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, August 21st
Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Is now a good …
00:55:15 |
Sun 21 Aug 2022
Sunday, August 14th
As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We check in with Robert Chastain for a late-Summer planning checklist. Annex Wealt…
00:55:24 |
Sun 14 Aug 2022
Sunday, August 7th
A stunner of a job number ended the week---Dave and Derek will review that along with everything else that transpired. When times are tough, what is the value of an advisor? We’ll discuss that in tw…
00:55:33 |
Sun 07 Aug 2022
Sunday, July 31st
What a week. A Fed move. Some GDP reality. A ton of earnings. And the surprising market reaction. Dave and Derek cover it all on this week’s show. Learn more about Annex University, the exclusive edu…
00:55:28 |
Sun 31 Jul 2022
Sunday, July 24th
As earnings pour in, Dave and Derek digest the impact on markets. Branch director Robert Chastain reviews the pros and cons of early retirement. We’ll also cover target date funds, setting up proper …
00:55:08 |
Sun 24 Jul 2022
Sunday, July 17th
Double whammy this week with hot CPI and PPI readings. What’s the impact? We’ll discuss. Robert Chastain, branch director in Naples, checks in for quick chat about Generation X and their planning con…
00:55:29 |
Sun 17 Jul 2022
Sunday, July 10th
With all eyes on Friday’s jobs number from the Labor Department, Mark Beck and Derek Felske digest that news and everything else that happened last week. Turbulent times require the right perspective…
00:55:19 |
Sun 10 Jul 2022
Sunday, July 3rd
Dave and Derek review the 2nd quarter while digesting the latest market data. Great team segments on this week include a closer look at Generation X, the need to clarify your wishes to estate plan tr…
00:55:37 |
Sun 03 Jul 2022
Sunday, June 26th
More green than red this week but still a few bricks in the Wall of Worry. Fed chairman Powell spent time in front of lawmakers—did we learn anything? Dave and Derek review the week and look ahead. …
00:55:34 |
Sun 26 Jun 2022
Sunday, June 19th
It was a volatile week—that only got more interesting after Wednesday’s Fed rate hike. Dave and Derek review the markets, the trends, and the latest insight from our investment committee. Great team…
00:55:21 |
Sun 19 Jun 2022
Sunday, June 12th
Friday’s disappointing CPI report rocked the market Friday---adding to a volatile week. Dave and Derek dig through the data during our week-in-review. Also on the show, we meet Robert Chastain, branc…
00:55:27 |
Sun 12 Jun 2022
Sunday, June 5th
A strong jobs number leads to a Friday dip; Todd Voit provides analysis. Team segments include handling ‘passion assets’ in your estate plan, 401k basics for employees, and Roth conversion. Mark Beck…
00:55:26 |
Sun 05 Jun 2022
Sunday, May 29th
Dave and Derek recap the market which finally got in the green. We also cover spending in retirement, how we interact with clients depending on their start point, ways that Millennials can maximize r…
00:55:34 |
Sun 29 May 2022
Sunday, May 22nd
An 1100 point drop during the week, grim earnings from major retailers, and a shift in consumer spending. Dave and Derek cover the week. Great team segments covering how Annex reviews each of our cl…
00:55:43 |
Sun 22 May 2022
Sunday, May 15th
Dave and Derek recap another volatile week that saw some wild swings and another sobering CPI number. We’ll look deeper into tax preparation vs. tax planning and share some ways grandparents can bles…
00:55:12 |
Sun 15 May 2022
Sunday, May 8th
The Fed raises interest rates. The markets were rocky. A huge jobs number. What’s the impact? Dave Spano and Derek Felske dig in. Great team segments ranging from Debt in Retirement to Questions We S…
00:55:30 |
Sun 08 May 2022
Sunday, May 1st
Dave Spano and Derek Felske recap the week: a dip in GDP, earnings reports and Apple’s big quarter Team segments cover how Annex handles options, annuities, portfolio composition, and why you might …
00:55:22 |
Sun 01 May 2022
Sunday, April 24th
The Annex Wealth Management Show investigates the week that was in the markets, discusses the value of having an investment advisor, and discusses what you get when you receive a Wealthmetric.
All t…
00:55:42 |
Sun 24 Apr 2022
Sunday, April 17th
Inflation. Inflation. Inflation. It’s the big story and Dave Spano covers it. We also have a great ‘Hear the Difference’ segment with a client explaining how he chose Annex. Making a job change? We…
00:55:00 |
Sun 17 Apr 2022
Sunday, April 10th
Mark Beck joins Derek Felske this week for a deep dive on the markets. Our estate planning team covers celebrities who die without wills or estate plans. Ask Annex tackles questions covering RMDs and…
00:55:36 |
Sun 10 Apr 2022
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