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 | 190 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusiness NewsBusinessInvesting | |||
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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
For our Week in Review, Dave Spano and Brian Jacobsen break down whether the latest Fed minutes truly put another rate hike back on the table, all while markets juggle rising geopolitical tension with Iran and attention on Japan’s massive U.S. invest... more
For our Week in Review, Dave Spano and Brian Jacobsen unpack Japan’s political shake‑up, where a landslide election win is clearing the way for food‑tax cuts and potential changes to the nation’s post‑war constitution. They turn to the U.S. next, tac... more
It was a whirlwind week in politics and economics, from shutdown fallout and delayed labor data to a surprise rebound in U.S. manufacturing. In our Week in Review, Dave Spano and Brian Jacobsen break down major Trump-era developments, including a pro... more
During our Week in Review, Dave Spano and Brian Jacobsen break down the new tariff threats from President Trump, a weaker U.S. dollar, and a landmark trade deal between the European Union and India. We also cover the Federal Reserve holding rates ste... more
We take a deep dive into the political developments that defined the week, with Davos setting the agenda. From tariffs and Greenland to housing policy, credit cards, crypto, and global markets, Dave Spano and Dr. Brian Jacobsen break it down in our W... more
From Trump’s surprise call for a 10% cap on credit‑card interest to the DOJ’s subpoenas aimed at Jerome Powell, it was a week packed with political and market-moving headlines. Inflation kept cooling and corporate earnings stayed upbeat, even as cons... 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 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. The Clark Howard Podcast
3. Motley Fool Money
4. Point Taken with Steve Scaffidi & Kristin Brey
5. Ready For Retirement
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 190 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
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.