Money Talk: The Annex Wealth Management Show - Naples

About Money Talk: The Annex Wealth Management Show - Naples

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.

Publisher

Annex Wealth Management

Category

business · business

Language

en

Explicit

No

First episode

3 Nov 2019

Latest episode

18 Oct 2026

Latest episodes

360 episodes in the feed.

1. 

   18 Oct 2026

   Sunday, October 18th. Inflation Is Coming In Hot.

   Inflation is back on the front burner as rising gas prices push inflation readings above expectations and raise new questions about the economy's direction. Dave Spano and Dr. Brian Jacobsen break down the latest data, the market's reaction, and the global risks investors shouldn't ignore. Plus, practical guidance on retiring early if you don't agree with the direction of your company and how much does it take to "feel wealthy"?

2. 

   11 Oct 2026

   Sunday October 11th. Near Record Highs, Then Reality Hits

   As markets flirted with record highs before stumbling on renewed inflation and oil price concerns, Dave Spano and Dr. Brian Jacobsen break down the week's biggest economic and market-moving developments. They discuss the AI trade's sudden wobble, crude oil's march toward $100 a barrel, rising consumer inflation expectations, and what the latest Fed minutes signal about the path of interest rates. Plus, they examine Treasury market trends, surging bond yields, and what it all means for investors navigating an increasingly uncertain landscape.  We also discuss new updates to Trump accounts, RMD strategies and why retirement confidence is low.

3. 

   4 Oct 2026

   Sunday, October 4th. The Great Disconnect: Strong Markets, Cautious Consumers

   Dave Spano and Dr. Brian Jacobsen look beyond the headlines of a seemingly positive third quarter, revealing a market where only a handful of stocks carried the major indexes to record highs while the average stock struggled. They break down the quarter's biggest themes, including the evolving AI trade, the Federal Reserve's return to rate hikes, rising Treasury yields, and the ongoing impact of geopolitical and trade tensions. Plus, they discuss why strong corporate earnings and a resilient labor market continue to support the economy, even as consumer sentiment remains surprisingly weak.  Also, the COO of the Milwaukee Brewers, Marti Wronski joins the show to talk about her journey and helping to run a professional baseball organization.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

176,610

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

3.0 / 5

2 ratings

Podcast Authority Score: 75 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

88

Social presence

0

YouTube

86

Engagement

67

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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