Money Talk: The Annex Wealth Management Show - SWFL

Dave and Derek recap another volatile week that saw some wild swings and another sobering CPI number. We’ll look deeper into tax preparation vs. tax planning and share some ways grandparents can bless grandchildren.

The Fed raises interest rates. The markets were rocky. A huge jobs number. What’s the impact? Dave Spano and Derek Felske dig in. Great team segments ranging from Debt in Retirement to Questions We Should Ask Our Adult Children. It’s all on this week’s show.

Dave Spano and Derek Felske recap the week: a dip in GDP, earnings reports and Apple’s big quarter Team segments cover how Annex handles options, annuities, portfolio composition, and why you might take an RMD sooner than year-end.

The Annex Wealth Management Show investigates the week that was in the markets, discusses the value of having an investment advisor, and discusses what you get when you receive a Wealthmetric.

All that and more info from the Annex Wealth Management Team this week on the show.

Inflation. Inflation. Inflation. It’s the big story and Dave Spano covers it. We also have a great ‘Hear the Difference’ segment with a client explaining how he chose Annex. Making a job change? We’ve got some things to consider. Then, we talk about Generation X which is on the doorstep of retirement.

Mark Beck joins Derek Felske this week for a deep dive on the markets. Our estate planning team covers celebrities who die without wills or estate plans. Ask Annex tackles questions covering RMDs and HSAs. Join us for a great segment about millionaire myths—and why most of them are wrong.

Dave Spano and Derek Felske review Q1 2022 which had plenty of action: the war in Ukraine, rising inflation, and the inversion of the yield curve. What’s the impact on markets—and are there some bright spots? We’ll also feature team segments covering proper beneficiaries, ‘trying on’ retirement part-time, and the unfortunate phenomenon called ‘the grey divorce’. Also, listen for a special segment on the Retirement Plan Services department at Annex—and learn about the scope of companies we work with---from start-ups to large operations.

Russia’s invasion of Ukraine continues to loom large, but so does inflation and the Fed’s response in the former of higher interest rates. Dave Spano breaks it down on this week’s show which also features various team members with some great segments. We’ll offer 6 last-minute contributions for the 2020 tax season from our Financial Planning team. If you’ve got bonds in your portfolio, you’ll want to catch our upcoming webinar---and Deanne Phillips has a sneak peek. Toward the end of the show, we’ll discuss what to consider if you’re transitioning a business through a succession plan.

As expected, the Fed announced a quarter-point rate hike this week. Dave and Derek discuss the impact on markets along with the continuing ramifications of the Russian invasion of Ukraine. This week’s show has some highly useful team segments, too. Find out more about lifestyle inflation creep, planning mistakes we make each decade of our lives, how much insurance you need---and the psychology of spending in retirement.

While Russia-Ukraine drags on, we saw a record-setting inflation number this week along with sagging consumer confidence. Dave and Derek recap the week while various team segments provide useful insight. Learn more about Social Security timing and claiming, how Target Date funds work in your 401k, and how our clients enjoy the power of Annex University. We’ll also ‘hear the difference’ with a client story.