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, June 27
As June closes out, we may have a stimulus agreement. Or not. Dave and Derek discuss.
00:25:40 |
Sun 27 Jun 2021
Sunday, June 20
Happy Father's Day. Dave and Derek discuss last week's FOMC meeting, cover questions on Ask Annex, and look ahead to earnings season.
00:25:30 |
Sun 20 Jun 2021
Sunday, June 13
Mark Beck and Derek Felske review the market and we HEAR the difference from an Annex client.
00:25:30 |
Sun 13 Jun 2021
Sunday, June 6
A decent jobs number to end the week plus a review of the rest of the market.
00:25:30 |
Sun 06 Jun 2021
Sunday, May 30th
A market review plus conversations about spending in retirement and settling an estate plan.
00:25:30 |
Sun 30 May 2021
Sunday, May 23
Dave and Derek discuss what the FED can do for inflation and what impacts your portfolio. We check in with Brandon Lehman, CFP®, Director of Branch Development at Annex Wealth Management.
00:25:30 |
Sun 23 May 2021
Sunday, May 16
Derek and Deanne cover the week including the CPI number. We 'hear the difference' from an Annex client as well as details about a brand new webinar.
00:25:30 |
Sun 16 May 2021
Sunday, May 9th
Dave and Derek discuss the big whiff from analysts and the jobs number. Bryan Fiore, branch director stops in and Deanne Phillips talks about 7 Money Personalities.
00:25:30 |
Sun 09 May 2021
Sunday, May 2nd
Deanne Phillips joins Derek Felske to recap a volatile week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, too.
00:25:30 |
Sun 02 May 2021
Sunday, April 25
Earnings, inflation, and taxes. A lot to cover this week for Dave Spano and Derek Felske. Why are musicians selling their publishing? The answer might have something common with your estate plan. B…
00:25:29 |
Sun 25 Apr 2021
Sunday, April 18
Record market closes and the start of earnings season. Dave Spano and Derek Felske cover the markets and what is on our radar. We check in with Bryan Fiore, branch director Annex Wealth Management/N…
00:25:29 |
Sun 18 Apr 2021
Sunday, April 11
Mark Beck, director of Wealth Management Services, and Todd Voit, Chief Investment Strategist cover the market and what's on the horizon. How much life insurance do you need? Our financial planning…
00:25:29 |
Sun 11 Apr 2021
Sunday, March 28
Dave and Derek recap the week. Our Estate Planning department discusses finding the RIGHT executor. We check in with Bryan Fiore, branch director of Annex Wealth Management, Naples.
00:25:29 |
Sun 28 Mar 2021
Sunday, March 21
A recap of the FOMC meeting and the subsequent impact. We answer questions on Ask Annex, chat with Bryan Fiore, branch director at Annex Wealth Management Naple and hear about a brand new webinar.
00:25:29 |
Sun 21 Mar 2021
Sunday, March 14
It's PI Day, and Dave Spano and Derek Felske look back at the week---and the last tumultuous year. Ask Annex covers gold, the US dollar, and the Roaring 20's. We also check in with Bryan Fiore, bra…
00:25:29 |
Sun 14 Mar 2021
Sunday, March 7
Dave Spano and Derek Felske recap a volatile week, we preview our Women & Wealth webinar series, answer some questions on Ask Annex and visit with Bryan Fiore, branch director at Annex Wealth Managem…
00:25:29 |
Sun 07 Mar 2021
Sunday, February 28
Dave Spano and Derek Felske recap a somewhat volatile week, we discuss various celebrities who died without an estate plan, and check in with Bryan Fiore of Annex Wealth Management Naples.
00:25:29 |
Sun 28 Feb 2021
Sunday, February 21
Dave Spano is joined by Chief Investment Strategist Todd Voit for a week-in-review, a chat about bonds, and a look down the road. In an Annex Executive segment, we explain NUA, or Net Unrealized Appr…
00:25:29 |
Sun 21 Feb 2021
Sunday, February 14
Happy Valentine's Day. Dave Spano and Derek Felske review the previous week. We open the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management/Naples, and he…
00:25:29 |
Sun 14 Feb 2021
Sunday, February 7
Earnings, stimulus, froth, and more on the Superbowl Sunday edition. Also, common estate planning mistakes to avoid and a chat with Bryan Fiore, Branch Director at Annex Wealth Management Naples.
00:25:28 |
Sun 07 Feb 2021
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