Money Talk: The Annex Wealth Management Show - Milwaukee

The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year old with $250,000---and friends who are telling him to stop saving and investing. What are the 7 Money Lies We Tell Ourselves----and why is #7 OK? That and more this week.

Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’s Election Year Investment Myth webinar.

Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio, buying the dip, and stagflation. We’ll also share insight on avoiding letdown in retirement.

The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. We'll also cover the impact higher interest rates have on lump sum pensions. We'll head to the mailbag for Ask Annex and we'll have a preview of next week's in-person presentation; Are Annuities Worth It?

A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Generation X encounter with retirement planning? We’ll take a look. Plus, Ask Annex heads to the mailbag.

A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. If your family has a family vacation place, what is the best way to transition ownership? We have a preview of an upcoming webinar. Ever wonder what happens during our portfolio review? We’ll discuss---PLUS, answer questions during Ask Annex.

Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. Also, details on a seminar for anyone involved in the administration of a company 401k. We cover inheritances and gifts to a new baby on Ask Annex. Near the end of the show, Hear the Difference when a client shares his Annex experience.

Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Learn more about what IS and ISN’T financial planning, the challenges of the Sandwich Generation, and more about remarriage and estate planning.

As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We dig in on HSA’s—a powerful tool for investment and retirement planning. Ask Annex covers SSI and COLA increases, tax-loss harvesting, and covers funds-of-funds. Also, learn more about how to plan for retirement when there is a significant age gap in your marriage.

A surprise jobs number and decent earnings. With the Fed taking a month off, will next week's CPI reading add to the confusion? Learn more about the Value of an Advisor. Ask Annex covers early withdrawals from retirement accounts, investing ONLY in US companies, Back Door IRAs and should someone just retire or be fired?