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Artwork for Money Talk: The Annex Wealth Management Show

Money Talk: The Annex Wealth Management Show - Milwaukee

Annex Wealth Management
Tariffs
Inflation
Federal Reserve
PCE Inflation
Roth Conversions
Financial Planning
Market Volatility
Estate Planning
GDP
Consumer Confidence
Distribution Planning
Employment Situation Report
Job Numbers
Annex Wealth Management
Producer Price Index
Consumer Price Index
Economic Growth
Baby Boomers
Artificial Intelligence
Deepseek

News, planning insight, and forward thought on the economy, markets, and wealth management.

PublishesWeeklyEpisodes178Founded3 years ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Artwork for Money Talk: The Annex Wealth Management Show

Latest Episodes

The Fed trimmed rates but hinted it’s ready to pause for now. In our Week in Review, Dave Spano and Brian Jacobsen dive into why a brighter outlook on productivity could ease the Fed’s path, what the latest board moves reveal, and why markets are alr... more

Dave Spano and Brian Jacobsen walk you through a week where strong shopping meets mixed economic news in our Week in Review. They also cover tariff updates, election stories, challenges facing retailers and small businesses, a big moment in charitabl... more

This week’s Week in Review covers major political moves, from President Trump’s planned trip to Beijing to the launch of the Genesis Mission and the latest readings on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobs... more

Dave Spano and Brian Jacobsen break down everything from tariff-driven grocery relief to mixed economic signals heading into the holidays for the Week in Review. They’ll help make sense of what matters now, and what might matter next. We also talk ab... more

Mark Beck and Brian Jacobsen tackle a busy week of headlines in our Week in Review. Everything from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll also dig into what small businesses and big-name earnings ... more

This week, we’re digging into the “K-shaped” economy—who’s rising, who’s struggling, and what the latest numbers reveal. In our Week in Review, Wealth Advisor Austin Grandinetti and Chief Economic Strategist Dr. Brian Jacobsen sort through layoffs, e... more

Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Bri... more

At last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen wi... more

Key Facts

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Recent Guests

Brian Lamborn
Senior Wealth Strategist at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, April 12th. So much for last Wednesday.
Deanne Phillips
Director of Client Learning and Development, CFP
Annex Wealth Management
Episode: Saturday, March 29th. Policy: This may hurt a bit.
Fred Coleman
Branch Director, Wealth Manager, CFP
Annex Wealth Management
Episode: Saturday, March 29th. Policy: This may hurt a bit.
Matt Morse
Director of Research, CFP
Annex Wealth Management
Episode: Saturday, March 29th. Policy: This may hurt a bit.
Eric Strom
Director of Financial Planning at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, March 22nd. The faint aroma of stagflation.
Tom Parks
Director of Retirement Plan Services at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, March 22nd. The faint aroma of stagflation.
Alec Durand
Estate planning attorney at Annex Wealth Management
Annex Wealth Management
Episode: Saturday, February 22nd. Hitting the pause button.
Mark Schiller
Local attorney and improv comedian
Episode: Saturday, February 8th. Not a trade war. Yet.
Jenny Jessie
Financial Planning Specialist, CFP, and IRS Enrolled Agent
Annex Wealth Management
Episode: Saturday, January 11th. How 'bout that job number?

Hosts

Dave Spano
CEO of Annex Wealth Management
Dr. Brian Jacobsen
Chief Economist at Annex Wealth Management
Danny Clayton
Host of Money Talk: The Annex Wealth Management Show

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Talking Points

Recent interactions between the hosts and their guests.

Saturday, March 15th. Growth: From Bump to Slump?
Q: How should we distinguish between myriad ETFs and mutual funds?
Look for different providers; generally, ETFs replicating an index are very similar, so focus on fee differences.
Saturday, March 15th. Growth: From Bump to Slump?
Q: Should we consider an annuity?
Annuities can provide guaranteed income and downside protection, but understanding the financial strength of the insurance company is vital.
Saturday, March 15th. Growth: From Bump to Slump?
Q: What options do I have for an annuity years after purchasing it?
You can withdraw a surrender-free amount, cash out entirely, or consider a 1035 exchange to transfer to a better annuity.
Saturday, January 25th. Policy: Getting down to business.
Q: How can I encourage my grandchildren to invest in companies they like without letting them lose money?
Taking small losses early on will teach them valuable lessons about investing, as opposed to waiting until they're using larger dollar amounts later in life.
Saturday, January 25th. Policy: Getting down to business.
Q: What should my 22-year-old granddaughter invest in and what percentage should go toward retirement versus shorter term investments?
At least 50-50 between short and long term goals, leaning toward more for retirement since she is young and has time to take advantage of compounding interest.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

With a firm focus on wealth management, economics, and market trends, the content provides listeners with insights into navigating the complexities of investments and financial planning. Noteworthy discussions include the implications of political developments, evolving economic indicators, and practical strategies for both individual and business finance. The episodes often feature industry professionals who elaborate on topics like behavioral finance, retirement planning, and estate management, making this a resourceful space for affluent individuals and professionals seeking informed perspectives and actionable advice.

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These podcasts share a similar audience with this podcast:

1. The Annex Wealth Management SWOT Podcast
2. The Retirement Ready Show
3. The Clark Howard Podcast
4. The Tucker Carlson Show
5. Fox World Travel Show

How many episodes of this podcast are there?

this podcast launched 3 years ago and published 178 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Brian Lamborn
2. Deanne Phillips
3. Fred Coleman
4. Matt Morse
5. Eric Strom
6. Tom Parks
7. Alec Durand
8. Mark Schiller

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