Money Talk: The Annex Wealth Management Show - SWFL

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.

While the Russian invasion drags on, prices continue to rise, and the Fed signals a rate hike this month. Derek and Dave digest the markets and look ahead to what’s on the horizon. We’ve also got great Team segments covering financial planning for women (and why they start late), Generation X’s retirement challenges, common 401k mistakes (and how to avoid them)---and more.

On top of inflation and concern over the Fed’s next decision, the Russian invasion of Ukraine created volatile market conditions this week. We dig in deep on the show which contains some useful team segments designed to inform and educate. What are the Three Keys to Happiness in Retirement? We’ll cover that. Mark Beck discusses how we tailor the wealth management experience depending on our client’s age. Ask Annex delves into the ‘retirement smile’ when it comes to spending and QDRO’s during a divorce—and our estate planning team covers the importance of choosing the right executor of your estate plan.

Dave and Derek cover a volatile week in the markets. We've got special segments; one on steps a widow should take dealing with a new reality--and another on changes in 401ks for 2022 for company owners and CFOs. We'll hear from Annex clients about their experience and our estate planning lawyer with pointers about remarriage and estate planning.

Dave and Derek recap the week including the turmoil from Friday and the possible Russian incursion of Ukraine. We talk about what grandparents can do for their grandchildren, define some investment terms, and let you know more about Annex Executive.

Dave and Derek tackle the markets while other team members cover Discordant Retirement, Planning for Generation X, and Passion Assets. Plus, we’ll HEAR the Difference with an Annex client --- including his search for a retirement planning partner that contains a TWIST.

Mark Beck and Deanne Phillips pinch-hit this week. Todd Voit, Chief Investment Strategist joins us for a market recap. Team segments cover the steps to selling a business, an update on the 4% rule, how Annex assists companies with 401ks, and how to protect your loved ones from Fortune Hunters and Gold Diggers.

Our 2nd show in our new Noon timeslot! Dave and Derek dissect markets, we've got a 2 part series about the Value of An Advisor, and cover steps to take so your trustee's job carrying out your wishes is smoother. Learn more about Roth conversions and if they're right for you.

Our 1st show in a new timeslot! Dave and Derek recap the week. We also learn more about Millionaire Myths, check out Ask Annex, and hear how Annex assists executives with Net Unrealized Appreciation.

On our last 30-minute show before we expand to an hour and move to 12noon, Dave and Derek review a turbulent week. Deanne Phillips digs into 7 money lies we tell ourselves.