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?
    Más Menos
    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.
    Más Menos
    36 m
  • Annex Wealth Management Show | 04/02/26

    Annex Wealth Management Show | 04/02/26
    Apr 2 2026
    40 m
  • Money Talk - The Annex Wealth Management Show | (Sunday) 03/29/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 03/29/26
    Mar 29 2026
    For the Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a busy week where energy markets once again broke the rules, with negative prices in parts of the US echoing the shock of April 2020 and showing how oil profits can help offset losses in gas. They also take a look at fast moving global developments, from sudden shifts in US Iran dynamics to Turkey considering sales of its gold reserves to support its currency. Plus, practical conversations on smart ways to put a bigger tax refund to work and how to plan ahead for the rising costs of weddings.
    Más Menos
    36 m
  • Annex Wealth Management Show | 03/26/26

    Annex Wealth Management Show | 03/26/26
    Mar 26 2026
    40 m
  • Money Talk - The Annex Wealth Management Show | (Sunday) 03/22/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 03/22/26
    Mar 22 2026
    For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss rising fuel costs, Iran’s attacks on energy infrastructure, and Powell’s defiant stance at the Fed. We break down why backward‑looking data may matter less in a post‑Iran world and new proposals on bank capital and SEC reporting. Plus, we look beyond oil to Nvidia’s trillion‑dollar ambitions, Macy’s surprising “shrink‑to‑grow” strategy, and why Americans might be outsourcing steak‑risk to restaurants.
    Más Menos
    36 m
  • Annex Wealth Management Show | 03/19/26

    Annex Wealth Management Show | 03/19/26
    Mar 19 2026
    40 m