Annex Wealth Management Show Podcast Por Annex Wealth Management arte de portada

Annex Wealth Management Show

Annex Wealth Management Show

De: Annex Wealth Management
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Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.Woodward Communications Inc Economía
Episodios
  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/12/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/12/26
    Apr 12 2026
    This week, Dave Spano and Dr. Brian Jacobsen break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. What is "Retirement Subtraction", and what are the strategies to guide you through it? Also, how can donor-advised funds help with your tax filing plan for next year?
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    37 m
  • Annex Wealth Management Show | 04/09/26

    Annex Wealth Management Show | 04/09/26
    Apr 9 2026
    41 m
  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/05/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/05/26
    Apr 5 2026
    This week, Dave Spano and Dr. Brian Jacobsen unpack President Trump’s calls for the U.S. to step back from policing Middle East energy security, his push to exit the Iran conflict after taking away its nuclear and military capabilities, and Tehran’s demand for guarantees to prevent future aggression. We explore why oil price shocks hurt the economy far less than they used to, how U.S. energy efficiency has transformed since the Gulf War era, and why the Fed is content to “wait and see” rather than react to short‑term supply disruptions. Plus, a timely Labor Department proposal that could open 401(k) plans to private equity, private credit, crypto, and other alternatives, offering clearer fiduciary cover for plan managers. Also, segments on direct indexing and plans for rich retirees.
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    36 m
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