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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
Business
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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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Sunday, August 31st. 'Beat and Raise' momentum.
Money Talk: The Annex Wealth Management Show - SWFL
55 minutes
2 months ago
Sunday, August 31st. 'Beat and Raise' momentum.

Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising their full-year 2025 earnings guidance. The “beat and raise” trend has been music to investors’ ears. Join Brian Jacobsen for our Week-in-Review, where we break down the latest market insights. This week, we also explore why some people claim Social Security earlier than recommended, tackle the question of how much insurance you really need, and check in with Todd Voit, Chief Investment Strategist, for his expert perspective.

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.