Money Talk: The Annex Wealth Management Show - SWFL

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.

This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also take a look at what you might consider as you enter retirement: what are your first steps?

Dave Spano and Brian Jacobsen break down distorted economic data and what it really means for the labor market as payroll trends shift in our Week in Review. Inflation may be taking a holiday, but consumer spending remains surprisingly resilient heading into the festive season. Plus, we look ahead to earnings season, where analysts expect double-digit growth for the S&P 500 and the ‘Magnificent 7’ to keep leading the charge.”  Also, segments on the first meeting with a wealth manager and creating a "living legacy".

The Fed cut rates but signaled it’s ready to hit pause for a while. In our Week in Review, Dave Spano and Brian Jacobsen break down why their upbeat tone on productivity could make their job easier, what the board’s mindset might be, and why market expectations for 2026 cuts are already taking shape. Plus, we discuss the confusion around balance sheet tweaks—spoiler: it’s not QE, just a move to keep year-end funding calm. Also, segments on navigating financial conversations with family, and why 2026 might be a pivotal year for estate plans.

Dave Spano and Brian Jacobsen unpack a week full of conflicting economic signals, from strong holiday spending to softer manufacturing data and surprising labor numbers in our Week in Review. They also take a closer look at tariff discussions, political currents heading into the mid-terms, stress points for retailers and small businesses, a standout moment in charitable giving.  Plus, listen for insights on equity compensation and the growing trend of solo aging. 

Dave Spano and Brian Jacobsen unpack a week full of conflicting economic signals, from strong holiday spending to softer manufacturing data and surprising labor numbers in our Week in Review. They also take a closer look at tariff discussions, political currents heading into the mid-terms, stress points for retailers and small businesses, a standout moment in charitable giving.  Plus, listen for insights on equity compensation and the growing trend of solo aging. 

This week’s Week in Review covers major political developments, including President Trump’s upcoming visit to Beijing and the launch of the Genesis Mission, along with fresh data on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also break down standout corporate stories, shifting consumer trends, and the key economic releases coming in the days ahead. Plus, segments on how to gift money and "Alignment" vs. "Accumulation" in retirement.

Dave Spano and Brian Jacobsen unpack everything from tariff-driven grocery relief to the mixed signals shaping the economy as we head into the holidays. They’ll sort out what’s important now, and what could be coming next. We’ll also look at how parents can create a clear plan to help their kids pay down student loans. And later, the smart end-of-year moves high-net-worth families should consider as 2026 approaches. 

Mark Beck and Brian Jacobsen break down a jam-packed week of headlines in our Week in Review, from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll look at what small businesses and big-name earnings are really telling us as we roll into the holidays, and later we’ll uncover “equity compensation” and whether it’s a smart way to get paid.