Sunday, July 9th.

Money Talk: The Annex Wealth Management Show - SWFL · Jul 9, 2023 · 55m

A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out? Dave Spano and Brian Jacobsen discuss during the week-in-review. We'll hear directly from a client on this week's show (who shares his awesome retirement 'journey'). We also explore what is and isn't financial planning, our Investment Committee, the 4 stages of retirement--and more.