Money Talk: The Annex Wealth Management Show - SWFL
Annex Wealth ManagementThe Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
| Publishes | Weekly | Episodes | 343 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
This episode of Money Talk opens with a tribute to Alan Greenspan, who passed away at age 100. Hosts Dave Spano and Chief Economic Strategist Dr. Brian Jacobson reflect on his long tenure as Fed Chair (1987–2006), the evolution of Fed transparency (f... more
For our Week in Review, Dave Spano and Dr. Brian Jacobsen unpack Kevin Warsh’s debut at the Fed, highlighting a unanimous rate decision, a wave of new internal task forces, and a leadership style that welcomes open debate. They also dive into Trump’s... more
This week, Dave Spano and Dr. Brian Jacobsen break down rising geopolitical tension, spotlighted by developments in Iran, alongside a fresh batch of economic data shaping today’s market narrative. Inflation is still running hot as consumer confidence... more
In this Week in Review, Dave Spano and Dr. Brian Jacobsen break down SpaceX’s eye-popping IPO plans and why the real story isn’t rockets, but a massive, still-unproven AI bet that could reshape markets. We also unpack the growing AI arms race, from 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 break down a fast-moving mix of global headlines and what they mean for your money, from rising tensions overseas to new policy moves that could reshape housing and trade. We also dig into the latest econo... 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 tackles big, politically charged developments, from the SEC’s proposal to scale back quarterly reporting requirements to the ongoing uncertainty around the Strait of Hormuz and its global implications. Dave Spano and Dr. Brian Jac... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A market-focused financial show that blends macroeconomic analysis with practical retirement and wealth-planning guidance. Across episodes, listeners hear timely context on inflation, Fed policy, geopolitics, and technology-driven market shifts, then receive actionable planning advice on topics such as the 4% withdrawal rule, Roth conversions, 529 and HSAs, gifting, and estate or caregiver tax benefits. The audience appears to be high-earning individuals and families seeking fiduciary, fee-only guidance, with an emphasis on disciplined investing, tax efficiency, and long-range planning. A notable strength is the consistent integration of market commentary with concrete planning steps and client education from a team of Annex Wealth Manageme... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Money Talk: The Annex Wealth Management Show - Milwaukee
2. The Annex Wealth Management SWOT Podcast
3. The Mark Belling Podcast
4. The Jay Weber Podcast
How many episodes of this podcast are there?
this podcast launched 7 years ago and published 343 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 Pozig
2. Kent Hellene
3. Jess Hedgecoke
4. Anthony Malachnick
5. Mike Dodge
6. Drew Powell
7. John Choate
8. Anthony Milachnick
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