Money Talk: The Annex Wealth Management Show - SWFL

As earnings season winds down, we also saw fresh CPI and PPI data. We cover that and more during our Week-in-Review. Ever ask yourself,  "How much insurance do I need?".  Our Financial Planning manager shares a couple methods.  Generation X is closer to retirement, but are they ready?  Toward the end of the show, our Chief Economist covers Private Credit Fund investments for High Net Worth individuals. 

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.