The Women & Wealth Show from Annex Wealth Management

Pack your bags for another great episode! Rose Gray from Fox World Travel joins us to talk destinations, trends, and travel inspiration, and you may be surprised to learn her favorite getaway spot. Plus, as Generation X moves closer to retirement, what lessons has this often-overlooked generation learned about money, work, and planning for the future? And in our Women at the Helm segment, Amy Blai...

This week, we explore some of the best local spots to enjoy with your four-legged friend, examine whether fine wine can be a smart alternative investment, and discuss how professionals can communicate more effectively across multiple generations in today's workplace. We also sit down with entrepreneur Peggy Ann, who shares her remarkable journey from assistant manager to business owner, ultimately...

This week, we explain what “Trump accounts” are and who may qualify, and tackle the question everyone’s asking: is Social Security really going away? Chief Economic Strategist Dr. Brian Jacobsen shares insights, while Beth Ridley breaks down how leaders turn values into action. Plus, Holly Gamblin covers the luxury housing market, and Peggy Ann shares her journey selling her business and helping o...

Big ideas and smart strategies headline this episode. Dr. Brian Jacobsen breaks down the SpaceX buzz and how to better understand IPOs. For “At the Helm,” attorney Griselda Aldrete shares her incredible journey and insights on the fast-changing NIL world and working with young athletes and their families. Plus, we cover luxury travel tips and how to maximize credit card rewards , and check in with...

This week on the Women and Wealth Show from Annex Wealth Management, we’re joined by inspiring leaders making a real impact. Ana Simpson, CEO of Girl Scouts Wisconsin Southeast, shares how her organization is shaping the next generation of confident, capable young women, while Dr. Tes Jordens offers insight into helping women optimize their health as they age. We also talk with Brenda Campbell, CE...

This week, we’re diving into one of the most important, yet often avoided, topics: talking with loved ones about estate planning. We share practical tips to help make those conversations easier and ensure a smoother transition down the road. Plus, in this month’s Retired, Rewired segment, Lynnea Katz-Petted opens up about leaving her corporate career, navigating health challenges, and reinventing...

This week, we discuss how to avoid retirement “failure,” break down Micron and the role of chip stocks, and share smart strategies for managing student loans during graduation season.  In our Women at the Helm segment, we feature Raquel Filmanowicz,  an accomplished leader with a background in corporate banking, public service, and venture capital.

This week, we continue celebrating moms and the powerful money lessons they pass on to their daughters. Dr. Tes Jordens joins the show to share how her practice is helping women navigate obesity and menopause with confidence and care. We also explore how to approach difficult family conversations about vacation properties and what it takes to be prepared for a generational transfer of wealth.

This week, we continue our “Celebrating Moms” series with a meaningful conversation about the challenges many women face when returning to their careers after having children. We’re also joined by some special mother-daughter guests who share the valuable money lessons passed down through generations. Plus, we welcome Jen Dirks discusses the growing and supportive community of executive women, and...

This week, we continue our Mother’s Day celebration by reflecting on the powerful money lessons passed down from the women who shaped us. We also explore the remarkable progress women have made in business over the past decade, and what it means for the future. Plus, in our “Women at the Helm” segment, we’re joined by Christie Tosen of The Tribute Companies who talks about her family's ownership o...

This Mother’s Day–themed episode kicks off with a heartfelt conversation between Deanne and her daughter, setting the tone for meaningful discussions around family, and legacy. We then dive into insights on thriving in The New 65 , building strong money habits, and understanding passion assets. Special guest Michelle Fitzgerald from Horizons Law Group joins the show to talk about the legal process...

This week’s episode explores pivotal economic moments that have shaped how we think about money today. With spring in full swing, we discuss the value of “spring cleaning” not only at home, but also in your finances, reviewing and realigning your portfolio after filing taxes can help reduce stress and bring clarity. We also share guidance on navigating financial conversations with family, and welc...

This week, we take a closer look at navigating market volatility and discuss how much concern is truly warranted during uncertain times. We also explore why many people are receiving larger tax refunds this year—and share thoughtful strategies for putting that money to work. Plus, our Women at the Helm segment continues with special guest Carrie Mattheson, President of the Women’s Club of Wisconsi...

This week, Deanne Phillips explores what it truly means to know your worth while balancing career ambitions, personal relationships, and overall well-being. The program also features thoughtful segments on navigating “money guilt” and introduces the innovative “Money Memory Method.” The Women at the Helm segment welcomes two outstanding leaders: Wendy Cozzens, CEO of Make-A-Wish® Wisconsin, and An...

This week Deanne Phillips and Dr. Brian Jacobsen share insights on current market volatility and what it could mean for your financial picture. Our Women at the Helm segments feature an incredible lineup of guests including April DeValkenaere owner of Fortress Forensic Investigations who offers practical guidance on how to protect yourself from the latest financial scams. Wendy Cozzens CEO of Make...

Larger tax refunds are hitting some bank accounts this year, so we start with smart, practical ways to put that money to work instead of letting it disappear. We also explore financial strategies tailored for those heading into or living through retirement on their own. And later, a conversation with Cecelia Gore about her work with the Brewers Community Foundation and what it really means to make...

This week, we explore how to safeguard your “passion assets” and the smartest ways to pass them on to loved ones. We also take a look at why some taxpayers are seeing larger refunds this year, and how to put that money to good use. Plus, we dig into the realities of solo aging and navigating retirement as a single individual. And in our “Women at the Helm” segments, we’re joined by two inspiring l...

This week, we continue celebrating women who have made a meaningful impact during Women’s History Month and explore how their achievements have shaped today’s professional landscape. We are also joined by Michelle Tonkovitz from Green Onion Creative as she shares her personal journey and the financial challenges she learned to overcome. Plus, do not miss "Women and Wealth", live and in person, at...

This week, we celebrate our first episode of "Women's History Month" by focusing on how far women have come in the financial world and as business owners.  Also, segments on how to decide who should be listed as the "taxpayer" on your documents and a private doctor explains how she assists her patients by being on-call 24/7.

The pilot episode discusses the mission of the new "Women & Wealth Show from Annex Wealth Management".  We also discuss women who are "solo aging", choosing the right inheritance plan, retirement "killers" and how the female outlook on finances has changes through generations.