Money Talk: The Annex Wealth Management Show - Milwaukee

Hosted by Annex Wealth Management

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Episodes

225

Latest episode

Nov 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

November 7, 2026Episode 22434 min

Saturday, November 7th. Election Results, Earnings Season & the Coast FI Movement

This week, Dave Spano and Dr. Brian Jacobsen break down the market's response to the latest election results and employment data, exploring what these developments could mean for investors, economic growth, interest rates, and the road ahead. They also take a closer look at earnings season, highlighting what corporate results reveal about the strength of consumers, business confidence, and the broader economy. Plus, the rising Coast FI movement is changing the way younger generations approach financial independence. Is this popular strategy of building wealth early and letting investments do the heavy lifting a realistic path to retirement success? And for retirees and high-net-worth investors, Dave and Brian tackle a critical question: How much can you afford to spend without jeopardizing your future? Learn practical strategies for balancing retirement income, lifestyle goals, and long-term wealth preservation.

October 31, 2026Episode 22334 min

Saturday, October 31st. Earnings, Policy Shifts & AI's Future

From global uncertainty to corporate earnings, we take a closer look at the key forces influencing today's investment environment. We also cover retirement asset-sale strategies, the role government policy plays in market performance, and the long-term opportunities and challenges AI presents for investors.

October 24, 2026Episode 22256 min

Saturday, October 24th. Chips Slide as Geopolitical Risks and Rising Oil Prices Rattle Markets

This week, semiconductor stocks helped lead the market lower as investors navigated a fresh wave of geopolitical and economic uncertainty. Oil prices surged amid escalating tensions involving Iran, growing concerns over the Strait of Hormuz, and reports of potential U.S.-Israel military planning, while developments in Ukraine-Russia peace talks offered a measure of optimism. Meanwhile, mixed U.S. economic data, rising Treasury market volatility, and shifting expectations for Federal Reserve policy fueled a risk-off environment that weighed on technology shares and investor sentiment. Dave Spano and Dr. Brian Jacobsen break down what these global developments could mean for investors. Plus, segments on smarter money habits heading into retirement and a major dispute with a celebrity estate.

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.