Episodes

  • Money Talk - The Annex Wealth Management Show | (Sunday) 06/14/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 06/14/26
    Jun 14 2026
    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.
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    37 mins
  • Annex Wealth Management Show | 06/11/26

    Annex Wealth Management Show | 06/11/26
    Jun 11 2026
    40 mins
  • Money Talk - The Annex Wealth Management Show | (Sunday) 06/07/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 06/07/26
    Jun 7 2026
    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. Also, a segment on structuring student loan plans.
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    39 mins
  • Annex Wealth Management Show | 06/04/26

    Annex Wealth Management Show | 06/04/26
    Jun 4 2026
    40 mins
  • Money Talk - The Annex Wealth Management Show | (Sunday) 05/31/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 05/31/26
    May 31 2026
    Hot Inflation Cold Incomes and an AI Divide

    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.
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    35 mins
  • Annex Wealth Management Show | 05/28/26

    Annex Wealth Management Show | 05/28/26
    May 28 2026
    40 mins
  • Money Talk - The Annex Wealth Management Show | (Sunday) 05/24/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 05/24/26
    May 24 2026
    What Does a new Fed Chair Mean?

    This week we 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.
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    36 mins
  • Annex Wealth Management Show | 05/21/26

    Annex Wealth Management Show | 05/21/26
    May 21 2026
    39 mins