Sunday, July 10th

With all eyes on Friday’s jobs number from the Labor Department, Mark Beck and Derek Felske digest that news and everything else that happened last week. Turbulent times require the right perspective—we’ve got a great segment that might help on this week’s show. Robert Chastain, branch director at Annex Naples works through a list of things NOT to do when markets hit choppy water. What’s the 4% Rule and how has it changed? We’ll cover that, too. Also, learn more about ‘discordant retirement’ and why it couples need to take steps to avoid it.

What is Money Talk: The Annex Wealth Management Show - SWFL?

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