On our last 30-minute show before we expand to an hour and move to 12noon, Dave and Derek review a turbulent week. Deanne Phillips digs into 7 money lies we tell ourselves.

Our 2021 Year-in-Review: Story of the Year, Most Consequential Person of the Year, and Most Important Company. Plus, Dave Spano and Derek Felske look ahead to 2022.

Dave and Derek talk about the future of the markets in 2022. How does the Fed influence employment? Dave and Derek discuss. Deanne Phillips, Director of Client Learning & Development navigates the complications of the sandwich generation and how it can be handled.

Dave and Derek talk about this week's market. We dive into why some find it so hard to spend in retirement.

Dave Spano and Derek Felske recap the markets. We talk about how grandparents can bless grandchildren through great financial planning and what to consider if you're selling your business.

Dave Spano and Derek Felske recap a turbulent week. We explain how Annex assists clients with annuity assessments and why and how you might consider deeding a house to someone else.

Happy long Thanksgiving Weekend! We're still at it. Dave Spano and Derek Felske review the markets, we HEAR the Difference from one of our clients, and our planning teams covers some common mistakes you want to avoid.

Dave and Derek discuss this week's market. Our Estate Planning Attorney, Jill Martin, JD, discusses the ramifications to inheriting money and Dave answers this week's Ask Annex.

Peak bottlenecks, a wild Rivian IPO, worrisome CPI and PPI, and more. Dave Spano and Derek Felske cover it.

Dave Spano and Derek Felske discuss market news and analysis. Deanne Phillips gives us three things we need to consider for happiness in retirement.

Derek Felske and Deanne Phillips review the markets and talk about earnings this week. Brandon Lehman, CFP®, Director of Branch Development, discuss the Annex Executive Program.

Dave Spano and Derek Felske review the markets and talk about The Beige Book. Randy Winkler, CFP® and Stephanie Emons, discuss mistakes to avoid with Required Minimum Distributions (RMDs).

Dave Spano and Danny Clayton review the markets and supply chain disruptions. Randy Winkler, CFP®, discusses Roth IRA conversions.

Mark Beck and Derek Felske discuss the markets. Register to join us at our upcoming webinar Women & Wealth: Financial Self-Defense on Tuesday, October 12th, 2021.

Dave Spano and Derek Felske review a volatile week with a look at what to expect in the 4th quarter.

https://www.eventbrite.com/e/webinar-saving-the-family-cottage-93021-tickets-172780219287

Dave and Derek cover Quadruple Witching---and other topics from the week. Learn more about proper steps to take when selling a business.

Mark Beck and Todd Voit review the markets. We also share how to avoid common mistakes for business owners and estate plans. 

Mark Beck and Derek Felske discuss the investment markets. Deanne Phillips, Director of Client Learning & Development, covers preparing for the unexpected events that may arise.

Dave Spano and Derek Felske talk the market and recent global news. Brandon Lehman, CFP®, Director of Branch Development discuss how our team directly impacts the details of our client's portfolios.

Dave Spano and Derek Felske discuss the market. Hear the difference in Annex Wealth Management client experience story.

Dave Spano and Derek Felske discuss the market. Deanne Phillips, Director of Client Learning & Development, talks fortune hunters and gold diggers - how to spot them.

Dave Spano and Derek Felske review the market. Deanne Phillips, Director of Client Learning & Development, discusses generational financial differences. Bryan Fiore, Branch Director Annex Wealth Management checks in.

Derek Felske, Deanne Phillips and Danny Clayton review the market and inflation. Jill Martin, Estate Planning Attorney, talks trusts and implications. Bryan Fiore, Branch Director Annex Wealth Management checks in.

Dave Spano and Derek Felske review the market. Deanne Phillips, Director of Client Learning & Development, discusses how grandparents can help their grandchildren while they're still here.

Mark Beck and Derek Felske review the week, look ahead, and offer insight from a fee-only fiduciary. We also cover the importance of making the right choice when rolling over a 401k.

Mark Beck and Derek Felske review the market and discuss Roth conversions.

On this special episode, we look back on some of our most popular segments.

As June closes out, we may have a stimulus agreement. Or not. Dave and Derek discuss.

Happy Father's Day. Dave and Derek discuss last week's FOMC meeting, cover questions on Ask Annex, and look ahead to earnings season.

Mark Beck and Derek Felske review the market and we HEAR the difference from an Annex client.

A decent jobs number to end the week plus a review of the rest of the market.

A market review plus conversations about spending in retirement and settling an estate plan.

Dave and Derek discuss what the FED can do for inflation and what impacts your portfolio. We check in with Brandon Lehman, CFP®, Director of Branch Development at Annex Wealth Management.

Derek and Deanne cover the week including the CPI number. We 'hear the difference' from an Annex client as well as details about a brand new webinar.

Dave and Derek discuss the big whiff from analysts and the jobs number. Bryan Fiore, branch director stops in and Deanne Phillips talks about 7 Money Personalities.

Deanne Phillips joins Derek Felske to recap a volatile week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, too.

Earnings, inflation, and taxes. A lot to cover this week for Dave Spano and Derek Felske. Why are musicians selling their publishing? The answer might have something common with your estate plan. Bryan Fiore, branch director, Annex Wealth Management/Naples checks in with an update on RMDs.

Record market closes and the start of earnings season. Dave Spano and Derek Felske cover the markets and what is on our radar. We check in with Bryan Fiore, branch director Annex Wealth Management/Naples and visit with Deanne Phillips about Donor Advised Funds for charitable giving.

Mark Beck, director of Wealth Management Services, and Todd Voit, Chief Investment Strategist cover the market and what's on the horizon. How much life insurance do you need? Our financial planning team tackles that question. We check in with Bryan Fiore, branch director at Annex Wealth Management Naples for a chat about 5 things your own family can do that might put a dent in your retirement plan.

Dave and Derek recap the week. Our Estate Planning department discusses finding the RIGHT executor. We check in with Bryan Fiore, branch director of Annex Wealth Management, Naples.

A recap of the FOMC meeting and the subsequent impact. We answer questions on Ask Annex, chat with Bryan Fiore, branch director at Annex Wealth Management Naple and hear about a brand new webinar.

It's PI Day, and Dave Spano and Derek Felske look back at the week---and the last tumultuous year. Ask Annex covers gold, the US dollar, and the Roaring 20's. We also check in with Bryan Fiore, branch director at Annex Wealth Management Naples.

Dave Spano and Derek Felske recap a volatile week, we preview our Women & Wealth webinar series, answer some questions on Ask Annex and visit with Bryan Fiore, branch director at Annex Wealth Management Naples.

Dave Spano and Derek Felske recap a somewhat volatile week, we discuss various celebrities who died without an estate plan, and check in with Bryan Fiore of Annex Wealth Management Naples.

Dave Spano is joined by Chief Investment Strategist Todd Voit for a week-in-review, a chat about bonds, and a look down the road. In an Annex Executive segment, we explain NUA, or Net Unrealized Appreciation. All that, plus a visit with Bryan Fiore, branch director at Annex Wealth Management, Naples.

Happy Valentine's Day. Dave Spano and Derek Felske review the previous week. We open the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management/Naples, and hear about a brand new webinar for municipal and corporate bonds.

Earnings, stimulus, froth, and more on the Superbowl Sunday edition. Also, common estate planning mistakes to avoid and a chat with Bryan Fiore, Branch Director at Annex Wealth Management Naples.