The Women & Wealth Show from Annex Wealth Management Podcast By Annex Wealth Management cover art

The Women & Wealth Show from Annex Wealth Management

The Women & Wealth Show from Annex Wealth Management

By: Annex Wealth Management
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We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.© 2026 Annex Wealth Management Economics Personal Development Personal Finance Personal Success
Episodes
  • Saturday, April 18th. The Emotions of Market Volatility and a Successful Business in Beer.
    Apr 18 2026

    This week, we take a closer look at navigating market volatility and discuss how much concern is truly warranted during uncertain times. We also explore why many people are receiving larger tax refunds this year—and share thoughtful strategies for putting that money to work. Plus, our Women at the Helm segment continues with special guest Carrie Mattheson, President of the Women’s Club of Wisconsin, and Ane Ohm returns to share insights from her journey building a successful business in the beer industry.

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    44 mins
  • Saturday, April 11th. How To Know Your Worth.
    Apr 11 2026

    This week, Deanne Phillips explores what it truly means to know your worth while balancing career ambitions, personal relationships, and overall well-being. The program also features thoughtful segments on navigating “money guilt” and introduces the innovative “Money Memory Method.”

    The Women at the Helm segment welcomes two outstanding leaders: Wendy Cozzens, CEO of Make-A-Wish® Wisconsin, and Ane Ohm, an accomplished business owner and dynamic leader whose influence spans industries from finance to craft beer.

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    45 mins
  • Saturday, April 4th. The Emotional Impact of Giving.
    Apr 4 2026

    This week Deanne Phillips and Dr. Brian Jacobsen share insights on current market volatility and what it could mean for your financial picture. Our Women at the Helm segments feature an incredible lineup of guests including April DeValkenaere owner of Fortress Forensic Investigations who offers practical guidance on how to protect yourself from the latest financial scams. Wendy Cozzens CEO of Make-A-Wish Wisconsin joins the conversation to reflect on the powerful emotional impact of giving. We also welcome back Colleen Valkoun Vice President of Sales at iHeartMedia who shares meaningful ways to feel fulfilled while supporting nonprofits in your community.

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    45 mins
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