Money Talk: The Annex Wealth Management Show - Milwaukee

Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time?  We'll cover that. 

OK, February jobs wasn't as monstrous as January ---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates?  Dave and Derek will decode that--plus all the market news during our Week-in-Review .  What are your options for Financial Planning in a Changing Tax World ?  Deanne Phillips covers that---and shares information about two presentations...

Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.  

On a recent WTMJ Conversations , Dave Spano sat down with Jeff Wagner to discuss bonds, sectors, portfolio balance, volatility, Social Security, health care costs, and mortgage rates. 

Markand Derek recap the week as PCE showed inflation still rising. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility along with steps to address it. 

Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings.  If you won't have access to a 401k, you can still save and invest toward retirement. We've got 4 options.  Also, what are 10 key things you'll need to have to construct an estate plan?  

Bumpy week for the major indices. Dave Spano and Derek Felske review the week that included more earnings reports; some good, some not-so-good. There are finally solid savings options for high earners--we'll review what they are. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. 

The Fed does Fed things. A big week of earnings. A surprise in the jobs report....and China has a spy balloon floating over Montana.

GDP and PCE highlight the week ahead of the next Fed meeting.

CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don't go well together; we discuss proper perspective when markets are volatile. Our most popular presentation is back for 2023--learn more about Destination Retirement, Are We There Yet from Deanne Phillips (and mark your cal...

Inflation is cooling per the new Consumer Price Index. What's that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good financial advice from TikTok? What's the Sandwich Generation and how might it affect you?

Good news (higher private payrolls) was bad news with Thursday's ADP report. But Friday's Labor Department job number was 'cooler' and markets applauded. Dave and Derek review the week. What should Generation Z be doing when it comes to investment and retirement planning? We talk to a GenZ member of our Financial Planning team to find out. The Annex Experience clearly outlines who we are and what...

A look back with eyes fixed firmly on 2023. Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you...

Interesting week. CPI, the Fed, and a pair of VERY rough days headline our Week-in-Review. The 4% rule.....handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head to the mailbag for Ask Annex. What are the mistakes made by millionaires? There are more than a few and we'll go through them.

Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Employees are seeking more education from employers and retirement planning--how can that be accomplished? Tom Parks has some thoughts. We're also peeking behind the curtain at the Annex Wealth Management Investment Committee. Who are they and what do they...

Friday’s jobs report caused a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our attitude toward investment and retirement planning? Deanne Phillips investigates. There are 5 questions to ask when it comes to determining a good fi...

Dave Spano and Derek Felske review Thanksgiving Week markets during our week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll discuss both on this week’s show.

Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with companies to build solid benefit programs---but w...

A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---including a question about financial advice from TikTok. If your investment world includes Stock Options, NUA, high level tax planning and deferred compen...

What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning Attorney will cover what you should consider from a...

Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. HEAR the Difference this week with a story from some Annex clients. Ask Annex covers a number of topics--including a word of caution from a listener. Grey Divorce is on the rise, Deanne Phillips digs in. All tha...

Dave Spano and Derek Felske review the week as major averages were mostly higher. In a time of early retirement, un-retirement, and putting OFF retirement---this might be a great time to attend Destination Retirement, Are We There Yet; Deanne Phillips joins us for a preview. Ask Annex covers a couple questions about adjustable-rate mortgages—along with stocks with high P/E’s, and the best way to d...

The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year old with $250,000---and friends who are telling him to stop saving and investing. What are the 7 Money Lies We Tell Ourselves----and why is #7 OK? That a...

Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’s Election Year Investment Myth webinar.

Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio, buying the dip, and stagflation. We’ll also share...