Money Talk: The Annex Wealth Management Show - SWFL

The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags. 

Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts?  Dave Spano and Brian Jacobsen look at last week (that contained a LOT of earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business. 

Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions.  Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short. 

The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning, the ramifications of inheriting money, and why it...

Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows. 

As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show, you'll 'Hear' the Difference from an Annex client, learn why 401k expectations should be managed, and what Generation X faces with retirement planning. 

What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year. 

Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how much DO you need?), what you'll encounter in the 1st five years of retirement, Ask Annex, social media investing advice, and signs you should be contributing more to your 401k. 

The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review. We'll also share details about our Portfolio Review process, letdown in retirement, net unrealized appreciation, and retirement killers. Branch director Robert Chastain shares some 2024 financial goals worth considering. 

The market says inflation is in the rearview mirror. It mostly is. Dave Spano and Brian Jacobsen review the latest during the Week-in-Review. We'll also cover Estate Planning roles, the Annex Experience, tax strategies for the self-employed, and what to do with that year-end bonus. 

Our Week-in-Review, 3 keys to happiness in retirement, a look into 'HENRY's, and what do you do with adult children living at home?  

Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segments covering Grandparents and Grandchildren, HSAs, the Sandwich Generation, and more!

Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide?  We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen.  Learn more about our in-house investment committee, what it's like to be an Annex client ( directly from clients), some Medicare basics---and what Generation Z should be doing  regarding retirement planning. 

Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets?  We'll also investigate how Annex works with High Net Worth clients, smarter charitable giving, myths about money, and how much insurance do you really need?

Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the flames of the fire under stocks and bonds. Join us for the Week-in-Review, a closer look at the Annex Tax-Smart Planning Strategy Review, why homes might not be a great choice for wealth transfer, and more. 

How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce Financial Analyst during a divorce. Well also cover 'lifestyle creep', Millionaire Myths, Millennials bailing on retirement planning, and the how private equity works with Annex Private Client. 

The 10-year Treasury yield crossed 5% for the first time since '07. That led to a rough end to a bumpy week.  We'll cover it all during our Week-in-Review.  Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite? 

CPI came in hotter than expected.  Will that sway the Fed's decision on interest rates?  Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning.  We’ll  investigate and offer some thoughts.  Robert Chastain, branch director, will of...

The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.

Q3 ends with a whimper. What are the implications? We'll cover them during our Week-in-Review. Join us for segments regarding business sales, trying on retirement part-time, 5 challenges in the 1st ten years of retirement, and how to include pets while estate planning. 

Did the Fed's decision/no-decision on rates shake the market this week---or was it something else?  We'll cover it all on during the Week-in-Review. There are silver linings when postponing retirement, and we'll share a few.  Robert Chastain covers things to consider when financial and retirement planning for highly-compensated individuals. What factors help create a good fit between you and a fin...

The UAW strike might be a doozy--we'll discuss the possible impact.  Arm's IPO went pretty well, is it a signal for the rest of the tech sector? Fresh IPO numbers arrived and we'll dig in during our Week-in-Review. How about that Arm IPO? What's that mean for the tech sector?  Our Retirement Plan Services weighs in on 401ks---traditional and Roth. We'll open the mailbag for Ask Annex and explore Q...

Concerns over a possible November rate hike put a dent in markets this week. We'll have that and more during the week-in-review.  HSA's are beloved, but why? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're going deeper on how to help with college expenses. Robert Chastain covers 5 questions to ask on the way to retirement. And why are bankrupt...

Let's hope September is a better month for investors than August. What's ahead and what should you be aware of? Other great topics include the value of an advisor, a free financial wellness webinar, 4 things you might miss when saving and investing, and how to plan for retirement as a childfree couple. 

All eyes and ears were on Jerome Powell in Jackson Hole. What did he say and what might be the impact? Learn more about planning for couples with age gaps, the scope of companies we work with for Retirement Plan Services---and the steps to selling a business.