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, November 14
Peak bottlenecks, a wild Rivian IPO, worrisome CPI and PPI, and more. Dave Spano and Derek Felske cover it.
00:25:31 |
Sun 14 Nov 2021
Sunday, November 7
Dave Spano and Derek Felske discuss market news and analysis. Deanne Phillips gives us three things we need to consider for happiness in retirement.
00:25:30 |
Sun 07 Nov 2021
Sunday, October 31
Derek Felske and Deanne Phillips review the markets and talk about earnings this week. Brandon Lehman, CFP®, Director of Branch Development, discuss the Annex Executive Program.
00:25:30 |
Sun 31 Oct 2021
Sunday, October 24
Dave Spano and Derek Felske review the markets and talk about The Beige Book. Randy Winkler, CFP® and Stephanie Emons, discuss mistakes to avoid with Required Minimum Distributions (RMDs).
00:25:30 |
Sun 24 Oct 2021
Sunday, October 17
Dave Spano and Danny Clayton review the markets and supply chain disruptions. Randy Winkler, CFP®, discusses Roth IRA conversions.
00:25:30 |
Sun 17 Oct 2021
Sunday, October 10
Mark Beck and Derek Felske discuss the markets. Register to join us at our upcoming webinar Women & Wealth: Financial Self-Defense on Tuesday, October 12th, 2021.
00:25:30 |
Sun 10 Oct 2021
Sunday, October 3
Dave Spano and Derek Felske review a volatile week with a look at what to expect in the 4th quarter.
00:25:30 |
Sun 03 Oct 2021
Sunday, September 19
Dave and Derek cover Quadruple Witching---and other topics from the week. Learn more about proper steps to take when selling a business.
00:25:32 |
Sun 19 Sep 2021
Sunday, September 12
Mark Beck and Todd Voit review the markets. We also share how to avoid common mistakes for business owners and estate plans.
00:25:32 |
Sun 12 Sep 2021
Sunday, September 5
Mark Beck and Derek Felske discuss the investment markets. Deanne Phillips, Director of Client Learning & Development, covers preparing for the unexpected events that may arise.
00:25:32 |
Sun 05 Sep 2021
Sunday, August 29
Dave Spano and Derek Felske talk the market and recent global news. Brandon Lehman, CFP®, Director of Branch Development discuss how our team directly impacts the details of our client's portfolios.
00:25:32 |
Sun 29 Aug 2021
Sunday, August 22nd
Dave Spano and Derek Felske discuss the market. Hear the difference in Annex Wealth Management client experience story.
00:25:32 |
Sun 22 Aug 2021
Sunday, August 15th
Dave Spano and Derek Felske discuss the market. Deanne Phillips, Director of Client Learning & Development, talks fortune hunters and gold diggers - how to spot them.
00:25:32 |
Sun 15 Aug 2021
Sunday, August 8th
Dave Spano and Derek Felske review the market. Deanne Phillips, Director of Client Learning & Development, discusses generational financial differences. Bryan Fiore, Branch Director Annex Wealth Mana…
00:25:32 |
Sun 08 Aug 2021
Sunday, August 1st
Derek Felske, Deanne Phillips and Danny Clayton review the market and inflation. Jill Martin, Estate Planning Attorney, talks trusts and implications. Bryan Fiore, Branch Director Annex Wealth Manage…
00:25:32 |
Sun 01 Aug 2021
Sunday, July 25th
Dave Spano and Derek Felske review the market. Deanne Phillips, Director of Client Learning & Development, discusses how grandparents can help their grandchildren while they're still here.
00:25:32 |
Sun 25 Jul 2021
Sunday, July 18
Mark Beck and Derek Felske review the week, look ahead, and offer insight from a fee-only fiduciary. We also cover the importance of making the right choice when rolling over a 401k.
00:25:32 |
Sun 18 Jul 2021
Sunday, July 11th
Mark Beck and Derek Felske review the market and discuss Roth conversions.
00:25:31 |
Sun 11 Jul 2021
Sunday, July 4
On this special episode, we look back on some of our most popular segments.
00:25:31 |
Sun 04 Jul 2021
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