Podcast Episodes

Sunday, January 5

Episode 10

What was the market reaction to the US missile strike in Iraq? Dave Spano, Mark Oswald, and Derek Felske discuss. Deanne Phillips joins the show to…

6 years, 9 months ago

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Sunday, December 29

Episode 9

Annex president and CEO, Dave Spano looks back at 2019. Members of our Estate and Planning team review the SECURE Act. Another edition of Ask Annex…

6 years, 9 months ago

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Sunday, December 22

Episode 8

Dave Spano and Mark Oswald cover last week and take a look at 2020. Jill Martin heads our Estate Planning team and joins the show to discuss the pos…

6 years, 9 months ago

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Sunday, December 15

Episode 7

A Phase 1 Deal with China, a Conservative Party near-sweep in the UK, and a talk about Gray Divorces. Dave Spano, Mark Oswald, and Derek Felske cove…

6 years, 10 months ago

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Sunday, December 8

Episode 6

Dave, Mark, and Derek discuss the latest jobs number, the looming China tarrif deadline, and the latest market conditions.  Our Estate Planning team …

6 years, 10 months ago

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Sunday, December 1

Episode 5

Mark Oswald and Derek Felske discuss last week and look ahead to the end of the year---and what might happen in 2020. Plus, Estate Planning Attorney…

6 years, 10 months ago

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Sunday, November 24

Episode 4

A quick recap of last week along with a discussion of the power of the Annex team including a visit with Bryan Fiore, branch manager for our Naples o…

6 years, 10 months ago

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Sunday, November 17

Episode 3

Dave Spano and Mark Oswald discuss another record-setting week. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers leaving mone…

6 years, 11 months ago

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Sunday, November 10

Episode 2

Dave Spano, Mark Oswald, and Derek Felske review a record-setting week, look ahead to what's coming, and cover what you need to ask any financial adv…

6 years, 11 months ago

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Sunday, November 3

Episode 1

We introduce ourselves to Southwest Florida, review the week, and visit with our planning department for Part 1 of a series of common questions we en…

6 years, 11 months ago

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