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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
PCE Inflation
Stagflation
Roth Conversions
Financial Planning
Estate Planning
GDP
Investment Strategies
Consumer Confidence
Distribution Planning
Treasury Yields
Job Numbers
Employment Situation Report
Annex Wealth Management
Consumer Price Index
Producer Price Index
Economic Growth

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

PublishesWeeklyEpisodes197Founded4 years ago
Number of ListenersCategories
NewsBusiness NewsBusinessInvesting

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Artwork for Money Talk: The Annex Wealth Management Show

Latest Episodes

This week, Dave Spano and Dr. Brian Jacobsen look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical ... more

This week, Dave Spano and Dr. Brian Jacobsen discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book ... more

This week, Dave Spano and Dr. Brian Jacobsen break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of... more

This week, Dave Spano and Dr. Brian Jacobsen unpack President Trump’s calls for the U.S. to step back from policing Middle East energy security, his push to exit the Iran conflict after taking away its nuclear and military capabilities, and Tehran’s ... more

For the Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a busy week where energy markets once again broke the rules, with negative prices in parts of the US echoing the shock of April 2020 and showing how oil profits can help offset losses i... more

For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss rising fuel costs, Iran’s attacks on energy infrastructure, and Powell’s defiant stance at the Fed. We break down why backward‑looking data may matter less in a post‑Iran world and new... more

For our Week in Review, Dave Spano and Dr. Brian Jacobsen break down the nonstop developments out of Iran, from a new leader to massive U.S. military spending and a global scramble to replace disrupted oil and fertilizer flows through the Strait of H... more

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

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.
Matt Morse
Director of Research and CFP 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.
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

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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
Location
Interests
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?

This podcast provides timely insights into economic news, market trends, and wealth management strategies, primarily through discussions led by knowledgeable hosts who aim to educate listeners on managing their finances effectively. The episodes often feature expert guests sharing their insights on topics ranging from asset management and retirement planning to behavioral finance and estate planning. Listeners can expect to hear in-depth analysis of current events and how these developments impact investment strategies, particularly for affluent households navigating complex financial landscapes. A unique aspect is the emphasis on both practical advice and the psychological factors at play in financial decision-making, ensuring a holistic a... 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. Ready For Retirement
5. Fox World Travel Show

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this podcast launched 4 years ago and published 197 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. Matt Morse
3. Fred Coleman
4. Tom Parks
5. Alec Durand
6. Mark Schiller
7. Eric Strom
8. Jenny Jessie

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