Sunday, April 26th. Why is Retirement Confidence Low?

This week, Dave Spano and Dr. Brian Jacobsen break down why retirement confidence has fallen to its lowest level in a decade, with rising costs and uncertainty driving fresh anxiety for workers. We also look ahead and ask whether less Fed transparency could mean more rate volatility, why balance sheets may matter more than ever, and how global energy flows could be quietly re‑routing away from geopolitical chokepoints.  Other segments include uncovering the confusion about Roth conversions and tax filing extension myths.

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.