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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August 30, 2026Episode 35355 min
Sunday, August 30th. Jackson Hole, Bond Market Swings & the AI Rally.
This week, Dave Spano and Dr. Brian Jacobsen break down the economic and market developments shaping investors' outlooks. From Fed Governor Kevin Warsh's highly anticipated Jackson Hole remarks and persistent inflation pressures to signs of a slowing consumer, they examine the mixed signals emerging from the U.S. economy and what they could mean for interest rates. They also discuss Treasury buybacks, volatility in the bond market, easing oil prices, and Nvidia's latest earnings-driven surge that continues to fuel enthusiasm around artificial intelligence and business investment.
August 23, 2026Episode 35254 min
Sunday, August 23rd. $40 Trillion Problems: The Treasury Steps In.
Treasury Secretary Scott Bessent made a rare move to calm a bond market rattled by surging long-term interest rates and a national debt that has climbed past $40 trillion. But did the intervention steady the ship, or shine a spotlight on even deeper concerns facing investors? This week, Dave Spano and Dr. Brian Jacobsen break down the bond market drama, the Fed's tougher tone on inflation, rising oil prices, a weakening dollar, and what the growing gap between Walmart and Target says about the state of the American consumer. Plus, we discuss the new proposed benefit for Trump accounts with working parents and planner for the rising costs of health care next year.
August 16, 2026Episode 35155 min
Sunday, August 15th. The Inflation Illusion: Why Prices Still Hurt
Cooling inflation, softer consumer spending, stronger small-business optimism, and rising markets: this week's economic data offered something for both optimists and skeptics. Dave Spano and Dr. Brian Jacobsen break down the latest inflation reports, what they may signal for Federal Reserve policy, why consumers are still feeling pressure from higher prices, and what upcoming jobs data could reveal about the economy's direction. This discussion is for informational purposes only and is not intended as investment advice. Plus, segments on retirement confidence being low and planning to pay off student loan debt.
August 9, 2026Episode 35055 min
Sunday, August 9th. After the Earnings Rush: What's Driving Markets Now?
Join Dave Spano and Dr. Brian Jacobsen as they sort through another week of earnings season winners and losers and a historic intervention in the yen with renewed volatility in oil prices. They also discuss how the new Fed Chair could shape market expectations and monetary policy in the months ahead. Plus, practical advice on avoiding costly retirement rollover mistakes, overcoming "money guilt," and staying focused on a financial plan built for your goals.
August 2, 2026Episode 34955 min
Sunday, August 2nd. Who Topped the Earnings Estimates?
On this week's Week in Review , Dave Spano and Dr. Brian Jacobsen unpack a market-moving week that proved investors are still hanging on every word from the Federal Reserve. While the Fed left interest rates unchanged , markets reacted sharply as investors parsed what Chair Powell said, and didn't say, about inflation, growth, and the path forward. Meanwhile, earnings season delivered a tale of two tech stories. Microsoft and Amazon validated the AI investment boom with blockbuster results, while Meta and Apple faced tougher scrutiny as investors questioned spending levels, growth expectations, and execution. Dave and Brian also cover the latest developments in oil prices, economic data, consumer behavior, and the earnings trends shaping markets. Plus, practical conversations on gifting money and a question that deserves more attention: when should retirement planning really begin? The answer may be sooner than you think.
July 26, 2026Episode 34855 min
Sunday, July 26th. Tariff Talk is Back.
This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such as the Strait of Hormuz and the Red Sea. They examine how higher energy costs are influencing inflation expectations, bond yields, mortgage rates, and Federal Reserve policy. Later on, the team discusses the renewed focus on tariffs and their potential impact on inflation, explains recent changes in U.S. tariff policy, and explores the possibility of additional tariffs related to excess industrial capacity in countries such as China.
July 19, 2026Episode 34755 min
Sunday, July 19th. What’s Next for Markets and Mortgage Rates?
This week, Dr. Brian Jacobsen breaks down the key themes emerging from earnings season and what they could mean for investors. He’s joined by Director of Financial Planning Eric Strom to discuss the housing market and mortgage rates. Plus, we explore the growing number of employed adult children living with their parents and provide practical guidance for evaluating life insurance policies so you can make more informed financial decisions.
July 12, 2026Episode 34654 min
Sunday, July 12th. AI Boom, Energy Risk & a New Fed Era.
This week, Dave Spano and Dr. Brian Jacobsen connect the dots between a cooling, but still resilient, U.S. economy, the latest labor market data, and the global forces shaping the next investment cycle. From AI-powered growth stories and geopolitical tensions in key energy corridors to the winners and losers emerging across the world economy, they explain what investors should be watching now. Plus, a look at the Federal Reserve's evolving playbook, the new Trump Accounts initiative, and managing multiple accounts (and you might not need them all).
July 4, 2026Episode 34555 min
Sunday, July 5th. The Economy Turns 250 and the June Job Numbers
For our Week in Review , Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the year. America is turning 250, so we take a look at the people, innovations, and economic turning points that transformed a young nation into the world's largest economy. We also discuss how to simplify and manage multiple investment accounts, break down the often-misunderstood rules surrounding Roth conversions, and share practical tips for watching financial fees.
June 28, 2026Episode 34452 min
Sunday, June 28 Alan Greenspan Tribute, AI-Driven Tech Volatility, Equity Compensation, and Key Retirement Strategies
This episode of Money Talk opens with a tribute to Alan Greenspan , who passed away at age 100. Hosts Dave Spano and Chief Economic Strategist Dr. Brian Jacobson reflect on his long tenure as Fed Chair (1987–2006), the evolution of Fed transparency (from the “briefcase indicator” to today’s detailed forward guidance and dot plots), his famous “irrational exuberance” warning, and parallels to current AI-driven productivity gains. Market and Economic Discussion AI and “Tech Wreck” : The conversation shifts to recent market volatility in tech, particularly the move from semiconductors (Nvidia etc.) to memory chips (Micron and others). Record earnings and ~85% gross margins at Micron highlight strong pricing power, but any hint of slowing growth causes big stock swings. This demand is driving up consumer prices—Apple, Microsoft (Xbox), and Sony raised device prices, with electronic goods up ~10% year-over-year per the PCE index. Data Centers and Policy Risks : Explosive data center growth faces local/state pushback and potential federal moratoriums, adding election-year volatility. Global Update : UK political turmoil post-Brexit and rising populism; Middle East developments with ships resuming through the Strait of Hormuz, causing oil prices to round-trip lower; a flattening Treasury yield curve signaling possible slower growth. Financial Planning Segments Restricted Stock Units (RSUs) : Tom Bergholtz and Arabella Parent explain RSUs as common equity compensation—graded vs. cliff vesting, tax treatment (ordinary income at vesting, capital gains on sale), withholding shortfalls, and differences from Restricted Stock Awards (RSAs). Retirement Milestones : Senior Wealth Manager Mary Lou Davidoff outlines key ages (50, 55, 59½, 62, 65, 70, 73, etc.) for tax, Social Security, and savings strategies. Emphasis on starting early (e.g., Roth IRAs), flexibility when “life happens,” and holistic planning. Caregiver Tax Benefits : Dan Phillips highlights overlooked deductions and credits for the 63 million family caregivers (big rise in recent years), including dependent care credits, medical expense deductions (above 7.5% AGI), and record-keeping tips. A proposed Caregiving Act is noted. Wealthy Retiree Mindsets : Mike Dodge discusses habits like intentional spending with guardrails, continued investing for longevity/inflation, emotional discipline, proactive tax/estate/gifting strategies (including QCDs), and viewing wealth beyond just money (health, time, relationships). 2026 Investment Themes : Mike Kirk covers AI integration for productivity, energy demands from data centers, shifting demographics and consumer habits across generations, and positioning portfolios around these macro forces. Historical Context Dr. Brian Jacobson continues the “America 250” series on 1913: creation of the Federal Reserve after the 1907 Panic, the 16th Amendment (income tax), 17th Amendment (direct Senate election), and shifts during WWI. The show reinforces Annex Wealth Management’s fee-only fiduciary approach, in-house planning services, and encourages listeners to use the “Get Started” button at annexwealth.com. It balances market analysis, practical planning advice, and long-term perspective.
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