Money Talk: The Annex Wealth Management Show - SWFL

Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown. 

As earnings season winds down, we also saw fresh CPI and PPI data. We cover that and more during our Week-in-Review. Ever ask yourself,  "How much insurance do I need?".  Our Financial Planning manager shares a couple methods.  Generation X is closer to retirement, but are they ready?  Toward the end of the show, our Chief Economist covers Private Credit Fund investments for High Net Worth individ...

Apple and Amazon earnings arrived---what did we see and are there clues as to what the consumer is doing?  How about the latest jobs report?  We've got that and more during our Week-in-Review with Dave Spano and Derek Felske. Other segments include Roth conversions, Ask Annex, Social Security misconceptions, and how Annex helps when someone loses a spouse. 

The Fed, GDP, PCE, and a bunch of earnings. Derek and Danny cover it during our Week-in-Review. We'll explore how remarriage affects estate planning, the Annex Executive program, retirement planning for Generation X, and what to do if you are going to 'unretire' but started taking Social Security. 

The Fed meets next week. What did we see THIS week that might influence its decision? This show also covers the Baby Boomer Wealth Transfer, Financial Incompatibility, and millionaire investing regrets. Robert Chastain has a mid-year financial checklist as well. 

Earnings, CPI, PPI and more. There's a lot to cover on this week's show and it all starts with our Week-in-Review. When decline begins during retirement, it's important to know when to say when and secure a trusted agent--our estate planning team will review some steps. How can you avoid letdown in retirement? We'll discuss.  

A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out?  Dave Spano and Brian Jacobsen discuss during the week-in-review. We'll hear directly from a client on this week's show (who shares his awesome retirement 'journey'). We also explore what is and isn't financial planning, our Investment Committee, the 4 stages of retirement--an...

Do markets see an end to rate hikes? As we close the books on the quarter, Derek Felske and Mark Beck have plenty to talk about.  We'll check in with Robert Chastain, Annex branch director, and talk about overestimating retirement readiness. Find out more about mid-year tax planning as well as pre and post nuptial agreements. 

S&P and NASDAQ hit some headwinds this week.  We'll take a closer look during our week-in-review.  Start-ups to large companies, our Retirement Plan Services team assists with strong benefits programs. Tom Parks shares an overview, plus Ask Annex, and a closer look at fixed deferred annuities. Robert Chastain, branch director and wealth manager shares 3 things you should do BEFORE retirement a...

Happy Father's Day. The week-in-review focuses on this week's CPI, the Fed skip, and the latest concerning news from China. Team segments feature financial planning for women, how to plan without a 401k, what Gen Z should consider for their retirement and more. 

Bull market? Thursday said yes. What about Friday? Check it out during our week-in-review.  We'll also cover misconceptions about 401ks, investment terms, Ask Annex, downshifting on the way to retirement, what to do when switching jobs, and estate planning for your pets (yes, it's a thing). 

Does that big jobs number from the Labor Department help or hurt the Fed's decision on the next rate hike?  We'll discuss during the Week-in-Review. Great team segments this week including the psychology of spending in retirement, 'lifestyle creep' and why it should it be avoided, the Annex Executive program, and planning for childfree couples. 

All eyes on the X-date and possible default--what are market insiders thinking? Dave and Derek cover it during our Week-in-Review. When selling a business, there are many considerations--most which bring a level of stress. Brandon Lehman from our Private Client Group discusses various scenarios and how Annex can assist. Does it really take 570 hours to settle an estate? Jill Martin of our Estate P...

As the broader market is weighed down by debt ceiling debate, is the Fed going to hold rates high for longer? Is positioning really negative? Fear & Greed index suggests no. Dave and Derek cover the week during the Week-in-Review. We'll cover deeding homes to others, part time retirement, and business succession planning.  

Earnings, inflation data, CPI and PPI. Quite a bit to cover on this week's show. Dave Spano and Brian Jacobsen cover our Week-in-Review. We'll also cover useful topics like: The Value of an Advisor, Ask Annex, why Millennials might be skipping retirement planning and what Secure Act 2.0 does for women. 

The Fed hikes rates, a new jobs number, and earnings season continues. A lot to talk cover during the Week-in-Review. We'll also review how Annex assists high-net-worth clients, spousal social security, the Annex portfolio review--and toward the end of the show, how QDROs affect divorce agreements. 

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. What IS and what ISN'T financial planning?  We've got some thoughts. Robert Chastain joins us to ta...

What's the Investment Committee see during the latest round of earnings?  Dave and Derek will cover them during the week-in-review. On today's show, we'll learn more about Longevity, the Surrender Squeeze, fulfillment in retirement, and proper beneficiaries. 

Earnings season is here.  So are fresh CPI and PPI numbers.  What's it like to be a client of Annex Wealth Management?  Find out more on a 'Hear the Difference' segment. We'll also cover the psychology of retirement, questions from clients, and how much insurance do you need? h

Markets closed on Friday, but still a busy week. Dave and Derek will cover our week-in-review. Also, learn more about the 0% tax bracket for investment income. How does Spousal Social Security work?  We've got the answer.  How about Target Date Funds? We've got the answer. If you're in Generation X, we've got something for you on today's show. 

Farewell, Q1. What's next? We'll talk about it during our week-in-review. It's a slippery slope supporting adult children as it can impact YOUR retirement planning---we've got some tips. We'll go to the mailbag in Ask Annex, cover 401k jargon, our insurance assessment process, and the most efficient way to leave money to minors.  

What did the quarter-point hike from the Fed mean for markets? Dave and Derek cover that during the Week-in-Review. Cashing out a 401k when leaving a job isn't a great idea, Tom Park will provide more detail why. Caring for aging parents is a challenge, we'll offer some guidance. Ask Annex tackles audit red flags and Robert Chastain talks about the blinders we sometimes put on when it comes to inv...

In the aftermath of the Fed breaking 'something', it was quite a week. What's the fallout and what might lie ahead?  Dave and Derek cover it during our Week-in-Review. Today's show also tackles 'retirement killers', Ask Annex, how we provide guidance for widows, and our education series, What's That.

Another big jobs month might seal the deal on the next rate hike. We'll cover that including market reaction during the Week-in-Review. Learn more about the Annex Retirement Plan Services department with Tom Parks--he's got a great educational piece on 401k basics. Robert Chastain, branch director at Annex Southwest Florida, covers why it's so important for couples to work together on investment a...

Earnings continue to arrive and Dave and Derek dig into several key retailers. While we don't sell annuities, many clients arrive with them in their portfolios. We pore through them during our Annuity Analysis. Learn more about that process on this week's show. Robert Chastain covers various ways Baby Boomers knock their plans off tracking with errant spending.  k Annex opens the mailbag---and we’...