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Wealthyist

Annex Wealth Management

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Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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Economic growth may have already weathered its toughest challenges, with brighter days likely ahead. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s latest decision. The show also examines 529 plans for education savings, key steps to selling a business, estate planning considerations for remarriage, and strategie…
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Tariff-related inflation is unlikely to spike suddenly; instead, it’s expected to build gradually as companies cautiously adjust pricing to gauge market tolerance. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss the Federal Reserve’s recent decision to cut rates by 25 basis points. The show also explores the role of 529 plans in higher…
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In this week's episode of the "Wealthyist" podcast, hosted by Dr. Brian Jacobsen, Chief Economist at Annex Wealth Management, with guest Brian Lamborne, Senior Wealth Strategist at Annex Private Client, discussion focused on Qualified Small Business Stock (QSBS) and comparisons to the Qualified Business Income Deduction (QBID) from their previous e…
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Did Spring 2024 to Summer 2024 have a mini recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. With the Federal Reserve likely to cut interest rates soon, there's an emphasis on the importance of t…
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Did Spring 2024 to Summer 2024 have a mini-recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. With the Federal Reserve likely to cut interest rates soon, there's an emphasis on the importance of t…
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Exploring key tax provisions like Qualified Business Income (QBI) deduction and Qualified Small Business Stock (QSBS), and their implications for starting and selling a business, as influenced by the "One Big Beautiful Bill" (OBB). Synopsis: In this episode of Wealthyist, Dr. Brian Jacobsen and Brian Lamborne dive into the complexities of business …
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U.S. job growth slowed in August, reflecting a weakening labor market, with a net loss of 13,000 jobs reported in June. Join Dave Spano and Brian Jacobsen for our Week-in-Review. Also on today's show: exploring the stages of retirement, supporting adult children, and key retirement planning tips—three things to do now and three things that can wait…
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Revised figures show a summer slowdown, with 13,000 jobs lost in June. What's that mean? Dave Spano and Brian Jacobsen break it down in their Week-in-Review. Also on the show, High Net Worth families aren't immune to unexpected cash flow challenges—learn what’s driving these issues and how to address them. Plus, Deanne Phillips examines the growing…
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In this episode of Wealthyist, host Anthony Mlachnik, a senior wealth manager at Annex Wealth Management, interviews Collin Yelich, a former professional baseball player turned high-end real estate professional in southeast Wisconsin. The discussion focuses on Yelich’s transition from athletics to real estate, his integration into the Milwaukee com…
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Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58% raising their full-year 2025 earnings guidance. The “beat and raise” trend has been music to investors’ ears. Join Brian Jacobsen for our Week-in-Review, where we break down the latest market insight…
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Brian Jacobsen dives into our Week-in-Review, unpacking the latest Q2 GDP revisions that offer hope but reveal clouds behind the silver lining. Despite a slight uptick in new home sales, consumer confidence is waning. The episode also explores the growing trend of claiming Social Security earlier than advised and shares practical tips to protect yo…
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The housing market grapples with low builder confidence due to high mortgage rates and regulatory costs, alongside rising starts, falling permits, and high cancellations. In our Week-in-Review, Brian Jacobsen discusses these housing challenges, followed by separate insights on equity compensation and the rise in 'gray divorce.'…
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In this episode of "Wealthyist", hosted by Anthony Malachnik, Senior Wealth Manager, and Brian Jacobsen, Chief Economist at Annex Wealth Management, the discussion focuses on the implications of the "One Big Beautiful Bill" (OBBB), signed into law on July 4, for business owners planning their exit strategies. Key points include: Importance of Exit …
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In this episode of The Difference, Dan O'Donnell and Dave Spano dive into a historic moment of global diplomacy and dissect its ripple effects on markets, interest rates, and America's mounting debt crisis. From peace talks to rate cuts, they explore how political decisions shape economic realities—and your financial future.…
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In this episode of the "Wealthyist" podcast, hosted by Dr. Brian Jacobsen, Chief Economist at Annex Wealth Management, and featuring Erik Strom, Director of Financial Planning, the discussion centers on the impact of the "big beautiful bill" on charitable giving and tax-efficient strategies. Key points include: Standard Deduction Increase: The 2017…
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In this episode of The Difference, Dan O'Donnell and Brian Jacobsen unpack the latest Consumer Price Index (CPI) report, which came in cooler than expected and sparked optimism across financial markets. They explore what this means for future Fed rate cuts, the real impact of tariffs, and whether reshoring U.S. manufacturing is more than just a pol…
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In this episode of Wealthyist, hosted by Brian Lamborne, senior wealth strategist at Annex Private Client, and featuring new team member Anthony Mlachnik, the discussion focuses on strategic financing as a tool for the wealthy. Continuing from a prior conversation on tax-aware investing, they explore how strategic financing leverages assets to borr…
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The year started with major uncertainties in tax, trade, and Federal Reserve policies, which are now mostly resolved. The focus has shifted to how the economy will adapt. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also discuss concerns about using a 401(k) as an emergency fund, what qualifies as financial planning (an…
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Stagflation combines low economic growth with high inflation. Peak uncertainty around trade and tariffs may have coincided with an economic low point, suggesting the worst could be behind us rather than ahead. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. We’ll also explore concerns about tapping a 401(k) for emergencies and s…
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Rather than a trade war, which implies retaliation, we'll examine the latest trade policy developments and analyze Friday's jobs report. Our ongoing coverage of the One Big Beautiful Bill continues with insights on its tax implications and three key considerations for parents. Additionally, we'll discuss planning for blended families, essential pre…
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In this episode of "Wealthyist," hosted by Brian Lamborne, Senior Wealth Strategist with the Annex Private Client Team, the focus is on tax-aware investing and aligning financial strategies with clients' purposes. Brian introduces Anthony Mlachnik, a new senior wealth manager at Annex Private Client, who shares his background and his experience wor…
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The U.S. has secured a series of favorable trade deals, most notably with the European Union, positioning itself as a dominant global economic force while pressuring China ahead of a looming deadline. Meanwhile, concerns grow over the long-term impact of tariffs, Federal Reserve tensions, and rising national debt. Tune in to The Difference, with Da…
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Despite challenging weather, the economy could gain momentum once the tariff "deadline" passes, with the One Big Beautiful Bill’s tax incentives spurring investment and growth. Join Brian Jacobsen for our Week-in-Review. Plus, meet the newest member of the Annex Private Client team, explore six key benefits of trusts, learn how Annex supports clien…
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Recent data indicate the U.S. economy is gaining stronger footing than anticipated. Industrial production increased by 0.3% in June, surpassing expectations, and retail sales rebounded with a 0.6% rise. Join Brian Jacobsen for our Week-in-Review. Also on the show, we introduce the newest member of the Annex Private Client team and share tips to add…
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In this episode of Wealthyist podcast, hosts Brian Lamborne, a senior wealth strategist, and Alec Durand, an estate planning attorney with Annex Wealth, discuss the implications of the recently passed One Big Beautiful Bill Act in the context of the Tax Cuts and Jobs Act of 2017 (TCJA). The TCJA, effective since 2018, doubled the federal estate tax…
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