Money Talk: The Annex Wealth Management Show - SWFL

The year started with major uncertainties in tax, trade, and Federal Reserve policies, which are now mostly resolved. The focus has shifted to how the economy will adapt. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also discuss concerns about using a 401(k) as an emergency fund, what qualifies as financial planning (and what doesn’t), remarriage and estate planning, 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.