Claim OwnershipMoney Talk: The Annex Wealth Management Show - Milwaukee
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© 2022 Annex Wealth Management
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News, planning insight, and forward thought on the economy, markets, and wealth management.
173 Episodes
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This week, we’re digging into the “K-shaped” economy—who’s rising, who’s struggling, and what the latest numbers reveal. In our Week in Review, Wealth Advisor Austin Grandinetti and Chief Economic Strategist Dr. Brian Jacobsen sort through layoffs, earnings, tech turbulence, and political headlines shaping the markets. Plus, smart tax moves later in life, including lessons from a couple in their 80s, and whether it ever makes sense to hit pause on your 401(k) contributions, and how to get back on track if you do.
Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Brian Jacobsen break down what it all means in this week’s Week In Review. Plus, a look at the surprising “Labubu Trend” sweeping the collectibles world — and what lessons it offers for investors. Later in the show, we’ll explore six key benefits of incorporating trusts into a comprehensive financial plan.
At last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen without some movement on trade. Dave Spano and Brian Jacobsen will unpack it all in our Week in Review. We’ll also tackle a few tax myths. Is getting that big refund check really a win? And later, Deanne Phillips joins us to share smart ways to use tax breaks and resources if you’re caring for someone in your home.
Beige Book Blues. This qualitative data may be the best we can get during the data draught. Dave Spano and Brian Jacobsen discuss in our Week in Review. Also, banks have said loan quality is pretty good. You'll hear how to be prepared for a longer life in retirement. Health and financial planning are very much connected. Mike Kirk talks about how to prepare if you retire at 65, but live into your 90s.
The government shutdown. Mark Beck and Brian Jacobsen break it down in our Week in Review. TSA agents are calling in sick. That ended the shutdown in 2019. Will it this time? ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the 1976. Also, how is your 401k looking? Things have recently changed with how you can use it to your advantage. Deanne Phillips joins the show to talk about being single in retirement.
Growth: Shutdown slowdownThere may be more to this government shutdown than meets the eye - this time, it could signal deeper cuts to federal employment. Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: How much insurance is enough? Our financial planning team takes a closer look. And Deanne Phillips shares thoughtful ways grandparents can make a lasting impact on their grandchildren.
As the October 1 deadline approaches, a compromise seems unlikely. Join Dave Spano and Brian Jacobsen for our Week-in-Review, covering the looming shutdown. Plus, get a preview of next weekend's Divorce Workshop and explore the Great Baby Boomer Wealth Transfer.
Tariff-related inflation is unlikely to spike suddenly; instead, it’s expected to build gradually as companies cautiously adjust pricing to gauge market tolerance. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s recent decision to cut rates by 25 basis points. The show also explores the role of 529 plans in higher education planning and answers the question, “Do I need an LLC?” with a detailed look at the key considerations.
Did Spring 2024 to Summer 2024 have a mini-recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. With the Federal Reserve likely to cut interest rates soon, there's an emphasis on the importance of transparency in economic data, and the Fed’s challenge in balancing inflation control with supporting a cooling economy. Also, planning for Generation X. What do you need to consider?
Revised figures show a summer slowdown, with 13,000 jobs lost in June. What's that mean? Dave Spano and Brian Jacobsen break it down in their Week-in-Review. Also on the show, High Net Worth families aren't immune to unexpected cash flow challenges—learn what’s driving these issues and how to address them. Plus, Deanne Phillips examines the growing trend of parents financially supporting adult children, revealing a striking surge in monthly expenses.
Brian Jacobsen dives into our Week-in-Review, unpacking the latest Q2 GDP revisions that offer hope but reveal clouds behind the silver lining. Despite a slight uptick in new home sales, consumer confidence is waning. The episode also explores the growing trend of claiming Social Security earlier than advised and shares practical tips to protect yourself and loved ones from senior scams.
Jerome Powell’s Jackson Hole remarks sparked expectations of rate cuts, but did data dependency dampen the mood? Brian Jacobsen shares our Week-in-Review. Plus, we explore equity compensation strategies, the rise in gray divorce, and tips for navigating the process.
Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan.
Stagflation combines low economic growth with high inflation. Peak uncertainty around trade and tariffs may have coincided with an economic low point, suggesting the worst could be behind us rather than ahead. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also explore concerns about tapping a 401(k) for emergencies and strategies for planning major expenses, like a lavish wedding.
July’s report arrives as policymakers navigate conflicting economic narratives. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. Our ongoing coverage of the One Big Beautiful Bill includes tax analysis and three key considerations for parents planning for their children.
The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving.
Recent data indicate the U.S. economy is gaining stronger footing than anticipated. Industrial production increased by 0.3% in June, surpassing expectations, and retail sales rebounded with a 0.6% rise. Join Brian Jacobsen for our Week-in-Review. Also on the show, we introduce the newest member of the Annex Private Client team and share tips to address imbalanced diversification in your 401(k), a common issue that can impact your financial health.
One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine.
In June, hiring surpassed expectations with 147,000 new jobs added. What does this mean for the Federal Reserve's next decision? Brian Jacobsen breaks it down in our Week-in-Review. Plus, learn how to plan for receiving an inheritance. Also, one of our Estate Planning attorneys shares key insights on transferring a family vacation property to the next generation.
Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.
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