Shows
WealthyistWealthyist E53 | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses (with Dr. Suzanne Gehl)In this episode of Wealthyist, host Deanne Phillips, CFP® and Managing Director of Client and Community Engagement at Annex Wealth Management, interviews Dr. Suzanne Gehl (a board-certified family physician, former WAFP president, and owner of a solo Direct Primary Care practice in Hartford, Wisconsin.Dr. Gehl explains Direct Primary Care (DPC) as a membership-based model that provides unlimited access to a personal physician without insurance billing for primary care. Key features include:Ultra-accessible care: Same/next-day appointments (30–120+ minutes long), 24/7 direct phone/text/email response (often within hours), telemedicine, home visits, and no waiting rooms or phone tre...
2026-02-2029 minWealthyistWealthyist E40 | Women's Health Trends & Hormone Therapy - An Interview With Dr. Tes JordensIn this empowering episode of Wealthyist—the podcast exploring the lifestyles, choices, and strategies of the affluent—host Deanne Phillips (a CFP and bodybuilding enthusiast) interviews Dr. Tes Jordens. Dr. Jordens, founder of 1988 Wellness (named for the year U.S. women gained independent access to small business loans), shares insights on midlife women's health, debunking myths around menopause, hormone replacement therapy (HRT), and obesity. The conversation ties into "wealthyist" trends, emphasizing proactive, private-pay investments in vitality as foundational to financial success and confidence.Key Discussion ThemesMenopause Realities and Patient Journeys Menopause symptoms (fatigue, weight gain, sleep...
2025-11-0751 min
Money Talk: The Annex Wealth Management Show - SWFLOctober 26th. A Stalemate, But Finally Some DataFinally, some data! The CPI release that determines the 2026 cost of living adjustment for Social Security Benefits is out. Foreign data is still rolling in. China’s challenges are evident…and likely to get worse unless there’s a deal. Dave Spano and Brian Jacobsen will break it down in our Week in Review. Also on the show, myths about taxes. Was getting a big refund check a good idea? Later in the show, we'll talk with Deanne Phillips about taking advantage of tax benefits and resources if you are a caregiver for someone in your home.
2025-10-2656 min
Money Talk: The Annex Wealth Management Show - MilwaukeeSaturday, October 25th. Shutdown Continues, But Big Data Is OutAt last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen without some movement on trade. Dave Spano and Brian Jacobsen will unpack it all in our Week in Review. We’ll also tackle a few tax myths. Is getting that big refund check really a win? And later, Deanne Phillips joins us to share smart ways to use tax breaks and resources if you’re caring for someo...
2025-10-2534 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, October 11th. Data DroughtThe government shutdown. Mark Beck and Brian Jacobsen break it down in our Week in Review. TSA agents are calling in sick. That ended the shutdown in 2019. Will it this time? ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the 1976. Also, how is your 401k looking? Things have recently changed with how you can use it to your advantage. Deanne Phillips joins the show to talk about being single in retirement.
2025-10-1133 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, October 4th. Shutdown SlowdownGrowth: Shutdown slowdownThere may be more to this government shutdown than meets the eye - this time, it could signal deeper cuts to federal employment. Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: How much insurance is enough? Our financial planning team takes a closer look. And Deanne Phillips shares thoughtful ways grandparents can make a lasting impact on their grandchildren.
2025-10-0433 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, September 6th. Hiring stalls.Revised figures show a summer slowdown, with 13,000 jobs lost in June. What's that mean? Dave Spano and Brian Jacobsen break it down in their Week-in-Review. Also on the show, High Net Worth families aren't immune to unexpected cash flow challenges—learn what’s driving these issues and how to address them. Plus, Deanne Phillips examines the growing trend of parents financially supporting adult children, revealing a striking surge in monthly expenses.
2025-09-0633 min
Money TalkMoney Talk 9-6-25Saturday, September 6th. Hiring stalls.
Revised figures show a summer slowdown, with 13,000 jobs lost in June. What's that mean? Dave Spano and Brian Jacobsen break it down in their Week-in-Review. Also on the show, High Net Worth families aren't immune to unexpected cash flow challenges—learn what’s driving these issues and how to address them. Plus, Deanne Phillips examines the growing trend of parents financially supporting adult children, revealing a striking surge in monthly expenses.
2025-09-0536 min
The Intern Survival GuideAnnexian Ninja Warrior (ft. Deanne Phillips)Learn how to work smart, lift hard, and shoot for the stars, even though they may be big and scary.
2025-07-2735 minMoney TalkMoney Talk 3-28-25Saturday, March 29th. Policy: This may hurt a bit.
With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.
2025-03-2936 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, March 29th. Policy: This may hurt a bit.With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.
2025-03-2934 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, October 6th. Looking ahead: A rip-roaring rotation?The port strike ends and a healthy jobs report arrives. Dave Spano and Brian Jacobsen present the Week-in-Review. Is there a psychology of spending in retirement? You bet, and Deanne Phillips breaks it down. Branch Director Robert Chastain reviews 4 RMD mistakes you should avoid.
2024-10-0755 min
House Renovations ReloadedESSENTIAL GROOVES WITH DEANNE Episode 90Essential Grooves: Bringing you the hottest and latest in House/Tech House/Techno/Funky-Groove-Jackin/Nu Disco. Debuting in 2020 as monthly show with Deep Influence on MIX93FM has now expanded to a weekly show and the line up with the talents of Oscar Velazquez, Deanne, Mike Ivy, and surprise DJ take overs from time to time!. Keep it locked in as we take you on a musical journey.
TRACKLIST:
1. Illyus & Barrientos - Family Business (Extended Mix)
2. Dubdogz, DLMT - I Love It (Extended Mix)
3. Si Slay - Who Am I (Extended Mix)
4. Kid Enigma, Danny Rhys - For My People...
2024-08-2858 minMoney TalkMoney Talk 8-17-24Saturday, August 17th. Recession fears fade.
Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.
2024-08-1736 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, August 17th. Recession fears fade.Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.
2024-08-1733 minMoney TalkMoney Talk 2-24-24Saturday, February 24th. The Fed stays consistent. Cutting later than sooner.
Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Phillips stops by to preview an upcoming Saturday Divorce presentation for women.
2024-02-2436 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, February 24th. The Fed stays consistent. Cutting later than sooner.Nvidia was the darling of the week, but there are plenty of other topics Dave Spano and Brian Jacobsen will cover during our week-in-review. We'll also cover remarriage and estate planning. Deanne Phillips stops by to preview an upcoming Saturday Divorce presentation for women.
2024-02-2434 minMoney TalkMoney Talk 10-14-23Hotter than expected CPI arrived this week. What's that mean---especially from the Fed's point of view? Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? Deanne Phillips stops by for a preview of Thursday's Women & Wealth presentation, How to Prepare for the Unexpected. If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some thoughts.
2023-10-1430 minMoney TalkMoney Talk 10-14-23Hotter than expected CPI arrived this week. What’s that mean—especially from the Fed’s point of view? Baby Boomers have substantial assets, how is ‘the Great Wealth Transfer’ going to happen? Deanne Phillips stops by for a preview of Thursday’s Women & Wealth presentation, How to Prepare for the Unexpected. If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some thoughts.
2023-10-1435 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, October 14Hotter than expected CPI arrived this week. What does that mean---especially from the Fed's point of view? Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? Deanne Phillips stops by for a preview of Thursday's Women & Wealth presentation, How to Prepare for the Unexpected. If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some thoughts.
2023-10-1434 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, August 20thSome analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown.
2023-08-2055 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, August 19thSome analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown.
2023-08-1933 min
Enfuego Interviews Women of PowerThe Enfuego Interviews featuring Deanne Phillips - EP04Welcome to another captivating episode of "Enfuego Interviews Women of Power," the groundbreaking podcast by Enfuego Entertainment. In this series, we fearlessly embark on journeys through thought-provoking questions, peering into the inner landscapes of exceptional women. Our mission is to cast light upon the intricate workings of their extraordinary minds, providing you an exclusive aperture into their distinct realities.
In this particular episode, our spotlight shines on Deanne Phillips, a Real Estate Agent with a perspective as unique as her achievements. As we continue our exploration through the narratives of extraordinary women, Deanne takes center stage, sharing...
2023-08-1512 minMoney TalkMoney Talk 5-20-23As 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.
2023-05-2035 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, May 20thAs 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.
2023-05-2034 minMoney TalkMoney Talk 5-13-23As 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.
2023-05-1335 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, May 13thAs 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.
2023-05-1327 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, April 15thCPI, PPI, and the start of earnings season--the Annex Wealth Management week-in-review breaks it down. On a 'Hear the Difference' segment, a client shares his experience. We'll have another edition of Ask Annex---and then learn more about next week's Women's Guide to Financial Self Defense presentation with Deanne Phillips.
2023-04-1533 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, March 12th.Another big jobs month might seal the deal on the next rate hike. We'll cover that including market reaction during the Week-in-Review. Learn more about the Annex Retirement Plan Services department with Tom Parks--he's got a great educational piece on 401k basics. Robert Chastain, branch director at Annex Southwest Florida, covers why it's so important for couples to work together on investment and retirement planning. What are options for financial planning in a changing tax world? Deanne Phillips covers that. And we've got a list of key mistakes to avoid when working on your will.
2023-03-1255 minMoney TalkMoney Talk 03-11-23OK, 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.
2023-03-1135 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, March 11th.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.
2023-03-1133 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, February 19thCPI, PPI, and a bunch of other data. What's it mean for the Fed? Dave and Derek will recap the week. Great segments on today's show including how to save and invest if you don't have 401k access. Robert Chastain covers the 4 types of retirees--and Deanne Phillips will talk about grandparents can bless grandchildren.
2023-02-1955 minMoney TalkMoney Talk, The Annex Wealth Management Show 01/21/23CPI 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).
2023-01-2235 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, January 21st. Inflation trickles down. Layoffs ramp up.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).
2023-01-2133 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, December 11th. PPI Friday--but CPI and the FED next week.Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Deanne Phillips covers the Psychology of Spending in Retirement. We'll check in with Robert Chastain, branch director and wealth manager at Annex Wealth Management in Naples---he's got some tips if you're 10 years from retirement. We're often asked, "how much insurance do I need"? Our Financial Planning team shares some insight. Employees are seeking more education from employers and retirement planning--how can that be accomplished? Tom Parks has some thoughts. We're also peeking behind the curtain at...
2022-12-1155 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, December 4th. A hot jobs report complicates matters.Friday’s jobs report caused quite a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our attitude toward investment and retirement planning? Deanne Phillips investigates. Are Target Date Funds right for you? The head of our Retirement Plan Services team offers his insight. Robert Chastain covers the silver lining of putting off retirement and Deanne Phillips shares how Annex comes alongside widows in their time of need.
2022-12-0455 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, December 3rd. About that jobs report......Friday’s jobs report caused a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our attitude toward investment and retirement planning? Deanne Phillips investigates. There are 5 questions to ask when it comes to determining a good fit between you and your investment team—Mark Beck digs deeper.
2022-12-0333 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, November 20th. 'Fedspeak'? What's that?Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with companies to build solid benefit programs---but what types of businesses do we work with? Find out with Tom Parks. When it comes to successful retirement, it’s more than just grabbing the gold watch and enjoying every day as...
2022-11-2055 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, November 19. What is 'Fedspeak'?Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with companies to build solid benefit programs---but what types of businesses do we work with? Find out with Tom Parks. When it comes to successful retirement, it’s more than just grabbing the gold watch and enjoying every day as...
2022-11-1933 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, November 6th. The impact of the Fed decision.What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning Attorney will cover what you should consider from a planning standpoint if you remarry. Plus, we check in with Robert Chastain, branch director of Annex Wealth Management, SWFL.
2022-11-0655 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, November 5th. The impact of the Fed decision.
What impact did Wednesday’s Fed decision have on the week? Dave Spano and Derek Felske cover it during our week-in-review. Do couples without children have different financial and retirement planning tactics? Yes, and Deanne Phillips will cover that. Ask Annex tackles Roth conversions vs. Roth contributions---and Jill Martin, our Estate Planning Attorney will cover what you should consider from a planning standpoint if you remarry.
2022-11-0533 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, October 29th. GDP and some not-bad earnings.Was this week’s GDP a head-fake, or a legitimate sign of improving conditions? Dave Spano and Derek Felske discuss as part of our week-in-review that covers a big week of earnings reports. HEAR the Difference this week with a story from some Annex clients. Ask Annex covers a number of topics--including a word of caution from a listener. Grey Divorce is on the rise, Deanne Phillips digs in. All that and more on this week’s show.
2022-10-2933 minMoney Talk: The Annex Wealth Management Show - MilwaukeeSaturday, October 22nd. Don’t fight Fed or fundamentals.Dave Spano and Derek Felske review the week as major averages were mostly higher. In a time of early retirement, un-retirement, and putting OFF retirement---this might be a great time to attend Destination Retirement, Are We There Yet; Deanne Phillips joins us for a preview. Ask Annex covers a couple questions about adjustable-rate mortgages—along with stocks with high P/E’s, and the best way to dollar-cost-average.
2022-10-2233 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, August 28thJerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. What the 7 Money Lies We Tell Ourselves? Deanne Phillips covers them. How do Beneficiary IRA’s work? Randy Winkler explains. We also check in with Robert Chastain, branch director in Naples about retirement planning for the self-employed.
2022-08-2855 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, August 7thA stunner of a job number ended the week---Dave and Derek will review that along with everything else that transpired. When times are tough, what is the value of an advisor? We’ll discuss that in two parts. Robert Chastain, branch director, checks in to discuss planning for blended families. Deanne Phillips covers how Annex Wealth Management cares for widows during crucial times.
2022-08-0755 min
The Investment ShowThe Annex Wealth Management Show 7-16-22Mark Beck, Deanne Phillips and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2022-07-1644 min
The Investment ShowThe Annex Wealth Management Show 6-4-21Deanne Phillips, Keith Butler and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2022-06-0443 min
The Investment ShowThe Annex Wealth Management Show 4-2-22Deanne Phillips, Ken Symes and the annex team help invest your moneySee omnystudio.com/listener for privacy information.
2022-04-0244 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, March 27thRussia’s invasion of Ukraine continues to loom large, but so does inflation and the Fed’s response in the former of higher interest rates. Dave Spano breaks it down on this week’s show which also features various team members with some great segments. We’ll offer 6 last-minute contributions for the 2020 tax season from our Financial Planning team. If you’ve got bonds in your portfolio, you’ll want to catch our upcoming webinar---and Deanne Phillips has a sneak peek. Toward the end of the show, we’ll discuss what to consider if you’re transitioning a business through a succession pla
2022-03-2755 min
The Investment ShowThe Annex Wealth Management Show 3-26-22Mark Beck, Deanne Phillips and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2022-03-2643 min
The Investment ShowThe Annex Wealth Management Show 3-19-22Deanne Phillips, Brandon Lehman and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2022-03-1943 min
The Investment ShowThe Annex Wealth Management Show 2-19-22Deanne Phillips, Jill Martin and the Annex team take your calls help invest your moneySee omnystudio.com/listener for privacy information.
2022-02-1942 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, January 30Mark Beck and Deanne Phillips pinch-hit this week. Todd Voit, Chief Investment Strategist joins us for a market recap. Team segments cover the steps to selling a business, an update on the 4% rule, how Annex assists companies with 401ks, and how to protect your loved ones from Fortune Hunters and Gold Diggers.
2022-01-3055 min
The Investment ShowThe Annex Wealth Management Show 1-29-22Deanne Phillips, Brandon Lehman and The Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2022-01-2943 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, January 9On 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.
2022-01-0925 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, December 26Dave 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.
2021-12-2625 min
The Investment ShowThe Annex Wealth Management Show 12-11-21Deanne Phillips and Brandon Lehman help you invest your moneySee omnystudio.com/listener for privacy information.
2021-12-1143 min
The Investment ShowThe Annex Wealth Management Show 12-4-21Deanne Phillips and Keith Butler help invest your moneySee omnystudio.com/listener for privacy information.
2021-12-0442 min
The Investment ShowThe Annex Wealth Management Show 11-13-21Deanne Phillips, Jill Martin and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2021-11-1542 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, November 7Dave Spano and Derek Felske discuss market news and analysis. Deanne Phillips gives us three things we need to consider for happiness in retirement.
2021-11-0725 min
The Investment ShowThe Annex Wealth Management Show 11-6-21Deanne Phillips and Derek Felske help you invest your moneySee omnystudio.com/listener for privacy information.
2021-11-0643 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, October 31Derek 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.
2021-10-3125 min
The Investment ShowThe Annex Wealth Management Show 9-25-21Mark Beck, Deanne Phillips and the Annex team take your calls and help you invest your moneySee omnystudio.com/listener for privacy information.
2021-09-2543 min
The Investment ShowThe Annex Wealth Management Show 9-18-21Deanne Phillips and Keith Butler and the Annex team help you invest your moneySee omnystudio.com/listener for privacy information.
2021-09-1843 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, September 5Mark Beck and Derek Felske discuss the investment markets. Deanne Phillips, Director of Client Learning & Development, covers preparing for the unexpected events that may arise.
2021-09-0525 min
The Investment ShowThe Annex Wealth Management Show 8-28-21Mark Beck, Deanne Phillips and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2021-08-2844 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, August 15thDave Spano and Derek Felske discuss the market. Deanne Phillips, Director of Client Learning & Development, talks fortune hunters and gold diggers - how to spot them.
2021-08-1525 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, August 8thDave 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.
2021-08-0825 min
The Investment ShowThe Annex Wealth Management Show 8-7-21Deanne Phillips, Jason Ganiere and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2021-08-0744 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, August 1stDerek 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.
2021-08-0125 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, July 25thDave 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.
2021-07-2525 min
The Investment ShowThe Annex Wealth Management Show 5-15-21Deanne Phillips, Ken Symes and the Annex team discuss all things investing your moneySee omnystudio.com/listener for privacy information.
2021-05-1543 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, May 9thDave 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.
2021-05-0925 min
The Investment ShowThe Annex Wealth Management Show 5-8-21Mark Beck, Deanne Phillips and the Annex team help you invest your moneySee omnystudio.com/listener for privacy information.
2021-05-0843 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, May 2ndDeanne Phillips joins Derek Felske to recap a volatile week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, too.
2021-05-0225 min
The Investment ShowThe Annex Wealth Management Show 5-1-21Deanne Phillips, Keith Butler and the Annex team help you invest your moneySee omnystudio.com/listener for privacy information.
2021-05-0142 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, April 18Record 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.
2021-04-1825 min
The Investment ShowThe Annex Wealth Management Show 3-20-21Deanne Phillips, Jason Ganiere and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2021-03-2043 min
The Investment ShowThe Annex Wealth Management Show 3-6-21Mark Beck, Deanne Phillips and the Annex team take your calls and help you invest your moneySee omnystudio.com/listener for privacy information.
2021-03-0644 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, December 27In a two-part series today, we look at the value of an investor. What's a Gray Divorce? It's happening more and Deanne Phillips explores the topic. What's the best way to leave money to your kids? Our Estate Planning Attorney tackles how to do it correctly.
2020-12-2725 min
The Investment ShowThe Annex Wealth Management Show 12-12-20Mark Beck, Deanne Phillips and the Annex team help you invest your moneySee omnystudio.com/listener for privacy information.
2020-12-1244 min
The Investment ShowThe Annex Wealth Management Show 11-7-20Deanne Phillips and Tom Parks help you invest your moneySee omnystudio.com/listener for privacy information.
2020-11-0743 min
The Investment ShowThe Annex Wealth Management Show 10-10-20Deanne Phillips and Derek Felske help you invest your moneySee omnystudio.com/listener for privacy information.
2020-10-1043 min
The Investment ShowThe Annex Wealth Management Show 10-3-20Mark Beck, Deanne Phillips and the Annex team help you invest your moneySee omnystudio.com/listener for privacy information.
2020-10-0343 min
The Investment ShowThe Annex Wealth Management Show 9-19-20Deanne Phillips and Brandon Lehman help invest your moneySee omnystudio.com/listener for privacy information.
2020-09-1943 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, August 9thDave Spano and Derek Felske cover the latest in earnings reports, the growing tension with China, and strength in the tech industry. Deanne Phillips covers women and financial planning; why they start later and what can be done about that. We also check in with Bryan Fiore, branch director at Annex Wealth Management and answer more questions during Ask Annex.
2020-08-0925 min
The Investment ShowThe Annex Wealth Management Show 8-1-20Deanne Phillips, Jason Ganiere and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2020-08-0142 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, July 12Mark and Derek cover last week's markets, look ahead to earnings season, and offer some advice on putting an portfolio in place. Deanne Phillips shares some aspects of annuities to be aware of and previews next week's Annuity Enigma webinar workshop.
2020-07-1227 min
The Investment ShowThe Annex Wealth Management Show 6-27-20Mark Beck and Deanne Phillips help invest your moneySee omnystudio.com/listener for privacy information.
2020-06-2742 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, June 21More volatility, a spike in coronavirus cases, and a huge retail sales number. Dave Spano and Mark Oswald cover the prior week and look ahead to the next cycle of earnings. Deanne Phillips has a few tips for laid-off and furloughed employees while Jill Martin covers the steps to take when considering leaving money to children.
2020-06-2127 min
The Investment ShowThe Annex Wealth Management Show 6-6-20Mark Beck, Deanne Phillips and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2020-06-0644 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, May 17Dave, Mark, and Derek cover the week's events as the country looks toward reopening. Our planning team provides a quick snapshot of changes in RMD due to both the SECURE and CARES Acts. Deanne Phillips takes a look at the disparity in retirement income and what women can do to plan better.
2020-05-1727 min
The Investment ShowThe Annex Wealth Management Show 5-9-20Mark Beck, Deanne Phillips and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2020-05-0944 min
The Investment ShowThe Annex Wealth Management Show 5-2-20Deanne Phillips, Tom Parks and the Annex team help invest your moneySee omnystudio.com/listener for privacy information.
2020-05-0243 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, March 8Coronavirus and an Opec-Russia oil skirmish combine to produce a choppy week. Dave Spano, Mark Oswald, and Derek Felske offer their take on current economic conditions, areas of caution, and where opportunities might exist. Deanne Phillips joins the show to speak about 'discordant retirement' and Estate Planning attorney Jill Martin covers deeding houses to others.
2020-03-0827 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, February 23Earnings season winds down, coronavirus fears ramp up, and politics boil over. Dave Spano, Mark Oswald, and Derek Felske review the week. Deanne Phillips and Eric Strom discuss annuities and the Annex Wealth Management annuity review. Plus, Ask Annex questions from the audience.
2020-02-2327 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, February 9Dave, Mark, and Derek discuss Friday's healthy jobs number, the threat from coronavirus, earnings, and the subsequent market reaction. Also, a visit from Deanne Phillips about Tuesday's Women's Guide to Financial Self-Defense workshop.
2020-02-0927 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, January 26Dave Spano and Mark Oswald talk about the potential for a new 'wall of worry' being built. What might the November election bring for markets? Deanne Phillips joins the show to talk about the upcoming Women's Guide to Financial Self Defense workshop on February 11th. Plus, another edition of Ask Annex. Team, Tech, Trust. Check us out today at AnnexWealth.com
2020-01-2627 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, January 19The DOW crosses 29,000, earnings reports are arriving, and there is a new member of the Trillion Dollar Club. Dave Spano, Mark Oswald, and Derek Felske cover the week's events and how they might impact your financial plan. Deanne Phillips discusses why women can tend to start financial planning later than they should---and provides a few things to do TODAY. All that, plus Ask Annex.
2020-01-1927 minMoney Talk: The Annex Wealth Management Show - SWFLSunday, January 5What was the market reaction to the US missile strike in Iraq? Dave Spano, Mark Oswald, and Derek Felske discuss. Deanne Phillips joins the show to talk about 'passion assets' and how best to approach their eventual distribution. What were the top clicks in 2019 for the Axiom, our free weekly newsletter? The Annex marketing team visits to talk about what our readers liked best.
2020-01-0527 min