Money Talk: The Annex Wealth Management Show - SWFL

Dave Spano, Mark Oswald, and Derek Felske review a record-setting week, look ahead to what's coming, and cover what you need to ask any financial advisor. Plus, Part II of Common Questions we hear during client meetings.

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.