Best Annex Wealth Management Podcasts (2025)

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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Saturday, September 20th. Inflation: No surge in sight. 33:37

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4d ago33:37

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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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Wealthyist E35 | Understanding How OBBBA Affects QBI & QSBS (PT 2) 10:42

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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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AI fueling capital spend 6:56

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Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.By Annex Wealth Management

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Sunday, September 14th. Triangulating the truth. 56:02

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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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Saturday, September 13th. Did we have a mini-recession? 33:42

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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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Wealthyist E34 | Understanding How OBBBA Affects QBI & QSBS (PT 1) 13:35

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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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The weakening labor market 10:22

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Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

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Bearvis and Bullhead (ft. Jacob Johnson & Mark Schaefer) 40:43

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The interns say their final goodbyes, and learn about the genealogy of walleye.By Annex Wealth Management

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Sunday, September 7th. Job growth misses. 55:47

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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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Saturday, September 6th. Hiring stalls. 33:49

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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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Wealthyist E33 | Talking Community & Pro Athlete Challenges With Collin Yelich 20:18

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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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The August (strength) surprise 8:26

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Hosted by Matt Morzy, Director of ResearchBy Annex Wealth Management

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The Internator (ft. Jim Blahnik) 31:29

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

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

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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

26d ago9:25

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Hosted by Ken Bellinger, Research AnalystBy Annex Wealth Management

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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Saturday, August 9th. Stagflation is in the air. 33:46

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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

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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

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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

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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

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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

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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

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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

2M 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

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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

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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

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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

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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

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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

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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…