Annex Wealth Management

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Channel • 5 Shows

Investing

Investing

Updated Weekly
Investing

Investing

Updated Weekly
Investing

Investing

Updated Weekly
Investing

Investing

Updated Weekly
Investing

Investing

Updated Weekly

4D AGO

Saturday, January 17th. Inflation Cooling, Earnings Upbeat.

From Trump’s surprise call for a 10% cap on credit‑card interest to the DOJ’s subpoenas aimed at Jerome Powell, it was a week packed with political and market-moving headlines. Inflation kept cooling and corporate earnings stayed upbeat, even as consumers grew more cautious. Dave Spano and Dr. Brian Jacobsen walk through it for our Week in Review, and we dive into how ACA subsidies are affecting people under 65.

4d ago

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34 min
2D AGO

Credit Card Caps?

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

2d ago

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14 min
JAN 10

Saturday, January 10th. AI’s Impact on Young Worker Jobs.

The Santa Rally skipped town this year, but the January Effect is making waves, especially for small caps. Markets are buzzing after U.S. forces captured Venezuela’s president Maduro, fueling bold oil ambitions despite steep challenges. Plus, trade tensions and tariff twists continue, and younger workers being affected by AI-exposed occupations. Dave Spano and Brian Jacobsen break it all down in this Week in Review, along with segments on key milestone ages for retirement planning and avoiding online scams.

Jan 10

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34 min
JAN 12

No Santa Rally, Should We Still Believe?

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

Jan 12

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11 min
JAN 3

Saturday, January 3rd. The Key Focus of 2026.

China’s economy hit a rough patch with deflation fears, while U.S. markets soared despite historic tariff hikes and a few headline-grabbing scares. Mark Beck and Brian Jacobsen break down the headlines into the new year with our Week in Review. Gold and silver had a banner year, Bitcoin stumbled, and AI kept stealing the spotlight. Next year looks even bigger for AI with new models from OpenAI and Meta set to shake things up. Also, how could the 4% rule help you in retirement, and how you can be prepared if you are single in your later years.

Jan 3

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34 min
JAN 5

Where is AI Headed In 2026?

Hosted by Director of Equity Research, Jason Cooper.

Jan 5

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10 min
12/27/2025

Saturday, December 27th. Money Guilt.

This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also interview Chellee Siewert from Capture Sports Management, who helps athletes and entertainers find their “why.” Finally, we take a look at what you might consider as you enter retirement: what are your first steps?

12/27/2025

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35 min
JAN 4

Sunday, January 4th. Will AI Dominate in 2026?

China wrestled with deflation worries while U.S. markets powered through historic tariff hikes and plenty of drama. Mark Beck and Brian Jacobsen unpack the biggest stories of the year, from gold and silver’s surge to Bitcoin’s stumble and the nonstop buzz around AI. Plus, what the 4% rule means for your retirement and smart strategies for navigating later life solo.

Jan 4

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56 min
JAN 11

Sunday, January 11th. No Santa Rally, January Effect In Play

The Santa Rally was a no-show this year, but the January Effect is kicking in. Markets are also reacting to geopolitical moves: U.S. forces captured Venezuela’s president Maduro, sparking oil-focused strategies and promises of billions in infrastructure investment despite challenges. Meanwhile, trade tensions simmer as tariff rulings and compliance shifts reshape import costs, with exemptions and agreements softening the blow for key sectors like semiconductors. Dave Spano and Brian Jacobsen discuss in the Week in Review. Also, segments on understanding Donor-Advised Funds and milestone ages for retirement.

Jan 11

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56 min
11/08/2025

Saturday, November 8th. Inside the Labor Market Numbers.

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.

11/08/2025

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34 min

Annex Wealth Management is a fee-only fiduciary RIA dedicated to education and information. We regularly produce informational programs, podcasts, and videos.

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Annex Wealth Management

Top Shows

Saturday, January 17th. Inflation Cooling, Earnings Upbeat.

Credit Card Caps?

Saturday, January 10th. AI’s Impact on Young Worker Jobs.

No Santa Rally, Should We Still Believe?

Saturday, January 3rd. The Key Focus of 2026.

Where is AI Headed In 2026?

Saturday, December 27th. Money Guilt.

Sunday, January 4th. Will AI Dominate in 2026?

Sunday, January 11th. No Santa Rally, January Effect In Play

Saturday, November 8th. Inside the Labor Market Numbers.

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Annex Wealth Management

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