Money Talk: The Annex Wealth Management Show - SWFL cover art

Money Talk: The Annex Wealth Management Show - SWFL

Money Talk: The Annex Wealth Management Show - SWFL

Written by: Annex Wealth Management
Listen for free

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.2019 Annex Wealth Management LLC Economics Personal Finance
Episodes
  • Sunday, May 31st. Hot Inflation Cold Incomes and an AI Divide.
    May 31 2026

    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 solo aging.

    Show More Show Less
    56 mins
  • Sunday, May 24th. Global Tensions, Housing Shake Up and the AI Power Surge
    May 24 2026

    This week, Dave Spano and Dr. Brian Jacobsen break down a fast-moving mix of global headlines and what they mean for your money, from rising tensions overseas to new policy moves that could reshape housing and trade. We also dig into the latest economic data and what the Federal Reserve is really signaling about inflation, interest rates, and where things could head next. From AI driven mega deals and IPO buzz to what retailers, homebuilders, and everyday companies are seeing right now on the ground. Also, important money habits you should pass on to children that aren't just saving.

    Show More Show Less
    55 mins
  • Sunday, May 17th. The End of an Era at the Fed.
    May 17 2026

    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.

    Show More Show Less
    55 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet