Sunday, July 9th.

A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out?  Dave Spano and Brian Jacobsen discuss during the week-in-review. We'll hear directly from a client on this week's show (who shares his awesome retirement 'journey'). We also explore what is and isn't financial planning, our Investment Committee, the 4 stages of retirement--and more. 

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.