Money Talk: The Annex Wealth Management Show

#Trading #Business News #Business #News #Danny Clayton #Annex Wealth Management #Wealth Management #Financial Markets #Investing #Financial Planning

39:50

The truth is out West! We’re hopping on the ET Highway and venturing to the most notorious alien hot spots, including Roswell’s infamous crash site, Area 51’s eerie perimeter, and a mysterious desert watchtower. Join us as journalist Laura Krantz, host of the podcast Wild Thing , beams up to share stories from the front lines of UFO reporting—from strange sightings and quirky festivals to a mailbox where people leave letters to extraterrestrials. Maybe you’ll even decide for yourself: Is Earth a tourist stop for spaceships? UFO hot spots you’ll encounter in this episode: - UFO Watchtower (near Great Sand Dunes National Park, Colorado) - Roswell, New Mexico - Area 51, Nevada - Extraterrestrial Highway (aka State Route 375), Nevada - Little A’Le’Inn, ET Highway, Nevada - E.T. Fresh Jerky, ET Highway, Nevada - Alien Research Center, ET Highway, Nevada - The Black Mailbox, ET Highway, Nevada Via Podcast is a production of AAA Mountain West Group .…

Money Talk: The Annex Wealth Management Show - Milwaukee

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Money Talk: The Annex Wealth Management Show - Milwaukee

updated 7 днів тому

Поширити

Головна серій•Feed

News, planning insight, and forward thought on the economy, markets, and wealth management.

150 епізодів

#Trading #Business News #Business #News #Danny Clayton #Annex Wealth Management #Wealth Management #Financial Markets #Investing #Financial Planning

All episodes

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, May 31st. Red light, green light. 33:45

7 днів тому33:45

33:45

On today's Week-in-Review, hosts Dave Spano and Brian Jacobsen explore the recent market reactions to court rulings on tariffs, likening them to a "Red Light, Green Light" game. Markets surged Wednesday when tariffs were paused and continued to rally Thursday when they were upheld. The episode also delves into equity compensation and provides an overview of Annex Wealth Management’s insurance assessment process.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, May 24th. Growth: Race against the clock. 33:38

14 днів тому33:38

33:38

On April 9th, the pause on high reciprocal tariffs, followed by a reduction in tariffs on Chinese goods from 145% to 30%, sparked a surge in shipping activity. This creates a prime opportunity for businesses and households to acquire goods at lower costs. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss key insights. Also on the show, we explore why some individuals opt for Social Security benefits earlier than optimal. We also examine "Seasonality" as part of our Spring-Cleaning theme.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, May 17th. About that one, big, beautiful bill. 33:54

21 день тому33:54

33:54

This week, a 90-day U.S.-China trade deal truce boosted stock markets and eased recession fears, but small businesses remained pessimistic as shown by the NFIB index, while retail sales and industrial production data were mixed. Despite stable CPI and declining PPI, Walmart’s warning about potential price increases due to tariffs highlighted ongoing concerns about import prices and consumer costs. Dave Spano and Brian Jacobsen present our Week-in-Review. Spring Cleaning continues, this week with a dive into your 401k.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, May 10th. A key meeting in Switzerland. 33:54

28 днів тому33:54

33:54

The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our investment review.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, May 3rd. What's a McRecession? 33:26

5 weeks тому33:26

33:26

GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, April 26th. Survival of the fittest. 33:49

6 weeks тому33:49

33:49

Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client mirrors the military phrase 'High Speed/Low Drag'. We'll also have results from the recent transition-to-retirement poll.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, April 19th. A sprint before the stumble 33:47

7 weeks тому33:47

33:47

Is Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, April 12th. So much for last Wednesday. 31:55

8 weeks тому31:55

31:55

Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, April 5th. Policy: Bite the Bullet. 33:40

9 weeks тому33:40

33:40

Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a question about a Roth conversion 'ladder.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 29th. Policy: This may hurt a bit. 34:03

10 weeks тому34:03

34:03

With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 22nd. The faint aroma of stagflation. 33:44

11 weeks тому33:44

33:44

The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees using them for emergency funds.…

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 15th. Growth: From Bump to Slump? 33:34

12 weeks тому33:34

33:34

Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 8th. March. In like a lion. 33:52

13 weeks тому33:52

33:52

Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, March 1st. Consumer confidence drops. 33:30

14 weeks тому33:30

33:30

Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan.

Money Talk: The Annex Wealth Management Show - Milwaukee

1
Saturday, February 22nd. Hitting the pause button. 34:12

15 weeks тому34:12