Money Talk: The Annex Wealth Management Show - Milwaukee

Hosted by Annex Wealth Management

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Episodes

204

Latest episode

Jun 2026

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About the show

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

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60 recent

June 13, 2026Episode 20334 min

Saturday, June 13th. Inflation, Iran & IPOs: Interpreting the Market’s Mixed Signals

This week, Dave Spano and Dr. Brian Jacobsen unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. Inflation remains elevated, consumer sentiment is softening, and small business optimism is slipping, even as housing and trade show pockets of strength. We also explore what rising IPO activity, from AI leaders like OpenAI to more traditional brands, may signal about where investors are placing their bets next. Plus, segments on deciding who should be the taxpayer if you're married and why people are raiding their 401(k) accounts.

June 6, 2026Episode 20234 min

Saturday, June 6th. SpaceX and Jobs Take Center Stage.

In this Week in Review, Dave Spano and Dr. Brian Jacobsen dig into SpaceX’s headline-grabbing IPO—and why the bigger story may be its bold (and unproven) AI ambitions. They also explore the intensifying AI arms race, from trillion-dollar valuations to Nvidia’s push into everyday tech, and what it means when even standout earnings fail to impress. Plus, a look at shifting tariffs and a two-speed economy, where strong manufacturing momentum meets growing uncertainty beneath the surface.

May 30, 2026Episode 20133 min

Saturday, May 30th. Hot, Hot, Tot…Inflation.

Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week Dave Spano and Dr. Brian Jacobsen break down why investors are focused on strong corporate results even as consumers grow more selective with their spending across retailers like Costco, Dollar Tree, and Best Buy. Plus, we dive into the widening gap between AI winners and worriers and what it signals for the next phase of the market. Plus, segments on the importance of Roth accounts and selling assets in retirement.

May 23, 2026Episode 20034 min

Saturday, May 23rd. Space X. Should We Be Excited?

This week, Dave Spano and Dr. Brian Jacobsen unpack a fast-moving mix of global headlines and what they really mean for your money, from rising tensions overseas to new policy shifts that could reshape housing and trade. We break down the latest economic data and what the Federal Reserve is signaling about inflation, interest rates, and where things may be headed next. We also connect it all to the real world, from AI driven deals and IPO buzz to what businesses are seeing right now, and the essential money habits every parent should be teaching their kids beyond just saving.

May 16, 2026Episode 19955 min

Saturday, May 16th. The Fed’s New Financial Chapter.

Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after market jitters. Back home, Trump pushes a gas tax pause and cheaper beef while economists flag the risks of populist policies, and housing data barely ticks higher. Also, how to navigate the ups and down of the retirement smile along with contribution strategies.

May 9, 2026Episode 19833 min

Saturday, May 9th. The Standoff Continues.

This week’s episode sharpens the focus on major, politically driven developments, from the SEC’s push to rethink decades-old reporting rules to the high-stakes uncertainty surrounding the Strait of Hormuz. Dave Spano and Dr. Brian Jacobsen unpack key economic signals, including tighter bank lending standards and what they reveal about business confidence and credit conditions. And on Main Street, we connect the dots of rising costs, housing affordability challenges, war-driven hesitation in spending, and a deeper question lingering beneath it all: why retirement confidence is starting to slip.

May 2, 2026Episode 19734 min

Saturday, May 2nd. Powell's Swan Song.

This week Dave Spano and Dr. Brian Jacobsen break down a high-stakes geopolitical and monetary situation, from rising Middle East tensions and OPEC fractures to the puzzling drumbeat for rate hikes with high oil prices. We unpack a divided Fed, increasingly hawkish signals from global central banks, and what may be Chair Powell’s final act as leadership transitions are ahead. Economic data remains solid, with resilient GDP growth and jobless claims evoking a “Summer of ’69” moment for the labor market. Plus, myths about filing an extension and tools for finding long-term care for a loved one.

April 25, 2026Episode 19634 min

Saturday, April 25th. Retirement Confidence Is Low. What Do We Do?

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.

April 18, 2026Episode 19534 min

Saturday, April 18th. What a Rally We Had!

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.

April 11, 2026Episode 19434 min

Saturday, April 11th. Oh My, CPI!

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?