Money Talk: The Annex Wealth Management Show - SWFL
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.
- Update frequency
- every 7 days
- Average duration
- 44 minutes
- Episodes
- 302
- Years Active
- 2019 - 2025
Sunday, April 3rd
Dave Spano and Derek Felske review Q1 2022 which had plenty of action: the war in Ukraine, rising inflation, and the inversion of the yield curve. What’s the impact on markets—and are there some brig…
00:55:47 |
Sun 03 Apr 2022
Sunday, March 27th
Russia’s invasion of Ukraine continues to loom large, but so does inflation and the Fed’s response in the former of higher interest rates. Dave Spano breaks it down on this week’s show which also fe…
00:55:54 |
Sun 27 Mar 2022
Sunday, March 20th
As expected, the Fed announced a quarter-point rate hike this week. Dave and Derek discuss the impact on markets along with the continuing ramifications of the Russian invasion of Ukraine. This week’…
00:55:39 |
Sun 20 Mar 2022
Sunday, March 13
While Russia-Ukraine drags on, we saw a record-setting inflation number this week along with sagging consumer confidence. Dave and Derek recap the week while various team segments provide useful insi…
00:55:39 |
Sun 13 Mar 2022
Sunday, March 6
While the Russian invasion drags on, prices continue to rise, and the Fed signals a rate hike this month. Derek and Dave digest the markets and look ahead to what’s on the horizon. We’ve also got gre…
00:55:24 |
Sun 06 Mar 2022
Sunday, February 27
On top of inflation and concern over the Fed’s next decision, the Russian invasion of Ukraine created volatile market conditions this week. We dig in deep on the show which contains some useful team …
00:55:51 |
Sun 27 Feb 2022
Sunday, February 20
Dave and Derek cover a volatile week in the markets. We've got special segments; one on steps a widow should take dealing with a new reality--and another on changes in 401ks for 2022 for company owne…
00:55:37 |
Mon 21 Feb 2022
Sunday, February 13
Dave and Derek recap the week including the turmoil from Friday and the possible Russian incursion of Ukraine. We talk about what grandparents can do for their grandchildren, define some investment t…
00:55:39 |
Sun 13 Feb 2022
Sunday, February 6
Dave and Derek tackle the markets while other team members cover Discordant Retirement, Planning for Generation X, and Passion Assets. Plus, we’ll HEAR the Difference with an Annex client --- includi…
00:55:28 |
Sun 06 Feb 2022
Sunday, January 30
Mark Beck and Deanne Phillips pinch-hit this week. Todd Voit, Chief Investment Strategist joins us for a market recap. Team segments cover the steps to selling a business, an update on the 4% rule, …
00:55:27 |
Sun 30 Jan 2022
Sunday, January 23
Our 2nd show in our new Noon timeslot! Dave and Derek dissect markets, we've got a 2 part series about the Value of An Advisor, and cover steps to take so your trustee's job carrying out your wishes…
00:55:27 |
Sun 23 Jan 2022
Sunday, January 16
Our 1st show in a new timeslot! Dave and Derek recap the week. We also learn more about Millionaire Myths, check out Ask Annex, and hear how Annex assists executives with Net Unrealized Appreciation…
00:55:29 |
Sun 16 Jan 2022
Sunday, January 9
On our last 30-minute show before we expand to an hour and move to 12noon, Dave and Derek review a turbulent week. Deanne Phillips digs into 7 money lies we tell ourselves.
00:25:31 |
Sun 09 Jan 2022
Sunday, January 2
Our 2021 Year-in-Review: Story of the Year, Most Consequential Person of the Year, and Most Important Company. Plus, Dave Spano and Derek Felske look ahead to 2022.
00:25:31 |
Sun 02 Jan 2022
Sunday, December 26
Dave and Derek talk about the future of the markets in 2022. How does the Fed influence employment? Dave and Derek discuss. Deanne Phillips, Director of Client Learning & Development navigates the co…
00:25:31 |
Sun 26 Dec 2021
Sunday, December 19
Dave and Derek talk about this week's market. We dive into why some find it so hard to spend in retirement.
00:25:31 |
Sun 19 Dec 2021
Sunday, December 12
Dave Spano and Derek Felske recap the markets. We talk about how grandparents can bless grandchildren through great financial planning and what to consider if you're selling your business.
00:25:27 |
Sun 12 Dec 2021
Sunday, December 5th
Dave Spano and Derek Felske recap a turbulent week. We explain how Annex assists clients with annuity assessments and why and how you might consider deeding a house to someone else.
00:25:28 |
Sun 05 Dec 2021
Sunday, November 28
Happy long Thanksgiving Weekend! We're still at it. Dave Spano and Derek Felske review the markets, we HEAR the Difference from one of our clients, and our planning teams covers some common mistakes…
00:25:31 |
Sun 28 Nov 2021
Sunday, November 21
Dave and Derek discuss this week's market. Our Estate Planning Attorney, Jill Martin, JD, discusses the ramifications to inheriting money and Dave answers this week's Ask Annex.
00:25:31 |
Sun 21 Nov 2021
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