Podcast Episodes
Back to SearchSunday, June 5th
Episode 133
A strong jobs number leads to a Friday dip; Todd Voit provides analysis. Team segments include handling ‘passion assets’ in your estate plan, 401k ba…
4 years, 4 months ago
Sunday, May 29th
Episode 132
Dave and Derek recap the market which finally got in the green. We also cover spending in retirement, how we interact with clients depending on their…
4 years, 4 months ago
Sunday, May 22nd
Episode 131
An 1100 point drop during the week, grim earnings from major retailers, and a shift in consumer spending. Dave and Derek cover the week. Great team …
4 years, 5 months ago
Sunday, May 15th
Episode 130
Dave and Derek recap another volatile week that saw some wild swings and another sobering CPI number. We’ll look deeper into tax preparation vs. tax …
4 years, 5 months ago
Sunday, May 8th
Episode 129
The Fed raises interest rates. The markets were rocky. A huge jobs number. What’s the impact? Dave Spano and Derek Felske dig in. Great team segments…
4 years, 5 months ago
Sunday, May 1st
Episode 128
Dave Spano and Derek Felske recap the week: a dip in GDP, earnings reports and Apple’s big quarter Team segments cover how Annex handles options, an…
4 years, 5 months ago
Sunday, April 24th
Episode 127
The Annex Wealth Management Show investigates the week that was in the markets, discusses the value of having an investment advisor, and discusses wh…
4 years, 6 months ago
Sunday, April 17th
Episode 126
Inflation. Inflation. Inflation. It’s the big story and Dave Spano covers it. We also have a great ‘Hear the Difference’ segment with a client explai…
4 years, 6 months ago
Sunday, April 10th
Episode 125
Mark Beck joins Derek Felske this week for a deep dive on the markets. Our estate planning team covers celebrities who die without wills or estate pl…
4 years, 6 months ago
Sunday, April 3rd
Episode 124
Dave Spano and Derek Felske review Q1 2022 which had plenty of action: the war in Ukraine, rising inflation, and the inversion of the yield curve. Wh…
4 years, 6 months ago