Money Talk

Saturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to buy low.

Despite not having a recession, it's a strange strange world. Dave Spano and Brian Jacobsen recap last week including earnings and the latest on inflation. When it's time to speak with parents who are aging, what are the proper steps? We've got a couple suggestions. If you're a cheerful giver---be a smart cheerful giver; we'll cover 8 tips for smarter charitable giving.

Earnings season has been good, but guidance hasn’t. Nearly 80% of companies beat earnings expectations. The real news was in the conference calls where they offered a sobering outlook. Dave Spano and Brian Jacobsen recap the week. Learn more about the Annex Tax-Smart Planning Strategy Review and why houses might not make great wealth transfer vehicles.

Winners and losers this week. There's fear in the air--and that could be good. We cover it all during our Week-in-Review. Also, with 'gray divorces' increasing, what is the role of a Certified Divorce Financial Analyst in the process? That, along with Ask Annex, a fresh look at Millionaire Myths, and what happens with Private Equity when things don't go as planned?

The Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07. What are the ramifications? How about recent earnings? We'll cover it all during our Week-in-Review. Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite?

Hotter than expected CPI arrived this week. What’s that mean—especially from the Fed’s point of view? Baby Boomers have substantial assets, how is ‘the Great Wealth Transfer’ going to happen? Deanne Phillips stops by for a preview of Thursday’s Women & Wealth presentation, How to Prepare for the Unexpected. If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some thoughts.

The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.

Yields up, stocks down. Some scary market moves to start Fall. Get up to speed with our Week-in-Review for the last week of September. Business sales are complex and need a great team to make it a smooth process. Our Annex Private Client team is ready and will go over some highlights. What are 5 challenges that will pop up in the first 10 years of retirement? We've got a list.

What was the impact of the Fed's decision/no-decision on rates? The housing market is experiencing volatility. Why, and what's the potential impact? Does the nation's $33 trillion debt matter? We'll cover it all on during the Week-in-Review. Also, what are the silver linings when postponing retirement? What factors help create a good fit between you and a financial planning partner? At the end of the show, learn more about Private Equity and how it works for Annex Private Client.

The UAW walks, the Arm IPO jumps, and CPI ticks higher. Plenty to cover during the Week-in-Review. Our Retirement Plan Services weighs in on 401ks---traditional or Roth, which makes sense for you? We'll open the mailbag for Ask Annex and dig deeper into QDRO's and the potential impact on one's investment and retirement planning.

Investors are concerned about the potential of more rate hikes from the Federal Reserve in November, and it impacted the markets this week. We'll cover that and more during our Week-in-Review. Why are HSA's so beloved for those who can use them? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're looking in deeper on how to help with college expenses. And why are bankruptcies rising and what's the impact for High-Net-Worth families?