Money Talk

Thursday's rally ended the day in a bull market, marking a 20% surge since its most recent low, reached on October 12, 2022. How'd things close on Friday--and what signs are we seeing? We'll share it all during our Week-in-Review. There are so many misconceptions around 401ks with both employers and employees. Tom Parks from our Retirement Plan Services department digs in. Ask Annex has a great question regarding the resumption of student loan repayments. Plus, learn more about next Thursday's 'Teaching My Family To Give' presentation at our Elm Grove headquarters.

Big jobs number from the Labor Department. Does that help or hurt the Fed's decision on the next rate hike? We'll discuss during the Week-in-Review. Are you a half-full or half-empty glass type of person? Learn more about the psychology of spending in retirement. What's 'lifestyle creep' and why should it be avoided? Also, Ryan Longwell joined Greg Matzek and Dave Spano live at the Vince Lombardi Golf Outing.

The latest on the debt ceiling, earnings, and another conversation about The Fed. What are the challenges when selling a business? There are many and Brandon Lehman of Annex Private Client moves through the list. 401ks are key building blocks of retirement saving and investing--Tom Parks shares ten things you should know.

As fear shifts from bank crisis to recession risk, what should investors keep in mind? We'll cover this and more during the Week-in-Review. When's the best time to meet with Annex? Mark Beck shares his insight. Ask Annex questions this week ranges from Roth IRAs to precious metals. If you're considering retirement on a part-time basis, Deanne Phillips shares some ideas.

As earnings season draws to a close, what are the trends we're seeing? Data continues to arrive about banks, employment, and key inflation figures---we'll cover it all during our Week-in-Review. What is 'retirement income insecurity'? A new phenomenon or has it always been around? Tom Parks of our Retirement Plan Services team takes a closer look. Deanne Phillips will preview the next edition of Financial Planning in a Changing Tax World presentation that's been so popular, we're adding more.

GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.

More earnings, more data, more things to cover in our week-in-review. What is Longevity Literacy and why does it matter in financial and retirement planning? What about the US Dollar being replaced as the world's reserve currency? That's on Ask Annex. And since financial and retirement planning is for everyone, we'll talk about Annex Ignite, a great place to start.

A short week with markets closed on Friday, but plenty to talk about on our week-in-review. Also, learn more about the 0% tax bracket for investment income. Ask Annex hits the mailbag, and we'll talk about retirement planning for Generation X.

With Q1 now in the books, what is ahead for the markets? Dave Spano reviews the week. How does 'supporting' adult children affect your retirement plan? We'll dig in. Ask Annex covers double Roth conversions and out-of-favor sectors. Learn more about the Annex Wealth Management Insurance Review as well.

In the wake of the SVB and Signature Bank implosions, the Fed raised rates by .25%. What's that mean for markets---and the rest of the year? Dave and Derek dig in. Cashing out a 401k upon leaving a company is hardly ever a good idea, but many do anyway. Tom Parks shares how that does real harm to a retirement plan. Is marriage a form of retirement security? Not so much.

Tons of turmoil in the banking sector led to a wild week. How'd things turn out? Dave and Derek cover it during the Week in Review. Sometimes with investment and retirement planning, we can be our own worst enemy. We'll share a few dangers and offer some tips to avoid them. And how does Annex step in to guide widows during a bewildering time? We'll cover that.

OK, February jobs wasn't as monstrous as January---but 311,000 was far past the estimate. Does the Fed have any choice when it comes to the next move with rates? Dave and Derek will decode that--plus all the market news during our Week-in-Review. What are your options for Financial Planning in a Changing Tax World? Deanne Phillips covers that---and shares information about two presentations designed to help. We'll answer your questions during Ask Annex. Toward the end of the show, our Estate Planning department has a list of mistakes to avoid with your wills.

Dave and Derek dig into more earnings reports---including several key retailers. Learn more about the Annex annuity analysis we perform for all clients when they join us. Ask Annex opens the mailbag---and we’ll run through a list of Millionaire Myths, most of which are incorrect.

Dave and Derek recap the week as earnings reports continue to pour in. What did we learn from Walmart and Home Depot? Learn more about one couple's journey toward retirement on a Hear the Difference segment. Ask Annex opens the mailbag---and we learn more about Financial Incompatibility along with steps to address it.

Soft landing. Hard landing. Is there such thing a 'no' landing? Dave and Derek will review the week which included CPI and PPI readings. If you won't have access to a 401k, you can still save and invest toward retirement. We've got 4 options. Also, what are 10 key things you'll need to have to construct an estate plan?

Bumpy week for the major indices. Dave Spano and Derek Felske review the week that included more earnings reports; some good, some not-so-good. There are finally solid savings options for high earners--we'll review what they are. Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings.

The Fed does Fed things. A big week of earnings. A surprise in the jobs report….and China has a spy balloon floating over Montana. We’ll share results of the ‘how do you stay sharp in retirement’ survey from last weekend’s Axiom—and Amy Bremmer covers ‘how to make a kid rich on $1 a day’.

GDP and PCE highlight the news one week ahead of the next Fed meeting. Our Retirement Plan Services examines what Secure Act 2.0 means for 401ks. Ask Annex clears a few things up—and a couple shares their experience with Annex Wealth Management so you can HEAR the Difference.

CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don’t go well together; we discuss proper perspective when markets are volatile. Our most popular presentation is back for 2023–learn more about Destination Retirement, Are We There Yet from Deanne Phillips (and mark your calendar for February 9th).

Inflation is cooling per the new Consumer Price Index. What’s that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good financial advice from TikTok? What’s the Sandwich Generation and how might it affect you?

Good news (higher private payrolls) was bad news with Thursday’s ADP report. But Friday’s Labor Department job number was ‘cooler’ and markets applauded. Dave and Derek review the week. What should Generation Z be doing when it comes to investment and retirement planning? We talk to a GenZ member of our Financial Planning team to find out. The Annex Experience clearly outlines who we are and what to expect when we work together. Brandon Lehman will cover another way to Know the Difference with Annex.