Money Talk: The Annex Wealth Management Show - SWFL

CPI came in hotter than expected.  Will that sway the Fed's decision on interest rates?  Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning.  We’ll  investigate and offer some thoughts.  Robert Chastain, branch director, will offer up 5 tax moves to consider for retirees to make before the end of the year.

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.