Podcast Episodes
Back to SearchSunday, May 31
Episode 30
Q1 GDP numbers were negative and Q2 is going to be abysmal. Are we seeing the bottom? Annex Wealth Management's Dave Spano, Mark Oswald, and Derek F…
6 years, 4 months ago
Sunday, May 24th
Episode 29
Mark and Dave discuss the markets. We hear a story of a newly retired client who ran smack into the impact of the coronavirus. We open up the Ask A…
6 years, 4 months ago
Sunday, May 17
Episode 28
Dave, Mark, and Derek cover the week's events as the country looks toward reopening. Our planning team provides a quick snapshot of changes in RMD d…
6 years, 5 months ago
Sunday, May 10
Episode 27
Happy Mother's Day from Annex Wealth Management. Dave, Mark, and Derek cover the latest including the new jobless numbers, Payroll Protection Progra…
6 years, 5 months ago
Sunday, May 3
Episode 26
Mark and Derek cover the markets including some interesting earnings reports from tech companies. Brandon Lehman shares stories of 3 do-it-yourselfe…
6 years, 5 months ago
Sunday, April 26
Episode 25
Earnings, more stimulus, and a fresh set of unemployment numbers. Mark Oswald and Derek Felske cover the major events of the weeks in the market. W…
6 years, 5 months ago
Sunday, April 19
Episode 24
Dave, Mark, and Derek discuss last week, review the ongoing impact of COVID19, and look ahead to what is going to be an odd earnings season. Jill Ma…
6 years, 6 months ago
Sunday, April 5
Episode 23
A look at another....unusual week. Plus, Randy Winkler from our planning department covers some aspects of the CARES Act that affect the most people…
6 years, 6 months ago
Sunday, March 29
Episode 22
A stimulus bill, the biggest market gain since 1938, and the specter of Coronavirus; there IS a lot to cover today with Dave Spano, Mark Oswald, and …
6 years, 6 months ago
Sunday, March 22
Episode 21
Coronavirus continues to rock the markets. Dave, Mark, and Derek comb through the data and offer their perspective. A member of our financial plann…
6 years, 7 months ago