Money Talk: The Annex Wealth Management Show - SWFL

A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out?  Dave Spano and Brian Jacobsen discuss during the week-in-review. We'll hear directly from a client on this week's show (who shares his awesome retirement 'journey'). We also explore what is and isn't financial planning, our Investment Committee, the 4 stages of retirement--and more. 

Do markets see an end to rate hikes? As we close the books on the quarter, Derek Felske and Mark Beck have plenty to talk about.  We'll check in with Robert Chastain, Annex branch director, and talk about overestimating retirement readiness. Find out more about mid-year tax planning as well as pre and post nuptial agreements. 

S&P and NASDAQ hit some headwinds this week.  We'll take a closer look during our week-in-review.  Start-ups to large companies, our Retirement Plan Services team assists with strong benefits programs. Tom Parks shares an overview, plus Ask Annex, and a closer look at fixed deferred annuities. Robert Chastain, branch director and wealth manager shares 3 things you should do BEFORE retirement and 3 things you can WAIT on. 

Happy Father's Day. The week-in-review focuses on this week's CPI, the Fed skip, and the latest concerning news from China. Team segments feature financial planning for women, how to plan without a 401k, what Gen Z should consider for their retirement and more. 

Bull market? Thursday said yes. What about Friday? Check it out during our week-in-review.  We'll also cover misconceptions about 401ks, investment terms, Ask Annex, downshifting on the way to retirement, what to do when switching jobs, and estate planning for your pets (yes, it's a thing). 

Does that big jobs number from the Labor Department help or hurt the Fed's decision on the next rate hike?  We'll discuss during the Week-in-Review. Great team segments this week including the psychology of spending in retirement, 'lifestyle creep' and why it should it be avoided, the Annex Executive program, and planning for childfree couples. 

All eyes on the X-date and possible default--what are market insiders thinking? Dave and Derek cover it during our Week-in-Review. When selling a business, there are many considerations--most which bring a level of stress. Brandon Lehman from our Private Client Group discusses various scenarios and how Annex can assist. Does it really take 570 hours to settle an estate? Jill Martin of our Estate Planning team dives in.

As the broader market is weighed down by debt ceiling debate, is the Fed going to hold rates high for longer? Is positioning really negative? Fear & Greed index suggests no. Dave and Derek cover the week during the Week-in-Review. We'll cover deeding homes to others, part time retirement, and business succession planning.  

Earnings, inflation data, CPI and PPI. Quite a bit to cover on this week's show. Dave Spano and Brian Jacobsen cover our Week-in-Review. We'll also cover useful topics like: The Value of an Advisor, Ask Annex, why Millennials might be skipping retirement planning and what Secure Act 2.0 does for women. 

The Fed hikes rates, a new jobs number, and earnings season continues. A lot to talk cover during the Week-in-Review. We'll also review how Annex assists high-net-worth clients, spousal social security, the Annex portfolio review--and toward the end of the show, how QDROs affect divorce agreements.