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Treść dostarczona przez Greg Batiansila and Annex Wealth Management. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Greg Batiansila and Annex Wealth Management lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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Money Talk: The Annex Wealth Management Show - SWFL
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Manage series 2972346
Treść dostarczona przez Greg Batiansila and Annex Wealth Management. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Greg Batiansila and Annex Wealth Management lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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.
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272 odcinków
Oznacz wszystkie jako (nie)odtworzone ...
Manage series 2972346
Treść dostarczona przez Greg Batiansila and Annex Wealth Management. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Greg Batiansila and Annex Wealth Management lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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.
…
continue reading
272 odcinków
Wszystkie odcinki
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, February 16th. Growth: The trend is your friend 55:39
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Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.…
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months. 55:52
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It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, February 2nd. Fed policy word salad. 55:34
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Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst at Annex, and why you might need an LLC.…
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, January 26th. Off to the races. 55:48
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If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in retirement, what IS and ISN't financial planning, and how to deal with 'supporting' adult children.…
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, January 19th. 24 hours before Inauguration. 55:53
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The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, January 12th. Jobs pop, stocks drop. 55:41
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A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.…
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, January 5th. Inflation: Rebound or retreat? 55:18
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The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifestyle creep, and what's changing for saving and investing in 2025.
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, December 29th. 2024 in review. 55:52
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Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, December 22nd. Policy: Spoiler Alert. 55:54
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The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on their status?…
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Money Talk: The Annex Wealth Management Show - SWFL
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OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about business succession planning, the stellar Client Service Manager team, and why one bad presentation shouldn't sour your view of a 401k plan.…
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, December 8th. Black and Blue Friday? 55:54
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Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a good fit with Annex.…
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Money Talk: The Annex Wealth Management Show - SWFL
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A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex assess insurance needs for clients.
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, November 24th. Gold stars for NVidia and Walmart. 55:49
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Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share some thoughts on the value of an advisor with Brandon Lehman, director of Annex Private Client. Who needs an LLC? Maybe you. Wealth Manager Keith Butler fills us in.…
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, November 17th. The Trump Bump Continues. 55:35
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Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.…
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Money Talk: The Annex Wealth Management Show - SWFL
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1 Sunday, November 10th. Post-election reaction. 55:51
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What's in store now that the election is over? Members of our Investment, Retirement, Tax, and Estate Planning teams discuss what we could see in the months and years ahead.
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