Sunday, October 2nd. A stormy week

Our radio partner, 92.5 Fox News, was knocked off the air by Hurricane Ian. We present an early, web-only version of our show today as extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio, buying the dip, and stagflation. We’ll also share insight on avoiding letdown in retirement.

What is Money Talk: The Annex Wealth Management Show - Naples?

The Annex Wealth Management Show - Naples, 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.