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 | 334 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
Listen to this Podcast
Latest Episodes
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
In this Week in Review, Dave Spano and Dr. Brian Jacobsen unpack the pressure rising fuel costs and Iran’s strikes on energy infrastructure are putting on markets, all while Powell stands firm at the Fed. They explore why backward‑looking data may no... more
In this Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a whirlwind of developments out of Iran, from a newly appointed leader to massive U.S. military spending, and the global scramble to reroute disrupted oil and fertilizer supplies throug... more
During our Week in Review, we explain why diversification only works when investors have enough cash and patience, especially during periods when markets move in the same direction. We explore the jump in workers taking money from their retirement pl... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
Top Investing Podcasts
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| 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?
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
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for this podcast?
Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does this podcast have?
To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
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 - Milwaukee
3. The Retirement Ready Show
4. The Clark Howard Podcast
5. Morning Wire
How many episodes of this podcast are there?
this podcast launched 6 years ago and published 334 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for this podcast?
Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for this podcast?
Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Arabella Perrins
2. Rebecca Posey
3. Susie Lopez
4. Drew Powell
5. Corey Borchardt
6. Tom Bergholtz
7. Eric Strom
8. Alec Durand
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.