Money Talk: The Annex Wealth Management Show - Milwaukee

Hosted by Annex Wealth Management

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Episodes

221

Latest episode

Oct 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

October 17, 2026Episode 22134 min

Saturday, October 17th. What's Fueling Inflation Now?

Inflation is heating up again, with rising gas prices pushing the latest inflation readings above expectations while signs of a slower economy begin to surface. CEO Dave Spano and Dr. Brian Jacobsen break down what the latest data, market reaction, and global economic risks mean for investors, including concerns about mounting fiscal pressures overseas. Plus, practical insights on contribution strategies and how direct indexing can help investors personalize their portfolios.

October 10, 2026Episode 22034 min

Saturday, October 10th. Near Record Highs, Then Reality Hits

As markets flirted with record highs before stumbling on renewed inflation and oil price concerns, Dave Spano and Dr. Brian Jacobsen break down the week's biggest economic and market-moving developments. They discuss the AI trade's sudden wobble, crude oil's march toward $100 a barrel, rising consumer inflation expectations, and what the latest Fed minutes signal about the path of interest rates. Plus, they examine Treasury market trends, surging bond yields, and what it all means for investors navigating an increasingly uncertain landscape. We also discuss life insurance planning and how to decide who gets listed as the taxpayer in a marriage.

October 3, 2026Episode 21934 min

Saturday, October 3rd. The COO Of The Brewers Joins The Show

Dave Spano and Dr. Brian Jacobsen break down a third quarter that looked strong on paper but told a very different story underneath. From the narrowing market rally and shifting AI narrative to rising Treasury yields, renewed Fed tightening, and persistent geopolitical uncertainty, they separate the headlines from the fundamentals. They also explore why corporate profits and the labor market remain remarkably resilient even as consumer confidence continues to lag. Plus, Marti Wronski, Chief Operating Officer of the Milwaukee Brewers , joins the show to share her leadership journey and what it takes to help run a Major League Baseball organization. Also, when a co-worker retires, what are they planning and how did they get there financially?

September 26, 2026Episode 21834 min

Saturday, September 26th. The Name's Bond. Treasury Bond.

Stocks surged on AI enthusiasm, Treasury yields climbed to levels not seen since before the financial crisis, and oil volatility reignited fears that inflation could stick around longer than expected. Dave Spano and Dr. Brian Jacobsen discuss the current state of tariffs, the Fed, energy markets, and the economic forces shaping the weeks ahead. Plus, using the new Trump accounts and how the high-net worth look at spending money later in life.

September 19, 2026Episode 21734 min

Saturday, September 18th. Fed Goes Higher for Longer, but How Long?

CEO Dave Spano and Dr. Brian Jacobsen unpack the Fed’s latest rate hike, explain why inflation still isn’t passing the sniff test, and discuss what rising long-term interest rates mean for investors. They break down surprisingly strong U.S. economic data, from hot retail sales to business spending, while contrasting it with China’s ongoing economic struggles. The conversation also explores how oil market disruptions, global geopolitics, and policy uncertainty could shape markets in the months ahead. Plus, segments on entering the 'Retirement Red Zone' and how the younger generation is looking at investing.

September 12, 2026Episode 21634 min

Saturday, September 12th. Markets Caught Between Tariffs and Oil.

Dave Spano and Dr. Brian Jacobsen discuss trade tensions between the U.S. and Canada are heating up, with new tariffs and import bans threatening supply chains and businesses on both sides of the border. Meanwhile, escalating conflict in the Middle East is driving oil prices higher and raising fresh inflation concerns. We break down what it could mean for consumers, investors, and the Federal Reserve. Plus, retirement age milestones and how to deal with the upcoming "Silver Tsunami".

September 5, 2026Episode 21534 min

Saturday, September 5th. Higher Yields, Higher Stakes, Higher Job Numbers.

Mark Beck and Dr. Brian Jacobsen break down a week that shook up Wall Street as investors dramatically shifted their expectations for the Federal Reserve following Chair Warsh's Jackson Hole comments, pushing Treasury yields to their highest levels in more than a year and sparking fresh debate about the path of interest rates. They also examine a labor market stuck in a "no-hire, no-fire" mode, rising oil prices tied to growing Middle East tensions, and what the Fed's latest Beige Book reveals about the AI boom's impact on the real economy. Plus, practical planning topics including how to make the most of your Health Savings Account and smart strategies for tackling student loan debt.

August 29, 2026Episode 21434 min

Saturday, August 29th. Jackson Hole, Bond Market Volatility, and AI Momentum.

This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of a slowing consumer, and why stronger-than-expected second quarter spending data paints a different picture than current sentiment. They also cover Treasury buybacks, falling oil prices, Nvidia's latest surge, and what it all means for investors. Plus, we discuss the proposed Trump account regulations and how to approach retirement planning when your career goals and workplace direction no longer align.

August 22, 2026Episode 21334 min

Saturday, August 22nd. The Bond Market Revolt: Why Bessent Stepped In.

Treasury Secretary Scott Bessent stepped into a bond market rattled by soaring long-term yields and a federal debt load that has now surpassed $40 trillion, but did his intervention solve anything or simply expose a bigger problem? This week, Dave Spano and Dr. Brian Jacobsen unpack the drama in the Treasury market, the Fed's increasingly hawkish stance, and what a weaker dollar, rising gold prices, and surging oil could mean for investors. Plus, they examine the growing divide in the consumer economy as Walmart stumbles, Target surges, and Wall Street searches for the next signal on the health of the U.S. economy. We also discuss planning for the rising costs of healthcare and your first year of retirement.

August 15, 2026Episode 21234 min

Saturday, August 15th. Cooler Inflation, Hotter Markets, Colder Consumers

Cooling inflation. Climbing markets. A consumer that may be starting to pull back. This week's economic data gave investors and policymakers plenty to think about. Dave Spano and Dr. Brian Jacobsen examine the latest inflation readings, softer retail sales, strengthening small-business confidence, and what all of it could mean for the Federal Reserve and the broader economy in the months ahead. This discussion is for informational purposes only and is not intended as investment advice. Plus, segments on selling assets in retirement and is the 4% rule of withdrawal still a good strategy?