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 | 337 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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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 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
This week, Dave Spano and Dr. Brian Jacobsen tackle a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC fractures to the curious push for rate hikes despite elevated oil prices. They break down a sharpl... more
This week, Dave Spano and Dr. Brian Jacobsen break down why retirement confidence has fallen to its lowest level in a decade, with rising costs and uncertainty driving fresh anxiety for workers. We also look ahead and ask whether less Fed transparenc... more
This week, Dave Spano and Dr. Brian Jacobsen break down the political crosscurrents driving market anxiety, from the abrupt pause of Kevin Warsh’s nomination hearing and a stunning regime change in Hungary to stalled U.S.–Iran talks and the ongoing i... more
This week, Dave Spano and Dr. Brian Jacobsen unpack where income taxes really hit hardest, why nearly a third of Americans owe nothing in federal income tax, and how mandatory spending has quietly taken over the budget. They also look at the fragile ... more
This week, Dave Spano and Dr. Brian Jacobsen break down calls from President Trump to step back from Middle East security, his push to exit the Iran conflict after crippling its nuclear and military capabilities, and Tehran’s demand for guarantees to... more
Four our Week in Review, Dave Spano and Dr. Brian Jacobsen break down a volatile week where energy markets defied logic, with negative prices in parts of the US recalling the shock of April 2020 and highlighting how oil profits can sometimes cushion ... 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 practical, advisor-led show focused on translating macro market context into personal financial planning. Episodes blend broad market commentary with hands-on planning topics, including retirement strategies, Social Security timing, Roth conversions, and estate and tax planning. A hallmark is fiduciary, fee-only guidance from Annex Wealth Management, with frequent guests from the firm providing data-driven planning frameworks and client-focused takeaways. Across recent episodes, listeners are treated to themes like AI's impact on portfolios, gifting and wealth transfer, long-term care planning, and strategies for navigating market volatility while staying aligned with a formal financial plan. The format tends to mix macro context, actiona... 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 Retirement Ready Show
4. The Mark Belling Podcast
5. The Clark Howard Podcast
How many episodes of this podcast are there?
this podcast launched 7 years ago and published 337 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. John Choate
2. Anthony Milachnick
3. Mary Lou Davideau
4. Tom Burakoltz
5. Eric Stromm
6. Eric Straum
7. Rebecca Posey
8. Drew Powell
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