Money Talk: The Annex Wealth Management Show - Milwaukee

Money Talk: The Annex Wealth Management Show - Milwaukee

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Money Talk: The Annex Wealth Management Show - Milwaukee episodes

  • Saturday, August 31st. How about a Nothing Burger?

    Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light.  Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee. 

    34 min
  • Saturday, August 24th. The Powell Pivot.

    The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.

    34 min
  • Saturday, August 17th. Recession fears fade.

    Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree. 


    34 min
  • Saturday, August 10th. Fasten your seatbelts.

    A review of the rebound. Earnings to the rescue!  Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex. 

     


    34 min
  • Saturday, August 3rd. From soft-landing to stall speed.

    The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement. 

     


    34 min
  • Saturday, July 27th. It's GO time.

    GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?

    34 min
  • Saturday, July 13th. Riding the rotation.

    Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market. 

    34 min
  • Saturday, July 6th. Passing the baton?

    Happy 4th of July weekend!  Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers. 

    34 min
  • Saturday, June 29th. Inflation: Price wars ahead.

    Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).  

    34 min

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