The Women & Wealth Show from Annex Wealth Management

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.

  1. 1d ago

    Saturday, June 6th. Retired, Rewired.

    This week, we’re diving into one of the most important, yet often avoided, topics: talking with loved ones about estate planning. We share practical tips to help make those conversations easier and ensure a smoother transition down the road. Plus, in this month’s Retired, Rewired segment, Lynnea Katz-Petted opens up about leaving her corporate career, navigating health challenges, and reinventing what retirement looks like in a truly inspiring way.

    52 min

  2. May 30

    Saturday, May 30th. From Retirement Strategy to Venture Capital Leadership

    This week, we discuss how to avoid retirement “failure,” break down Micron and the role of chip stocks, and share smart strategies for managing student loans during graduation season.  In our Women at the Helm segment, we feature Raquel Filmanowicz, an accomplished leader with a background in corporate banking, public service, and venture capital.

    54 min

  3. May 23

    Saturday, May 23rd. From Menopause to Money Talks - A Guide to Women and Wealth

    This week, we continue celebrating moms and the powerful money lessons they pass on to their daughters. Dr. Tes Jordens joins the show to share how her practice is helping women navigate obesity and menopause with confidence and care. We also explore how to approach difficult family conversations about vacation properties and what it takes to be prepared for a generational transfer of wealth.

    54 min

  4. May 16

    Saturday, May 16th. Balancing It All: Careers, Kids & Confidence

    This week, we continue our “Celebrating Moms” series with a meaningful conversation about the challenges many women face when returning to their careers after having children. We’re also joined by some special mother-daughter guests who share the valuable money lessons passed down through generations. Plus, we welcome Jen Dirks discusses the growing and supportive community of executive women, and Katie Fromstein, who turned a passion for photography into a thriving business. It’s an inspiring episode filled with real stories, practical insights, and a celebration of the women who shape our lives.

    55 min

  5. May 9

    Saturday, May 9th. Women Leading the Way: A Career in Celebrating Life

    This week, we continue our Mother’s Day celebration by reflecting on the powerful money lessons passed down from the women who shaped us. We also explore the remarkable progress women have made in business over the past decade, and what it means for the future. Plus, in our “Women at the Helm” segment, we’re joined by Christie Tosen of The Tribute Companies who talks about her family's ownership of four cemeteries and Jen Dirks, CEO of Tempo Milwaukee, for an inspiring conversation on leadership and community impact.

    56 min

  6. May 2

    Saturday, May 2nd. Money Lessons From Moms.

    This Mother’s Day–themed episode kicks off with a heartfelt conversation between Deanne and her daughter, setting the tone for meaningful discussions around family, and legacy. We then dive into insights on thriving in The New 65, building strong money habits, and understanding passion assets. Special guest Michelle Fitzgerald from Horizons Law Group joins the show to talk about the legal process of divorce and how to strive to make things financially fair.

    45 min

  7. Apr 25

    Saturday, April 25th. A Guest Who Could Take the Weight Off Your Shoulders.

    This week’s episode explores pivotal economic moments that have shaped how we think about money today. With spring in full swing, we discuss the value of “spring cleaning” not only at home, but also in your finances, reviewing and realigning your portfolio after filing taxes can help reduce stress and bring clarity. We also share guidance on navigating financial conversations with family, and welcome special guest Pam Foti, who joins us to highlight how her company serves as a valuable resource for families seeking assisted living options for their loved ones.

    45 min

  8. Apr 18

    Saturday, April 18th. The Emotions of Market Volatility and a Successful Business in Beer.

    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.

    44 min
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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.

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