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, March 12th.
Another big jobs month might seal the deal on the next rate hike. We'll cover that including market reaction during the Week-in-Review. Learn more about the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 5th.
Earnings continue to arrive and Dave and Derek dig into several key retailers. While we don't sell annuities, many clients arrive with them in their…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 26th.
More earnings and data. What did the Fed meeting notes tell us? Dave and Derek recap the week. Learn more about one couple's journey toward retirement on a…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 19th
CPI, PPI, and a bunch of other data. What's it mean for the Fed? Dave and Derek will recap the week. Great segments on today's show including how to save and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 12th.
Dave Spano and Derek Felske review another week of earnings along with key economic data. How does Annex provide service to our 401k plan clients? We'll cover…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 5
The labor market throws a curve ball. The Fed delivers what we expected. Earnings have been a mixed bag. Dave and Derek review the markets. How do you stay…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 29th. A lot of news ahead of next week's Fed meeting.
Earnings season continues--and so do layoffs. What did the latest GDP and PCE reports tell us? If you're switching jobs, it's time to take action. We've got…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 22nd. Earnings reports and Fed watching.
What are we seeing with quarterly earnings? Dave and Derek review the markets. Market volatility creates tension---we talk about how that creates even larger…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 15th. Wild Card Weekend? More like Wild Card YEAR.
A fresh CPI number arrived. What does it tell us? What are the advantages to forming an LLC? What are common questions from our clients? Does TikTok have any…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 8th. The employment puzzle.
Thursday's ADP jobs report showed gains and markets dropped. Friday's Labor Department report was 'cooler'--and the markets responded. Dave and Derek decode…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 1st. Year in Review.
With 2022 in the rearview mirror, Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 25th. A Christmas special
As Dave and Derek enjoy Christmas with friends and family, we feature segments demonstrating the breadth of what Annex Wealth Management does on behalf of our…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 18th.
Rough way to end the week in the wake of new CPI numbers and the Fed decision. Is the 4% rule a handy back-of-the-envelope calculation or too simple to be of…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 11th. PPI Friday--but CPI and the FED next week.
Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Deanne Phillips…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 4th. A hot jobs report complicates matters.
Friday’s jobs report caused quite a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 27th. Key points to consider between now and the end of the year.
Dave Spano and Derek Felske review Thanksgiving Week markets during the Money Talk week in review. When constructing an estate plan, are you allowing for pet…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 20th. 'Fedspeak'? What's that?
Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 13th. CPI cools. So we're good now?
A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 6th. The impact of the Fed decision.
What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 30th. GDP and not-bad earnings.
Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 23rd. Don’t fight Fed or fundamentals.
Dave Spano and Derek Felske review the week as major averages were mostly higher. What are Millionaire Myths—and why are MOST totally wrong? Beware of Fortune…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 16
The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 9th. A 'good' jobs number that wasn't.
Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Robert Chastain shares personal observations of the damage and reaction to…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 2nd. A stormy week
Our radio partner, 92.5 Fox News, was knocked off the air by Hurricane Ian. We present an early, web-only version of our show today as extreme volatility rocks…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 25th
The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. What impact will the raise have on lump sum pensions? We'll cover that…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 18. CPI turns the markets
A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 11th
Dave Spano and Derek Felske recap the week which included more data the Fed might use in determining the next interest rate hike. Also, the ramifications of…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 4th
A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 28th
Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. What the 7 Money Lies We Tell Ourselves? Deanne…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 21st
Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 14th
As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We check in with Robert Chastain for a…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 7th
A stunner of a job number ended the week---Dave and Derek will review that along with everything else that transpired. When times are tough, what is the value…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 31st
What a week. A Fed move. Some GDP reality. A ton of earnings. And the surprising market reaction. Dave and Derek cover it all on this week’s show. Learn more…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 24th
As earnings pour in, Dave and Derek digest the impact on markets. Branch director Robert Chastain reviews the pros and cons of early retirement. We’ll also…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 17th
Double whammy this week with hot CPI and PPI readings. What’s the impact? We’ll discuss. Robert Chastain, branch director in Naples, checks in for quick chat…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 10th
With all eyes on Friday’s jobs number from the Labor Department, Mark Beck and Derek Felske digest that news and everything else that happened last week…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 3rd
Dave and Derek review the 2nd quarter while digesting the latest market data. Great team segments on this week include a closer look at Generation X, the need…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 26th
More green than red this week but still a few bricks in the Wall of Worry. Fed chairman Powell spent time in front of lawmakers—did we learn anything? Dave and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 19th
It was a volatile week—that only got more interesting after Wednesday’s Fed rate hike. Dave and Derek review the markets, the trends, and the latest insight…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 12th
Friday’s disappointing CPI report rocked the market Friday---adding to a volatile week. Dave and Derek dig through the data during our week-in-review. Also on…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 5th
A strong jobs number leads to a Friday dip; Todd Voit provides analysis. Team segments include handling ‘passion assets’ in your estate plan, 401k basics for…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 29th
Dave and Derek recap the market which finally got in the green. We also cover spending in retirement, how we interact with clients depending on their start…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 22nd
An 1100 point drop during the week, grim earnings from major retailers, and a shift in consumer spending. Dave and Derek cover the week. Great team segments…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 15th
Dave and Derek recap another volatile week that saw some wild swings and another sobering CPI number. We’ll look deeper into tax preparation vs. tax planning…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 8th
The Fed raises interest rates. The markets were rocky. A huge jobs number. What’s the impact? Dave Spano and Derek Felske dig in. Great team segments ranging…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 1st
Dave Spano and Derek Felske recap the week: a dip in GDP, earnings reports and Apple’s big quarter Team segments cover how Annex handles options, annuities…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 24th
The Annex Wealth Management Show investigates the week that was in the markets, discusses the value of having an investment advisor, and discusses what you get…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 17th
Inflation. Inflation. Inflation. It’s the big story and Dave Spano covers it. We also have a great ‘Hear the Difference’ segment with a client explaining how…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 10th
Mark Beck joins Derek Felske this week for a deep dive on the markets. Our estate planning team covers celebrities who die without wills or estate plans. Ask…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 3rd
Dave Spano and Derek Felske review Q1 2022 which had plenty of action: the war in Ukraine, rising inflation, and the inversion of the yield curve. What’s the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 27th
Russia’s invasion of Ukraine continues to loom large, but so does inflation and the Fed’s response in the former of higher interest rates. Dave Spano breaks it…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 20th
As expected, the Fed announced a quarter-point rate hike this week. Dave and Derek discuss the impact on markets along with the continuing ramifications of the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 13
While Russia-Ukraine drags on, we saw a record-setting inflation number this week along with sagging consumer confidence. Dave and Derek recap the week while…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 6
While the Russian invasion drags on, prices continue to rise, and the Fed signals a rate hike this month. Derek and Dave digest the markets and look ahead to…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 27
On top of inflation and concern over the Fed’s next decision, the Russian invasion of Ukraine created volatile market conditions this week. We dig in deep on…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 20
Dave and Derek cover a volatile week in the markets. We've got special segments; one on steps a widow should take dealing with a new reality--and another on…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 13
Dave and Derek recap the week including the turmoil from Friday and the possible Russian incursion of Ukraine. We talk about what grandparents can do for their…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 6
Dave and Derek tackle the markets while other team members cover Discordant Retirement, Planning for Generation X, and Passion Assets. Plus, we’ll HEAR the…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 30
Mark Beck and Deanne Phillips pinch-hit this week. Todd Voit, Chief Investment Strategist joins us for a market recap. Team segments cover the steps to selling…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 23
Our 2nd show in our new Noon timeslot! Dave and Derek dissect markets, we've got a 2 part series about the Value of An Advisor, and cover steps to take so your…