Sunday, February 12th.

Dave Spano and Derek Felske review another week of earnings along with key economic data.  How does Annex provide service to our 401k plan clients?  We'll cover that. Robert Chastain guides listeners on how to properly apply for Social Security.  Ask Annex takes on a perplexing tax issue and we discuss key things to be aware of for veterans with disability ratings. If you're considering selling a business, we'll discuss what you'll need to know. 

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.