164 episodes

The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.

Money Talk: The Annex Wealth Management Show - Naples Annex Wealth Management

    • Business
    • 5.0 • 2 Ratings

The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.

    Sunday, January 22nd. Earnings reports and Fed watching.

    Sunday, January 22nd. Earnings reports and Fed watching.

    What are we seeing with quarterly earnings? Dave and Derek review the markets. Market volatility creates tension---we talk about how that creates even larger problems if we react with emotion. What are things your advisor SHOULD be doing for you? Robert Chastain tackles that.

    • 55 min
    Sunday, January 15th. Wild Card Weekend? More like Wild Card YEAR.

    Sunday, January 15th. Wild Card Weekend? More like Wild Card YEAR.

    A fresh CPI number arrived. What does it tell us? What are the advantages to forming an LLC? What are common questions from our clients? Does TikTok have any valid financial advice worth listening to? Robert Chastain, branch director and wealth manager, discusses the upsides and downsides of working a little in retirement. We'll also cover financial and retirement planning for Generation X.

    • 55 min
    Sunday, January 8th. The employment puzzle.

    Sunday, January 8th. The employment puzzle.

    Thursday's ADP jobs report showed gains and markets dropped. Friday's Labor Department report was 'cooler'--and the markets responded. Dave and Derek decode the employment puzzle. Divorce is up for those over 55---what's going on with 'Grey Divorces'? We interview a Generation Z employee about planning for her generation---and Mark Beck covers the 4 stages of retirement.

    • 55 min
    Sunday, January 1st. Year in Review.

    Sunday, January 1st. Year in Review.

    With 2022 in the rearview mirror, Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. What is Secure 2.0 and how might it affect your retirement planning? Robert Chastain digs in. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?

    • 55 min
    Sunday, December 25th. A Christmas special

    Sunday, December 25th. A Christmas special

    As Dave and Derek enjoy Christmas with friends and family, we feature segments demonstrating the breadth of what Annex Wealth Management does on behalf of our clients.

    • 55 min
    Sunday, December 18th.

    Sunday, December 18th.

    Rough way to end the week in the wake of new CPI numbers and the Fed decision. Is the 4% rule a handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head to the mailbag for Ask Annex. What are the mistakes made by millionaires? There are more than a few and we'll go through them. We'll also check in with Robert Chastain, branch director at Annex Wealth Management's Naples branch.

    • 55 min

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