social Security and other income streams in retirement?
Experts emphasize understanding spend, creating a cushion, and coordinating Social Security with other pieces like lifestyle, tax planning, and spousal survivorship benefits to optimize retirement income.
Annex Wealth Management Show | 08/06/26
Q: Are you a fiduciary at all times, and what does that mean for clients?
The firm operates as a fiduciary 100% of the time, meaning they must act in the client's best interest at all times, guiding investment, tax, and estate decisions with that standard.
Money Talk - The Annex Wealth Management Show | (Sunday) 08/02/26
Q: What should people consider first when planning retirement according to the retirement expert?
Start with a long-term view 10 years out, define expenses, bucket different needs (travel, health care, baseline living costs), and then build a plan that accommodates those buckets while considering a safe withdrawal rate like the 4% rule and the ongoing importance of saving and matching contributions.
Money Talk - The Annex Wealth Management Show | (Sunday) 08/02/26
Q: What is the expected stance of the Fed given current inflation and employment dynamics?
The hosts suggest the Fed will monitor inflation signals and employment strength, leaning toward caution with forward guidance but acknowledging a potential rate move if inflation accelerates or employment data stay unexpectedly strong.
Annex Wealth Management Show | 07/30/26
Q: When should someone start retirement planning according to the discussion?
The panel suggests starting years before retirement, ideally beginning a decade or more out to lay the groundwork, assess expenses, and build a flexible plan that can adapt as circumstances change.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Annex Wealth Management Show

What is Annex Wealth Management Show about and what kind of topics does it cover?

The show blends macro economic insights with practical financial planning, hosted by a seasoned team from an Annex Wealth Management unit. Episodes frequently pair market commentary and policy context with actionable planning guidance—covering topics like retirement readiness, 529 plans, long-term care, equity compensation, and tax-advantaged accounts—often weaving in timely themes such as inflation, Fed policy, and AI-driven productivity. A recurring strength is translating complex market moves into approachable, client-focused strategies, with guests drawn from in-house experts and senior financial planners who bring behavioral finance, retirement planning, and macroeconomics to the table. Noteworthy is the firm-wide fiduciary, fee-only s... more

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Which podcasts are similar to Annex Wealth Management Show?

These podcasts share a similar audience with Annex Wealth Management Show:

1. Fox World Travel Show
2. Talking Real Money - Investing Talk
3. Ready For Retirement
4. The Retirement and IRA Show
5. Investing Insights

How many episodes of Annex Wealth Management Show are there?

Annex Wealth Management Show launched 8 years ago and published 592 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Annex Wealth Management Show?

Recent guests on Annex Wealth Management Show include:

1. Eric Strahm
2. Pam Foti
3. Keith Butler
4. Anthony Milachnick
5. Dr. Brian Jacobsen
6. Rebecca Pozing
7. Tom Parks
8. Rebecca Pozig

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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