Money Talk: The Annex Wealth Management Show - Milwaukee
News, planning insight, and forward thought on the economy, markets, and wealth management.
- Update frequency
- every 7 days
- Average duration
- 33 minutes
- Episodes
- 165
- Years Active
- 2022 - 2025
Saturday, January 28th.
GDP and PCE highlight the week ahead of the next Fed meeting.
00:33:58 |
Sat 28 Jan 2023
Saturday, January 21st. Inflation trickles down. Layoffs ramp up.
CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don't go well together; w…
00:33:48 |
Sat 21 Jan 2023
Saturday, January 14th. What does the new CPI number tell us?
Inflation is cooling per the new Consumer Price Index. What's that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good …
00:33:26 |
Sat 14 Jan 2023
Saturday, January 7th. What to make of employment numbers.
Good news (higher private payrolls) was bad news with Thursday's ADP report. But Friday's Labor Department job number was 'cooler' and markets applauded. Dave and Derek review the week. What should G…
00:33:43 |
Sat 07 Jan 2023
Saturday, December 31st. The year in review.
A look back with eyes fixed firmly on 2023. Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirem…
00:35:31 |
Sat 31 Dec 2022
Saturday, December 17th.
Interesting week. CPI, the Fed, and a pair of VERY rough days headline our Week-in-Review. The 4% rule.....handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head …
00:33:38 |
Sat 17 Dec 2022
Saturday, December 10th. All eyes on next week's Fed decision.
Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Employees are seeking more education from employers and…
00:33:49 |
Sat 10 Dec 2022
Saturday, December 3rd. About that jobs report......
Friday’s jobs report caused a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Managemen…
00:33:35 |
Sat 03 Dec 2022
Saturday, November 26th. Short week, plenty of action.
Dave Spano and Derek Felske review Thanksgiving Week markets during our week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an im…
00:33:55 |
Sat 26 Nov 2022
Saturday, November 19. What is 'Fedspeak'?
Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll s…
00:33:45 |
Sat 19 Nov 2022
Saturday, November 12th. Are we out of the woods?
A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about t…
00:33:35 |
Sat 12 Nov 2022
Saturday, November 5th. The impact of the Fed decision.
What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning…
00:33:28 |
Sat 05 Nov 2022
Saturday, October 29th. GDP and some not-bad earnings.
Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. HEAR the D…
00:33:48 |
Sat 29 Oct 2022
Saturday, October 22nd. Don’t fight Fed or fundamentals.
Dave Spano and Derek Felske review the week as major averages were mostly higher. In a time of early retirement, un-retirement, and putting OFF retirement---this might be a great time to attend Desti…
00:33:37 |
Sat 22 Oct 2022
Saturday, October 15th. Hot CPI and a rollercoaster Thursday.
The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—…
00:33:49 |
Sat 15 Oct 2022
Saturday, October 8th.
Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfo…
00:33:48 |
Sat 08 Oct 2022
Saturday, October 1st. A 3rd consecutive negative quarter?
Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how c…
00:34:06 |
Sat 01 Oct 2022
Saturday, September 24th. The aftermath of the Fed decision.
The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. We'll also cover the impact higher interest rates have on lump sum pensions. We'll head to the mailbag for Ask Ann…
00:32:52 |
Sat 24 Sep 2022
Saturday, September 17
A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and…
00:33:41 |
Sat 17 Sep 2022
Week ending 9/2. The Goldilocks job number.
A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. If your family has a fami…
00:33:56 |
Sat 03 Sep 2022
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