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, November 15
Earnings, volatility, and a vaccine. Dave and Derek cover quite a week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, Naples and we…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 8th
Dave and Derek cover uncertainty over the election and also tackle some questions on Ask Annex. We check in with Bryan Fiore, branch director at Annex Wealth…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 1st
We celebrate 1 year on 925 Fox News with today's show. Dave Spano and Derek Felske cover the week including the huge GDP report, the volatility, a number of…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 25
Dave Spano and Derek Felske cover the week, the latest batch of earnings reports, and various headwinds facing the market. We check in with Bryan Fiore, branch…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 18th
Mark Beck and Derek Felske review the week including a look at the first batch of earnings. We'll cover Medicare Open Enrollment, answer some questions during…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 27th
As the 3rd quarter ends, Dave Spano and Mark Beck discuss what we're seeing and what lies ahead. We preview an upcoming webinar and visit with Bryan Fiore…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 20th
A week-in-review, market movers, the Fed notes, and fresh economic data. What are the two sweet spots for Roth conversions? We also check in the Bryan Fiore…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 6
A record high and a huge drop---all in one week. Dave Spano and Derek Felske cover the week. How does Annex make sure our new clients have an error-free…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 30
Dave Spano and Mark Beck regard earnings season, the Fed, and headwinds. We'll cover how Annex pays strict attention to our client's account detail---because…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 23rd
Dave Spano and Derek Felske review the week, discuss a couple of stellar earnings reports, and look ahead. We also check in with Bryan Fiore, branch director…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 16
A surprisingly good earnings season but other headwinds remain-- Dave Spano and Derek Felske discuss the week. We'll have a sneak peek at our upcoming Pandemic…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 9th
Dave Spano and Derek Felske cover the latest in earnings reports, the growing tension with China, and strength in the tech industry. Deanne Phillips covers…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 2nd
"A ton of earnings", a quick chat about Tik Tok, the sudden pop in Kodak stock and a team segment about business succession planning.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 26th
Earnings season and the latest issue with China.
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 19
What are the expectations of the Annex Wealth Management investment committee for the upcoming earnings season? We also visit with Bryan Fiore, branch director…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 12
Mark and Derek cover last week's markets, look ahead to earnings season, and offer some advice on putting an portfolio in place. Deanne Phillips shares some…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 5th
Happy 4th of July weekend. Today's show features Parts 1 & 2 of our Value of an Advisor series, a visit with our Estate Planning attorney covering common…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 28
More volatility create tension as we near the end of the first half of the year. Our Sr Tax planner joins us to talk about mid-season tax planning changes you…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 21
More volatility, a spike in coronavirus cases, and a huge retail sales number. Dave Spano and Mark Oswald cover the prior week and look ahead to the next cycle…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 14
The Fed, the virus, and some vicious ups and downs in the markets. Plus, a preview of our Win-Win Charity webinar along with the steps you should take if…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 7
A surprise positive jobs report turbocharges the market on Friday. Dave, Mark, and Derek discuss what it means for investors. If you have a family vacation…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 31
Q1 GDP numbers were negative and Q2 is going to be abysmal. Are we seeing the bottom? Annex Wealth Management's Dave Spano, Mark Oswald, and Derek Felske…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 24th
Mark and Dave discuss the markets. We hear a story of a newly retired client who ran smack into the impact of the coronavirus. We open up the Ask Annex…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 17
Dave, Mark, and Derek cover the week's events as the country looks toward reopening. Our planning team provides a quick snapshot of changes in RMD due to both…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 10
Happy Mother's Day from Annex Wealth Management. Dave, Mark, and Derek cover the latest including the new jobless numbers, Payroll Protection Program, and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 3
Mark and Derek cover the markets including some interesting earnings reports from tech companies. Brandon Lehman shares stories of 3 do-it-yourselfers, and we…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 26
Earnings, more stimulus, and a fresh set of unemployment numbers. Mark Oswald and Derek Felske cover the major events of the weeks in the market. We review our…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 19
Dave, Mark, and Derek discuss last week, review the ongoing impact of COVID19, and look ahead to what is going to be an odd earnings season. Jill Martin…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 5
A look at another....unusual week. Plus, Randy Winkler from our planning department covers some aspects of the CARES Act that affect the most people. Plus, Ask…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 29
A stimulus bill, the biggest market gain since 1938, and the specter of Coronavirus; there IS a lot to cover today with Dave Spano, Mark Oswald, and Derek…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 22
Coronavirus continues to rock the markets. Dave, Mark, and Derek comb through the data and offer their perspective. A member of our financial planning team…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 15
Market jitters clobber the market. Dave, Mark, and Derek review the week and offer some key things to consider. Two members of our planning department tackle a…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 8
Coronavirus and an Opec-Russia oil skirmish combine to produce a choppy week. Dave Spano, Mark Oswald, and Derek Felske offer their take on current economic…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 1st
You guessed it, coronavirus is dominating the news this week with a 3500 point drop in the Dow. Dave Spano, Mark Oswald, and Derek Felske discuss the impact on…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 23
Earnings season winds down, coronavirus fears ramp up, and politics boil over. Dave Spano, Mark Oswald, and Derek Felske review the week. Deanne Phillips and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 16
More coronavirus impact along with what we're seeing with earnings reports. Sr. Tax Planner Sean Young joins the show to talk about how to avoid making a…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 9
Dave, Mark, and Derek discuss Friday's healthy jobs number, the threat from coronavirus, earnings, and the subsequent market reaction. Also, a visit from…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 2
New bricks for the Wall-of-Worry, a chat about a busy week of quarterly earnings, and more about Annex Executive, the service that addresses the unique needs…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 26
Dave Spano and Mark Oswald talk about the potential for a new 'wall of worry' being built. What might the November election bring for markets? Deanne Phillips…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 19
The DOW crosses 29,000, earnings reports are arriving, and there is a new member of the Trillion Dollar Club. Dave Spano, Mark Oswald, and Derek Felske cover…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 12
Between the tension with Iran and crossing 29,000 for the Dow, it was an interesting week. Dave Spano, Mark Oswald, and Derek Felske cover the week and look…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 5
What was the market reaction to the US missile strike in Iraq? Dave Spano, Mark Oswald, and Derek Felske discuss. Deanne Phillips joins the show to talk about…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 29
Annex president and CEO, Dave Spano looks back at 2019. Members of our Estate and Planning team review the SECURE Act. Another edition of Ask Annex, and…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 22
Dave Spano and Mark Oswald cover last week and take a look at 2020. Jill Martin heads our Estate Planning team and joins the show to discuss the possible…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 15
A Phase 1 Deal with China, a Conservative Party near-sweep in the UK, and a talk about Gray Divorces. Dave Spano, Mark Oswald, and Derek Felske cover what…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 8
Dave, Mark, and Derek discuss the latest jobs number, the looming China tarrif deadline, and the latest market conditions. Our Estate Planning team covers what…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 1
Mark Oswald and Derek Felske discuss last week and look ahead to the end of the year---and what might happen in 2020. Plus, Estate Planning Attorney Jill…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 24
A quick recap of last week along with a discussion of the power of the Annex team including a visit with Bryan Fiore, branch manager for our Naples office. We…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 17
Dave Spano and Mark Oswald discuss another record-setting week. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers leaving money to…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 10
Dave Spano, Mark Oswald, and Derek Felske review a record-setting week, look ahead to what's coming, and cover what you need to ask any financial advisor…
- Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 3
We introduce ourselves to Southwest Florida, review the week, and visit with our planning department for Part 1 of a series of common questions we encounter…