News, planning insight, and forward thought on the economy, markets, and wealth management.
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Annex Wealth Management Podcasts
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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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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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.
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Welcome to The Intern Survival Guide! A podcast by college students, for college students. Join us on a journey of discovery as we uncover hidden tools for navigating the professional world.
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Radio and TV Personality Dan O'Donnell and Annex Wealth Management CEO Dave Spano discuss current events at the intersection of wealth and policy.
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Hot topics, fresh stories and useful formation; all in 60 seconds
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Hosted by Dr. Brian Jacobsen, Chief EconomistBy Annex Wealth Management
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Sunday, September 21st. A bowling ball of growth?
55:27
55:27
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55:27Economic 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
33:37
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33:37Tariff-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
10:42
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10:42In 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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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
56:02
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56:02Did 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
33:42
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33:42Did 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
13:35
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13:35Exploring 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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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
40:43
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40:43The 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
55:47
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55:47U.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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Wealthyist E33 | Talking Community & Pro Athlete Challenges With Collin Yelich
20:18
20:18
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20:18In 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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Hosted by Matt Morzy, Director of ResearchBy Annex Wealth Management
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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
55:19
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55:19Earnings 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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Hosted by Ken Bellinger, Research AnalystBy Annex Wealth Management
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Nineteen Eighty-Friends (ft. John Thompson)
22:35
22:35
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22:35What does it take to empower others, while following the financial industry's regulations?By Annex Wealth Management
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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
33:53
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33:53Jerome 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
11:57
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11:57In 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
15:52
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15:52In 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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Hosted by Chief Economic Strategist Brian Jacobsen.By Annex Wealth Management
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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
55:40
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55:40Inflation 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
33:27
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33:27Inflation 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
16:24
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16:24In 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
16:01
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16:01In 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
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12:14
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12:14In 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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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
27:14
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27:14An 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
55:43
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55:43The 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
33:46
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33:46Stagflation 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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Hosted by Brian Jacobsen, Chief EconomistBy Annex Wealth Management
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So You Think You Can Dance (ft. Bonnie Hittman)
29:29
29:29
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29:29Does 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
55:24
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55:24Rather 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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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
14:17
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14:17In 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
16:18
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16:18The 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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Hosted by Matt Morzy, Director of Research.By Annex Wealth Management
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Annexian Ninja Warrior (ft. Deanne Phillips)
35:24
35:24
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35:24Learn 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
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55:19
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55:19The 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
33:17
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33:17The 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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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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Hosted by Ken Bellinger, Research Analyst.By Annex Wealth Management
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How to Train Your Intern (ft. Mack George)
36:00
36:00
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36:00Nine 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
55:43
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55:43Despite 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
33:53
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33:53Recent 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
12:53
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12:53In 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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