Episodes

  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/19/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/19/26
    Apr 19 2026
    This week, Dave Spano and Dr. Brian Jacobsen discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession. Special guest, and former Navy SEAL John Choate, joins the show and things he's seen overseas.
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    36 mins
  • Annex Wealth Management Show | 04/16/26

    Annex Wealth Management Show | 04/16/26
    Apr 16 2026
    40 mins
  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/12/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/12/26
    Apr 12 2026
    This week, Dave Spano and Dr. Brian Jacobsen break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. What is "Retirement Subtraction", and what are the strategies to guide you through it? Also, how can donor-advised funds help with your tax filing plan for next year?
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    37 mins
  • Annex Wealth Management Show | 04/09/26

    Annex Wealth Management Show | 04/09/26
    Apr 9 2026
    41 mins
  • Money Talk - The Annex Wealth Management Show | (Sunday) 04/05/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 04/05/26
    Apr 5 2026
    This week, Dave Spano and Dr. Brian Jacobsen unpack President Trump’s calls for the U.S. to step back from policing Middle East energy security, his push to exit the Iran conflict after taking away its nuclear and military capabilities, and Tehran’s demand for guarantees to prevent future aggression. We explore why oil price shocks hurt the economy far less than they used to, how U.S. energy efficiency has transformed since the Gulf War era, and why the Fed is content to “wait and see” rather than react to short‑term supply disruptions. Plus, a timely Labor Department proposal that could open 401(k) plans to private equity, private credit, crypto, and other alternatives, offering clearer fiduciary cover for plan managers. Also, segments on direct indexing and plans for rich retirees.
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    36 mins
  • Annex Wealth Management Show | 04/02/26

    Annex Wealth Management Show | 04/02/26
    Apr 2 2026
    40 mins
  • Money Talk - The Annex Wealth Management Show | (Sunday) 03/29/26

    Money Talk - The Annex Wealth Management Show | (Sunday) 03/29/26
    Mar 29 2026
    For the Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a busy week where energy markets once again broke the rules, with negative prices in parts of the US echoing the shock of April 2020 and showing how oil profits can help offset losses in gas. They also take a look at fast moving global developments, from sudden shifts in US Iran dynamics to Turkey considering sales of its gold reserves to support its currency. Plus, practical conversations on smart ways to put a bigger tax refund to work and how to plan ahead for the rising costs of weddings.
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    36 mins
  • Annex Wealth Management Show | 03/26/26

    Annex Wealth Management Show | 03/26/26
    Mar 26 2026
    40 mins