Sunday, March 13

While Russia-Ukraine drags on, we saw a record-setting inflation number this week along with sagging consumer confidence. Dave and Derek recap the week while various team segments provide useful insight. Learn more about Social Security timing and claiming, how Target Date funds work in your 401k, and how our clients enjoy the power of Annex University. We’ll also ‘hear the difference’ with a client story.

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.