Money Talk: The Annex Wealth Management Show - SWFL

The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.

Money Talk: The Annex Wealth Management Show - SWFL is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Money Talk: The Annex Wealth Management Show - SWFL, a business show with 0 episodes published.

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  Episode #357

  Sunday, September 20th. The Fed Tightens Again as the Economy Runs Hot

  Sep 20, 202656 min

  CEO Dave Spano and Dr. Brian Jacobsen break down the Fed’s latest rate hike, why inflation continues to run hotter than policymakers would like, and what "higher for longer" could mean for investors. They discuss surprisingly strong economic data, including booming retail sales and business investment, while exploring why China’s economy remains stuck in a slowdown. Plus, a look at how oil market disruptions, global tensions, and policy uncertainty are influencing markets, along with special segments on navigating the 'Retirement Red Zone' and how younger generations are approaching investing today.

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  Episode #356

  Sunday, September 13th. Tariffs Up, Oil Up. Now What?

  Sep 13, 202656 min

  Dave Spano and Dr. Brian Jacobsen discuss trade tensions between the U.S. and Canada are escalating, with new tariffs and trade restrictions beginning to ripple through supply chains and businesses on both sides of the border. At the same time, rising conflict in the Middle East has pushed oil prices higher, adding new pressure to inflation and market expectations. We'll explore what it all means for consumers, investors, the Federal Reserve, and how to prepare for key retirement milestones as the "Silver Tsunami" gains momentum.

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  Episode #355

  Sunday, September 6th. Hot Jobs, Higher Yields, Bigger Questions.

  Sep 6, 202657 min

  Mark Beck and Dr. Brian Jacobsen unpack a week that turned Wall Street on its head. Markets rapidly repriced Federal Reserve expectations after Chair Warsh's Jackson Hole remarks, driving Treasury yields to their highest levels in over a year and raising fresh questions about whether the Fed could become even more aggressive in its fight against inflation. They also dive into a surprisingly strong jobs report that challenged the summer slowdown narrative, while a labor market stuck in "no-hire, no-fire" mode continues to send mixed signals about the economy's next move. Add in surging oil prices, rising geopolitical tensions in the Middle East, and new evidence that the AI boom is making its way from Silicon Valley into Main Street businesses, and there's plenty for investors to digest.

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  Episode #353

  Sunday, August 30th. Jackson Hole, Bond Market Swings & the AI Rally.

  Aug 30, 202656 min

  This week, Dave Spano and Dr. Brian Jacobsen break down the economic and market developments shaping investors' outlooks. From Fed Governor Kevin Warsh's highly anticipated Jackson Hole remarks and persistent inflation pressures to signs of a slowing consumer, they examine the mixed signals emerging from the U.S. economy and what they could mean for interest rates. They also discuss Treasury buybacks, volatility in the bond market, easing oil prices, and Nvidia's latest earnings-driven surge that continues to fuel enthusiasm around artificial intelligence and business investment.

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  Episode #352

  Sunday, August 23rd. $40 Trillion Problems: The Treasury Steps In.

  Aug 23, 202655 min

  Treasury Secretary Scott Bessent made a rare move to calm a bond market rattled by surging long-term interest rates and a national debt that has climbed past $40 trillion. But did the intervention steady the ship, or shine a spotlight on even deeper concerns facing investors? This week, Dave Spano and Dr. Brian Jacobsen break down the bond market drama, the Fed's tougher tone on inflation, rising oil prices, a weakening dollar, and what the growing gap between Walmart and Target says about the state of the American consumer. Plus, we discuss the new proposed benefit for Trump accounts with working parents and planner for the rising costs of health care next year.

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