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Showing episodes and shows of
Greg Jacobsen
Shows
Talk Louisiana
Bob Jacobsen, Michael Antoine, Ruta Lee, Remembering Greg Iles
Environmental engineer Bob Jacobsen talks Louisiana preparedness for as well as potential effects of this hurricane season. Associate Vice President for Campus Safety, Emergency Preparedness & Emergency Response at LSU Michael Antoine speaks on his role during Hurricane Katrina as a firefighter. Actress and dancer Ruta Lee reflects on her life and career throughout the years. Talk Louisiana host Jim Engster remembers best-author Greg Iles.
2025-08-25
44 min
Montana Outdoor Hunting & Fishing
Morgan Jacobsen for Greg Lemon FWP News From the Field August 2nd
Morgan Jacobsen for Greg Lemon FWP News From the Field August 2nd by montanaoutdoor.com
2025-08-02
01 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 23rd. Powell’s presser: transitory is back.
Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions.
2025-03-23
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 16th. Policy: Chainsaws over scalpels
Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a historic standpoint along with an examination of emotional reaction when markets slide.
2025-03-16
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 9th. Patience trumps action.
Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about investment diversification, 6 things you might NOT want to inherit, Annex Private Client and more.
2025-03-09
55 min
The Annex Wealth Management SWOT Podcast
Consumers are concerned
Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management.
2025-03-03
08 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great.
Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to bless their grandchildren?
2025-03-02
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 23rd. Inflation: Profits before prices?
Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan for a client's first year as a widow, and the Annex Experience.
2025-02-23
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 16th. Growth: The trend is your friend
Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.
2025-02-16
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months.
It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).
2025-02-09
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 2nd. Fed policy word salad.
Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst at Annex, and why you might need an LLC.
2025-02-02
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 26th. Off to the races.
If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in retirement, what IS and ISN't financial planning, and how to deal with 'supporting' adult children.
2025-01-26
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 19th. 24 hours before Inauguration.
The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. Learn more about Key Person Insurance, planning for Generation X, Annex for Business, and the ramifications of inheriting money.
2025-01-19
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 12th. Jobs pop, stocks drop.
A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth conversions, questions requiring a 'yes' answer on the way to retirement, and explanation of some common investing terms with Todd Voit, Chief Investment Strategist at Annex.
2025-01-12
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 5th. Inflation: Rebound or retreat?
The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover distribution planning, lifestyle creep, and what's changing for saving and investing in 2025.
2025-01-05
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 29th. 2024 in review.
Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025.
2024-12-29
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 22nd. Policy: Spoiler Alert.
The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed's announcements. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about 'finfluencers' and if they're worth listening to. Gen X is approaching retirement, what's the latest on their status?
2024-12-22
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 15th. Oil risks.
OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about business succession planning, the stellar Client Service Manager team, and why one bad presentation shouldn't sour your view of a 401k plan.
2024-12-15
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 8th. Black and Blue Friday?
Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll dive into Warren Buffett's philosophy on WHAT to share about an estate plan, how things aren't entirely terrible for Gen X, how to avoid letdown in retirement, and questions to ask to see if you're a good fit with Annex.
2024-12-08
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 1st. Talking turkey.
A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn more about trusts and wills, steps to selling a business, and how Annex assess insurance needs for clients.
2024-12-01
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 24th. Gold stars for NVidia and Walmart.
Yields fell this week, showing the dollar and Treasury debt are still “risk-off” assets. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share some thoughts on the value of an advisor with Brandon Lehman, director of Annex Private Client. Who needs an LLC? Maybe you. Wealth Manager Keith Butler fills us in.
2024-11-24
55 min
Vermont Artists & Authors
(Episode 66): Mary Elder Jacobsen’s 'Stonechat': A Tapestry of Human Emotion
#StorycomicPresents #MaryElderJacobsen #Stonechat #Poetry #NaturalWorld #Family #Grief #Joy #HumanNature #PoeticForms #LiteraryArt #NaturePoetry #VermontPoets #EmotionalLandscape Host Barney Smith is delighted to welcome Mary Elder Jacobsen, a poet, illustrator, and revered coordinator for the Words Out Loud Fall Reading Series. In this episode, we dive into Mary's debut poetry collection, "Stonechat," published by Rootstock Publishing. Mary's evocative poetry weaves a rich tapestry of themes, including family, grief, joy, and profound connections with the natural world. The Title sequence was designed and created by Morgan Quaid. See more of Morgan’s Work at: https://morganquaid.com/ Stor...
2024-11-17
21 min
Vermont Artists & Authors
(Episode 66): Mary Elder Jacobsen’s 'Stonechat': A Tapestry of Human Emotion
#StorycomicPresents #MaryElderJacobsen #Stonechat #Poetry #NaturalWorld #Family #Grief #Joy #HumanNature #PoeticForms #LiteraryArt #NaturePoetry #VermontPoets #EmotionalLandscape Host Barney Smith is delighted to welcome Mary Elder Jacobsen, a poet, illustrator, and revered coordinator for the Words Out Loud Fall Reading Series. In this episode, we dive into Mary's debut poetry collection, "Stonechat," published by Rootstock Publishing. Mary's evocative poetry weaves a rich tapestry of themes, including family, grief, joy, and profound connections with the natural world. The Title sequence was designed and created by Morgan Quaid. See more of Morgan’s Work at: https://morganquaid.com/ Stor...
2024-11-17
21 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 17th. The Trump Bump Continues.
Revenge spending is no longer really a thing, but there could be some relief spending to help growth. Dave Spano and Brian Jacobsen present our Week-in-Review. Branch Director Robert Chastain shares some thoughts on behavioral finance. We'll also examine mistakes we make during each decade of our lives and how to prevent them.
2024-11-17
55 min
Boilers In The Stands
Daniel Jacobsen Injury + Yale vs Purdue PREVIEW Show
Purdue is onto game 3 of the basketball season as they take on Yale. Kraig and Joe breakdown everything you need to know and also hit on the Daniel Jacobsen injury Subscribe on Youtube here - @braggsinthestands Click here to check out our merch - https://braggsinthestands.creator-spr... Follow Us On Twitter - @BoilersInStands Follow Greg Braggs on Twitter - @GBraggsJr23 Follow Kraig on Twitter - @kraigbowers34 Follow Joe on Twitter - @joejacksoncbb #Purdue #Boilers #PurdueBasketball #CollegeBasketball #Boilermakers #BoilerUp
2024-11-11
27 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 3rd. Earnings season: When good isn't good enough.
Meta and MSFT--supply constrained, big spending, still not enough return on AI investment. Apple: China's a drag. Upgrade cycle is a little slow. Earnings are pouring in, so Dave Spano and Brian Jacobsen review what's happening during our Week-in-Review. More of our clients are interested in 'phasing into' retirement. How do you do that and what type of planning is needed? Branch Director Robert Chastain takes a look at this hot topic.
2024-11-03
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 27th. Hard data differs from soft.
Earnings stories. Remember the "Dow Theory" with transports being a leading indicator? Dave Spano and Brian Jacobsen present our Week-in-Review. Robert Chastain shares a few nuggets of wisdom from Warren Buffet. What are Passion Assets and why do they matter?
2024-10-27
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 20th. Earnings season shifts into high gear.
A tale of two chipmakers. ASML whiffed while TSMC hit it out of the park. Dave Spano and Brian Jacobsen present our Week-in-Review. How does Annex aid clients in the 1st year after losing a spouse? What are 7 signs it might be time to retire? And what are money lies we tell ourselves?
2024-10-20
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, October 13th. Let's talk about those Fed Minutes
Rates are still restrictive, even with a cut. They're easing off the brake, not pushing on the accelerator. Dave Spano and Brian Jacobsen recap the week. What is and what isn't financial planning? We'll cover that. Robert Chastain reviews 5 things that can happen within your family that'll put a dent in your retirement plans.
2024-10-13
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, 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.
2024-10-07
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 29th. Growth: Stronger than we thought.
The Gross Domestic Income revisions were large. We're at least starting a slowdown from a place of strength. That can help limit downside risks when growth scares flare up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Annex Private Client and the role it can play with business owners and entrepreneurs. What are retirement regrets from 70 to 80 year-olds? Robert Chastain, branch director in SWFL has that.
2024-09-29
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 22nd. Good vibrations. Fed cut, but not in a panic.
Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our awesome Client Services Team that dots I's and crosses T's. What is underrated about your 401k? How about key points of a trust? And what's a quick pre-retirement checklist?
2024-09-22
24 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 15th. All eyes on Wednesday.
A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Annex Private Client team discusses surrender squeezes, Robert Chastain covers Gen X, and our financial planning team tackles the question: how much insurance do you need?
2024-09-15
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 8th. A precarious balance.
Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.
2024-09-08
55 min
The Annex Wealth Management SWOT Podcast
Another hangover like 2019?
Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.
2024-09-02
16 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 1st. Nvidia shares fell, but the market still rallied.
Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.
2024-09-01
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 25th. Policy: The Direction Of Worry.
The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.
2024-08-25
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 11th. A review of the rebound.
Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.
2024-08-11
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 4th. A volatile week.
Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays that serve as reminders to key retirement planning considerations.
2024-08-04
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 28th. Tech's troubles: investment is costly.
Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.
2024-07-28
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 14th. A September cut?
A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.
2024-07-14
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 7th. Scary Summer for growth?
What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.
2024-07-07
55 min
Boilers In The Stands
Daniel Jacobsen Purdue Basketball Player Preview
Boilers In The Stands is LIVE. Join Kraig and Joe as they talk about incoming Purdue freshman Daniel Jacobsen and how he will fit next season for Purdue Basketball. Subscribe on Youtube here - @BraggsInTheStands Click here to check out our merch - https://braggsinthestands.creator-spr... Follow Us On Twitter - @BoilersInStands Follow Greg Braggs on Twitter - @GBraggsJr23 Follow Kraig on Twitter - @kraigbowers34 Follow Joe on Twitter - @joejacksoncbb #Purdue #Boilers #CollegeBasketball #Boilermakers #boilerup
2024-07-03
30 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 30th. Don't invest your politics
Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new president and COO of Annex Wealth Management.
2024-06-30
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 23rd. Rethinking the 60/40 portfolio.
Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-time retirement, and mistakes that 30 and 40 somethings make on the way to retirement.
2024-06-23
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 16th. "Modest progress" on inflation.
Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.
2024-06-16
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 9th. Spending growth negative. Real earnings growth was flat.
Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.
2024-06-09
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, June 2nd. Inflation: An unclear target
Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.
2024-06-02
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 26th. It's NVIDIA's world, we just live in it.
A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.
2024-05-26
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats.
CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.
2024-05-19
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 12th. Earnings are all over the place.
Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.
2024-05-12
56 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 5th. Are stocks "priced for perfection?" Some, but not many.
Look at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?
2024-05-05
55 min
The Golf Show 2.0
The Golf Show 2.0 season 2 # 65 Hughes Norton, Rainmaker, being the agent for Tiger and Greg Norman
Co-hosts Kathy Bissell and Gary Van Sickle talk with Hughes Norton, one of golf's first Superagents and his new book, Rainmaker. Norton signed, among others, Tiger Woods and Greg Norman, but also Curtis Strange, Ben Crenshaw, Bill Rodgers, Tom Watson, Mark O'Meara, Peter Jacobsen, and Bobby Clampett, David Graham, Nancy Lopez and others when he was in charge of golf at IMG. McCormack, who hired Norton out of college, soon assigned him to the golf division. Two years after delivering at least $60 million in guaranteed sponsorship money to Tiger Woods, Norton was dismissed by Woods. Not long after that...
2024-04-29
35 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 28th. Earnings: Good results with bad guidance.
Mixed bag this earnings season. Dave Spano and Brian Jacobsen present our week-in-review. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement.
2024-04-28
55 min
Storycomic Presents: Interviews with Amazing Storytellers and Artists
(Episode 351): Mary Elder Jacobsen’s 'Stonechat': A Tapestry of Human Emotion
#StorycomicPresents #MaryElderJacobsen #Stonechat #Poetry #NaturalWorld #Family #Grief #Joy #HumanNature #PoeticForms #LiteraryArt #NaturePoetry #VermontPoets #EmotionalLandscape Join us in Episode 351 of Storycomic Presents, where host Barney Smith is delighted to welcome back Mary Elder Jacobsen, a poet, illustrator, and revered coordinator for the Words Out Loud Fall Reading Series. In this episode, we dive into Mary's debut poetry collection, "Stonechat," published by Janus Point Press. Mary's evocative poetry weaves a rich tapestry of themes, including family, grief, joy, and profound connections with the natural world. "Stonechat" spans a range of poetic forms from sonnets to villanelles, exploring...
2024-04-23
21 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 21st. Have we forgotten what risk feels like?
A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.
2024-04-21
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 14th. What's next? Will something break?
Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing ways, we'll cover a few.
2024-04-14
56 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, April 7th. Jobs, ISM manufacturing, and more Fed speak.
Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?
2024-04-07
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 31st. Fighting FOMO.
Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers.
2024-03-31
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 24th. Manufacturing may be emerging from hibernation
S&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market? Dave Spano and Brian Jacobsen cover that and more during our week-in-review.
2024-03-24
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 17th. Growth is "good enough," but inflation progress has stalled.
Credit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week. We'll also cover 401k millionaires, aging in place, and traditional vs Roth 401ks.
2024-03-17
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, March 10th. Deja vu. We're down to two.
A new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review. Later in the show, we'll investigate the value of an advisor, election year myths, and business succession planning.
2024-03-10
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 25th. New highs are old hat.
Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place.
2024-02-25
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 18th. Expectations, Reality, and Opportunity
Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'.
2024-02-18
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 11th. Pushback, Bellwethers, and Deficits
The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags.
2024-02-11
56 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, February 4th. Earnings and a HOT job number.
Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts? Dave Spano and Brian Jacobsen look at last week (that contained a LOT of earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business.
2024-02-04
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 28th. GDP stays stubbornly strong.
Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions. Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short.
2024-01-28
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 21st. The Fed taper.
The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning, the ramifications of inheriting money, and why its not a good idea to cash out a 401k.
2024-01-21
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 14th.
Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows.
2024-01-14
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, January 7th. Who thought the road to rate cuts would be easy?
As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show, you'll 'Hear' the Difference from an Annex client, learn why 401k expectations should be managed, and what Generation X faces with retirement planning.
2024-01-07
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 31st. Happy New Year!
What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.
2023-12-31
55 min
Optimal Relationships Daily - Dating, Marriage and Parenting
5 Things That Harm A Girl’s Body Image by Maryann Jacobsen with Real Mom Nutrition on Puberty
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.Episode 2014:Maryann Jacobsen's insights on nurturing a healthy body image in girls during puberty are invaluable. She emphasizes understanding and respecting appetite signals, empowering girls to honor their bodies' needs. This approach fosters self-trust and autonomy, equipping them to navigate peer pressure and media stereotypes, and cultivate a positive body image.Read along with the original article(s) here: https://www.realmomnutrition.com/girls-body-image/Quotes to ponder:
2023-12-29
12 min
Optimal Relationships Daily - Dating, Marriage and Parenting
5 Things That Harm A Girl’s Body Image by Maryann Jacobsen with Real Mom Nutrition on Puberty
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2014: Maryann Jacobsen's insights on nurturing a healthy body image in girls during puberty are invaluable. She emphasizes understanding and respecting appetite signals, empowering girls to honor their bodies' needs. This approach fosters self-trust and autonomy, equipping them to navigate peer pressure and media stereotypes, and cultivate a positive body image. Read along with the original article(s) here: https://www.realmomnutrition.com/girls-body-image/ Quotes to ponder:
2023-12-29
10 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 24th. Yuletide cheer?
Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how much DO you need?), what you'll encounter in the 1st five years of retirement, Ask Annex, social media investing advice, and signs you should be contributing more to your 401k.
2023-12-24
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 17th. Transitions are hard.
The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review. We'll also share details about our Portfolio Review process, letdown in retirement, net unrealized appreciation, and retirement killers. Branch director Robert Chastain shares some 2024 financial goals worth considering.
2023-12-17
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, December 10th. Inflation: Such a 2021 and 2022 story.
The market says inflation is in the rearview mirror. It mostly is. Dave Spano and Brian Jacobsen review the latest during the Week-in-Review. We'll also cover Estate Planning roles, the Annex Experience, tax strategies for the self-employed, and what to do with that year-end bonus.
2023-12-10
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 26th. Genuine growth is scarce
Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segments covering Grandparents and Grandchildren, HSAs, the Sandwich Generation, and more!
2023-11-26
54 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, November 19th. Inflation: is the hard part ahead or over?
Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide? We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen. Learn more about our in-house investment committee, what it's like to be an Annex client (directly from clients), some Medicare basics---and what Generation Z should be doing regarding retirement planning.
2023-11-19
54 min
Biblical Citizen Let’s Roll with Kathleen and Brian Melonakos
Episode 162: Overturning mandatory childhood vaccines in CA with Greg Glaser
Do you think the Covid vax is the only vaccine to be concerned about? What about even the polio vaccine - is that safe and needed? Greg Glaser is the lead attorney at Physicians for Informed Consent. He has compelling data to share about both vaccines and about progress being made in rolling back vaccine mandates, including the infamous SB 277, which requires all public and private schoolchildren in CA to submit to the government vaccine schedule. The recent court case in Mississippi provides hope that the 1905 Jacobsen case which made vaccine mandates legal will be overturned.See o...
2023-09-19
26 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, August 20th
Some 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.
2023-08-20
55 min
The Annex Wealth Management SWOT Podcast
Where consumers are cutting back. What might that tell us?
Better than expected inflation numbers meet a dollar in a downtrend. There might be opportunities to lock in longer term yields but poor regulations might introduced financial instability. Bonus tip: don't go to Costco with Brian Jacobsen.
2023-07-17
16 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, July 9th.
A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out? Dave Spano and Brian Jacobsen discuss during the week-in-review. We'll hear directly from a client on this week's show (who shares his awesome retirement 'journey'). We also explore what is and isn't financial planning, our Investment Committee, the 4 stages of retirement--and more.
2023-07-09
55 min
Money Talk: The Annex Wealth Management Show - SWFL
Sunday, May 14th. Happy Mother's Day
Earnings, inflation data, CPI and PPI. Quite a bit to cover on this week's show. Dave Spano and Brian Jacobsen cover our Week-in-Review. We'll also cover useful topics like: The Value of an Advisor, Ask Annex, why Millennials might be skipping retirement planning and what Secure Act 2.0 does for women.
2023-05-14
55 min
The Embedded Church Podcast
Social infrastructure and the Church
In this episode, Eric and Sara Joy talk with Pastor Scott Pontier about how Jamestown Harbor Church has explored the needs and opportunities for creating a "center" in their suburban community. After a few years of conversation with the local township board and other organizations, they landed on partnering with a local sports program to design a facility that provides gathering space for the church and also serve as a sports complex. Though not using the term specifically, it is evident through this interview that the missional heart of Jamestown Harbor Church has been to create "social infrastructure" in...
2022-07-12
55 min
INSPIRATIONAL INTERVIEWS
#87 Threw Himself Off A Bridge. Now a Shaman & Healer. Once addicted to Drugs & Alcohol
All Inspiring to hear how Greg Jacobsen turns his life around. He was addicted to Drugs and Alcohol and Lies. One day, his suicide attempt failed horribly, and there was no further down the rocks he could go, He was at the bottom. We hear how he had to face the truth, and from that point on, start to see and feel the magic of life. Now Greg heel others who need it. As I always say, I would far rather receive help from someone who has been there and got the T-shirt. Find Greg Here...
2022-03-01
2h 01
The Shooter's Mindset
The Shooter’s Mindset Episode 362 Justin Jacobsen & Austin James Utah Airguns
Join Jenn and Greg in the episode we are dubbing "airguns for dummies" as we chat with Justin Jacobsen and Austin James of Utah Airguns, the largest B&M airgun distributer in the US! These ain't your old Red Rider!
2022-01-06
1h 24
The Hacka Podcast
18. Simon Butcher - Standing on the Shoulders of Giants
On today's podcast we are joined by Simon Butcher. He is the Pastor of Northside Pentecostal Church in Perth, Western Australia and is also a member of the UPCA National Board serving as a Regional Presbyter. He is a wonderful preacher and teacher of the Word that has ministered all across Australia and the world for the past nearly 3 decades. In our conversation, we talk about growing up under the ministry of Bro Dennis Jacobsen, responding to the call of God to preach, advise for young leaders, moving to Perth with Bro EJ Glass, what excites him about the...
2021-09-06
1h 03
Forhjulslir
Dansk cykelsports pen - Mogens Jacobsen
Forhjulslir præsenteres i samarbejde med Oddset fra Danske Licens Spil +18. Mogens Jacobsen. I cykelkredse kendt som en levende legende, et levende cykelleksikon, en godfather, en vigtig historiefortæller i dansk cykelhistorie. Han var og er de danske professionelles cykelrytteres ven. Han har dækket Tour de France over 40 gange. Han debuterede i Touren som journalist i 1978, da Bernard Hinault vandt sit første ud af fem Tour de France, Mogens var på Champs Ellyses i 1989, da Greg Lemod snød Laurent Fignon fra den samlede sejr, Mogens oplevede Indurains dominerende kørsel i starten af 90'erne, Mogens v...
2021-05-25
1h 33
The Basketball Rules Expert Show
Ep 19 - Basketball Rules Expert | MORE MAILBAG QUESTIONS
The Bench Area isn't a prison that team members are locked in. To adjudicate plays correctly we must know the rules. In todays episode we open up the mailbag and answer viewer questions about the rules of High School Basketball using NFHS Basketball Rules. We have a couple of questions regarding Team Members being forced to stay in the bench area, or penalized if they fail to.Watch on YouTube: https://youtu.be/5D1tw62qsKoHave a Question? ➞ https://abetterofficial.com/questionSupport the Show ➞ https://abetterofficial.com/coffee?yt
2021-03-23
13 min
Jake's Takes Podcast with Peter Jacobsen
1987 AT&T Pebble Beach Pro-Am's "Human Chain," The Role of the Golf Commentator | Jake's Takes Podcast
In this episode, Peter recalls the infamous "Human Chain" incident that happened during the 1987 AT&T Pebble Beach Pro-Am with Jack Lemmon, Clint Eastwood and Greg Norman. Then offers his "takes" on what the role of the professional player-turned commentator should be during a broadcast.
2019-08-13
17 min
Jake's Takes Podcast with Peter Jacobsen
Shep Rose (Bravo's "Southern Charm") | Jake's Takes Podcast
In this week's episode Peter sits down with Shep Rose, from the Bravo reality show "Southern Charm," at his bar in Charleston to discuss Shep's love of golf, his deep family history and connections to the game, how he used to work for Greg Norman, his experience playing in Korn Ferry Tour pro-ams and much, much, more!
2019-07-09
30 min
Greg's Garage Pod w/Co-Host Jason Pridmore
Ep9 - 2018 Season Wrap-Up for MotoGP, WorldSBK & MotoAmerica
Greg's Garage Pod with Co-Host Jason Pridmore - A motorcycle racing Pod about MotoGP, MotoAmerica and World Superbike and more. In this episode Co-Hosts Greg White and Jason Pridmore talk: Quick Shift p/b ARAI - Our quick Q&A session. 1. MotoAmerica Superbike grid firms up with all Factory Riders announced, thoughts? 2. PJ Jacobsen goes MotoAmerica and American Flat Track racing, thoughts? MotoGP - Season in review - with four key questions about racing and racers. MotoGP - Moto2 Season in review MotoGP - Moto 3 Season in review WorldSBK - Season i...
2018-12-26
1h 41
Greg's Garage Pod w/Co-Host Jason Pridmore
Ep6 - PJ Jacobsen to MotoAmerica, we talk to him. JD beach to SBK, MotoGP & More
Greg's Garage Pod with Co-Host Jason Pridmore - A motorcycle racing Pod about MotoGP, MotoAmerica and World Superbike and more. In this episode Co-Hosts Greg White and Jason Pridmore talk: MotoAmerica - American PJ Jacobsen announces that he is coming back to race in the States. We have the details and an exclusive interview! MotoAmerica - JD Beach is no in the Superbike class racing for Attack Performance/Estenson Racing! MotoAmerica - Twins Cup and Stock1000 classes. Why are they good and where are they headed? MotoGP - We wrap up the Jerez test...
2018-12-05
1h 20
Greg's Garage Pod w/Co-Host Jason Pridmore
Ep4 - Greg’s Garage Pod with Jason & Greg
Greg's Garage Pod with Jason & Greg - A motorcycle racing Pod about MotoGP, MotoAmerica and World Superbike and more. In this episode we talk: Last weekend Jason tested his Phillip Island Classic Motorcycle! MotoGP - WRap-Up Round 19 Gran Premio Motul de la Comunitat Valenciana MotoGP - Can Oncu became the youngest ever MotoGP race winner and a bunch more firsts. MotoGP - The first 2019 season test wrapped at Valencia. What we saw. MotoGP - Clear vision in the rain. We talk about insights from technical partner Arai on helmet/rain str...
2018-11-21
1h 16
Greg's Garage Pod w/Co-Host Jason Pridmore
Ep2 - Greg’s Garage Pod with Jason & Greg
Greg's Garage Pod with Jason & Greg - A motorcycle racing Pod about MotoGP, MotoAmerica and World Superbike and more. In this episode we talk: MotoGP - Round 28 Shell Malaysia Motorcycle Grand Prix Wrap-up MotoGP - Valentino Rossi... is he at the end? MotoGP - New MotoGP World Champions MotoGP - Paddock movers, riders making changes or moving up. MotoAmerica - The Provisional 2019 Schedule has been released! MotoAmerica - Silly Season and the Yosh ride, JD Beach, PJ Jacobsen, James Rispoli. MotoAmerica/WorldSBK - Marco Melandri com...
2018-11-08
57 min
Greg's Garage Pod w/Co-Host Jason Pridmore
Ep1 - Greg's Garage Pod with Jason & Greg
Greg's Garage Pod with Jason & Greg - In our first podcast we talk about MotoGP, MotoAmerica and World Superbike. We cover a variety of topics and questions like: MotoGP - Yamaha's first win in 490 days. It is a fluke? MotoGP - Alvaro Bautista's 4th at Phillip Island, how good was it? MotoGP - Johan Zarco's 179 mph crash at Phillip Island. MotoGP - Sepang chat MotoAmerica - Championship wrap-up for Junior Cup, Supersport, Superbike MotoAmerica - Silly Season and the Yosh ride! MotoAmerica - Cameron Beaubier, is...
2018-11-01
1h 01
LifeQuest
LifeQuest - Johnston Jacobsen
Stephan Johnston is a producer for the movie Same Kind of Different as Me. From The New York Times bestseller comes an inspirational true story that embraces the beauty of the human spirit. Successful art dealer Ron Hall (Greg Kinnear) and his wife Debbie (Rene Zellweger) seemingly have the perfect life. But when their faith and family are tested, an unlikely bond with a homeless drifter (Djimon Hounsou) leads them on a remarkable journey that forges an everlasting friendship. Hailed by critics as powerful and inspiring, Same Kind of Different as Me shows how a simple act of kindness...
2018-03-02
25 min
Emily T Gail Talk Story
Emily T Gail- Greg McLaughlin, President, PGA TOUR Champions
Greg McLaughlin, President PGA TOUR Champions talks about the Mitsubishi Electric Championship at Hualalai returning to the Big Island of Hawaii for the 22nd year.It's the season opening event for the PGA TOUR Champions with official event champions of the 2016 and 2017 seasons, winners of the majors from recent years and professionals by invitation with a minimum of five or more career victories, including one major.Played on the beautiful Hualalai Golf Course, designed by Jack Nicklaus at Four Seasons Resort Hualalai at Historic Ka’upulehu, the Pro-Am is on Tuesday January 16 and Wednesday January 17
2017-11-08
18 min
LifeQuest
LifeQuest - Don Jacobsen & Greg Paul
Today on LifeQuest, the featured guests are Authors Don Jacobsen and Greg Paul. Don Jacobsen shows how parents can help develop moral values in their children with his book "Rare Kids: Well Done". Greg Paul's book, "Close Enough to Hear God Breathe", is about a special metro ministry in Toronto.
2012-03-02
24 min
The Paunch Stevenson Show
Episode 120: Dec 24, 2008
In this episode: special guest Adam in SC, Greg meeting Denis Leary at Barnes and Noble in Clifton, NJ, knighted celebrities, Adam's movie review of The Day the Earth Stood Still (2008) starring Keanu Reeves, our review of The Bourne Ultimatum (2007) starring Matt Damon, our review of Mr. Bean's Holiday (2007) starring Rowan Atkinson, our review of I Am Legend (2007) starring Will Smith, Eddie Murphy as the Riddler in an upcoming Batman movie, Reginald VelJohnson's cameo as Sgt. Al Powell in an episode of Chuck, a celebrity death (Majel Barrett-Roddenberry), and "Christmas in Jersey City" by David W. Jacobsen (www.davidwj.com). 41...
2008-12-24
41 min