Money Talk: The Annex Wealth Management Show - SWFL

By: Annex Wealth Management
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  • Summary

  • The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
    2019 Annex Wealth Management LLC
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Economics Personal Finance
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Episodes
  • Sunday, November 17th. The Trump Bump Continues.

    Sunday, November 17th. The Trump Bump Continues.
    Nov 17 2024

    Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.

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    56 mins
  • Sunday, November 10th. Post-election reaction.

    Sunday, November 10th. Post-election reaction.
    Nov 10 2024

    What's in store now that the election is over? Members of our Investment, Retirement, Tax, and Estate Planning teams discuss what we could see in the months and years ahead.

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    56 mins
  • Sunday, November 3rd. Earnings season: When good isn't good enough.

    Sunday, November 3rd. Earnings season: When good isn't good enough.
    Nov 3 2024

    Meta and MSFT--supply constrained, big spending, still not enough return on AI investment. Apple: China's a drag. Upgrade cycle is a little slow. Earnings are pouring in, so Dave Spano and Brian Jacobsen review what's happening during our Week-in-Review. More of our clients are interested in 'phasing into' retirement. How do you do that and what type of planning is needed? Branch Director Robert Chastain takes a look at this hot topic.


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    56 mins

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