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, January 31
Dave Spano and Derek Felske recap the market--including the Reddit/GameStop story. Bryan Fiore, branch director at Annex Wealth Management covers the Winter Wine Festival and we learn more about the…
00:25:29 |
Sun 31 Jan 2021
Sunday, January 24
A new administration, some decent earnings reports, and a look ahead. We dip into the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management, Naples, and hear …
00:25:29 |
Sun 24 Jan 2021
Sunday, January 17
Dave and Derek cover sector rotation, the start of earnings season, and the Biden fiscal plan. We've got details on a brand new webinar and check in with Bryan Fiore, branch director at Annex Wealth…
00:25:29 |
Sun 17 Jan 2021
Sunday, January 10
Derek and Dave review what was a pretty wild week. We review what Gen X'ers should consider when it comes to retirement planning and Bryan Fiore, branch director at Annex Wealth Management Naples ch…
00:25:29 |
Sun 10 Jan 2021
Sunday, January 3
Dave Spano and Derek Felske look back at 2020---with an eye on 2021. We also have two great examples of how the teams at Annex Wealth Management delivered for our clients in a very challenging year.
00:25:29 |
Sun 03 Jan 2021
Sunday, December 27
In a two-part series today, we look at the value of an investor. What's a Gray Divorce? It's happening more and Deanne Phillips explores the topic. What's the best way to leave money to your kids?…
00:25:29 |
Sun 27 Dec 2020
Sunday, December 20
What is quadruple witching? Dave and Derek cover it plus the inclusion of Tesla in the S&P500. Are people moving their retirement dates because of COVID? We examine that. Bryan Fiore, branch dire…
00:25:29 |
Sun 20 Dec 2020
Sunday, December 13
IPOs, vaccines, and Disney's powerful numbers. Dave and Derek discuss last week and look ahead to 2021. Does it really take 570 hours to settle an estate? We'll tackle that PLUS check in with Brya…
00:25:29 |
Sun 13 Dec 2020
Sunday, December 6th
A new jobs report, a couple of market records, and the threat of headwinds. Dave Spano and Derek Felske cover the market. We'll check in with Bryan Fiore, branch director, and cover the 2020 Year E…
00:25:29 |
Sun 06 Dec 2020
Sunday, November 29
Happy Thanksgiving weekend. On this week's show, we look back on some of our favorite team segments.
00:25:29 |
Sun 29 Nov 2020
Sunday, November 22
A second week of promising vaccine news, yet a rather bumpy week. Dave and Derek break it down. Naples branch director Bryan Fiore covers 4 facts about Medicare Open Enrollment.
00:25:29 |
Sun 22 Nov 2020
Sunday, November 15
Earnings, volatility, and a vaccine. Dave and Derek cover quite a week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, Naples and we dip into the Ask Annex mailbag.
00:25:29 |
Sun 15 Nov 2020
Sunday, November 8th
Dave and Derek cover uncertainty over the election and also tackle some questions on Ask Annex. We check in with Bryan Fiore, branch director at Annex Wealth Management/Naples.
00:25:30 |
Sun 08 Nov 2020
Sunday, November 1st
We celebrate 1 year on 925 Fox News with today's show. Dave Spano and Derek Felske cover the week including the huge GDP report, the volatility, a number of earnings report, and a look past the elec…
00:25:31 |
Sun 01 Nov 2020
Sunday, October 25
Dave Spano and Derek Felske cover the week, the latest batch of earnings reports, and various headwinds facing the market. We check in with Bryan Fiore, branch director Annex Wealth Management/Naple…
00:25:31 |
Sun 25 Oct 2020
Sunday, October 18th
Mark Beck and Derek Felske review the week including a look at the first batch of earnings. We'll cover Medicare Open Enrollment, answer some questions during Ask Annex, and check in with Bryan Fior…
00:25:31 |
Sun 18 Oct 2020
Sunday, September 27th
As the 3rd quarter ends, Dave Spano and Mark Beck discuss what we're seeing and what lies ahead. We preview an upcoming webinar and visit with Bryan Fiore, branch director at Annex Wealth Management…
00:25:31 |
Sun 27 Sep 2020
Sunday, September 20th
A week-in-review, market movers, the Fed notes, and fresh economic data. What are the two sweet spots for Roth conversions? We also check in the Bryan Fiore, branch director at Annex Wealth Managem…
00:25:31 |
Sun 20 Sep 2020
Sunday, September 6
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 v…
00:25:34 |
Sun 06 Sep 2020
Sunday, August 30
Dave Spano and Mark Beck regard earnings season, the Fed, and headwinds. We'll cover how Annex pays strict attention to our client's account detail---because not everyone does. Branch Director Bryan…
00:25:32 |
Sun 30 Aug 2020
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