Money Talk: The Annex Wealth Management Show - SWFL

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. 

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. What IS and what ISN'T financial planning?  We've got some thoughts. Robert Chastain joins us to talk about Roth conversions.  We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.  

What's the Investment Committee see during the latest round of earnings?  Dave and Derek will cover them during the week-in-review. On today's show, we'll learn more about Longevity, the Surrender Squeeze, fulfillment in retirement, and proper beneficiaries. 

Earnings season is here.  So are fresh CPI and PPI numbers.  What's it like to be a client of Annex Wealth Management?  Find out more on a 'Hear the Difference' segment. We'll also cover the psychology of retirement, questions from clients, and how much insurance do you need? h

Markets closed on Friday, but still a busy week. Dave and Derek will cover our week-in-review. Also, learn more about the 0% tax bracket for investment income. How does Spousal Social Security work?  We've got the answer.  How about Target Date Funds? We've got the answer. If you're in Generation X, we've got something for you on today's show. 

Farewell, Q1. What's next? We'll talk about it during our week-in-review. It's a slippery slope supporting adult children as it can impact YOUR retirement planning---we've got some tips. We'll go to the mailbag in Ask Annex, cover 401k jargon, our insurance assessment process, and the most efficient way to leave money to minors.  

What did the quarter-point hike from the Fed mean for markets? Dave and Derek cover that during the Week-in-Review. Cashing out a 401k when leaving a job isn't a great idea, Tom Park will provide more detail why. Caring for aging parents is a challenge, we'll offer some guidance. Ask Annex tackles audit red flags and Robert Chastain talks about the blinders we sometimes put on when it comes to investment and retirement planning. 

In the aftermath of the Fed breaking 'something', it was quite a week. What's the fallout and what might lie ahead?  Dave and Derek cover it during our Week-in-Review. Today's show also tackles 'retirement killers', Ask Annex, how we provide guidance for widows, and our education series, What's That.

Another big jobs month might seal the deal on the next rate hike. We'll cover that including market reaction during the Week-in-Review. Learn more about the Annex Retirement Plan Services department with Tom Parks--he's got a great educational piece on 401k basics. Robert Chastain, branch director at Annex Southwest Florida, covers why it's so important for couples to work together on investment and retirement planning. What are options for financial planning in a changing tax world? Deanne Phillips covers that. And we've got a list of key mistakes to avoid when working on your will. 

Earnings continue to arrive and Dave and Derek dig into several key retailers. While we don't sell annuities, many clients arrive with them in their portfolios. We pore through them during our Annuity Analysis. Learn more about that process on this week's show. Robert Chastain covers various ways Baby Boomers knock their plans off tracking with errant spending.  k Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.