Podcast
Money Talk: The Annex Wealth Management Show - SWFL
Hosted by Annex Wealth Management · EN
The 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.
22episodes
Episodes
Newest firstAll episodes
Sunday, May 17th. The End of an Era at the Fed.
2w ago00:55:27Tap to summarizeBig global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after market jitters. Back home, Trump pushes a gas tax pause and cheaper beef while economists flag the risks of populist policies, and housing data barely ticks higher. Also, how to navigate the ups and down of the retirement smile along with contribution strategies.
Transcribe →Sunday, May 10th. A Big Number for Jobs.
3w ago00:56:05Tap to summarizeThis week’s episode tackles big, politically charged developments, from the SEC’s proposal to scale back quarterly reporting requirements to the ongoing uncertainty around the Strait of Hormuz and its global implications. Dave Spano and Dr. Brian Jacobsen break down key economic signals, including tighter lending standards from banks and what shifting loan conditions say about business confidence. Plus, we explore real-world impacts—from a hesitant housing market facing affordability pressures and rising costs, to war-driven uncertainty that’s cooling spending and threatening the pace of recovery. Also, why is retirement confidence low?
Transcribe →Sunday, May 3rd. Changes At the Fed.
May 300:56:07Tap to summarizeThis week, Dave Spano and Dr. Brian Jacobsen tackle a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC fractures to the curious push for rate hikes despite elevated oil prices. They break down a sharply divided Fed, increasingly hawkish signals from global central banks, and what could be Chair Powell’s closing chapter as a leadership transition approaches. Meanwhile, the hard data stay firm, solid GDP growth and jobless claims that echo a “Summer of ’69” labor market, plus practical insights on filing tax extensions and finding long‑term care solutions for a loved one.
Transcribe →Sunday, April 26th. Why is Retirement Confidence Low?
Apr 2600:55:26Tap to summarizeThis 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 transparency could mean more rate volatility, why balance sheets may matter more than ever, and how global energy flows could be quietly re‑routing away from geopolitical chokepoints. Other segments include uncovering the confusion about Roth conversions and tax filing extension myths.
Transcribe →Sunday, April 19th. A 35-Year Positive!
Apr 1900:54:55Tap to summarizeThis 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 issues with the Strait of Hormuz. They connect the dots to an economy showing strain: softer housing data, rattled small businesses, cautious hiring, rising input costs, and a Beige Book dominated by uncertainty. The picture isn’t quite recessionary, but it’s far from healthy. Plus, former Navy SEAL John Choate joins the show to share firsthand perspectives from overseas and how geopolitics looks when you’ve seen it up close.
Transcribe →Sunday, April 12th. Where Income Taxes Hit the Hardest
Apr 1200:55:24Tap to summarizeThis 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 U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. Plus, investing in the world of AI, and should you ever pause your 401(k) contributions?
Transcribe →Sunday, April 5th. Mission Accomplished?
Apr 500:55:44Tap to summarizeThis 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 prevent future aggression. We also look at why today’s oil price shocks matter less than they once did, how the U.S. economy has become far more energy‑efficient since the Gulf War era, and why the Fed is inclined to “wait and see” rather than react to temporary supply shocks. Plus, a timely policy shift from the Labor Department as new rules move 401(k) plans closer to private equity, private credit, crypto, and other alternatives, providing clearer fiduciary cover for plan managers. Also, segments on "Direct Indexing" and who should be listed as the taxpayer in your household?
Transcribe →Sunday, March 29th. Negative Energy Prices. Global Power Plays.
Mar 2900:55:51Tap to summarizeFour 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 gas losses. We also unpack fast moving geopolitical developments, including shifts in US Iran relations and Turkey weighing the sale of gold reserves to stabilize its currency. Plus, segments on smart ways to use larger tax refunds, and ways to plan for wedding costs.
Transcribe →Sunday, March 22nd. Fed Fireworks and Fuel Costs.
Mar 2200:55:44Tap to summarizeIn 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 longer cut it in a post‑Iran environment, along with what new bank‑capital and SEC reporting proposals could mean. And beyond the oil story, they dig into Nvidia’s trillion‑dollar trajectory, Macy’s bold “shrink‑to‑grow” play, and the curious rise of restaurant dining as America’s new risk‑management strategy.
Transcribe →Sunday, March 15th. Iran Tensions Felt at Home. Is There a Pot of Gold?
Mar 1500:55:29Tap to summarizeIn 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 through the Strait of Hormuz. They dive into why the IEA’s record‑setting 400‑million‑barrel release may barely move the needle, how early tremors in private credit are starting to rumble louder, and why CPI and jobs data already feel outdated in a $100‑oil world. The episode also highlights surprising shifts in consumer behavior as McDonald’s and Dollar General target both budget‑conscious and higher‑income shoppers, along with segments on the rise in workers tapping their 401(k)s and the growing phenomenon of “retirement subtraction.”
Transcribe →