Money Talk: The Annex Wealth Management Show - SWFL podcast

Money Talk: The Annex Wealth Management Show - SWFL

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.

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.

 

#307

Less Than a Week from Big Data

Treasury Secretary Bessent said the department is prioritizing payments in its system in o... more

19 Oct 2025

55 MINS

55:05

19 Oct 2025


#306

Sunday, October 12th - Data Drought

The government shutdown.  TSA agents are calling in sick. That ended the shutdown in 2019.... more

12 Oct 2025

56 MINS

56:12

12 Oct 2025


#305

Sunday, October 5th - Shutdown: More Than Meets the Eye

Could the government shutdown signal deeper cuts to federal employment? Dave Spano and Bri... more

05 Oct 2025

56 MINS

56:00

05 Oct 2025


#304

Sunday, September 28th. Another shutdown?

With the federal government's fiscal year-end nearing and no compromise in sight, join Dav... more

28 Sep 2025

55 MINS

55:51

28 Sep 2025


#303

Sunday, September 21st. A bowling ball of growth?

Economic growth may have already weathered its toughest challenges, with brighter days lik... more

21 Sep 2025

55 MINS

55:27

21 Sep 2025


#302

Sunday, September 14th. Triangulating the truth.

Did Spring 2024 to Summer 2024 have a mini recession? Dave Spano and Brian Jacobsen discus... more

13 Sep 2025

56 MINS

56:02

13 Sep 2025


#301

Sunday, September 7th. Job growth misses.

U.S. job growth slowed in August, reflecting a weakening labor market, with a net loss of ... more

07 Sep 2025

55 MINS

55:47

07 Sep 2025


#300

Sunday, August 31st. 'Beat and Raise' momentum.

Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of... more

31 Aug 2025

55 MINS

55:19

31 Aug 2025


#299

Sunday, August 24th. Housing blues.

The housing market grapples with low builder confidence due to high mortgage rates and reg... more

24 Aug 2025

55 MINS

55:53

24 Aug 2025


#298

Sunday, August 17th. Inflation's Down. Will The Fed Cut?

Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the ... more

17 Aug 2025

55 MINS

55:40

17 Aug 2025


#297

Sunday, August 10th. Who’s ready to win—or lose—under the new rules?

The year started with major uncertainties in tax, trade, and Federal Reserve policies, whi... more

10 Aug 2025

55 MINS

55:43

10 Aug 2025


#296

Sunday, August 3rd. Jobs and trade policy.

Rather than a trade war, which implies retaliation, we'll examine the latest trade policy ... more

03 Aug 2025

55 MINS

55:24

03 Aug 2025


#295

Sunday July 27: Impacts of the Big Beautiful Bill

The markets stay hot. Brian discusses the difference between emotions and goals. The Big B... more

27 Jul 2025

55 MINS

55:19

27 Jul 2025


#294

Sunday, July 20th. Looking ahead: Dog days.

Despite challenging weather, the economy could gain momentum once the tariff "deadline" pa... more

20 Jul 2025

55 MINS

55:43

20 Jul 2025


#293

Sunday, July 13th. Remaining uncertainty centers on tariffs

The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as t... more

13 Jul 2025

55 MINS

55:43

13 Jul 2025


#292

Sunday, June 6th. A surprisingly strong June jobs report.

Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and... more

06 Jul 2025

55 MINS

55:38

06 Jul 2025


#291

Sunday, June 29th. Inflation: Maybe not so much?

The Fed initially suggested that tariffs would gradually raise prices while slowing growth... more

29 Jun 2025

55 MINS

55:54

29 Jun 2025


#290

Sunday, June 22nd. Policy: So much for data dependence.

Recent data, including negative first-quarter GDP growth, rising initial jobless claims, a... more

22 Jun 2025

55 MINS

55:34

22 Jun 2025


#289

Sunday, June 15th. A slowdown, but no signs of stopping.

On Friday morning, news of Israel's strike on Iran greeted most, heightening investor conc... more

15 Jun 2025

55 MINS

55:33

15 Jun 2025


#288

Sunday, June 8th. Beige book blues?

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase ... more

08 Jun 2025

55 MINS

55:46

08 Jun 2025


#287

Sunday, June 1st. Growth: An emotional rollercoaster.

In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consum... more

01 Jun 2025

55 MINS

55:25

01 Jun 2025


#286

Sunday, May 25th. Eat the price increases?

Different companies adopt varied strategies in response to tariffs, showcasing the strengt... more

25 May 2025

55 MINS

55:10

25 May 2025


#285

Sunday, May 18th. Nicely done, S&P

Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations,... more

18 May 2025

55 MINS

55:49

18 May 2025


#284

Sunday, May 11th. Bessent's Switzerland mission.

While a UK deal progresses, trade tensions with China take center stage as Treasury Secret... more

11 May 2025

55 MINS

55:45

11 May 2025


#283

Sunday, May 4th. Growth: From pull-forward to fall-off.

The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, tra... more

04 May 2025

55 MINS

55:41

04 May 2025


#282

Sunday, April 27th. Big macro data sheds light on the outlook.

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Tar... more

27 Apr 2025

55 MINS

55:31

27 Apr 2025


#281

Sunday, April 20th. Retail sales pop. For now.

U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases ... more

20 Apr 2025

55 MINS

55:43

20 Apr 2025