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.
27episodes
Episodes
Newest firstAll episodes
Sunday, June 21st. Warsh’s Debut, Trump’s Deal, and IPO Fever.
4d ago00:55:21Tap to summarizeFor our Week in Review, Dave Spano and Dr. Brian Jacobsen unpack Kevin Warsh’s debut at the Fed, highlighting a unanimous rate decision, a wave of new internal task forces, and a leadership style that welcomes open debate. They also dive into Trump’s surprise Iran memorandum, a move already easing energy market fears while introducing big political and funding questions that could ripple through global stability and defense supply chains. Plus, they connect the dots between rising inflation, shifting consumer behavior, and a reopening IPO window led by SpaceX, setting the stage for how falling energy prices could reshape the economic narrative in the months ahead.
Transcribe →Sunday, June 14th. Inflation, Iran & IPO Momentum: Making Sense of Mixed Signals.
2w ago00:56:56Tap to summarizeThis week, Dave Spano and Dr. Brian Jacobsen break down rising geopolitical tension, spotlighted by developments in Iran, alongside a fresh batch of economic data shaping today’s market narrative. Inflation is still running hot as consumer confidence slips and small business optimism cools, even while housing and trade offer a few bright spots. They also take a closer look at the uptick in IPO activity, from AI heavyweight OpenAI to more traditional companies, and what it may reveal about investor sentiment, plus practical conversations on tax filing strategies for couples and why more Americans are tapping into their 401(k)s.
Transcribe →Sunday, June 7th. Space X: Great Opportunity, Or Out of Reach?
3w ago00:54:59Tap to summarizeIn this Week in Review, Dave Spano and Dr. Brian Jacobsen break down SpaceX’s eye-popping IPO plans and why the real story isn’t rockets, but a massive, still-unproven AI bet that could reshape markets. We also unpack the growing AI arms race, from trillion-dollar IPO ambitions to Nvidia’s push into everyday devices, and why even blockbuster earnings aren’t always enough to satisfy investors. Plus, we look at evolving tariffs and a two-speed economy, where red-hot manufacturing contrasts with rising uncertainty elsewhere.
Transcribe →Sunday, May 31st. Hot Inflation Cold Incomes and an AI Divide.
4w ago00:55:54Tap to summarizeInflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week Dave Spano and Dr. Brian Jacobsen break down why investors are focused on strong corporate results even as consumers grow more selective with their spending across retailers like Costco, Dollar Tree, and Best Buy. Plus, we dive into the widening gap between AI winners and worriers and what it signals for the next phase of the market. Plus, segments on the importance of Roth accounts and solo aging.
Transcribe →Sunday, May 24th. Global Tensions, Housing Shake Up and the AI Power Surge
May 2400:55:07Tap to summarizeThis week, Dave Spano and Dr. Brian Jacobsen break down a fast-moving mix of global headlines and what they mean for your money, from rising tensions overseas to new policy moves that could reshape housing and trade. We also dig into the latest economic data and what the Federal Reserve is really signaling about inflation, interest rates, and where things could head next. From AI driven mega deals and IPO buzz to what retailers, homebuilders, and everyday companies are seeing right now on the ground. Also, important money habits you should pass on to children that aren't just saving.
Transcribe →Sunday, May 17th. The End of an Era at the Fed.
May 1700:55:27Tap 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.
May 1000:56:05Tap 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.
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