Episodi

  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/26/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/26/26
    Apr 26 2026
    This week, Dave Spano and Dr. Brian Jacobsen look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical chokepoints. Plus, the political noise shaking markets and why retirement confidence has sunk to a ten‑year low, as rising costs and growing uncertainty leave workers feeling increasingly uneasy. Additional segments on being tax savvy and Required Minimum Distribution Strategies.
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    36 min
  • Annex Wealth Management Show | 04/23/26

    Annex Wealth Management Show | 04/23/26
    Apr 23 2026
    40 min
  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/19/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/19/26
    Apr 19 2026
    This week, Dave Spano and Dr. Brian Jacobsen discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession. Special guest, and former Navy SEAL John Choate, joins the show and things he's seen overseas.
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    36 min
  • Annex Wealth Management Show | 04/16/26

    Annex Wealth Management Show | 04/16/26
    Apr 16 2026
    40 min
  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/12/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/12/26
    Apr 12 2026
    This week, Dave Spano and Dr. Brian Jacobsen break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. What is "Retirement Subtraction", and what are the strategies to guide you through it? Also, how can donor-advised funds help with your tax filing plan for next year?
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    37 min
  • Annex Wealth Management Show | 04/09/26

    Annex Wealth Management Show | 04/09/26
    Apr 9 2026
    41 min
  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/05/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/05/26
    Apr 5 2026
    This week, Dave Spano and Dr. Brian Jacobsen unpack President Trump’s calls for the U.S. to step back from policing Middle East energy security, his push to exit the Iran conflict after taking away its nuclear and military capabilities, and Tehran’s demand for guarantees to prevent future aggression. We explore why oil price shocks hurt the economy far less than they used to, how U.S. energy efficiency has transformed since the Gulf War era, and why the Fed is content to “wait and see” rather than react to short‑term supply disruptions. Plus, a timely Labor Department proposal that could open 401(k) plans to private equity, private credit, crypto, and other alternatives, offering clearer fiduciary cover for plan managers. Also, segments on direct indexing and plans for rich retirees.
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    36 min
  • Annex Wealth Management Show | 04/02/26

    Annex Wealth Management Show | 04/02/26
    Apr 2 2026
    40 min