Best SWFL Podcasts (2025)

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

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3d ago55:19

55:19

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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Keys, Car, Will – Are You Road-Ready for Life? 14:01

6d ago14:01

14:01

🚗 Keys, Car, Will – Are You Road-Ready for Life? 🔑📜 Do you have a driver's license... but not a will? 👀 Then it’s time for a reality check. In this episode, I sit down with Attorney Enita Kushi from SWFL to explore what it really means to be legally and practically prepared for life’s unexpected turns. ✅ Why having a will is just as important as ha…

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The Roadmap from Recruit to Officer with FTO Sgt. Gerry Buonocore 20:14

9d ago20:14

20:14

FTO Coordinator Sergeant Gerry Buonocore joins the Cape CopCast to take us behind the scenes of the Cape Coral Police Department's comprehensive training program, revealing the journey from recruit to fully-qualified officer. With eleven years on SWAT, experience as an undercover Narcotics Detective, and now serving as the department's Field Traini…

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

8d ago55:43

55:43

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

17d ago55:43

55:43

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

24d 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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Unpacking the Guide Program: Neighborhood Roots or National Reach? 15:59

28d ago15:59

15:59

Over 53 million caregivers across the U.S. are providing support to loved ones—but many don’t realize help is available. In this episode, we’re diving deep into the Guide Program, a resource that may offer free respite care to overwhelmed caregivers. 💡 Is it a local pilot or a nationwide movement? 💬 Who qualifies? 🧭 How do you access it? We unpack …

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

1M ago55:54

55:54

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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Sunday, June 22nd. Policy: So much for data dependence. 55:34

1M ago55:34

55:34

Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut rather than a pause. However, the Federal Reserve opted to pause. Dave Spano and Brian Jacobsen discuss this in our Week-in-Review. Also on the show, learn how Annex tailors investment and retirem…

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Honor Guard: The Ceremonial Side of Law Enforcement with Sgt. Zalenski & Officer Klakowicz 23:34

1M ago23:34

23:34

The Cape Coral Police Department's Honor Guard stands as the living embodiment of law enforcement tradition and respect. Sergeant Joe Zalenski and Officer Steven Klakowicz pull back the curtain on this specialized unit in this episode of the Cape CopCast. Described as wearing "the tuxedo of police uniforms," these officers serve as the formal repre…

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Sunday, June 15th. A slowdown, but no signs of stopping. 55:33

1M ago55:33

55:33

On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have dropped, oil prices have climbed, and stock markets have faced declines. In this Week-in-Review, Dave Spano and Brian Jacobsen share their perspectives. The program also delves into the rising trend of "gr…

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Sunday, June 8th. Beige book blues? 55:46

2M ago55:46

55:46

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistak…

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Chief's Chat #21: The Dispatch Pay Raise & Department Promotions 12:17

2M ago12:17

12:17

When it comes to building and maintaining an exceptional police force, the details matter. Cape Coral Police Department has just scored a major victory for its Telecommunications team by securing competitive pay for dispatchers - the culmination of a years-long effort to properly value these essential first responders. In this episode of the Cape C…

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Sunday, June 1st. Growth: An emotional rollercoaster. 55:25

2M ago55:25

55:25

In this episode, hosts Dave Spano and Brian Jacobsen break down the Week-in-Review. Consumer confidence rebounded in May, boosted by lower tariffs on China, which lifted expectations after hitting a five-year low in April. Despite fluctuating emotions, consumer spending remains steady, supported by stable employment as initial unemployment claims r…

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Florida Insurance Survival Guide: Hurricanes, Codes, and Costs 59:26

2M ago59:26

59:26

Send us a text Rick Kooyman, owner of Trade Secret Inspections, discussed the complexities of homeowners insurance in Florida, particularly post-Hurricane Andrew. He explained the evolution of the Florida building code, the rise of Citizens Insurance, and the impact of Hurricane Irma on insurance rates and policies. Rick detailed the four-point ins…

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Chief's Chat #20: Creating a Culture of Department Wellness 17:31

2M ago17:31

17:31

What happens when the people who respond to everyone else's worst moments need help themselves? In this episode of Cape CopCast 'Chief's Chat,' Chief Anthony Sizemore brings us inside the cultural transformation at Cape Coral Police Department, where officer wellness has evolved from a taboo topic decades ago to an organizational priority. The star…

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Sunday, May 25th. Eat the price increases? 55:10

2M ago55:10

55:10

Different companies adopt varied strategies in response to tariffs, showcasing the strength of capitalism. However, investors face the challenge that companies absorbing tariff costs may see reduced earnings. In our Week-in-Review, Dave Spano and Brian Jacobsen explore this and other key topics. Separately, we examine why more individuals are optin…

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Property Crimes, Honor Guard, and the Joke of the Day with Detective Jenna Newton 25:35

2M ago25:35

25:35

The latest episode of the Cape Copcast welcomes Property Crimes Unit Detective Jenna Newton, who takes listeners on an eye-opening journey from the high-crime streets of Las Vegas to the canals of Cape Coral. Her story shows the contrasts between policing environments—trading two robberies per night and constant gang surveillance for unlocked garag…

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Sunday, May 18th. Nicely done, S&P 55:49

2M ago55:49

55:49

Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%, as Dave Spano and Brian Jacobsen explore in our Week-in-Review. Curious if Annex is right for you, how to avoid retirement disappointment, or what stages lie beyond go-go, slow-go, and no-go? …

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New Housing Strategies of Boomers and Gen Xers 5:25

3M ago5:25

5:25

"New Housing Strategies of Boomers and Gen Xers" with your host, Felicia Saraceno, The Senior Lady, offers insightful discussions on the evolving housing market and its impact on two significant generations. Discover the latest trends, financial considerations, and lifestyle choices influencing Boomers and Gen Xers in their housing decisions. Tune …

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Sunday, May 11th. Bessent's Switzerland mission. 55:45

3M ago55:45

55:45

While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks. We continue Spring Cleaning with Part Two of our Investment series, exploring key questions. Also on the show: What should you do with unused education funds like 529s? Are you prepared to av…

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Chief's Chat #19: Closing the Gap on School Threat Laws ft. State Rep. Mike Giallombardo 25:43

3M ago25:43

25:43

A legal loophole exposed by a recent school threat case in Cape Coral has sparked an urgent conversation about public safety and legislative reform. When an individual made a verbal threat that was subsequently recorded and posted online, the Cape Coral Police Department was able to charge the person who shared the video, but not the person who act…

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Sunday, May 4th. Growth: From pull-forward to fall-off. 55:41

3M ago55:41

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The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpassed expectations. What does this mean for the markets? Join Dave Spano and Brian Jacobsen for the Week-in-Review. Plus, it’s time for spring cleaning …

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Sunday, April 27th. Big macro data sheds light on the outlook. 55:31

3M ago55:31

55:31

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how A…

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Chief's Chat #18: School Threats & Why Police Can't Always Charge What You Expect 21:14

3M ago21:14

21:14

What happens when police identify a school threat but face unexpected legal barriers to filing the charges the public expects? Chief Anthony Sizemore sits down with Host Lisa Greenberg and takes listeners behind the scenes of a recent case that sparked community confusion and outrage. When two young adults were involved in the creation and posting …

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Crime Analyst Hannah Esham on Intelligence & Innovation in Law Enforcement 16:53

3M ago16:53

16:53

Have you ever heard of a Crime Analyst? Join us on the Cape CopCast as we explore their role in solving and preventing crime with Hannah Esham. She talks to hosts Lisa Greenberg and Officer Mercedes Simonds about how Crime Analysts use the Tactical Intelligence and Analytics Center to work closely with detectives. Hannah offers an insider's perspec…

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Sunday, April 20th. Retail sales pop. For now. 55:43

3M ago55:43

55:43

U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement pla…

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Sunday, April 13th. Whiplash. 55:30

4M ago55:30

55:30

It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you list…

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Chief's Chat #17: Tactical De-escalation to Detain a Man with a Knife 21:33

4M ago21:33

21:33

What does real police de-escalation look like? In this episode of the Cape CopCast 'Chief's Chat,' Chief Anthony Sizemore breaks down body camera footage of a potentially deadly encounter that ended peacefully thanks to crisis intervention training and compassionate policing. When Cape Coral officers responded to a home in which parents had been as…

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Sunday, April 6th. Roll with the punches. 55:33

4M ago55:33

55:33

In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Financial Literacy Month series of webinars, planning for medical professionals, prenuptial agreements and more.…

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Sunday, March 30th. Inflation: A race to the middle. 55:52

4M ago55:52

55:52

Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.By Annex Wealth Management

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Chief's Chat #16: How We're Adding More Officers and Prioritizing Calls 21:35

4M ago21:35

21:35

In this edition of the Cape CopCast "Chief's Chat," Chief Sizemore breaks down the science behind prioritizing police response and staffing in this transparent, informative discussion about department operations. Using a simple visual metaphor of "tennis balls in buckets," the Chief explains how the department allocates officers across the city's f…

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Sunday, March 23rd. Powell’s presser: transitory is back. 55:52

4M ago55:52

55:52

Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions.…

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Empowering Victims: The Essential Work of our Victim Advocates 21:46

5M ago21:46

21:46

Join us as we shine a light on two of the remarkable women making a difference in our community—Christine Seymour, a Victim Assistance Coordinator, and Brandi Tucker, a Victim Advocate. Their work within the Cape Coral Police Department is nothing short of essential, offering a lifeline to victims of domestic violence, traffic homicides, house fire…

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Sunday, March 16th. Policy: Chainsaws over scalpels 55:39

5M ago55:39

55:39

Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a historic standpoint along with an examination of emotional reaction when markets slide.By Annex Wealth Management

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Sunday, March 9th. Patience trumps action. 55:37

5M ago55:37

55:37

Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about investment diversification, 6 things you might NOT want to inherit, Annex Private Client and more.By Annex Wealth Management

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TSI Season 2 Podcast # 7 NABOR vs. FAR Bar, Real Estate Contracts in Naples, FL 53:49

5M ago53:49

53:49

Send us a text Sergio DeCesare and Rick Kooyman discuss the nuances of real estate contracts in Naples, Florida, specifically the board contract, the neighbor contract, and the state contract called the Fire bar. Rick emphasizes the importance of due diligence, especially for vacant land, and highlights the differences between the two contracts, pa…

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Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great. 55:37

5M ago55:37

55:37

Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to…

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Chief's Chat #15: Protecting Our Kids with the Launch of School Zone Cameras 13:29

5M ago13:29

13:29

In this episode of the Cape CopCast 'Chief's Chat,' we explore the introduction of Red Speed cameras in school zones throughout Cape Coral. With safety as our main priority, this initiative aims to enhance protection for children during critical drop-off and pick-up times. We talk to Chief Sizemore about how these speed cameras function, capturing …

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Sunday, February 23rd. Inflation: Profits before prices? 55:37

5M ago55:37

55:37

Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan f…

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Chief's Chat #14: How We Use Money Seized from Criminal Investigations 14:00

5M ago14:00

14:00

Have you ever wondered what we do with money seized from criminal investigations? Join us as we reveal some of the cutting-edge innovations coming to the Cape Coral Police Department, funded entirely by forfeiture money. Hosts Lisa Greenberg and Officer Mercedes Simonds chat with Chief Anthony Sizemore about how new high water vehicles and advanced…

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The Life of a K9 Officer with Travis Harrison and K9 Van 14:34

5M ago14:34

14:34

In this episode of the Cape CopCast, step into the life of K9 Officer Travis Harrison and his remarkable K9 partner, Van. Discover firsthand how Travis evolved from a professional baseball player, to working in real estate, to a patrol officer, to now a dedicated K9 handler. Officer Harrison sits down with hosts Lisa Greenberg and Officer Mercedes …

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Sunday, February 16th. Growth: The trend is your friend 55:39

5M ago55:39

55:39

Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.…

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TSI Season 2 Podcast #6: Radon: An Invisible Threat 23:07

5M ago23:07

23:07

Send us a text Rick Kooyman from Trade Secrets Inspections discusses the importance of radon testing in homes, emphasizing that radon is a colorless, odorless gas that can cause cancer and is the second leading cause of cancer after smoking. He explains that radon originates from the earth, particularly from uranium and radium in soil and building …

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Chief's Chat #13: New Ordinances for Public Safety & Another Life-Saving Response 15:22

6M ago15:22

15:22

In this episode of the Cape CopCast 'Chief's Chat,' we're going deeper into new city ordinances aimed at enhancing public safety with Chief Anthony Sizemore. Hosts Lisa Greenberg and Officer Mercedes Simonds explore the success of a new ordinance targeting outdoor camping on public property, focusing on the balance between providing resources to th…

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Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months. 55:52

6M ago55:52

55:52

It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program, how to plan for aging parents, and common millionaire myths (that aren't true).By Annex Wealth Management

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Chief's Chat #12: Child Abduction & Juvenile Armed Robbery Updates, and Hiring 911 Operators 17:13

6M ago17:13

17:13

In this episode of the Cape CopCast 'Chief's Chat,' we're talking about the child abduction investigation and the 13-year-old arrested for armed robbery. Hosts Lisa Greenberg and Officer Mercedes Simonds sit down with Chief Sizemore to discuss the role of social media in alerting the public of an incident, the importance of prioritizing accuracy an…

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Sunday, February 2nd. Fed policy word salad. 55:34

6M ago55:34

55:34

Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover the Great Baby Boomer Wealth Transfer, insurance coverage (like, how much do you really need?), the role of a Certified Divorce Analyst …

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Sunday, January 26th. Off to the races. 55:48

6M ago55:48

55:48

If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how much can they rise? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about Cash Flow Modeling and how our planning team puts it to work. We'll also cover the psychology of spending in reti…

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TSI Season 2 Podcast #5: Foundations and Floors 28:55

6M ago28:55

28:55

Send us a text Sergio and Rick discuss the impracticality of basements in Florida due to the water table. Rick presents a case study of a house on a barrier island with a basement, highlighting structural issues like water intrusion, mold, and compromised foundations. The basement's floor is only 8-10 inches above the water table, leading to contin…