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Artwork for Money Talk: The Annex Wealth Management Show

Money Talk: The Annex Wealth Management Show - Milwaukee

Annex Wealth Management
Tariffs
Inflation
Federal Reserve
Market Volatility
Roth Conversions
Financial Planning
Estate Planning
GDP
Consumer Confidence
Distribution Planning
Annex Wealth Management
Employment Situation Report
Job Numbers
Consumer Price Index
Producer Price Index
Economic Growth
Deepseek
Baby Boomers
Artificial Intelligence
China

News, planning insight, and forward thought on the economy, markets, and wealth management.

PublishesWeeklyEpisodes169Founded3 years ago
Number of ListenersCategories
BusinessInvestingNewsBusiness News

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Artwork for Money Talk: The Annex Wealth Management Show

Latest Episodes

The government shutdown.  TSA agents are calling in sick. That ended the shutdown in 2019.  Will it this time?  ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the ... more

Growth: Shutdown slowdown

There may be more to this government shutdown than meets the eye - this time, it could signal deeper cuts to federal employment. Dave Spano and Brian Jacobsen break it down in our Week in Review.  Also on the show: How much... more

As the October 1 deadline approaches, a compromise seems unlikely. Join Dave Spano and Brian Jacobsen for our Week-in-Review, covering the looming shutdown. Plus, get a preview of next weekend's Divorce Workshop and explore the Great Baby Boomer Weal... more

Tariff-related inflation is unlikely to spike suddenly; instead, it’s expected to build gradually as companies cautiously adjust pricing to gauge market tolerance. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s rec... more

Did Spring 2024 to Summer 2024 have a mini-recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. Wi... more

Revised figures show a summer slowdown, with 13,000 jobs lost in June. What's that mean? Dave Spano and Brian Jacobsen break it down in their Week-in-Review. Also on the show, High Net Worth families aren't immune to unexpected cash flow challenges—l... more

Brian Jacobsen dives into our Week-in-Review, unpacking the latest Q2 GDP revisions that offer hope but reveal clouds behind the silver lining. Despite a slight uptick in new home sales, consumer confidence is waning. The episode also explores the gr... more

Jerome Powell’s Jackson Hole remarks sparked expectations of rate cuts, but did data dependency dampen the mood? Brian Jacobsen shares our Week-in-Review. Plus, we explore equity compensation strategies, the rise in gray divorce, and tips for navigat... more

Key Facts

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Recent Guests

Brian Lamborn
Senior Wealth Strategist at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, April 12th. So much for last Wednesday.
Fred Coleman
Branch Director, Wealth Manager, CFP
Annex Wealth Management
Episode: Saturday, March 29th. Policy: This may hurt a bit.
Matt Morse
Director of Research, CFP
Annex Wealth Management
Episode: Saturday, March 29th. Policy: This may hurt a bit.
Tom Parks
Director of Retirement Plan Services at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, March 22nd. The faint aroma of stagflation.
Alec Durand
Estate planning attorney at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, February 22nd. Hitting the pause button.
Mark Schiller
Local attorney and improv comedian
Episode: Saturday, February 8th. Not a trade war. Yet.
Eric Strom
Director of Financial Planning, CFP, enrolled agent with the IRS
Annex Wealth Management
Episode: Saturday, January 18th. Here come the earnings.
Jenny Jessie
Financial Planning Specialist, CFP, and IRS Enrolled Agent
Annex Wealth Management
Episode: Saturday, January 11th. How 'bout that job number?
Deanne Phillips
Director of Client Learning and Development, CFP and CDFA
Annex Wealth Management
Episode: Saturday, January 11th. How 'bout that job number?

Hosts

Dave Spano
CEO of Annex Wealth Management
Dr. Brian Jacobsen
Chief Economist at Annex Wealth Management
Danny Clayton
Host of Money Talk: The Annex Wealth Management Show

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NerdWallet's Smart Money PodcastNerdWallet Personal Finance
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Motley Fool MoneyThe Motley Fool

Talking Points

Recent interactions between the hosts and their guests.

Saturday, March 15th. Growth: From Bump to Slump?
Q: How should we distinguish between myriad ETFs and mutual funds?
Look for different providers; generally, ETFs replicating an index are very similar, so focus on fee differences.
Saturday, March 15th. Growth: From Bump to Slump?
Q: Should we consider an annuity?
Annuities can provide guaranteed income and downside protection, but understanding the financial strength of the insurance company is vital.
Saturday, March 15th. Growth: From Bump to Slump?
Q: What options do I have for an annuity years after purchasing it?
You can withdraw a surrender-free amount, cash out entirely, or consider a 1035 exchange to transfer to a better annuity.
Saturday, January 25th. Policy: Getting down to business.
Q: How can I encourage my grandchildren to invest in companies they like without letting them lose money?
Taking small losses early on will teach them valuable lessons about investing, as opposed to waiting until they're using larger dollar amounts later in life.
Saturday, January 25th. Policy: Getting down to business.
Q: What should my 22-year-old granddaughter invest in and what percentage should go toward retirement versus shorter term investments?
At least 50-50 between short and long term goals, leaning toward more for retirement since she is young and has time to take advantage of compounding interest.

Audience Metrics

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Listeners per Episode
Gender Skew
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Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

With a firm focus on wealth management, economics, and market trends, the content provides listeners with insights into navigating the complexities of investments and financial planning. Noteworthy discussions include the implications of political developments, evolving economic indicators, and practical strategies for both individual and business finance. The episodes often feature industry professionals who elaborate on topics like behavioral finance, retirement planning, and estate management, making this a resourceful space for affluent individuals and professionals seeking informed perspectives and actionable advice.

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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. The Retirement Ready Show
3. Motley Fool Money
4. Investing Insights
5. Talking Real Money - Investing Talk

How many episodes of this podcast are there?

this podcast launched 3 years ago and published 169 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. Brian Lamborn
2. Fred Coleman
3. Matt Morse
4. Tom Parks
5. Alec Durand
6. Mark Schiller
7. Eric Strom
8. Jenny Jessie

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