Podcast Episodes

Money Talk 4-22-23

More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning? What about the US Dollar being replaced …

Published on 2 years, 8 months ago

Money Talk 4-15-23

Published on 2 years, 8 months ago

Money Talk 4-8-23

A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag, and we'll talk…

Published on 2 years, 8 months ago

Money Talk 4-1-23

With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conv…

Published on 2 years, 8 months ago

Money Talk 3-25-23

In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%. What's that mean for markets---and the rest of the year? Dave and Derek dig in. Cashing out a 401k upon leaving a…

Published on 2 years, 9 months ago

Money Talk 3-18-23

Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our ow…

Published on 2 years, 9 months ago

Money Talk 03-11-23

OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates? Dave and Derek will decode that--plu…

Published on 2 years, 9 months ago

Money Talk 3-4-23

Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag-…

Published on 2 years, 9 months ago

Money Talk 2-25-23

Dave and Derek recap the week as earnings reports continue to pour in. What did we learn from Walmart and Home Depot? Learn more about one couple's journey toward retirement on a Hear the Difference …

Published on 2 years, 10 months ago

Money Talk 2-18-23

Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings. If you won't have access to a 401k, you can still save and in…

Published on 2 years, 10 months ago