Money Talk: The Annex Wealth Management Show - SWFL

Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing ways, we'll cover a few. 

Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money? 

Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers. 

S&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market?  Dave Spano and Brian Jacobsen cover that and more during our week-in-review. 

Credit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week. We'll also cover 401k millionaires, aging in place, and traditional vs Roth 401ks. 

A new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review.  Later in the show, we'll investigate the value of an advisor, election year myths, and business succession planning. 

What if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4 phases of retirement, part time retirement, how the millionaire next door does it, and what the IRS has planned as it steps up enforcement. 

Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place. 

Fed and markets finally seeing "eye-to-eye" on the future of rate cuts.  Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'. 

The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags.