Money Talk: The Annex Wealth Management Show - SWFL

During our Week in Review, we explain why diversification only works when investors have enough cash and patience, especially during periods when markets move in the same direction. We explore the jump in workers taking money from their retirement plans and how changing laws and rising costs are affecting their choices. We wrap up with the global events and economic reports that moved markets and what they may mean in the weeks ahead.  Plus, segments on navigating financial conversations with family and solo aging.

For this week's Week in Review, Dave Spano and Brian Jacobsen talk about shifting family spending habits and financial sentiment. They also spotlight the State of the Union’s standout policy update, a newly expanded retirement match program modeled after the Thrift Savings Plan, designed to put up to $1,000 back into the pockets of eligible savers. Then the conversation turns to the changes in U.S. tariff strategy and how the new 15% rate could reshape global supply chains and everyday costs. Plus, segments on the IRS’s updated rules on paper checks and the 401(k) rollover mistakes that could cost you if you’re not careful.

In this Week in Review, Dave Spano and Brian Jacobsen dig into whether the latest Fed minutes really put another rate hike back on the table as markets deal with rising tension with Iran and renewed focus on Japan’s major investment commitments in the United States. They discuss the latest data, including lower jobless claims, a wider trade deficit, and signs that manufacturing may be finding new momentum, along with what things could mean for companies such as Molson Coors and Harley Davidson. Plus, there's a growing turf battle between Amazon and Walmart and what it could mean for consumers and investors, along with other segments covering smart tax moves and the strategies of gifting money.

In our Week in Review, Dave Spano and Brian Jacobsen break down Japan’s political shake‑up, where a landslide win has opened the door to food‑tax cuts and even possible changes to the country’s post‑war constitution. We look at America’s growing economic pressures, from a worsening federal deficit and tariffs hitting consumers to a housing market still millions of homes short. And we wrap with what the latest data and company reports tell us about the real economy, as consumers pull back, mortgage stress rises, and businesses split between tech‑driven strength and tariff‑driven strain.  Plus, segments on AI investing for high-net worth portfolios and tax strategies for 2025's deadline.

It was a whirlwind week in politics and economics, from shutdown-driven policies and delayed labor data to a surprise rebound in U.S. manufacturing. Dave Spano and Brian Jacobsen unpack Trump-era initiatives including a massive minerals stockpile, a proposed pathway-to-ownership housing program, and a sweeping trade deal with India tied to geopolitics and energy in our Week in Review. Plus, we cover tensions with Iran, changes at the Fed, and what all of this means for markets, manufacturers, and workers.  Also, a segment on companies offering "equity compensation".

In this Week in Review, Dave Spano and Brian Jacobsen unpack the latest tariff threats from President Trump, a sliding U.S. dollar, and a historic trade deal between the European Union and India. They also dig into the Fed’s decision to hold rates steady and what mixed economic signals mean for markets. Plus, a look at slowing job growth, sinking consumer confidence, record‑slow population growth, and segments on rich retirees and planning for living into your 90s.

Dave Spano and Dr. Brian Jacobsen dive into the political developments dominating the week, with Davos setting the tone. We unpack President Trump’s remarks and proposals from tariffs and Greenland to housing, credit cards, crypto, and global markets in our Week in Review.  As always, we touch on key international reactions and data points shaping the broader macro picture.  Also, segments on the new Trump Accounts and preparing for the 'Silver Tsunami'.

It was a wave of political and economic turbulence, from Trump’s proposed 10% cap on credit‑card interest rates, to rising tensions between the White House and Fed Chair Jerome Powell with DOJ subpoenas. Inflation continued easing toward the Fed’s target while consumers grew more cautious, but corporate America remained resilient with strong earnings expectations.  Dave Spano and Dr. Brian Jacobsen discuss in our Week in Review.  Also, a segment on ACA subsidies and the effect on those under 65.

The Santa Rally was a no-show this year, but the January Effect is kicking in. Markets are also reacting to geopolitical moves: U.S. forces captured Venezuela’s president Maduro, sparking oil-focused strategies and promises of billions in infrastructure investment despite challenges. Meanwhile, trade tensions simmer as tariff rulings and compliance shifts reshape import costs, with exemptions and agreements softening the blow for key sectors like semiconductors.  Dave Spano and Brian Jacobsen discuss in the Week in Review.  Also, segments on understanding Donor-Advised Funds and milestone ages for retirement.

China wrestled with deflation worries while U.S. markets powered through historic tariff hikes and plenty of drama. Mark Beck and Brian Jacobsen unpack the biggest stories of the year, from gold and silver’s surge to Bitcoin’s stumble and the nonstop buzz around AI. Plus, what the 4% rule means for your retirement and smart strategies for navigating later life solo.