
Money Talk: The Annex Wealth Management Show - SWFL
Annex Wealth Management
All episodes
Best episodes
Top 10 Money Talk: The Annex Wealth Management Show - SWFL Episodes
Goodpods has curated a list of the 10 best Money Talk: The Annex Wealth Management Show - SWFL episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Money Talk: The Annex Wealth Management Show - SWFL for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Money Talk: The Annex Wealth Management Show - SWFL episode by adding your comments to the episode page.

Sunday, January 26th. Off to the races.
Money Talk: The Annex Wealth Management Show - SWFL
01/26/25 • 55 min
If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in retirement, what IS and ISN't financial planning, and how to deal with 'supporting' adult children.

Sunday, April 20th. Retail sales pop. For now.
Money Talk: The Annex Wealth Management Show - SWFL
04/20/25 • 55 min
U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement planning for Gen X, sharing 6 key benefits of setting up a trust, and revealing 3 things to tackle early in retirement—and 3 that can wait.

Sunday, February 16th. Growth: The trend is your friend
Money Talk: The Annex Wealth Management Show - SWFL
02/16/25 • 55 min
Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.

Sunday, April 21st. Have we forgotten what risk feels like?
Money Talk: The Annex Wealth Management Show - SWFL
04/21/24 • 55 min
A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.

Sunday, December 8th. Black and Blue Friday?
Money Talk: The Annex Wealth Management Show - SWFL
12/08/24 • 55 min
Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a good fit with Annex.

Sunday, March 30th. Inflation: A race to the middle.
Money Talk: The Annex Wealth Management Show - SWFL
03/30/25 • 55 min
Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.

Sunday, April 13th. Whiplash.
Money Talk: The Annex Wealth Management Show - SWFL
04/13/25 • 55 min
It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you listen to 'finfluencers'? And what is Key Person Insurance and what is its role protecting a business?

Sunday, February 25th. New highs are old hat.
Money Talk: The Annex Wealth Management Show - SWFL
02/25/24 • 55 min
Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place.

Sunday, September 6
Money Talk: The Annex Wealth Management Show - SWFL
09/06/20 • 25 min

Sunday, December 29th. 2024 in review.
Money Talk: The Annex Wealth Management Show - SWFL
12/29/24 • 55 min
Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.
Show more best episodes

Show more best episodes
FAQ
How many episodes does Money Talk: The Annex Wealth Management Show - SWFL have?
Money Talk: The Annex Wealth Management Show - SWFL currently has 282 episodes available.
What topics does Money Talk: The Annex Wealth Management Show - SWFL cover?
The podcast is about Markets, Financial Planning, Retirement, Wealth, Investing, Money, Investment, Podcasts and Business.
What is the most popular episode on Money Talk: The Annex Wealth Management Show - SWFL?
The episode title 'Sunday, October 18th' is the most popular.
What is the average episode length on Money Talk: The Annex Wealth Management Show - SWFL?
The average episode length on Money Talk: The Annex Wealth Management Show - SWFL is 44 minutes.
How often are episodes of Money Talk: The Annex Wealth Management Show - SWFL released?
Episodes of Money Talk: The Annex Wealth Management Show - SWFL are typically released every 7 days.
When was the first episode of Money Talk: The Annex Wealth Management Show - SWFL?
The first episode of Money Talk: The Annex Wealth Management Show - SWFL was released on Nov 3, 2019.
Show more FAQ

Show more FAQ