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Artwork for Money Talk: The Annex Wealth Management Show

Money Talk: The Annex Wealth Management Show - Milwaukee

Annex Wealth Management
Annex Wealth Management
Tariffs
Inflation
Federal Reserve
Retirement Planning
Oil Prices
Artificial Intelligence
Market Volatility
PCE Inflation
Stagflation
China
United States
Iran
Roth Conversions
Investment Strategies
Financial Planning
Estate Planning
GDP
Consumer Confidence
Energy Market

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

PublishesWeeklyEpisodes200Founded4 years ago
Number of ListenersCategories
BusinessNewsBusiness NewsInvesting

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Artwork for Money Talk: The Annex Wealth Management Show

Latest Episodes

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

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

Key Facts

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Recent Guests

Pam Foti
Co-owner and elder care consultant, Vesta Senior Network
Vesta Senior Network
Episode: Saturday, May 2nd. Powell's Swan Song.
Drew Powell
Associate Wealth Manager at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, April 25th. Retirement Confidence Is Low. What Do We Do?
John Choate
Veteran Navy SEAL officer, founder of Apogee Travel
Apogee Travel
Episode: Saturday, April 18th. What a Rally We Had!
Arabella Perez
Financial planning specialist at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, April 11th. Oh My, CPI!
Arabella Perrins
Financial planning specialist at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, April 4th. How Oil Prices Affect the Economy
Rebecca Posing
Financial planning specialist at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, April 4th. How Oil Prices Affect the Economy
Rebecca Pozig
Financial Planning Specialist, Annex Wealth Management
Annex Wealth Management
Episode: Saturday, March 28th. Energy Turmoil Meets Global Uncertainty.
Tom Bergholtz
Manager of Financial Planning, Annex Wealth Management
Annex Wealth Management
Episode: Saturday, March 28th. Energy Turmoil Meets Global Uncertainty.
Arabella Perranz
Financial Planning Specialist at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, March 14th. Global Tensions Felt at Home. Where's The Pot of Gold?

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, December 20th. Is Inflation Taking a Vacation?
Q: What can a new client expect in their first conversation with Annex?
The first meeting focuses on understanding the client's goals, building a plan, and reviewing how we run the numbers to identify potential potholes and opportunities, with a clear fiduciary framework.
Saturday, December 20th. Is Inflation Taking a Vacation?
Q: Are you a fiduciary at all times and what does that mean?
We are fiduciaries 100% of the time, meaning we have a legal obligation to act in our clients' best interests, guiding them with investment, tax, and estate planning decisions.
Saturday, October 25th. Shutdown Continues, But Big Data Is Out
Q: What does the CPI data imply for Social Security cost-of-living adjustments in 2026?
CPI data supports a 2.8% COLA for Social Security in 2026, which should help beneficiaries maintain purchasing power.
Saturday, December 6th. Dollar Store Domination.
Q: What is equity compensation and why should employees care about it?
Equity compensation is a form of pay where part of your income comes as company stock, such as RSUs or stock options, which aligns employee and company interests and can have long-term tax implications and concentration risks.
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.

Audience Metrics

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Listeners per Episode
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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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this podcast launched 4 years ago and published 200 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. Pam Foti
2. Drew Powell
3. John Choate
4. Arabella Perez
5. Arabella Perrins
6. Rebecca Posing
7. Rebecca Pozig
8. Tom Bergholtz

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