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Money Talk: The Annex Wealth Management Show - SWFL

Money Talk: The Annex Wealth Management Show - SWFL

Annex Wealth Management

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.
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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.

Money Talk: The Annex Wealth Management Show - SWFL - Sunday, January 26th. Off to the races.

Sunday, January 26th. Off to the races.

Money Talk: The Annex Wealth Management Show - SWFL

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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.

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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, April 20th. Retail sales pop. For now.

Sunday, April 20th. Retail sales pop. For now.

Money Talk: The Annex Wealth Management Show - SWFL

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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.

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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, February 16th. Growth: The trend is your friend

Sunday, February 16th. Growth: The trend is your friend

Money Talk: The Annex Wealth Management Show - SWFL

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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.

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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, April 21st. Have we forgotten what risk feels like?

Sunday, April 21st. Have we forgotten what risk feels like?

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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.

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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, December 8th. Black and Blue Friday?

Sunday, December 8th. Black and Blue Friday?

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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.

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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, March 30th. Inflation: A race to the middle.

Sunday, March 30th. Inflation: A race to the middle.

Money Talk: The Annex Wealth Management Show - SWFL

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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.

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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, April 13th. Whiplash.

Sunday, April 13th. Whiplash.

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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?

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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, February 25th. New highs are old hat.

Sunday, February 25th. New highs are old hat.

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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.

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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, September 6

Sunday, September 6

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09/06/20 • 25 min

A record high and a huge drop---all in one week. Dave Spano and Derek Felske cover the week. How does Annex make sure our new clients have an error-free transition? We'll cover that. We'll also visit with Branch Director Bryan Fiore.
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Money Talk: The Annex Wealth Management Show - SWFL - Sunday, December 29th. 2024 in review.

Sunday, December 29th. 2024 in review.

Money Talk: The Annex Wealth Management Show - SWFL

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12/29/24 • 55 min

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.

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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.

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