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, March 29
A stimulus bill, the biggest market gain since 1938, and the specter of Coronavirus; there IS a lot to cover today with Dave Spano, Mark Oswald, and Derek Felske. Also, our Senior Tax Planner explain…
00:27:21 |
Sun 29 Mar 2020
Sunday, March 22
Coronavirus continues to rock the markets. Dave, Mark, and Derek comb through the data and offer their perspective. A member of our financial planning team covers Roth conversions in down markets--…
00:27:05 |
Sun 22 Mar 2020
Sunday, March 15
Market jitters clobber the market. Dave, Mark, and Derek review the week and offer some key things to consider. Two members of our planning department tackle a planning challenge.
00:27:01 |
Sun 15 Mar 2020
Sunday, March 8
Coronavirus and an Opec-Russia oil skirmish combine to produce a choppy week. Dave Spano, Mark Oswald, and Derek Felske offer their take on current economic conditions, areas of caution, and where o…
00:27:12 |
Sun 08 Mar 2020
Sunday, March 1st
You guessed it, coronavirus is dominating the news this week with a 3500 point drop in the Dow. Dave Spano, Mark Oswald, and Derek Felske discuss the impact on the markets; what is real and what is …
00:27:12 |
Sun 01 Mar 2020
Sunday, February 23
Earnings season winds down, coronavirus fears ramp up, and politics boil over. Dave Spano, Mark Oswald, and Derek Felske review the week. Deanne Phillips and Eric Strom discuss annuities and the An…
00:27:08 |
Sun 23 Feb 2020
Sunday, February 16
More coronavirus impact along with what we're seeing with earnings reports. Sr. Tax Planner Sean Young joins the show to talk about how to avoid making a costly mistake when it comes to Qualified Ch…
00:27:06 |
Sun 16 Feb 2020
Sunday, February 9
Dave, Mark, and Derek discuss Friday's healthy jobs number, the threat from coronavirus, earnings, and the subsequent market reaction. Also, a visit from Deanne Phillips about Tuesday's Women's Guid…
00:27:00 |
Sun 09 Feb 2020
Sunday, February 2
New bricks for the Wall-of-Worry, a chat about a busy week of quarterly earnings, and more about Annex Executive, the service that addresses the unique needs of the corner office.
00:27:00 |
Sun 02 Feb 2020
Sunday, January 26
Dave Spano and Mark Oswald talk about the potential for a new 'wall of worry' being built. What might the November election bring for markets? Deanne Phillips joins the show to talk about the upcom…
00:27:01 |
Sun 26 Jan 2020
Sunday, January 19
The DOW crosses 29,000, earnings reports are arriving, and there is a new member of the Trillion Dollar Club. Dave Spano, Mark Oswald, and Derek Felske cover the week's events and how they might imp…
00:27:00 |
Sun 19 Jan 2020
Sunday, January 12
Between the tension with Iran and crossing 29,000 for the Dow, it was an interesting week. Dave Spano, Mark Oswald, and Derek Felske cover the week and look ahead to next week's start of earnings se…
00:27:03 |
Sun 12 Jan 2020
Sunday, January 5
What was the market reaction to the US missile strike in Iraq? Dave Spano, Mark Oswald, and Derek Felske discuss. Deanne Phillips joins the show to talk about 'passion assets' and how best to appro…
00:27:02 |
Sun 05 Jan 2020
Sunday, December 29
Annex president and CEO, Dave Spano looks back at 2019. Members of our Estate and Planning team review the SECURE Act. Another edition of Ask Annex, and Director of Wealth Management, Mark Beck, jo…
00:27:00 |
Sun 29 Dec 2019
Sunday, December 22
Dave Spano and Mark Oswald cover last week and take a look at 2020. Jill Martin heads our Estate Planning team and joins the show to discuss the possible ramifications of the SECURE Act. Plus, anot…
00:27:01 |
Sun 22 Dec 2019
Sunday, December 15
A Phase 1 Deal with China, a Conservative Party near-sweep in the UK, and a talk about Gray Divorces. Dave Spano, Mark Oswald, and Derek Felske cover what Annex Wealth Management is tracking and wha…
00:27:01 |
Sun 15 Dec 2019
Sunday, December 8
Dave, Mark, and Derek discuss the latest jobs number, the looming China tarrif deadline, and the latest market conditions. Our Estate Planning team covers what to consider when choosing your executo…
00:27:03 |
Sun 08 Dec 2019
Sunday, December 1
Mark Oswald and Derek Felske discuss last week and look ahead to the end of the year---and what might happen in 2020. Plus, Estate Planning Attorney Jill Martin covers the basics of leaving money to…
00:27:03 |
Sun 01 Dec 2019
Sunday, November 24
A quick recap of last week along with a discussion of the power of the Annex team including a visit with Bryan Fiore, branch manager for our Naples office. We also visit with two teammates to discus…
00:25:42 |
Sun 24 Nov 2019
Sunday, November 17
Dave Spano and Mark Oswald discuss another record-setting week. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers leaving money to children.
00:27:02 |
Tue 19 Nov 2019
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