Money Talk: The Annex Wealth Management Show - SWFL

By Annex Wealth ManagementBusiness Investing

Money Talk: The Annex Wealth Management Show - SWFL episodes

February 19, 2023 Sunday, February 19th
CPI, PPI, and a bunch of other data. What's it mean for the Fed? Dave and Derek will recap the week. Great segments on today's show including how to save and invest if you don't have 401k access. Robert Chastain covers the 4 types of retirees--and Deanne Phillips will talk about grandparents can bless grandchildren.
56 min
February 12, 2023 Sunday, February 12th.
Dave Spano and Derek Felske review another week of earnings along with key economic data. How does Annex provide service to our 401k plan clients? We'll cover that. Robert Chastain guides listeners on how to properly apply for Social Security. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. If you're considering selling a business, we'll discuss what you'll need to know.
56 min
February 05, 2023 Sunday, February 5
The labor market throws a curve ball. The Fed delivers what we expected. Earnings have been a mixed bag. Dave and Derek review the markets. How do you stay sharp in retirement? Our Axiom readers shared their opinions. And how do you make a kid rich on $1 a day?
56 min
January 29, 2023 Sunday, January 29th. A lot of news ahead of next week's Fed meeting.
Earnings season continues--and so do layoffs. What did the latest GDP and PCE reports tell us? If you're switching jobs, it's time to take action. We've got some suggestions. Robert Chastain shares what wealthy people have in common when it comes to saving and investing. And, if you are putting off retirement, what are the silver linings?
56 min
January 22, 2023 Sunday, January 22nd. Earnings reports and Fed watching.
What are we seeing with quarterly earnings? Dave and Derek review the markets. Market volatility creates tension---we talk about how that creates even larger problems if we react with emotion. What are things your advisor SHOULD be doing for you? Robert Chastain tackles that.
56 min
January 15, 2023 Sunday, January 15th. Wild Card Weekend? More like Wild Card YEAR.
A fresh CPI number arrived. What does it tell us? What are the advantages to forming an LLC? What are common questions from our clients? Does TikTok have any valid financial advice worth listening to? Robert Chastain, branch director and wealth manager, discusses the upsides and downsides of working a little in retirement. We'll also cover financial and retirement planning for Generation X.
56 min
January 08, 2023 Sunday, January 8th. The employment puzzle.
Thursday's ADP jobs report showed gains and markets dropped. Friday's Labor Department report was 'cooler'--and the markets responded. Dave and Derek decode the employment puzzle. Divorce is up for those over 55---what's going on with 'Grey Divorces'? We interview a Generation Z employee about planning for her generation---and Mark Beck covers the 4 stages of retirement.
56 min
January 01, 2023 Sunday, January 1st. Year in Review.
With 2022 in the rearview mirror, Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. What is Secure 2.0 and how might it affect your retirement planning? Robert Chastain digs in. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?
56 min
December 25, 2022 Sunday, December 25th. A Christmas special
As Dave and Derek enjoy Christmas with friends and family, we feature segments demonstrating the breadth of what Annex Wealth Management does on behalf of our clients.
56 min
December 18, 2022 Sunday, December 18th.
Rough way to end the week in the wake of new CPI numbers and the Fed decision. Is the 4% rule a handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head to the mailbag for Ask Annex. What are the mistakes made by millionaires? There are more than a few and we'll go through them. We'll also check in with Robert Chastain, branch director at Annex Wealth Management's Naples branch.
56 min

About Money Talk: The Annex Wealth Management Show - SWFL

From the publisher's feed

The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from…