Money Talk: The Annex Wealth Management Show - SWFL

In this Week in Review, Dave Spano and Brian Jacobsen dig into whether the latest Fed minutes really put another rate hike back on the table as markets deal with rising tension with Iran and renewed focus on Japan’s major investment commitments in the United States. They discuss the latest data, including lower jobless claims, a wider trade deficit, and signs that manufacturing may be finding new momentum, along with what things could mean for companies such as Molson Coors and Harley Davidson. Plus, there's a growing turf battle between Amazon and Walmart and what it could mean for consumers and investors, along with other segments covering smart tax moves and the strategies of gifting money.

In our Week in Review, Dave Spano and Brian Jacobsen break down Japan’s political shake‑up, where a landslide win has opened the door to food‑tax cuts and even possible changes to the country’s post‑war constitution. We look at America’s growing economic pressures, from a worsening federal deficit and tariffs hitting consumers to a housing market still millions of homes short. And we wrap with what the latest data and company reports tell us about the real economy, as consumers pull back, mortgage stress rises, and businesses split between tech‑driven strength and tariff‑driven strain. Plus, segments on AI investing for high-net worth portfolios and tax strategies for 2025's deadline.

It was a whirlwind week in politics and economics, from shutdown-driven policies and delayed labor data to a surprise rebound in U.S. manufacturing. Dave Spano and Brian Jacobsen unpack Trump-era initiatives including a massive minerals stockpile, a proposed pathway-to-ownership housing program, and a sweeping trade deal with India tied to geopolitics and energy in our Week in Review. Plus, we cover tensions with Iran, changes at the Fed, and what all of this means for markets, manufacturers, and workers. Also, a segment on companies offering "equity compensation".

In this Week in Review, Dave Spano and Brian Jacobsen unpack the latest tariff threats from President Trump, a sliding U.S. dollar, and a historic trade deal between the European Union and India. They also dig into the Fed’s decision to hold rates steady and what mixed economic signals mean for markets. Plus, a look at slowing job growth, sinking consumer confidence, record‑slow population growth, and segments on rich retirees and planning for living into your 90s.

Dave Spano and Dr. Brian Jacobsen dive into the political developments dominating the week, with Davos setting the tone. We unpack President Trump’s remarks and proposals from tariffs and Greenland to housing, credit cards, crypto, and global markets in our Week in Review. As always, we touch on key international reactions and data points shaping the broader macro picture. Also, segments on the new Trump Accounts and preparing for the 'Silver Tsunami'.

It was a wave of political and economic turbulence, from Trump’s proposed 10% cap on credit‑card interest rates, to rising tensions between the White House and Fed Chair Jerome Powell with DOJ subpoenas. Inflation continued easing toward the Fed’s target while consumers grew more cautious, but corporate America remained resilient with strong earnings expectations. Dave Spano and Dr. Brian Jacobsen discuss in our Week in Review. Also, a segment on ACA subsidies and the effect on those under 65.

The Santa Rally was a no-show this year, but the January Effect is kicking in. Markets are also reacting to geopolitical moves: U.S. forces captured Venezuela’s president Maduro, sparking oil-focused strategies and promises of billions in infrastructure investment despite challenges. Meanwhile, trade tensions simmer as tariff rulings and compliance shifts reshape import costs, with exemptions and agreements softening the blow for key sectors like semiconductors. Dave Spano and Brian Jacobsen discuss in the Week in Review. Also, segments on understanding Donor-Advised Funds and milestone ages for retirement.

China wrestled with deflation worries while U.S. markets powered through historic tariff hikes and plenty of drama. Mark Beck and Brian Jacobsen unpack the biggest stories of the year, from gold and silver’s surge to Bitcoin’s stumble and the nonstop buzz around AI. Plus, what the 4% rule means for your retirement and smart strategies for navigating later life solo.

This week’s show takes a look back at 2025 and noted how the markets have broadened heading into 2026. We explore decisions high net worth people face, as well as considerations when selling assets. One team interview explores “money guilt” – the uncomfortable feeling of second-guessing spending decisions. We also interview Chellee Siewert from Capture Sports Management, who helps athletes and entertainers find their “why.” Finally, we take a look at what you might consider as you enter retirement: what are your first steps?

Dave Spano and Brian Jacobsen break down distorted economic data and what it really means for the labor market as payroll trends shift in our Week in Review. Inflation may be taking a holiday, but consumer spending remains surprisingly resilient heading into the festive season. Plus, we look ahead to earnings season, where analysts expect double-digit growth for the S&P 500 and the ‘Magnificent 7’ to keep leading the charge.” Also, segments on the first meeting with a wealth manager and creating a "living legacy".

The Fed cut rates but signaled it’s ready to hit pause for a while. In our Week in Review, Dave Spano and Brian Jacobsen break down why their upbeat tone on productivity could make their job easier, what the board’s mindset might be, and why market expectations for 2026 cuts are already taking shape. Plus, we discuss the confusion around balance sheet tweaks—spoiler: it’s not QE, just a move to keep year-end funding calm. Also, segments on navigating financial conversations with family, and why 2026 might be a pivotal year for estate plans.

Dave Spano and Brian Jacobsen unpack a week full of conflicting economic signals, from strong holiday spending to softer manufacturing data and surprising labor numbers in our Week in Review. They also take a closer look at tariff discussions, political currents heading into the mid-terms, stress points for retailers and small businesses, a standout moment in charitable giving. Plus, listen for insights on equity compensation and the growing trend of solo aging.

Dave Spano and Brian Jacobsen unpack a week full of conflicting economic signals, from strong holiday spending to softer manufacturing data and surprising labor numbers in our Week in Review. They also take a closer look at tariff discussions, political currents heading into the mid-terms, stress points for retailers and small businesses, a standout moment in charitable giving. Plus, listen for insights on equity compensation and the growing trend of solo aging.

This week’s Week in Review covers major political developments, including President Trump’s upcoming visit to Beijing and the launch of the Genesis Mission, along with fresh data on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also break down standout corporate stories, shifting consumer trends, and the key economic releases coming in the days ahead. Plus, segments on how to gift money and "Alignment" vs. "Accumulation" in retirement.

Dave Spano and Brian Jacobsen unpack everything from tariff-driven grocery relief to the mixed signals shaping the economy as we head into the holidays. They’ll sort out what’s important now, and what could be coming next. We’ll also look at how parents can create a clear plan to help their kids pay down student loans. And later, the smart end-of-year moves high-net-worth families should consider as 2026 approaches.

Mark Beck and Brian Jacobsen break down a jam-packed week of headlines in our Week in Review, from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll look at what small businesses and big-name earnings are really telling us as we roll into the holidays, and later we’ll uncover “equity compensation” and whether it’s a smart way to get paid.

This week, we unpack the “K-shaped” economy everyone’s talking about. Who’s moving up, who’s sliding down, and what the latest data really says. From layoffs and earnings to tech volatility and political headlines, we break down the stories shaping markets and money right now in our "Week in Review" with Wealth Advisor, Austin Grandinetti and Chief Economic Strategist, Dr. Brian Jacobsen. Also on the show, tax planning strategies later in life like one couple in their 80's. You'll also hear if it's ever a good idea to pause your 401(k) contributions, and how to restart if you do.

It was a big week for central banks — from rate cuts and policy holds to talk of wrapping up quantitative tightening. The Fed made another move, bringing questions about what 2025 might bring. Dave Spano and Brian Jacobsen unpack the key takeaways in this Week In Review. Plus, we’ll dive into the “Labubu Trend” shaking up the collectibles market and what it teaches about investor behavior. Wrapping up the show, we highlight six practical benefits of using trusts in your financial planning.

Finally, some data! The CPI release that determines the 2026 cost of living adjustment for Social Security Benefits is out. Foreign data is still rolling in. China’s challenges are evident…and likely to get worse unless there’s a deal. Dave Spano and Brian Jacobsen will break it down in our Week in Review. Also on the show, myths about taxes. Was getting a big refund check a good idea? Later in the show, we'll talk with Deanne Phillips about taking advantage of tax benefits and resources if you are a caregiver for someone in your home.

Treasury Secretary Bessent said the department is prioritizing payments in its system in order to allow for US military staff to be paid. Also, banks have said loan quality is pretty good.