Money Talk: The Annex Wealth Management Show - Milwaukee

Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowing when to say when and finding a trusted agent to help is important--we'll cover that with one of our estate planning attorneys. Ask Annex covers a gamut of questions and we'll also talk about 'surrender squeezes' and why they should be avoided. 

ADP's employment number was huge but the Labor Department's was not. What's going on and what might the next move be from the Fed?  We'll cover that and more during our week-in-review. HEAR the Difference from an Annex client who shares his experience and his amazing retirement journey. What is and ISN'T financial planning? We'll help clear it up. Mark Beck, our Chief Growth Officer will explore the 4 stages of retirement.  

Recession fears pushed out? Derek Felske and Mark Beck discuss during our week-in-review. Also, more about mid-year tax planning for high earners, Ask Annex, and a deep dive into pre and post nuptial agreements. 

As rate outlooks weigh on stocks and boosts bonds, what's the view from the Annex Wealth Management Investment Committee? From start-ups to large companies, our Retirement Plan Services team helps HR teams create strong benefits programs. Learn more on this week's show, plus Ask Annex and a closer look at Fixed Deferred Annuities. 

A fresh CPI reading and a skip from the Fed--plenty to cover on this week's show. Women start retirement planning later than they should--why, and what can be done about it?  Ask Annex covers 401k loans, investing in what you love, and indices outside of the S&P 500. What the myths about millionaires and why are most of them wrong?  

Thursday's rally ended the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. How'd things close on Friday--and what signs are we seeing? We'll share it all during our Week-in-Review. There are so many misconceptions around 401ks with both employers and employees. Tom Parks from our Retirement Plan Services department digs in. Ask Annex has a great question regarding the resumption of student loan repayments. Plus, learn more about next Thursday's 'Teaching My Family To Give' presentation at our Elm Grove headquarters.

Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike?  We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of person? Learn more about the psychology of spending in retirement. What's 'lifestyle creep' and why should it be avoided? 

The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves through the list. 401ks are key building blocks of retirement saving and investing--Tom Parks shares ten things you should know. 

As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex?  Mark Beck shares his insight. Ask Annex questions this week ranges from Roth IRAs to precious metals. If you're considering retirement on a part-time basis, Deanne Phillips shares some ideas. 

As earnings season draws to a close, what are the trends we're seeing?  Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review.  What is 'retirement income insecurity'? A new phenomenon or has it always been around? Tom Parks of our Retirement Plan Services team takes a closer look. Deanne Phillips will preview the next edition of Financial Planning in a Changing Tax World presentation that's been so popular, we're adding more.