Sunday, July 17th

Double whammy this week with hot CPI and PPI readings. What’s the impact? We’ll discuss. Robert Chastain, branch director in Naples, checks in for quick chat about Generation X and their planning concerns. We’ll also cover 401ks—and how Annex assists both companies AND employees. What’s the psychology around spending in retirement? We’ll cover that—plus, get at the age-old question, ‘how much insurance do you need’?

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

The Annex Wealth Management Show - Naples, 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.