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, January 11th. No Santa Rally, January Effect In Play
Jan 1100:56:00Tap to summarizeThe Santa Rally was a no-show this year, but the January Effect is kicking in. Markets are also reacting to geopolitical moves: U.S. forces captured Venezuela’s president Maduro, sparking oil-focused strategies and promises of billions in infrastructure investment despite challenges. Meanwhile, trade tensions simmer as tariff rulings and compliance shifts reshape import costs, with exemptions and agreements softening the blow for key sectors like semiconductors. Dave Spano and Brian Jacobsen discuss in the Week in Review. Also, segments on understanding Donor-Advised Funds and milestone ages for retirement.
Transcribe →Sunday, January 4th. Will AI Dominate in 2026?
Jan 400:56:26Tap to summarizeChina wrestled with deflation worries while U.S. markets powered through historic tariff hikes and plenty of drama. Mark Beck and Brian Jacobsen unpack the biggest stories of the year, from gold and silver’s surge to Bitcoin’s stumble and the nonstop buzz around AI. Plus, what the 4% rule means for your retirement and smart strategies for navigating later life solo.
Transcribe →Sunday, December 28th. Money Guilt.
Dec 2700:51:52Tap to summarizeThis week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also take a look at what you might consider as you enter retirement: what are your first steps?
Transcribe →Sunday, July 28th. Tech's troubles: investment is costly.
Jul 28, 2024Tap to summarizeCompanies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.
Transcribe →