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Money Talk: The Annex Wealth Management Show - SWFL
Annex Wealth Management
310 episodes
5 days ago
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.
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Investing
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All content for Money Talk: The Annex Wealth Management Show - SWFL is the property of Annex Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
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October 26th. A Stalemate, But Finally Some Data
Money Talk: The Annex Wealth Management Show - SWFL
56 minutes
2 weeks ago
October 26th. A Stalemate, But Finally Some Data

Finally, some data!  The CPI release that determines the 2026 cost of living adjustment for Social Security Benefits is out. Foreign data is still rolling in. China’s challenges are evident…and likely to get worse unless there’s a deal.  Dave Spano and Brian Jacobsen will break it down in our Week in Review.  Also on the show, myths about taxes. Was getting a big refund check a good idea?  Later in the show, we'll talk with Deanne Phillips about taking advantage of tax benefits and resources if you are a caregiver for someone in your home.

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.