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 | 205 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsInvestingNewsBusiness | |||
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Latest Episodes
For our "Week in Review", Dave Spano and Dr. Brian Jacobsen break down Kevin Warsh’s debut at the Fed, a unanimous decision, new internal task forces, and a leadership style that invites open disagreement. We then turn to Trump’s surprise Iran memora... more
This week, Dave Spano and Dr. Brian Jacobsen unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. Inflation remains elevated, consumer sentiment is softening, and small ... more
In this Week in Review, Dave Spano and Dr. Brian Jacobsen dig into SpaceX’s headline-grabbing IPO—and why the bigger story may be its bold (and unproven) AI ambitions. They also explore the intensifying AI arms race, from trillion-dollar valuations t... more
Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week Dave Spano and Dr. Brian Jacobsen break down why investors are focused on strong corporate results even as consumers... more
This week, Dave Spano and Dr. Brian Jacobsen unpack a fast-moving mix of global headlines and what they really mean for your money, from rising tensions overseas to new policy shifts that could reshape housing and trade. We break down the latest econ... more
Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed ... more
This week’s episode sharpens the focus on major, politically driven developments, from the SEC’s push to rethink decades-old reporting rules to the high-stakes uncertainty surrounding the Strait of Hormuz. Dave Spano and Dr. Brian Jacobsen unpack key... more
This week Dave Spano and Dr. Brian Jacobsen break down a high-stakes geopolitical and monetary situation, from rising Middle East tensions and OPEC fractures to the puzzling drumbeat for rate hikes with high oil prices. We unpack a divided Fed, incre... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
The show centers on macroeconomics, markets, retirement planning, and practical wealth-management strategies, with a steady rotation of senior Annex Wealth Management staff as guests. Episodes blend macro commentary (Fed policy, inflation, market dynamics) with hands-on planning tips for individuals and families, including retirement accounts, tax planning, and long-term care considerations. A notable strength is the fiduciary, fee-only emphasis and the frequent integration of tactical investment guidance with real-world planning examples, elder-care insights, and education-focused planning. Numerous episodes also feature veterans from the firm offering disciplined, plan-driven approaches to investing and wealth preservation, making it a pr... 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. Money Talk: The Annex Wealth Management Show - SWFL
3. The Retirement Ready Show
4. The Mark Belling Podcast
5. Talking Real Money - Investing Talk
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 205 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. Rebecca Posey
2. Kent Helene
3. Arabella Perrins
4. Rebecca Posig
5. Eric Strahm
6. Dr. Brian Jacobson
7. Mike Dodge
8. Anthony Balachdik
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.