Money Talk: The Annex Wealth Management Show - Milwaukee
Annex Wealth ManagementNews, planning insight, and forward thought on the economy, markets, and wealth management.
| Publishes | Weekly | Episodes | 217 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||
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Latest Episodes
Dave Spano and Dr. Brian Jacobsen discuss trade tensions between the U.S. and Canada are heating up, with new tariffs and import bans threatening supply chains and businesses on both sides of the border. Meanwhile, escalating conflict in the Middle E... 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
This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of ... more
Treasury Secretary Scott Bessent stepped into a bond market rattled by soaring long-term yields and a federal debt load that has now surpassed $40 trillion, but did his intervention solve anything or simply expose a bigger problem? This week, Dave Sp... more
Cooling inflation. Climbing markets. A consumer that may be starting to pull back. This week's economic data gave investors and policymakers plenty to think about. Dave Spano and Dr. Brian Jacobsen examine the latest inflation readings, softer retail... more
This week, Dave Spano and Dr. Brian Jacobsen break down a market landscape full of mixed signals. From a historic U.S.-Japan intervention to support the yen to oil's sharp reaction to renewed tensions surrounding the Strait of Hormuz, they explain wh... more
For our Week in Review, Dave Spano and Dr. Brian Jacobsen break down a rate pause from the Fed, AI producing both big winners and notable losers, and consumers continue to send mixed signals about the economy. They'll also discuss oil prices and earn... more
This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such as the Strait of Hormuz and the Red Sea. They examine how higher energy... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This show combines macro and market analysis with practical personal finance and retirement planning guidance. Across recent episodes, the conversations thread through inflation dynamics, Federal Reserve policy, and broad economic trends, then translate those insights into concrete planning tips—ranging from 401(k) decisions, Roth conversions, and gifting strategies to long-term care planning and education funding. A notable throughline is fiduciary, fee‑only wealth guidance anchored by in‑house Annex Wealth Management experts, with guests who illuminate retirement planning, tax designation nuances, and family wealth strategies. The format tends to blend macro context with hands-on planning, making it valuable for professionals seeking info... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Annex Wealth Management SWOT Podcast
2. Annex Wealth Management Show
3. The Retirement Ready Show
4. Ready For Retirement
5. Talking Real Money - Investing Talk
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 217 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 this podcast?
Recent guests on this podcast include:
1. Dr. Brian Jacobsen
2. Mary Lou Davideaux
3. Keith Butler
4. Rebecca Pozig
5. Eric Strahm
6. Scott Bessent
7. Tom Bergholtz
8. Kyle Bush
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.