Money Talk: The Annex Wealth Management Show - Milwaukee

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Money Talk: The Annex Wealth Management Show - Milwaukee episodes

March 04, 2023 Saturday, March 4th.
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.
34 min
March 02, 2023 WTMJ Conversations: Dave Spano and Jeff Wagner
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.
14 min
February 25, 2023 Saturday, February 25th
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.
34 min
February 18, 2023 Saturday, February 18th
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?
34 min
February 11, 2023 Saturday, February 11th.
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.
34 min
February 04, 2023 Saturday, February 4th.
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.
34 min
January 28, 2023 Saturday, January 28th.
GDP and PCE highlight the week ahead of the next Fed meeting.
34 min
January 21, 2023 Saturday, January 21st. Inflation trickles down. Layoffs ramp up.
CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don't go well together; we discuss proper perspective when markets are volatile. Our most popular presentation is back for 2023--learn more about Destination Retirement, Are We There Yet from Deanne Phillips (and mark your calendar for February 9th).
34 min
January 14, 2023 Saturday, January 14th. What does the new CPI number tell us?
Inflation is cooling per the new Consumer Price Index. What's that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good financial advice from TikTok? What's the Sandwich Generation and how might it affect you?
34 min
January 07, 2023 Saturday, January 7th. What to make of employment numbers.
Good news (higher private payrolls) was bad news with Thursday's ADP report. But Friday's Labor Department job number was 'cooler' and markets applauded. Dave and Derek review the week. What should Generation Z be doing when it comes to investment and retirement planning? We talk to a GenZ member of our Financial Planning team to find out. The Annex Experience clearly outlines who we are and what to expect when we work together. Brandon Lehman will cover another way to Know the Difference with Annex.
34 min