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Annex Wealth Management Show

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

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

PublishesTwice weeklyEpisodes538Founded7 years ago
Number of ListenersCategory
Business

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Artwork for Annex Wealth Management Show

Latest Episodes

For our Week in Review, Dave Spano and Brian Jacobsen look at why classic diversification struggled as stocks, bonds, and even gold moved together, and why holding cash with a real plan may matter more than ever. We talk about the rise in hardship wi... more

This week, Dave Spano and Brian Jacobsen dig into family spending trends. They also break down the State of the Union’s most concrete policy news: a revamped retirement match program modeled after the Thrift Savings Plan, offering up to $1,000 for el... more

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Number of Listeners
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Recent Guests

Eric Strom
Director of Financial Planning at Annex Wealth Management
Annex Wealth Management
Episode: Annex Wealth Management Show | 02/26/26
Tom Parks
Director of Retirement Plan Services at Annex
Annex Wealth Management
Episode: Annex Wealth Management Show | 02/26/26
Corey Borchardt
Certified Financial Planner and Financial Planning Specialist at Annex
Annex Wealth Management
Episode: Annex Wealth Management Show | 02/26/26
Rebecca Posing
Financial Planning Specialist at Annex Wealth Management
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 02/22/26
Anthony Malachnick
Senior Wealth Advisor at Annex Wealth Management
Annex Wealth Management
Episode: Money Talk - The Annex Wealth Management Show | (Sunday) 02/15/26
Jeff Day
Senior Wealth Manager
Annex Wealth Management
Episode: Annex Wealth Management Show | 02/12/26
Anthony Milochnik
Senior Wealth Advisor
Annex Wealth Management
Episode: Annex Wealth Management Show | 02/12/26
Arabella Perrin
Financial Planning Specialist
Annex Wealth Management
Episode: Annex Wealth Management Show | 02/12/26
Mike Kirk
Associate Director of Growth
Annex Wealth Management
Episode: Annex Wealth Management Show | 02/12/26

Hosts

Joe Krause
Host of multiple Annex Wealth Management shows (Annex Wealth Management Show, Money Talk, The Annex Wealth Management Show).
Dr. Brian Jacobsen
Chief Economic Strategist, Annex Wealth Management.
Dave Spano
CEO, Annex Wealth Management.
Jeff Day
Senior Wealth Manager (guest role across episodes).

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.

Excellent show!
Excellent interviews with Annex members; very informative.
Listeners may want more on Annex services

Talking Points

Recent interactions between the hosts and their guests.

Money Talk - The Annex Wealth Management Show | (Sunday) 03/01/26
Q: Are there any groups exempt from these new direct deposit requirements?
Yes, there will be exemptions for unique circumstances, such as accounts for estates and for Americans without bank accounts.
Money Talk - The Annex Wealth Management Show | (Sunday) 03/01/26
Q: So why is the IRS freezing refunds when direct deposit information is missing?
The IRS is moving away from paper checks and freezing refunds without direct deposit information to streamline the process.
Money Talk - The Annex Wealth Management Show | (Sunday) 02/22/26
Q: What should seniors do now to ensure they benefit from the new tax deduction?
Seniors should work with a financial planner to engage in proactive tax planning to leverage available deductions.
Money Talk - The Annex Wealth Management Show | (Sunday) 02/22/26
Q: Why are tax prep costs rising this year?
Costs are rising due to supply and demand, with many CPAs leaving the industry during COVID and fewer new professionals entering.
Annex Wealth Management Show | 02/19/26
Q: What are some of the practical steps someone should take if they do decide to pause or reduce retirement contributions?
Setting a timeline for when to boost contributions back up and focusing on overall budget priorities is key.

Audience Metrics

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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 provides regular market updates, economic commentary, and practical financial planning guidance from senior Annex Wealth Management professionals. Episodes frequently cover market trends, retirement strategies, tax planning, the impact of policy changes, and how AI and tech developments influence investment decisions. Notable strengths include deep expertise from a consistent group of Annex wealth managers and strategists, plus frequent discussions of retirement planning, tax legislation, and AI-driven investing. Listeners who want actionable financial planning insight, retirement strategies, or macro context for markets are likely to find it valuable, with a clear emphasis on applying ideas to real-life financial goals for individ... 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. Motley Fool Money
2. Morning Wire

How many episodes of Annex Wealth Management Show are there?

Annex Wealth Management Show launched 7 years ago and published 538 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 Strom
2. Tom Parks
3. Corey Borchardt
4. Rebecca Posing
5. Anthony Malachnick
6. Jeff Day
7. Anthony Milochnik
8. Arabella Perrin

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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