Episodes

  • 5-16-26 The End of an Era

    5-16-26 The End of an Era
    May 16 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, we discuss selling asset in retirement and why retirement confidence is so low.

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    44 mins
  • The Annex Wealth Management Show 5-9-26

    The Annex Wealth Management Show 5-9-26
    May 10 2026

    Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

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    44 mins
  • 5-2-26 The Earnings Season Results.

    5-2-26 The Earnings Season Results.
    May 2 2026
    This week, Dave Spano and Dr. Brian Jacobsen cut through a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC fractures to the head‑scratching call for rate hikes amid elevated oil prices. They examine a sharply divided Fed, louder hawkish signals from global central banks, and what could mark Chair Powell’s final act as leadership changes loom. Underneath it all, economic data stay firm, with resilient GDP growth and jobless claims channeling a “Summer of ’69” labor market.

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    44 mins
  • The Annex Wealth Management Show 4-25-26

    The Annex Wealth Management Show 4-25-26
    Apr 25 2026
    This week, we look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical chokepoints. Plus, the political noise shaking markets. Also, uncovering the new retirement tax subtraction and tax filing extension myths.

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    44 mins
  • The Annex Wealth Management Show 4-18-26

    The Annex Wealth Management Show 4-18-26
    Apr 18 2026
    This week, we discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession. Plus, clearing up confusion on Roth conversions and being single in retirement.

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    44 mins
  • The Annex Wealth Management Show 4-11-26

    The Annex Wealth Management Show 4-11-26
    Apr 11 2026
    This week, we break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. What is "Direct Indexing", and is it a strategy that might work for you to customize your portfolio.

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    44 mins
  • The Annex Wealth Management Show 4-4-26

    The Annex Wealth Management Show 4-4-26
    Apr 4 2026
    Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

    See omnystudio.com/listener for privacy information.
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    44 mins
  • The Annex Wealth Management Show 3-28-26

    The Annex Wealth Management Show 3-28-26
    Mar 28 2026
    Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.

    See omnystudio.com/listener for privacy information.
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    44 mins