Money Talk: The Annex Wealth Management Show - SWFL

Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Deanne Phillips covers the Psychology of Spending in Retirement. We'll check in with Robert Chastain, branch director and wealth manager at Annex Wealth Management in Naples---he's got some tips if you're 10 years from retirement. We're often asked, "how much insurance do I need"? Our Financial Planning team shares some insight. Employees are seeking more education from employers and retirement planning--how can that be accomplished? Tom Parks has some thoughts. We're also peeking behind the curtain at the Annex Wealth Management Investment Committee. Who are they and what do they do on behalf of Annex clients?

Friday’s jobs report caused quite a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our attitude toward investment and retirement planning? Deanne Phillips investigates. Are Target Date Funds right for you? The head of our Retirement Plan Services team offers his insight. Robert Chastain covers the silver lining of putting off retirement and Deanne Phillips shares how Annex comes alongside widows in their time of need.

Dave Spano and Derek Felske review Thanksgiving Week markets during the Money Talk week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll discuss both on this week’s show. Learn more about the best way to leave money to minors. What are the 7 Money Lies We Tell ourselves? You might be surprised.

Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with companies to build solid benefit programs---but what types of businesses do we work with? Find out with Tom Parks. When it comes to successful retirement, it’s more than just grabbing the gold watch and enjoying every day as a Saturday. Deanne Phillips will review 3 important components to a great retirement. We also check in with Robert Chastain, branch director at Annex in Naples, for a chat about Super Savers.

A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---including a question about financial advice from TikTok. Robert Chastain, branch director Annex Wealth Management in Naples works through a quick are-you-ready-for-retirement checklist. If your investment world includes Stock Options, NUA, high level tax planning and deferred compensation—Annex Executive might be for you. Find out more on this week’s show.

What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning Attorney will cover what you should consider from a planning standpoint if you remarry. Plus, we check in with Robert Chastain, branch director of Annex Wealth Management, SWFL.

Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. If you’re interested in working with Annex, we’ll meet you where you’re at; Mark Beck discusses varying approaches whether you’re 40---or already retired. HEAR the Difference this week with a story from some Annex clients. Robert Chastain covers 5 questions to ask yourself if you’re thinking about professional management of your money. All that and more on this week’s show.

Dave Spano and Derek Felske review the week as major averages were mostly higher. What are Millionaire Myths—and why are MOST totally wrong? Beware of Fortune Hunters and Gold Diggers when situations change, we have some tips. Ask Annex covers a couple questions about adjustable-rate mortgages—along with stocks with high P/E’s, and the best way to dollar-cost-average. We check in with Robert Chastain, branch director of Annex in Southwest Florida. And…with 60% of Millennials considering cashing out of retirement plans—we investigate with Tom Parks from our Retirement Plan Services department and Tom Berkholtz of our Financial Planning team (and also a Millennial).

The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year-old with $250,000---and friends who are telling him to stop saving and investing. Robert Chastain gives us a Hurricane Ian aftermath report---and discusses the slippery slope of supporting adult children. That—and more—on this week’s show.

Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Robert Chastain shares personal observations of the damage and reaction to Hurricane Ian. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’s Election Year Investment Myth webinar.