The Women & Wealth Show from Annex Wealth Management

Deanne Phillips and Leesa Gilliam discuss common money mistakes women make, strategies to avoid them, and what it means to be truly wealthy in 2026. In Women at the Helm, Cathy Reilly, Realtor, Co-Founder of Enata Homes at Compass, and Divorce Real Estate Advisor, shares insights on navigating life transitions and housing decisions. Plus, Katie Cummings and special guests from the Pink Umbrella Theater Company discuss their mission of inclusion and acceptance, while Deanna Tillisch offers guidance on purposeful and meaningful giving.

This week, we discuss the importance of family financial conversations and who should be involved in key financial decisions. Medicare expert Melinda Caughill shares insights on changes coming in 2027, while licensed professional counselor Theresa Buss offers advice on handling family requests for money in our Courageous Conversations segment. We also explore aging with confidence and investing in your well-being with Gabriela Chomiak, founder of Ageless Elite, and Julie Boschert, Family Nurse Practitioner, who discuss looking and feeling your best at every stage of life.

We're marking the beginning of Breast Cancer Awareness Month with a special conversation featuring Nikki Panico from Susan G. Komen. She'll discuss the organization's mission, how people can get involved, and the resources available to women facing a breast cancer diagnosis. We'll also hear from Kara Rooney, whose research into metastatic breast cancer is helping advance scientific understanding and improve outcomes for patients. Then, Carrie Matteson joins us to share how she's making a difference by bringing together history, women, veterans, and community service. We'll wrap things up with Dr. Brian Jacobsen and Deanne Phillips, who explain why business owners often view the economy, markets, and financial planning through a very different lens.

This week, Deanne Phillips and Arabella Parins tackle a financial planning philosophy that sounds downright reckless at first glance: "Die with Zero." Is it a smarter way to think about money, memories, and legacy? Plus, should pet insurance have a place in your financial plan? They break down who really needs it and how it fits into a bigger wealth strategy. Then, in our Women at the Helm segment, Milwaukee Brewers COO Marti Wronski shares her remarkable journey to the top and the leadership lessons behind building a winning organization both on and off the field. And Dr. Brian Jacobsen joins the conversation to explore the financial realities of retiring abroad and the portfolio questions that come with making an international move.

This week, we're diving into the viral debate: Is it appropriate to bring an iced coffee to a job interview? We also explore the growing trend known as the "retirement smile" and what it may reveal about today's retirees. Plus, we discuss how much Americans believe they need each month to live comfortably in retirement. In our Women at the Helm segment, impact strategist and community connector Elizabeth Cizinsky joins us to share insights on turning curiosity into opportunity, strengthening communities, and why the right partnerships can drive meaningful, lasting change. And finally, we tackle an important relationship and financial planning topic: how to thoughtfully and respectfully approach a prenuptial agreement conversation with your partner.