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The Annex Wealth Management Show - Naples, 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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show series
 
Dave Spano and Derek Felske review Thanksgiving Week markets during the Money Talk week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll discuss both on this week’s show. Learn more about the best way to leave money to min…
 
Dave Spano and Derek Felske review Thanksgiving Week markets during our week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll discuss both on this week’s show.Kirjoittanut Annex Wealth Management
 
Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with…
 
Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with…
 
We're seeing a broad based rally tied to inflation that is declining faster than expected. The threat associated with the dollar's decline. Opportunities in international equities and debt--and the threat of market pricing based on an expected end of a tightening cycle.Kirjoittanut Annex Wealth Management
 
A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---including a question about financial advice from TikTok. Robert Chastain, branch director Annex Wealth M…
 
A ‘cooler’ CPI reading on Thursday painted the screen green. Are we out of the woods? Dave Spano and Jason Cooper review the current landscape. The 2022 Tax Reference Guide is out—learn more about this valuable tool. Ask Annex hits the mailbag---including a question about financial advice from TikTok. If your investment world includes Stock Options…
 
What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning At…
 
What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning At…
 
Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. If you’re interested in working with Annex, we’ll meet you where you’re at; Mark Beck discusses varying approaches whether you’re 40---or already retired. HEAR t…
 
Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. HEAR the Difference this week with a story from some Annex clients. Ask Annex covers a number of topics--including a word of caution from a listener. Grey Divorc…
 
Dave Spano and Derek Felske review the week as major averages were mostly higher. What are Millionaire Myths—and why are MOST totally wrong? Beware of Fortune Hunters and Gold Diggers when situations change, we have some tips. Ask Annex covers a couple questions about adjustable-rate mortgages—along with stocks with high P/E’s, and the best way to …
 
Dave Spano and Derek Felske review the week as major averages were mostly higher. In a time of early retirement, un-retirement, and putting OFF retirement---this might be a great time to attend Destination Retirement, Are We There Yet; Deanne Phillips joins us for a preview. Ask Annex covers a couple questions about adjustable-rate mortgages—along …
 
The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year-old with $250,000---and friends who are telling him to stop saving and investing. Robert Chastain gives…
 
The arrival of another hot CPI – and a rollercoaster Bear Market rally on Thursday. Dave Spano and Derek Felske break it down in the Week-in-Review. What’s the Value of an Advisor? We feel it’s high—and dig in deeper. Ask Annex looks at a 32-year old with $250,000---and friends who are telling him to stop saving and investing. What are the 7 Money …
 
Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Robert Chastain shares personal observations of the damage and reaction to Hurricane Ian. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of …
 
Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’…
 
Our radio partner, 92.5 Fox News, was knocked off the air by Hurricane Ian. We present an early, web-only version of our show today as extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have bee…
 
Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio,…
 
The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. What impact will the raise have on lump sum pensions? We'll cover that, along with a list of common questions from clients, how our financial planning team reviews client insurance coverage, and for executives with complex company stock holdings—we'll cover NUA.…
 
The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. We'll also cover the impact higher interest rates have on lump sum pensions. We'll head to the mailbag for Ask Annex and we'll have a preview of next week's in-person presentation; Are Annuities Worth It?Kirjoittanut Annex Wealth Management
 
A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Generation X encounter with retirement planning? We’ll take a look. Explore why you might consider ta…
 
A hotter-than-expected CPI reading rocked markets this week---Dave Spano and Derek Felske dissect the data. Inflation isn’t going away; our team is staging an inflation-oriented webinar next week and shares some of the details. What challenges does Generation X encounter with retirement planning? We’ll take a look. Plus, Ask Annex heads to the mail…
 
Dave Spano and Derek Felske recap the week which included more data the Fed might use in determining the next interest rate hike. Also, the ramifications of inheriting money—a deeper dive into annuities—Ask Annex---and a visit with Robert Chastain, branch director at our Naples office.Kirjoittanut Annex Wealth Management
 
A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. Robert Chastain covers doubts in retirement—and some ways to avoid them. What do 30 and 40-something miss when it comes to retirement planning? We cover a few in a segment worth…
 
A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. If your family has a family vacation place, what is the best way to transition ownership? We have a preview of an upcoming webinar. Ever wonder what happens during our portfolio…
 
Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. What the 7 Money Lies We Tell Ourselves? Deanne Phillips covers them. How do Beneficiary IRA’s work? Randy Winkler explains. We also check in with Robert Chastain, branch director in Naples about retirement planning for the self-employed.…
 
Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. Also, details on a seminar for anyone involved in the administration of a company 401k. We cover inheritances and gifts to a new baby on Ask Annex. Near the end of the show, Hear the Difference when a client shares his Annex experience.…
 
Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Is now a good time to consider a Roth conversion? We dig in. Also, learn more about remarriage and estate planning, what IS and ISN’T financial planning, and how Gen…
 
Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Learn more about what IS and ISN’T financial planning, the challenges of the Sandwich Generation, and more about remarriage and estate planning.…
 
For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wealth Management's Trevor Nargis and Blaine Disrud explain, and discuss headwinds the markets and investors face going into the week.Kirjoittanut Annex Wealth Management
 
As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We check in with Robert Chastain for a late-Summer planning checklist. Annex Wealth Management works with numerous companies to help build solid retirement plans—but what types of companies? Tom Parks digs in. Ask Annex covers SSI an…
 
As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We dig in on HSA’s—a powerful tool for investment and retirement planning. Ask Annex covers SSI and COLA increases, tax-loss harvesting, and covers funds-of-funds. Also, learn more about how to plan for retirement when there is a sig…
 
A stunner of a job number ended the week---Dave and Derek will review that along with everything else that transpired. When times are tough, what is the value of an advisor? We’ll discuss that in two parts. Robert Chastain, branch director, checks in to discuss planning for blended families. Deanne Phillips covers how Annex Wealth Management cares …
 
A surprise jobs number and decent earnings. With the Fed taking a month off, will next week's CPI reading add to the confusion? Learn more about the Value of an Advisor. Ask Annex covers early withdrawals from retirement accounts, investing ONLY in US companies, Back Door IRAs and should someone just retire or be fired?…
 
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