Annex Wealth Management president and CEO Dave Spano joined  Newsradio 620 WTMJ for 'WTMJ Conversations' with Libby Collins.  It's a fun, wide-ranging conversation that traces Dave's history, passions, and what keeps him going.  

In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%.  What's that mean for markets---and the rest of the year?  Dave and Derek dig in. Cashing out a 401k upon leaving a company is hardly ever a good idea, but many do anyway. Tom Parks shares how that does real harm to a retirement plan. Is marriage a form of retirement security? Not so much. 

Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time?  We'll cover that. 

OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates?  Dave and Derek will decode that--plus all the market news during our Week-in-Review.  What are your options for Financial Planning in a Changing Tax World?  Deanne Phillips covers that---and shares information about two presentations designed to help. We'll answer your questions during Ask Annex. Toward the end of the show, our Estate Planning department has a list of mistakes to avoid with your wills. 

Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.  

On a recent WTMJ Conversations, Dave Spano sat down with Jeff Wagner to discuss bonds, sectors, portfolio balance, volatility, Social Security, health care costs, and mortgage rates. 

Markand Derek recap the week as PCE showed inflation still rising. Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility along with steps to address it. 

Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings.  If you won't have access to a 401k, you can still save and invest toward retirement. We've got 4 options.  Also, what are 10 key things you'll need to have to construct an estate plan?  

Bumpy week for the major indices. Dave Spano and Derek Felske review the week that included more earnings reports; some good, some not-so-good. There are finally solid savings options for high earners--we'll review what they are. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. 

The Fed does Fed things. A big week of earnings. A surprise in the jobs report....and China has a spy balloon floating over Montana.