Shows / Money Talk: The Annex Wealth Management Show - SWFL
Money Talk: The Annex Wealth Management Show - SWFL
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.
Episodes
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 23rd. $40 Trillion Problems: The Treasury Steps In.
Treasury Secretary Scott Bessent made a rare move to calm a bond market rattled by surging long-term interest rates and a national debt that has climbed past…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 15th. The Inflation Illusion: Why Prices Still Hurt
Cooling inflation, softer consumer spending, stronger small-business optimism, and rising markets: this week's economic data offered something for both…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 9th. After the Earnings Rush: What's Driving Markets Now?
Join Dave Spano and Dr. Brian Jacobsen as they sort through another week of earnings season winners and losers and a historic intervention in the yen with…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 2nd. Who Topped the Earnings Estimates?
On this week's Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a market-moving week that proved investors are still hanging on every word from the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 26th. Tariff Talk is Back.
This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 19th. What’s Next for Markets and Mortgage Rates?
This week, Dr. Brian Jacobsen breaks down the key themes emerging from earnings season and what they could mean for investors. He’s joined by Director of…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 12th. AI Boom, Energy Risk & a New Fed Era.
This week, Dave Spano and Dr. Brian Jacobsen connect the dots between a cooling, but still resilient, U.S. economy, the latest labor market data, and the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 5th. The Economy Turns 250 and the June Job Numbers
For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 28 Alan Greenspan Tribute, AI-Driven Tech Volatility, Equity Compensation, and Key Retirement Strategies
This episode of Money Talk opens with a tribute to Alan Greenspan, who passed away at age 100. Hosts Dave Spano and Chief Economic Strategist Dr. Brian…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 21st. Warsh’s Debut, Trump’s Deal, and IPO Fever.
For our Week in Review, Dave Spano and Dr. Brian Jacobsen unpack Kevin Warsh’s debut at the Fed, highlighting a unanimous rate decision, a wave of new internal…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 14th. Inflation, Iran & IPO Momentum: Making Sense of Mixed Signals.
This week, Dave Spano and Dr. Brian Jacobsen break down rising geopolitical tension, spotlighted by developments in Iran, alongside a fresh batch of economic…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 7th. Space X: Great Opportunity, Or Out of Reach?
In this Week in Review, Dave Spano and Dr. Brian Jacobsen break down SpaceX’s eye-popping IPO plans and why the real story isn’t rockets, but a massive…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 31st. Hot Inflation Cold Incomes and an AI Divide.
Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week Dave Spano and Dr. Brian…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 24th. Global Tensions, Housing Shake Up and the AI Power Surge
This week, Dave Spano and Dr. Brian Jacobsen break down a fast-moving mix of global headlines and what they mean for your money, from rising tensions overseas…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 17th. The End of an Era at the Fed.
Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 10th. A Big Number for Jobs.
This week’s episode tackles big, politically charged developments, from the SEC’s proposal to scale back quarterly reporting requirements to the ongoing…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 3rd. Changes At the Fed.
This week, Dave Spano and Dr. Brian Jacobsen tackle a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 26th. Why is Retirement Confidence Low?
This week, Dave Spano and Dr. Brian Jacobsen break down why retirement confidence has fallen to its lowest level in a decade, with rising costs and uncertainty…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 19th. A 35-Year Positive!
This week, Dave Spano and Dr. Brian Jacobsen break down the political crosscurrents driving market anxiety, from the abrupt pause of Kevin Warsh’s nomination…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 12th. Where Income Taxes Hit the Hardest
This week, Dave Spano and Dr. Brian Jacobsen unpack where income taxes really hit hardest, why nearly a third of Americans owe nothing in federal income tax…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 5th. Mission Accomplished?
This week, Dave Spano and Dr. Brian Jacobsen break down calls from President Trump to step back from Middle East security, his push to exit the Iran conflict…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 29th. Negative Energy Prices. Global Power Plays.
Four our Week in Review, Dave Spano and Dr. Brian Jacobsen break down a volatile week where energy markets defied logic, with negative prices in parts of the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 22nd. Fed Fireworks and Fuel Costs.
In this Week in Review, Dave Spano and Dr. Brian Jacobsen unpack the pressure rising fuel costs and Iran’s strikes on energy infrastructure are putting on…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 15th. Iran Tensions Felt at Home. Is There a Pot of Gold?
In this Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a whirlwind of developments out of Iran, from a newly appointed leader to massive U.S…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 8th. Iran, a Tariff Refund and Gas Jumps.
During our Week in Review, we explain why diversification only works when investors have enough cash and patience, especially during periods when markets move…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 1st. Tariffs and The New Retirement Plan.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 22nd. A Fed Hike on the Table?
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 15th. Tariff Costs Hit Businesses Hard
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 8th. Data Delayed - What We Know
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 1st. The Fed Holds Steady.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 25th. Davos Sets The Tone.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 18th. The Credit Card Cap.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 11th. No Santa Rally, January Effect In Play
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 4th. Will AI Dominate in 2026?
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 28th. Money Guilt.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 21st. Earnings Season Starts Soon.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 14th. Fed Pause, Markets Buzz.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 7th. Slippery Conditions Ahead.
Dave Spano and Brian Jacobsen unpack a week full of conflicting economic signals, from strong holiday spending to softer manufacturing data and surprising…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 30th. Santa Rally and Strategy.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 23rd. Big Moves, Small Signals.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 15th. Government funded. For now.
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…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 9th. The Job Market Puzzle.
This week, we unpack the “K-shaped” economy everyone’s talking about. Who’s moving up, who’s sliding down, and what the latest data really says. From layoffs…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 2nd. A Big Week for Central Banks.
It was a big week for central banks — from rate cuts and policy holds to talk of wrapping up quantitative tightening. The Fed made another move, bringing…
- Money Talk: The Annex Wealth Management Show - SWFL
October 26th. A Stalemate, But Finally Some Data
Finally, some data! The CPI release that determines the 2026 cost of living adjustment for Social Security Benefits is out. Foreign data is still rolling in…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 19th. Big Data Is Coming!
Treasury Secretary Bessent said the department is prioritizing payments in its system in order to allow for US military staff to be paid. Also, banks have said…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 12th - Data Drought
The government shutdown. TSA agents are calling in sick. That ended the shutdown in 2019. Will it this time? ACA subsidies are the sticking point. That and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 5th - Shutdown: More Than Meets the Eye
Could the government shutdown signal deeper cuts to federal employment? Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 28th. Another shutdown?
With the federal government's fiscal year-end nearing and no compromise in sight, join Dave Spano and Brian Jacobsen for our Week-in-Review. This episode also…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 21st. A bowling ball of growth?
Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 14th. Triangulating the truth.
Did Spring 2024 to Summer 2024 have a mini recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 7th. Job growth misses.
U.S. job growth slowed in August, reflecting a weakening labor market, with a net loss of 13,000 jobs reported in June. Join Dave Spano and Brian Jacobsen for…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 31st. 'Beat and Raise' momentum.
Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 24th. Housing blues.
The housing market grapples with low builder confidence due to high mortgage rates and regulatory costs, alongside rising starts, falling permits, and high…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 17th. Inflation's Down. Will The Fed Cut?
Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 10th. Who’s ready to win—or lose—under the new rules?
The year started with major uncertainties in tax, trade, and Federal Reserve policies, which are now mostly resolved. The focus has shifted to how the economy…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 3rd. Jobs and trade policy.
Rather than a trade war, which implies retaliation, we'll examine the latest trade policy developments and analyze Friday's jobs report. Our ongoing coverage…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday July 27: Impacts of the Big Beautiful Bill
The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 20th. Looking ahead: Dog days.
Despite challenging weather, the economy could gain momentum once the tariff "deadline" passes, with the One Big Beautiful Bill’s tax incentives spurring…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 13th. Remaining uncertainty centers on tariffs
The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as the top concern for small businesses—though recent policy changes may…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 6th. A surprisingly strong June jobs report.
Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian…