Annex Wealth Management's Dave Spano provides investment advice and expertise on money management.
Money Talk
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182 episodes
Updated Weekly
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Podcast Overview
Annex Wealth Management's Dave Spano provides investment advice and expertise on money management.
Language
🇺🇲
Publishing Since
1/8/2023
26 verified contact emails on file for Money Talk
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Recent Episodes
July 11, 2026
Money Talk 7-11-26
Saturday, July 11th. AI Winners, Energy Losers, and the Fed Reset This week, Dave Spano and Dr. Brian Jacobsen break down a U.S. economy that's cooling from a sprint to a sustainable jog, examine what the latest labor data, IMF forecasts, and AI-driven growth trends mean for investors, and explore the widening gap between the global winners and losers of the next economic cycle. Plus, we unpack the Federal Reserve's emerging policy playbook and why a new generation of Fed leadership could fundamentally change how markets interpret interest-rate decisions. Also, segments on the new Trump accounts and retirement confidence being low.
July 4, 2026
Money Talk 7-4-26
Saturday, July 4th. 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 financial planning tips for families preparing to help pay for a wedding. History, investing, and real-world financial decisions, all in one conversation.
June 27, 2026
Money Talk 6-27-26
182 total episodes available
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This podcast updates weekly.
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Yes, this podcast regularly features guests.
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