Best Annex Wealth Management Podcasts (2025)

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Sunday, August 31st. 'Beat and Raise' momentum. 55:19

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2d ago55:19

55:19

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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Saturday, August 30th. Glimmers of hope. 32:33

3d ago32:33

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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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2 cuts by Christmas? 9:25

7d ago9:25

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Hosted by Ken Bellinger, Research AnalystBy Annex Wealth Management

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The Internator (ft. Jim Blahnik) 31:29

1d ago31:29

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Say ¡Hasta la vista! to the fear of gathering a breadth of unique experiences.By Annex Wealth Management

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Nineteen Eighty-Friends (ft. John Thompson) 22:35

8d ago22:35

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What does it take to empower others, while following the financial industry's regulations?By Annex Wealth Management

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Sunday, August 24th. Housing blues. 55:53

9d ago55:53

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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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Saturday, Augusts 23rd. Powell's swan song 33:53

10d ago33:53

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Jerome Powell’s Jackson Hole remarks sparked expectations of rate cuts, but did data dependency dampen the mood? Brian Jacobsen shares our Week-in-Review. Plus, we explore equity compensation strategies, the rise in gray divorce, and tips for navigating the process.By Annex Wealth Management

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Wealthyist E32: What OB3 Means For Exit Planning 11:57

10d ago11:57

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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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Peace, Politics, and Your Portfolio: The Cost of Conflict and Spending 15:52

15d ago15:52

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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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Resilience & Rebounds 10:58

14d ago10:58

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Hosted by Chief Economic Strategist Brian Jacobsen.By Annex Wealth Management

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Over the Hedge Fund (ft. Tom Parks) 35:15

15d ago35:15

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Oh my GOSH mom, I'm 18, why should I care about retirement?? And more on this episode.By Annex Wealth Management

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Sunday, August 17th. Inflation's Down. Will The Fed Cut? 55:40

15d ago55:40

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Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan.By Annex Wealth Management

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Saturday, August 16th. Inflation's Down. Will The Fed Cut? 33:27

17d ago33:27

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Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an opportunity to reset your plan.By Annex Wealth Management

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Wealthyist E31 | OBBBA Tax Impact On Charitable Giving & Taxes 16:24

17d ago16:24

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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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CPI Surprise: Cool Inflation, Hot Markets 16:01

21d ago16:01

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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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Wealthyist E30 | Strategic Financing for Tax-Free Growth 12:14

21d ago12:14

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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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Earnings beats galore 11:08

21d ago11:08

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Hosted by Jason Cooper, Director of Equity ResearchBy Annex Wealth Management

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The Intern of Main Street (ft. Ryan Van Blarcom) 27:14

22d ago27:14

27:14

An outlook on the CFP®, first large purchases... and the keyfob incident.By Annex Wealth Management

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Sunday, August 10th. Who’s ready to win—or lose—under the new rules? 55:43

23d ago55:43

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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 is in the air. 33:46

24d ago33:46

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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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The job report gets a 'D' 7:39

28d ago7:39

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Hosted by Brian Jacobsen, Chief EconomistBy Annex Wealth Management

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So You Think You Can Dance (ft. Bonnie Hittman) 29:29

29d ago29:29

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Does college prepare one for post-graduation? What makes workplace culture a game-changer? Get the inside scoop, because every step counts.By Annex Wealth Management

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Sunday, August 3rd. Jobs and trade policy. 55:24

1M ago55:24

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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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Saturday, August 2nd. US hiring slows. 33:45

1M ago33:45

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July’s report arrives as policymakers navigate conflicting economic narratives. Dave Spano and Brian Jacobsen share insights in our Week-in-Review. Our ongoing coverage of the One Big Beautiful Bill includes tax analysis and three key considerations for parents planning for their children.By Annex Wealth Management

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Wealthyist E29 | Your Plan Starts By Knowing Your Purpose 14:17

1M ago14:17

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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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U.S. Trade Triumphs and Economic Strategy Under Scrutiny 16:18

1M ago16:18

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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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Stock dips and growth 12:22

1M ago12:22

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Hosted by Matt Morzy, Director of Research.By Annex Wealth Management

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Annexian Ninja Warrior (ft. Deanne Phillips) 35:24

1M ago35:24

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Learn how to work smart, lift hard, and shoot for the stars, even though they may be big and scary.By Annex Wealth Management

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Sunday July 27: Impacts of the Big Beautiful Bill 55:19

1M ago55:19

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The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving.By Annex Wealth Management

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Saturday, July 26: The Impacts of the Big Beautiful Bill 33:17

1M ago33:17

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The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the dollar. What does it mean to be asset rich and cash poor? Impacts of the Big Beautiful act on charitable giving.By Annex Wealth Management

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Is Jerome Powell #OpenToWork? 14:59

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Join Dan O'Donnell and Dave Spano on The Difference, where in this episode they examine the palpable tension between President Trump and Chairman Powell, as well as trade negotiations, interest rate strategies, and the fallout from some major political events.By Annex Wealth Management

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The consumer remains strong 9:50

1M ago9:50

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Hosted by Ken Bellinger, Research Analyst.By Annex Wealth Management

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How to Train Your Intern (ft. Mack George) 36:00

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Nine interns speak on their big break this summer, and how other students can find an amazing internship, too.By Annex Wealth Management

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Sunday, July 20th. Looking ahead: Dog days. 55:43

1M ago55:43

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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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Saturday, July 18th. Growth: More than a bounce? 33:53

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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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Wealthyist E28 | The "One Big Beautiful Bill" - What Changed? What Didn't? 12:53

2M ago12:53

12:53

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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Can America Afford Its Future? 15:24

2M ago15:24

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Dan O'Donnell and Dave Spano unpack the economic balancing act facing the U.S.—from looming tariff deadlines and ballooning deficits to Fed uncertainty and the long-term sustainability of entitlement programs. Tune into The Difference as they dive in.By Annex Wealth Management

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A mixed bag 9:23

2M ago9:23

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Hosted by Brian Jacobsen, Chief Economist.By Annex Wealth Management

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Sunday, July 13th. Remaining uncertainty centers on tariffs 55:43

2M ago55:43

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The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as the top concern for small businesses—though recent policy changes may ease this burden. Plus, the NY Fed’s June survey reveals year-ahead inflation expectations have cooled to 3%. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our po…

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Saturday, July 12th. OBBB impact. What's in it for you? 33:38

2M ago33:38

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One Big Beautiful Bill 2025 provisions like business incentives, no taxes on tips or overtime, bigger deductions, and child tax credits could have immediate impact. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover myths about taxes as well as a discuss proper planning for Passion Assets like cars, art, and wine.…

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Wealthyist E27 | Fine Wines And How To Get Started: An Interview With Ben Christiansen From Waterford Wine 32:10

2M ago32:10

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Episode Focus: The episode explores the lifestyles, choices, and strategies of the wealthy, with a specific focus on their interest in exclusive and rare wines, wine trends, and the art of collecting and storing wine. Key Points Discussed: A Memorable Wine Hunt Story: Ben from Waterford Wine (https://waterfordwine.com/) shares a story from 20 years…

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I'm Just A Big, Beautiful Bill. 14:42

2M ago14:42

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A campaign promise was made, and that campaign promise was met. Dan O'Donnell and Dave Spano react to the Big Beautiful Bill passing into law and the subsequent reactions on The Difference.By Annex Wealth Management

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2025 so far 11:41

2M ago11:41

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Hosted by Jason Cooper, Director of Equity ResearchBy Annex Wealth Management

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Sunday, June 6th. A surprisingly strong June jobs report. 55:38

2M ago55:38

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Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Brian Jacobsen shares insights in our Week-in-Review. This episode also covers key topics, including the steps to selling a business, the role of a Certified Divorce Financial Analyst at Annex, strategies…

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Saturday, July 5th. What about those jobs? 33:56

2M ago33:56

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In June, hiring surpassed expectations with 147,000 new jobs added. What does this mean for the Federal Reserve's next decision? Brian Jacobsen breaks it down in our Week-in-Review. Plus, learn how to plan for receiving an inheritance. Also, one of our Estate Planning attorneys shares key insights on transferring a family vacation property to the n…

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Valuation threats 9:45

2M ago9:45

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Hosted by Matt Morzy, Director of Research.By Annex Wealth Management

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Sunday, June 29th. Inflation: Maybe not so much? 55:54

2M ago55:54

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The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declining faster than inflation is rising. In our Week-in-Review, Dave Spano and Brian Jacobsen discuss this shift and other key topics. The episode also concludes our Financial Jargon series, explores the 4%…

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Saturday, June 28th. Bunker Busters = Favorable Markets? 33:22

2M ago33:22

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Will U.S. strikes on Iran's uranium enrichment sites bring Iran back to the negotiating table? Markets have reacted positively. Join Dave Spano and Brian Jacobsen for our Week-in-Review. We’ll also conclude our Investment Jargon series and explore the connection between better health and avoiding tax surprises.…

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Wealthyist E26 | Arts & Philanthropy: An Interview With Sandy Wysocki 15:58

2M ago15:58

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This week's episode of Wealthyist podcast, hosted by Kent Helene, Associate Wealth Manager at Annex Wealth Management, features a conversation with Sandy Wysocki, Executive Director of the Sharon Lynne Wilson Center for the Arts. The episode explores the intersection of arts, philanthropy, and financial planning, particularly for high-net-worth ind…

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It pays to be diversified 10:11

2M ago10:11

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Hosted by Jason Cooper, Director of Equity ResearchBy Annex Wealth Management