Money Talk: The Annex Wealth Management Show - SWFL

Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segments covering Grandparents and Grandchildren, HSAs, the Sandwich Generation, and more!

Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide?  We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen.  Learn more about our in-house investment committee, what it's like to be an Annex client (directly from clients), some Medicare basics---and what Generation Z should be doing  regarding retirement planning. 

Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets?  We'll also investigate how Annex works with High Net Worth clients, smarter charitable giving, myths about money, and how much insurance do you really need?

Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the flames of the fire under stocks and bonds. Join us for the Week-in-Review, a closer look at the Annex Tax-Smart Planning Strategy Review, why homes might not be a great choice for wealth transfer, and more. 

How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce Financial Analyst during a divorce. Well also cover 'lifestyle creep', Millionaire Myths, Millennials bailing on retirement planning, and the how private equity works with Annex Private Client. 

The 10-year Treasury yield crossed 5% for the first time since '07. That led to a rough end to a bumpy week.  We'll cover it all during our Week-in-Review.  Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite? 

CPI came in hotter than expected.  Will that sway the Fed's decision on interest rates?  Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning.  We’ll  investigate and offer some thoughts.  Robert Chastain, branch director, will offer up 5 tax moves to consider for retirees to make before the end of the year.

The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.

Q3 ends with a whimper. What are the implications? We'll cover them during our Week-in-Review. Join us for segments regarding business sales, trying on retirement part-time, 5 challenges in the 1st ten years of retirement, and how to include pets while estate planning. 

Did the Fed's decision/no-decision on rates shake the market this week---or was it something else?  We'll cover it all on during the Week-in-Review. There are silver linings when postponing retirement, and we'll share a few.  Robert Chastain covers things to consider when financial and retirement planning for highly-compensated individuals. 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.