Money Talk: The Annex Wealth Management Show - SWFL

Coronavirus and an Opec-Russia oil skirmish combine to produce a choppy week. Dave Spano, Mark Oswald, and Derek Felske offer their take on current economic conditions, areas of caution, and where opportunities might exist. Deanne Phillips joins the show to speak about 'discordant retirement' and Estate Planning attorney Jill Martin covers deeding houses to others.

You guessed it, coronavirus is dominating the news this week with a 3500 point drop in the Dow. Dave Spano, Mark Oswald, and Derek Felske discuss the impact on the markets; what is real and what is not. Senior Tax Planner Sean Young covers small business tax strategies.

Earnings season winds down, coronavirus fears ramp up, and politics boil over. Dave Spano, Mark Oswald, and Derek Felske review the week. Deanne Phillips and Eric Strom discuss annuities and the Annex Wealth Management annuity review. Plus, Ask Annex questions from the audience.

More coronavirus impact along with what we're seeing with earnings reports. Sr. Tax Planner Sean Young joins the show to talk about how to avoid making a costly mistake when it comes to Qualified Charitable Distributions.

Dave, Mark, and Derek discuss Friday's healthy jobs number, the threat from coronavirus, earnings, and the subsequent market reaction. Also, a visit from Deanne Phillips about Tuesday's Women's Guide to Financial Self-Defense workshop.

New bricks for the Wall-of-Worry, a chat about a busy week of quarterly earnings, and more about Annex Executive, the service that addresses the unique needs of the corner office.

Dave Spano and Mark Oswald talk about the potential for a new 'wall of worry' being built. What might the November election bring for markets? Deanne Phillips joins the show to talk about the upcoming Women's Guide to Financial Self Defense workshop on February 11th. Plus, another edition of Ask Annex. Team, Tech, Trust. Check us out today at AnnexWealth.com

The DOW crosses 29,000, earnings reports are arriving, and there is a new member of the Trillion Dollar Club. Dave Spano, Mark Oswald, and Derek Felske cover the week's events and how they might impact your financial plan. Deanne Phillips discusses why women can tend to start financial planning later than they should---and provides a few things to do TODAY. All that, plus Ask Annex.

Between the tension with Iran and crossing 29,000 for the Dow, it was an interesting week. Dave Spano, Mark Oswald, and Derek Felske cover the week and look ahead to next week's start of earnings season. We've got double coverage on the impact of the new SECURE Act as well.

What was the market reaction to the US missile strike in Iraq? Dave Spano, Mark Oswald, and Derek Felske discuss. Deanne Phillips joins the show to talk about 'passion assets' and how best to approach their eventual distribution. What were the top clicks in 2019 for the Axiom, our free weekly newsletter? The Annex marketing team visits to talk about what our readers liked best.