Money Talk: The Annex Wealth Management Show - SWFL

Dave and Derek discuss this week's market. Our Estate Planning Attorney, Jill Martin, JD, discusses the ramifications to inheriting money and Dave answers this week's Ask Annex.

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.