Saturday, December 31st. The year in review.

A look back with eyes fixed firmly on 2023. Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?

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

News, planning insight, and forward thought on the economy, markets, and wealth management.