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Artwork for Annex Wealth Management Show

Annex Wealth Management Show

Annex Wealth Management
Federal Reserve
Inflation
Retirement Planning
Annex Wealth Management
Social Security
Estate Planning
Financial Planning
Economic Growth
NVIDIA
Southwest Airlines
Economic Updates
Business Planning
Investing
Tax Planning
Jobs Report
Investment Strategies
Interest Rates
Adult Children Financial Support
Economic Policy
Tax Reform

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

PublishesTwice weeklyEpisodes500Founded7 years ago
Number of ListenersCategory
Business

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Artwork for Annex Wealth Management Show

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Recent Guests

Brian Jacobson
Chief Economist at Annex Wealth Management
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 10/12/25
Rebecca Posig
Financial Planning Specialist and CFP at Annex Wealth Management
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 9/21/25
Kyle Svetlik
Wealth Manager at Annex Wealth Management
Annex Wealth Management
Episode: Annex Wealth Management Show | 09/11/25
Brandon Arps
Wealth Manager at Annex Wealth Management
Annex Wealth Management
Episode: Annex Wealth Management Show | 09/11/25
Jeff Day
Branch Director and Wealth Manager at Annex Wealth Management.
Annex Wealth Management
Episode: Annex Wealth Management Show | 08/28/25
Corey Borchert
Financial Planning Specialist and CFP
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 8/17/25
Tom Parks
Director of Retirement Plan Services
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 8/10/25
Matt Kaleiko
Manager of Tax Planning at Annex and CPA
Annex Wealth Management
Episode: Annex Wealth Management Show | 07/31/25
Brian Lamborn
Senior Wealth Strategist at Annex Wealth Management
Annex Wealth Management
Episode: Annex Wealth Management Show | 07/24/25

Hosts

Dave Spano
CEO at Annex Wealth Management
Brian Jacobson
Chief Economist at Annex Wealth Management
Danny Clayton
Host of the Annex Wealth Management Show

Reviews

4.2 out of 5 stars from 14 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 States6 years ago

Listeners Say

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

Listeners appreciate the informative discussions led by seasoned professionals, highlighting the expertise around financial planning topics.
The show is often praised for its engaging and accessible insights into complex financial matters, making it appealing for individuals looking to enhance their financial literacy.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#168
Philippines/Business

Talking Points

Recent interactions between the hosts and their guests.

Annex Wealth Management Show | 10/09/25
Q: How do you prepare financially if you find yourself single in retirement?
Make sure you understand access to your finances and consider getting help from a trusted advisor to navigate transitions without feeling rushed into decisions.
Annex Wealth Management Show | 10/09/25
Q: What should you consider when planning a retirement lifestyle?
It's crucial to establish a routine and ensure you have a sense of purpose and community involvement to maintain mental health during retirement.
Annex Wealth Management Show | 09/18/25
Q: What should clients consider when planning for remarriage in estate planning?
Clients should update their estate plans to protect their new spouse and children from previous marriages effectively, ensuring that assets are distributed according to their wishes.
Annex Wealth Management Show | 09/18/25
Q: What are the benefits of a 529 plan for education savings?
529 plans offer tax advantages and flexibility, allowing parents to save tax-free for educational expenses and potentially use funds for private K-12 education as well.
Annex Wealth Management Show | 09/18/25
Q: How does the Fed's actions affect savings accounts and consumer borrowing?
The Fed's rate cuts impact savings accounts by lowering interest yields, while borrowing costs tend to react more slowly, potentially increasing mortgage rates even if overall rates are cut.

Audience Metrics

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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?

This podcast focuses on providing insights into market updates, investment strategies, and financial planning, particularly catered to affluent individuals and Generation X. Episodes frequently feature discussions around economic indicators, tax legislation, retirement planning, and investment management, aiming to guide listeners through the complexities of wealth management. Guests typically include experienced professionals from financial services, offering their expertise on a range of topics such as retirement savings, estate planning, and the implications of market fluctuations. This makes the podcast a valuable resource for individuals seeking to enhance their understanding of financial health in the current economic landscape.

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How many listeners does Annex Wealth Management Show get?

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What are the audience demographics for Annex Wealth Management Show?

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How many subscribers and views does Annex Wealth Management Show have?

To see how many followers or subscribers Annex Wealth Management Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Annex Wealth Management Show?

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

1. Money Talk: The Annex Wealth Management Show - SWFL
2. The Annex Wealth Management SWOT Podcast
3. The Retirement and IRA Show
4. Your Money, Your Wealth
5. Retirement Answer Man

How many episodes of Annex Wealth Management Show are there?

Annex Wealth Management Show launched 7 years ago and published 500 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Annex Wealth Management Show?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Annex Wealth Management Show?

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What guests have appeared on Annex Wealth Management Show?

Recent guests on Annex Wealth Management Show include:

1. Brian Jacobson
2. Rebecca Posig
3. Kyle Svetlik
4. Brandon Arps
5. Jeff Day
6. Corey Borchert
7. Tom Parks
8. Matt Kaleiko

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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