Podcast Episodes

Money Talk 9-9-23

Investors are concerned about the potential of more rate hikes from the Federal Reserve in November, and it impacted the markets this week. We'll cover that and more during our Week-in-Review. Why ar…

Published on 2 years, 3 months ago

Money Talk 9-2-23

August wasn't kind to investors. What happened and what's on the horizon for September? We'll review the fresh jobs number and what that might mean for the Fed. How can grandparents bless their gran…

Published on 2 years, 3 months ago

Money Talk 8-26-23

Dave and Derek cover the week-in-review including the news from Jackson Hole. What's the best way to plan when a couple has a significant age gap? We'll discuss. When it's time to sell a business, wh…

Published on 2 years, 4 months ago

8-19-23 Money Talk

Published on 2 years, 4 months ago

Money Talk 8-12-23

CPI, PPI, and the end of earnings season. Dave and Derek recap an interesting week. Annex provides insurance assessments for our clients--we'll talk with Eric Strom to get at the perennial question, …

Published on 2 years, 4 months ago

Money Talk 8-5-23

As recession fears fade, for now, earnings and other significant data continues to pour in. Dave and Derek cover it all during our Week-in-Review. What do 30-and-40 somethings miss when it comes to …

Published on 2 years, 4 months ago

Money Talk 7-29-23

Earnings continue to pour in---but so did a Fed rate raise, GDP, and PCE. What's our take? Find out on the Week-in-Review. The IRS has more money--what are they doing with it? How does the Annex Exec…

Published on 2 years, 4 months ago

Money Talk 7-22-23

More earnings and key economic data arrive. Will it sway the Fed's decision next week? Mark Beck and Brian Jacobsen cover the week-in-review. Baby Boomers are set to pass a staggering amount of wealt…

Published on 2 years, 5 months ago

Money Talk 7-15-23

Here come the earnings--and it starts with the big banks. Dave Spano and Brian Jacobsen cover it all during our week-in-review. With 1/3 of retirees dealing with some sort of cognitive decline, knowi…

Published on 2 years, 5 months ago

Money Talk 7-8-23

ADP's employment number was huge, but the Labor Department's was not. What's going on and what might the next move be from the Fed? We'll cover that and more during our week-in-review. HEAR the Diff…

Published on 2 years, 5 months ago