Episodios

  • Saturday, July 27th. It's GO time.
    Jul 27 2024

    GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?

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    34 m
  • Saturday, July 20th. Coverage and conversation from the RNC.
    Jul 20 2024

    From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard.

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    34 m
  • Saturday, July 13th. Riding the rotation.
    Jul 13 2024

    Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market.

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    34 m
  • Saturday, July 6th. Passing the baton?
    Jul 6 2024

    Happy 4th of July weekend! Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers.

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    34 m
  • Saturday, June 29th. Inflation: Price wars ahead.
    Jun 29 2024

    Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).

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    34 m
  • Saturday, June 22nd. Who is King of the Hill?
    Jun 22 2024

    Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specified tax-advantaged accounts.

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    34 m
  • Saturday, June 15th. Back on track. And AI again?
    Jun 15 2024

    CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k.


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    34 m
  • BONUS: Money Talk LIVE from Vince Lombardi Golf Classic
    Jun 8 2024

    Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby.

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    14 m