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.
34episodes
Episodes
Newest firstAll episodes
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the needle, how early tremors in private credit are starting to rumble louder, and why CPI and jobs data already feel outdated in a $100‑oil world.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 →Sunday, March 8th. Iran, a Tariff Refund and Gas Jumps.
Mar 800:55:50Tap to summarizeDuring our Week in Review, we explain why diversification only works when investors have enough cash and patience, especially during periods when markets move in the same direction. We explore the jump in workers taking money from their retirement plans and how changing laws and rising costs are affecting their choices. We wrap up with the global events and economic reports that moved markets and what they may mean in the weeks ahead. Plus, segments on navigating financial conversations with family and solo aging.
Transcribe →Sunday, March 1st. Tariffs and The New Retirement Plan.
Mar 100:55:50Tap to summarizeFor this week's Week in Review, Dave Spano and Brian Jacobsen talk about shifting family spending habits and financial sentiment. They also spotlight the State of the Union’s standout policy update, a newly expanded retirement match program modeled after the Thrift Savings Plan, designed to put up to $1,000 back into the pockets of eligible savers. Then the conversation turns to the changes in U.S. tariff strategy and how the new 15% rate could reshape global supply chains and everyday costs. Plus, segments on the IRS’s updated rules on paper checks and the 401(k) rollover mistakes that could cost you if you’re not careful.
Transcribe →Sunday, February 22nd. A Fed Hike on the Table?
Feb 2200:56:21Tap to summarizeIn this Week in Review, Dave Spano and Brian Jacobsen dig into whether the latest Fed minutes really put another rate hike back on the table as markets deal with rising tension with Iran and renewed focus on Japan’s major investment commitments in the United States. They discuss the latest data, including lower jobless claims, a wider trade deficit, and signs that manufacturing may be finding new momentum, along with what things could mean for companies such as Molson Coors and Harley Davidson. Plus, there's a growing turf battle between Amazon and Walmart and what it could mean for consumers and investors, along with other segments covering smart tax moves and the strategies of gifting money.
Transcribe →Sunday, February 15th. Tariff Costs Hit Businesses Hard
Feb 1500:56:10Tap to summarizeIn our Week in Review, Dave Spano and Brian Jacobsen break down Japan’s political shake‑up, where a landslide win has opened the door to food‑tax cuts and even possible changes to the country’s post‑war constitution. We look at America’s growing economic pressures, from a worsening federal deficit and tariffs hitting consumers to a housing market still millions of homes short. And we wrap with what the latest data and company reports tell us about the real economy, as consumers pull back, mortgage stress rises, and businesses split between tech‑driven strength and tariff‑driven strain. Plus, segments on AI investing for high-net worth portfolios and tax strategies for 2025's deadline.
Transcribe →Sunday, February 8th. Data Delayed - What We Know
Feb 800:55:44Tap to summarizeIt was a whirlwind week in politics and economics, from shutdown-driven policies and delayed labor data to a surprise rebound in U.S. manufacturing. Dave Spano and Brian Jacobsen unpack Trump-era initiatives including a massive minerals stockpile, a proposed pathway-to-ownership housing program, and a sweeping trade deal with India tied to geopolitics and energy in our Week in Review. Plus, we cover tensions with Iran, changes at the Fed, and what all of this means for markets, manufacturers, and workers. Also, a segment on companies offering "equity compensation".
Transcribe →Sunday, February 1st. The Fed Holds Steady.
Feb 100:55:27Tap to summarizeIn this Week in Review, Dave Spano and Brian Jacobsen unpack the latest tariff threats from President Trump, a sliding U.S. dollar, and a historic trade deal between the European Union and India. They also dig into the Fed’s decision to hold rates steady and what mixed economic signals mean for markets. Plus, a look at slowing job growth, sinking consumer confidence, record‑slow population growth, and segments on rich retirees and planning for living into your 90s.
Transcribe →Sunday, January 25th. Davos Sets The Tone.
Jan 2500:56:22Tap to summarizeDave Spano and Dr. Brian Jacobsen dive into the political developments dominating the week, with Davos setting the tone. We unpack President Trump’s remarks and proposals from tariffs and Greenland to housing, credit cards, crypto, and global markets in our Week in Review. As always, we touch on key international reactions and data points shaping the broader macro picture. Also, segments on the new Trump Accounts and preparing for the 'Silver Tsunami'.
Transcribe →Sunday, January 18th. The Credit Card Cap.
Jan 1800:56:13Tap to summarizeIt was a wave of political and economic turbulence, from Trump’s proposed 10% cap on credit‑card interest rates, to rising tensions between the White House and Fed Chair Jerome Powell with DOJ subpoenas. Inflation continued easing toward the Fed’s target while consumers grew more cautious, but corporate America remained resilient with strong earnings expectations. Dave Spano and Dr. Brian Jacobsen discuss in our Week in Review. Also, a segment on ACA subsidies and the effect on those under 65.
Transcribe →