Money Talk: The Annex Wealth Management Show - SWFL Podcast Por Annex Wealth Management arte de portada

Money Talk: The Annex Wealth Management Show - SWFL

Money Talk: The Annex Wealth Management Show - SWFL

De: Annex Wealth Management
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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.2019 Annex Wealth Management LLC Economía Finanzas Personales
Episodios
  • Sunday, March 29th. Negative Energy Prices. Global Power Plays.
    Mar 29 2026

    Four our Week in Review, Dave Spano and Dr. Brian Jacobsen break down a volatile week where energy markets defied logic, with negative prices in parts of the US recalling the shock of April 2020 and highlighting how oil profits can sometimes cushion gas losses. We also unpack fast moving geopolitical developments, including shifts in US Iran relations and Turkey weighing the sale of gold reserves to stabilize its currency. Plus, segments on smart ways to use larger tax refunds, and ways to plan for wedding costs.

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    56 m
  • Sunday, March 22nd. Fed Fireworks and Fuel Costs.
    Mar 22 2026

    In this Week in Review, Dave Spano and Dr. Brian Jacobsen unpack the pressure rising fuel costs and Iran’s strikes on energy infrastructure are putting on markets, all while Powell stands firm at the Fed. They explore why backward‑looking data may no longer cut it in a post‑Iran environment, along with what new bank‑capital and SEC reporting proposals could mean. And beyond the oil story, they dig into Nvidia’s trillion‑dollar trajectory, Macy’s bold “shrink‑to‑grow” play, and the curious rise of restaurant dining as America’s new risk‑management strategy.

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    56 m
  • Sunday, March 15th. Iran Tensions Felt at Home. Is There a Pot of Gold?
    Mar 15 2026

    In this Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a whirlwind of developments out of Iran, from a newly appointed leader to massive U.S. military spending, and the global scramble to reroute disrupted oil and fertilizer supplies through the Strait of Hormuz. They dive into why the IEA’s record‑setting 400‑million‑barrel release may barely move the needle, how early tremors in private credit are starting to rumble louder, and why CPI and jobs data already feel outdated in a $100‑oil world. The episode also highlights surprising shifts in consumer behavior as McDonald’s and Dollar General target both budget‑conscious and higher‑income shoppers, along with segments on the rise in workers tapping their 401(k)s and the growing phenomenon of “retirement subtraction.”

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    55 m
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