Money Talk: The Annex Wealth Management Show - Milwaukee

Dave Spano and Dr. Brian Jacobsen discuss trade tensions between the U.S. and Canada are heating up, with new tariffs and import bans threatening supply chains and businesses on both sides of the border. Meanwhile, escalating conflict in the Middle East is driving oil prices higher and raising fresh inflation concerns. We break down what it could mean for consumers, investors, and the Federal Reserve.  Plus, retirement age milestones and how to deal with the upcoming "Silver Tsunami".

Mark Beck and Dr. Brian Jacobsen break down a week that shook up Wall Street as investors dramatically shifted their expectations for the Federal Reserve following Chair Warsh's Jackson Hole comments, pushing Treasury yields to their highest levels in more than a year and sparking fresh debate about the path of interest rates. They also examine a labor market stuck in a "no-hire, no-fire" mode, rising oil prices tied to growing Middle East tensions, and what the Fed's latest Beige Book reveals about the AI boom's impact on the real economy. Plus, practical planning topics including how to make the most of your Health Savings Account and smart strategies for tackling student loan debt.

This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of a slowing consumer, and why stronger-than-expected second quarter spending data paints a different picture than current sentiment. They also cover Treasury buybacks, falling oil prices, Nvidia's latest surge, and what it all means for investors.  Plus, we discuss the proposed Trump account regulations and how to approach retirement planning when your career goals and workplace direction no longer align.

Treasury Secretary Scott Bessent stepped into a bond market rattled by soaring long-term yields and a federal debt load that has now surpassed $40 trillion, but did his intervention solve anything or simply expose a bigger problem? This week, Dave Spano and Dr. Brian Jacobsen unpack the drama in the Treasury market, the Fed's increasingly hawkish stance, and what a weaker dollar, rising gold prices, and surging oil could mean for investors. Plus, they examine the growing divide in the consumer economy as Walmart stumbles, Target surges, and Wall Street searches for the next signal on the health of the U.S. economy.  We also discuss planning for the rising costs of healthcare and your first year of retirement.

Cooling inflation. Climbing markets. A consumer that may be starting to pull back. This week's economic data gave investors and policymakers plenty to think about. Dave Spano and Dr. Brian Jacobsen examine the latest inflation readings, softer retail sales, strengthening small-business confidence, and what all of it could mean for the Federal Reserve and the broader economy in the months ahead. This discussion is for informational purposes only and is not intended as investment advice.  Plus, segments on selling assets in retirement and is the 4% rule of withdrawal still a good strategy?