Podcast Episodes

Money Talk 7-1-23

Recession fears pushed out? Derek Felske and Mark Beck discuss during our week-in-review. Also, more about mid-year tax planning for high earners, Ask Annex, and a deep dive into pre and post-nuptial…

Published on 2 years, 5 months ago

Money Talk 6-24-23

As rate outlooks weigh on stocks and boost bonds, what's the view from the Annex Wealth Management Investment Committee? From start-ups to large companies, our Retirement Plan Services team helps HR …

Published on 2 years, 6 months ago

Money Talk 6-17-23

A fresh CPI reading and a skip from the Fed--plenty to cover on this week's show. Women start retirement planning later than they should--why, and what can be done about it? Ask Annex covers 401k lo…

Published on 2 years, 6 months ago

Money Talk 06-10-23

Thursday's rally ended the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. How'd things close on Friday--and what signs are we seeing? We'll share it…

Published on 2 years, 6 months ago

Money Talk 06-03-23

Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike? We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of p…

Published on 2 years, 6 months ago

Money Talk 5-27-23

The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves thro…

Published on 2 years, 7 months ago

Money Talk 5-20-23

As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex? Mark Beck shares …

Published on 2 years, 7 months ago

Money Talk 5-13-23

As earnings season draws to a close, what are the trends we're seeing? Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review. Wh…

Published on 2 years, 7 months ago

Money Talk 5-6-23

Published on 2 years, 7 months ago

Money Talk 4-29-23

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to sc…

Published on 2 years, 7 months ago