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.
Money Talk: The Annex Wealth Management Show - Naples
Claim This Podcastby Annex Wealth Management
4.0(4 reviews)
346 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
75
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality88
Social0
YouTube86
Engagement67
Podcast Overview
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.
Language
🇺🇲
Publishing Since
11/3/2019
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75
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
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YouTube86
Engagement67
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Recent Episodes
July 12, 2026
Sunday, July 12th. AI Boom, Energy Risk & a New Fed Era.
<p>This week, Dave Spano and Dr. Brian Jacobsen connect the dots between a cooling, but still resilient, U.S. economy, the latest labor market data, and the global forces shaping the next investment cycle. From AI-powered growth stories and geopolitical tensions in key energy corridors to the winners and losers emerging across the world economy, they explain what investors should be watching now. Plus, a look at the Federal Reserve's evolving playbook, the new Trump Accounts initiative, and managing multiple accounts (and you might not need them all).</p>
July 4, 2026
Sunday, July 5th. The Economy Turns 250 and the June Job Numbers
<p>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 tips for watching financial fees.</p>
June 28, 2026
Sunday, June 28 Alan Greenspan Tribute, AI-Driven Tech Volatility, Equity Compensation, and Key Retirement Strategies
<p>This episode of Money Talk opens with a tribute to <strong>Alan Greenspan</strong>, who passed away at age 100. Hosts Dave Spano and Chief Economic Strategist Dr. Brian Jacobson reflect on his long tenure as Fed Chair (1987–2006), the evolution of Fed transparency (from the “briefcase indicator” to today’s detailed forward guidance and dot plots), his famous “irrational exuberance” warning, and parallels to current AI-driven productivity gains.</p><p><strong><br>Market and Economic Discussion<br></strong><br></p><ul><li><strong>AI and “Tech Wreck”</strong>: The conversation shifts to recent market volatility in tech, particularly the move from semiconductors (Nvidia etc.) to memory chips (Micron and others). Record earnings and ~85% gross margins at Micron highlight strong pricing power, but any hint of slowing growth causes big stock swings. This demand is driving up consumer prices—Apple, Microsoft (Xbox), and Sony raised device prices, with electronic goods up ~10% year-over-year per the PCE index.</li><li><strong>Data Centers and Policy Risks</strong>: Explosive data center growth faces local/state pushback and potential federal moratoriums, adding election-year volatility.</li><li><strong>Global Update</strong>: UK political turmoil post-Brexit and rising populism; Middle East developments with ships resuming through the Strait of Hormuz, causing oil prices to round-trip lower; a flattening Treasury yield curve signaling possible slower growth.</li></ul><p><strong><br>Financial Planning Segments<br></strong><br></p><ul><li><strong>Restricted Stock Units (RSUs)</strong>: Tom Bergholtz and Arabella Parent explain RSUs as common equity compensation—graded vs. cliff vesting, tax treatment (ordinary income at vesting, capital gains on sale), withholding shortfalls, and differences from Restricted Stock Awards (RSAs).</li><li><strong>Retirement Milestones</strong>: Senior Wealth Manager Mary Lou Davidoff outlines key ages (50, 55, 59½, 62, 65, 70, 73, etc.) for tax, Social Security, and savings strategies. Emphasis on starting early (e.g., Roth IRAs), flexibility when “life happens,” and holistic planning.</li><li><strong>Caregiver Tax Benefits</strong>: Dan Phillips highlights overlooked deductions and credits for the 63 million family caregivers (big rise in recent years), including dependent care credits, medical expense deductions (above 7.5% AGI), and record-keeping tips. A proposed Caregiving Act is noted.</li><li><strong>Wealthy Retiree Mindsets</strong>: Mike Dodge discusses habits like intentional spending with guardrails, continued investing for longevity/inflation, emotional discipline, proactive tax/estate/gifting strategies (including QCDs), and viewing wealth beyond just money (health, time, relationships).</li><li><strong>2026 Investment Themes</strong>: Mike Kirk covers AI integration for productivity, energy demands from data centers, shifting demographics and consumer habits across generations, and positioning portfolios around these macro forces.</li></ul><p><strong><br>Historical Context<br></strong><br></p><p>Dr. Brian Jacobson continues the “America 250” series on 1913: creation of the Federal Reserve after the 1907 Panic, the 16th Amendment (income tax), 17th Amendment (direct Senate election), and shifts during WWI.</p><p>The show reinforces Annex Wealth Management’s fee-only fiduciary approach, in-house planning services, and encourages listeners to use the “Get Started” button at annexwealth.com. It balances market analysis, practical planning advice, and long-term perspective.</p>
346 total episodes available
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