Money Talk: The Annex Wealth Management Show - Milwaukee

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. 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?

August wasn't kind to investors. What happened and what's on the horizon for September?  We'll review the fresh jobs number and what that might mean for the Fed. How can Grandparents bless their Grandchildren? We'll go over a few ways. Annex is celebrating 401k Day with a free financial wellness webinar--join Tom Parks for information on how you can join. 

Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a signficant age gap? We'll discuss. When it's time to sell a business, what are the steps to follow?  We'll investigate.  

Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown. 

CPI, PPI, and the end of earnings season. Dave and Derek recap an interesting week. Annex provides insurance assessments for our clients--we'll talk with Eric Strom to get at the perennial question, "How much insurance do you need?".  Ask Annex hits the mailbag and our Chief Economist covers Private Credit Fund investments for High Net Worth individuals. 

As recession fears fade, for now, earnings and other significant data continues to pour in.  Dave and Derek cover it all during our Week-in-Review. What do 30-and-40 somethings miss when it comes to retirement planning?  We'll take a look. Ask Annex is back and so are details about a free Secure Act 2.0 401k webinar. It's important stuff if you are a company owner, CFO, or HR professional. 

Earnings continue to pour in---but so did a Fed rate raise, GDP, and PCE. What's our take? Find out on the Week-in-Review. The IRS has more money--what are they doing with it? How does the Annex Executive program work and is it right for your situation? 

More earnings and key economic data arrive. Will it sway the Fed's decision next week? Mark Beck and Brian Jacobsen cover the week-in-review. Baby Boomers are set to pass a staggering amount of wealth to their heirs; that requires planning--and we'll offer some things to consider. HEAR the Difference from an Annex client this week.