Money Talk: The Annex Wealth Management Show - SWFL

Mark Beck and Deanne Phillips pinch-hit this week. Todd Voit, Chief Investment Strategist joins us for a market recap. Team segments cover the steps to selling a business, an update on the 4% rule, how Annex assists companies with 401ks, and how to protect your loved ones from Fortune Hunters and Gold Diggers.

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.