I migliori Swf podcast (2024)

1
Inside Southwest Florida Football: Season 7, Episode 5 42:51

1d ago42:51

42:51

Dustin, Alex and Dan return this week to discuss an exciting Week 3 which featured a shootout between Venice and Verot and a comeback victory for Gulf Coast against Lely. The group also discusses Southwest Florida's 3-0 teams before making their picks for Week 4.Di SWFL Sports

1
Sunday, September 8th. A precarious balance. 55:33

5d ago55:33

55:33

Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our Week-in-Review. Learn more about our Investment Intel webinar, dealing with volatility, and the ramifications of inheriting money.Di Annex Wealth Management

1
Inside Southwest Florida Football: Season 7, Episode 4 34:10

9d ago34:10

34:10

Sports Editor Ed Reed joins Dan and Dustin as they recap the games from Week 2 and discuss some of the talented backfields in Southwest Florida. The trio will also look ahead to an exciting week of matchups including Immokalee at Naples and Bishop Verot hosting Venice.Di SWFL Sports

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Sunday, September 1st. Nvidia shares fell, but the market still rallied. 55:40

12d ago55:40

55:40

Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investment Committee, Annex for Business, and how remarriage affects estate planning. Branch Director/Wealth Manager Robert Chastain covers tips to get on the same page with a spouse for retirement planning.…

1
Inside Southwest Florida Football: Season 7, Episode 3 45:45

16d ago45:45

45:45

Alex Martin, Dustin Levy, and Dan DeLuca discuss some takeaways from the first week of action in Southwest Florida and how they did in the first picks segment. Afterward, the boys look ahead to next week's games including our game of the week featuring South Fort Myers and Riverdale.Di SWFL Sports

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Sunday, August 25th. Policy: The Direction Of Worry. 55:54

19d ago55:54

55:54

The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian Jacobsen discuss.Di Annex Wealth Management

1
Inside Southwest Florida Football: Season 7, Episode 2 41:08

23d ago41:08

41:08

Alex Martin, Dustin Levy, and Dan DeLuca recap the Week 0 matchups for our local teams and go over the biggest takeaways from those games. Following that, they look ahead to Week 1 with the first picks segment of the season.Di SWFL Sports

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Sunday, August 18th. Retail sales better than expected. 55:41

26d ago55:41

55:41

Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business owners? We'll cover that along with 5 questions to ask to see if we're a good fit for your planning needs.Di Annex Wealth Management

1
Inside Southwest Florida Football: Season 7, Episode 1 57:35

30d ago57:35

57:35

Alex Martin, Dustin Levy, and Dan DeLuca return to kick off Season 7 of the podcast. The guys go over the biggest off-season news, rank the top 10 teams heading into the season, and preview some of the Week 0 matchups.Di SWFL Sports

1
Sunday, August 11th. A review of the rebound. 55:42

1M ago55:42

55:42

Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, the 4 phases of retirement, part-time retirement, and how to approach aging parents who might need additional planning assistance.Di Annex Wealth Management

1
Sunday, August 4th. A volatile week. 55:20

1M ago55:20

55:20

Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts will be too little and too late. Dave Spano and Brian Jacobsen present the Week-in-Review. Ask Annex is back along with a solid segment about aging parents. Robert Chastain covers milestone birthdays th…

1
Sunday, July 28th. Tech's troubles: investment is costly. 55:49

2M ago55:49

55:49

Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we tell ourselves, why a house isn't a great vehicle for wealth transfer, and the role of a Certified Divorce Financial Analyst at Annex Wealth Management.…

1
Sunday, July 21st. Rapid repricing. 55:52

2M ago55:52

55:52

Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed retirement, prenups---and a few interviews from this past week's Republican National Convention.Di Annex Wealth Management

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Sunday, July 14th. A September cut? 55:56

2M ago55:56

55:56

A Fed cut in September could make non-US equities attractive for a while. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.Di Annex Wealth Management

1
Sunday, July 7th. Scary Summer for growth? 55:45

2M ago55:45

55:45

What matters for long-term investors is whether fears of a recession become a reality. Dave Spano and Brian Jacobsen present our Week-in-Review. What are 6 things you might not want to inherit? We've got the list. Learn more about our Investment Committee, remarriage and estate planning, and what IS and ISN'T financial planning.…

1
Sunday, June 30th. Don't invest your politics 55:51

2M ago55:51

55:51

Seeking clarity. Did the debate clear ANYTHING up? PCE came in as expected...what was the market reaction? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4 types of retirees, what NOT to do when retirement planning, and a look at HENRY's (High Earners, Not Rich Yet). We'll also spend some time with Jeff Pierce, new p…

1
Sunday, June 23rd. Rethinking the 60/40 portfolio. 55:48

3M ago55:48

55:48

Dave Spano and Brian Jacobsen present our Week-in-Review and discuss rethinking what’s in the 60 and what’s in the 40. Instead of changing the 60 and 40, you can dial up and down the risk within the 60 and within the 40. Also on the show, the latest on Roth 401ks, how to prep for an inheritance, a few things to think about when considering part-tim…

1
Sunday, June 16th. "Modest progress" on inflation. 55:56

3M ago55:56

55:56

Four members think there shouldn't be any cuts this year. The rest disagree. September could see a dissent. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover financial planning for medical professionals, business succession planning, and what you might encounter in the first 6 months of retirement.…

1
Sunday, June 9th. Spending growth negative. Real earnings growth was flat. 55:47

3M ago55:47

55:47

Will growth suddenly stop or is it just coasting to a more sustainable speed? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about what to do in the first year of widowhood, why it's not a good idea to cash out a 401k, and how lifestyle creep is destructive.Di Annex Wealth Management

1
Sunday, June 2nd. Inflation: An unclear target 55:43

3M ago55:43

55:43

Will the Fed try to turn back time by trying to undershoot inflation to get the path of prices back to 2%? Brian Jacobsen has the week-in-review. Learn more about Passion Assets, habits of successful savers and investors, and the reality of grey divorce.Di Annex Wealth Management

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Sunday, May 26th. It's NVIDIA's world, we just live in it. 55:45

4M ago55:45

55:45

A tale of two economies: tech vs. consumer staples. Catch the week-in-review from Dave Spano and Brian Jacobsen. We'll also hear more about the Annex Experience, how to stay sharp in retirement, retirement killers, and how to bolster retirement and worry less about Social Security.Di Annex Wealth Management

1
Sunday, May 19th. The Dow hits an arbitrary milestone, here come the rally hats. 55:49

4M ago55:49

55:49

CPI was better, but retail sales and industrial production were not. It's a good reminder that the macroeconomy is not the market. Dave Spano and Brian Jacobsen present our week-in-review. We'll also cover divorce and its impact on retirement planning, spousal Social Security, 4 money myths, and the slippery slope of supporting adult children.…

1
Sunday, May 12th. Earnings are all over the place. 56:24

4M ago56:24

56:24

Dave Spano and Brian Jacobsen present the Week-in-Review. What's the latest with the possible cut to Social Security benefits in 2035? Naples Branch Director Robert Chastain covers 6 items you might not want to inherit.Di Annex Wealth Management

1
Sunday, May 5th. Are stocks "priced for perfection?" Some, but not many. 55:43

4M ago55:43

55:43

Look at Apple: low expectations going into earnings made it easy to beat. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are 6 benefits to setting up a trust? What happens during the Annex Wealth Management portfolio review? And what are 5 reasons to consider increasing your 401k contribution?…

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Sunday, April 28th. Earnings: Good results with bad guidance. 55:56

5M ago55:56

55:56

Mixed bag this earnings season. Dave Spano and Brian Jacobsen present our week-in-review. We'll also dive into the importance of tax planning (based on tax filing) as well as the return of volatility. Branch Director Robert Chastain has some thoughts on avoiding boredom in retirement.Di Annex Wealth Management

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Sunday, April 21st. Have we forgotten what risk feels like? 55:59

5M ago55:59

55:59

A stumbling bull or an awakening bear? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll tackle the challenges Generation X faces during financial and retirement planning. What's the role of a Certified Divorce Financial Analyst at Annex? We'll cover that as well as Ask Annex, a visit with Robert Chastain, and Estate Planning roles.…

1
Sunday, April 14th. What's next? Will something break? 56:01

5M ago56:01

56:01

Unemployment claims are low. Wages are rising. It's not a stagflation environment. Dave Spano and Brian Jacobsen cover the week to start the show. Are certain 401k benefits underrated? We put that question to our Director of Retirement Plan services. If you're a Grandparent, there are many opportunities to bless your Grandchildren in life-changing …

1
Sunday, April 7th. Jobs, ISM manufacturing, and more Fed speak. 55:45

5M ago55:45

55:45

Mark Beck and Brian Jacobsen present the week-in-review and decode more Fed speak. Can you trust what social media recommends for investing? What are the ramifications of inheriting money?Di Annex Wealth Management

1
Sunday, March 31st. Fighting FOMO. 55:51

6M ago55:51

55:51

Are we there yet with rate cuts? The most hawkish member of the Board says it could only be a couple more months before he has confidence that they could cut. What's that mean looking ahead? Dave Spano and Brian Jacobsen discuss. We'll also cover our Annex Executive program, how to rate your 401k, and the dangers of fortune hunters and gold diggers…

1
Sunday, March 24th. Manufacturing may be emerging from hibernation 55:35

6M ago55:35

55:35

S&P Global PMI for US manufacturing has been above 50 three months in a row. What's the mean for the broader market? Dave Spano and Brian Jacobsen cover that and more during our week-in-review.Di Annex Wealth Management

1
Sunday, March 17th. Growth is "good enough," but inflation progress has stalled. 55:29

6M ago55:29

55:29

Credit spreads are tight and got tighter because growth looks fine. It's the inflation picture that's uglier. Dave Spano and Brian Jacobsen review the week. We'll also cover 401k millionaires, aging in place, and traditional vs Roth 401ks.Di Annex Wealth Management

1
Sunday, March 10th. Deja vu. We're down to two. 55:50

6M ago55:50

55:50

A new jobs number, the same two presidential candidates, and a Fed with decisions to make. Dave Spano and Brian Jacobsen present our week in review. Later in the show, we'll investigate the value of an advisor, election year myths, and business succession planning.Di Annex Wealth Management

1
Sunday, March 3rd. What if the Fed doesn't cut in '24? 55:50

6M ago55:50

55:50

What if the Fed doesn't cut in 2024? They probably will, but there's a growing risk that they won't. "If it ain't broke, don't fix it?" Learn more about the 4 phases of retirement, part time retirement, how the millionaire next door does it, and what the IRS has planned as it steps up enforcement.Di Annex Wealth Management

1
Sunday, February 25th. New highs are old hat. 55:50

7M ago55:50

55:50

Fed officials have repeated what they’ve been saying: rather err on the side of cutting later than sooner and will discuss tapering QT in March. Dave Spano and Brian Jacobsen cover it all during our week-in-review. Learn more about remarriage and estate planning, fears and solutions in retirement, and ways to age in place.…

1
Sunday, February 18th. Expectations, Reality, and Opportunity 55:56

7M ago55:56

55:56

Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming pr…

1
Sunday, February 11th. Pushback, Bellwethers, and Deficits 56:07

7M ago56:07

56:07

The Fed admits they were slow to respond to inflation, but March is too early for a cut. Dave Spano and Brian Jacobsen cover it all during our week in review. Find out more about IRS audits and ways to avoid red flags.Di Annex Wealth Management

1
Sunday, February 4th. Earnings and a HOT job number. 55:35

7M ago55:35

55:35

Blame the groundhog for our chilly weather. Do we blame the huge jobs number for the Fed slow-walking interest rate cuts? Dave Spano and Brian Jacobsen look at last week (that contained a LOT of earnings reports). We'll also explore the 4 types of retirees, the increase in Gray Divorce, and the steps to selling a business.…

1
Sunday, January 28th. GDP stays stubbornly strong. 55:48

8M ago55:48

55:48

Take a bow consumers, you powered Q4 GDP. Join Dave Spano and Brian Jacobsen for our Week-in-Review. They'll cover the latest in earnings and what might be the end of scattered rolling recessions. Learn more about our Investment Committee, election year myths, Annex Ignite, and why planning for life 'in' retirement sometimes falls short.…

1
Sunday, January 21st. The Fed taper. 55:52

8M ago55:52

55:52

The Fed is open to tapering quantitative tightening. They don't want banks to come under undo pressure since small/regional banks are still struggling with CRE and deposit flight. What's that mean for the markets? Dave Spano and Brian Jacobsen discuss during the week-in-review. Learn more about Spousal Social Security, business succession planning,…

1
Sunday, January 14th. 55:52

8M ago55:52

55:52

Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows.Di Annex Wealth Management

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Sunday, January 7th. Who thought the road to rate cuts would be easy? 55:54

8M ago55:54

55:54

As yields are move back up, bonds are in retreat. What's the big picture? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. On this week's show, you'll 'Hear' the Difference from an Annex client, learn why 401k expectations should be managed, and what Generation X faces with retirement planning.…

1
Sunday, December 31st. Happy New Year! 55:54

9M ago55:54

55:54

What a year. Dave Spano and Brian Jacobsen review 2023---and cast their eyes on next year.Di Annex Wealth Management

1
Sunday, December 24th. Yuletide cheer? 55:44

9M ago55:44

55:44

Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how much DO you need?), what you'll encounter in the 1st five years of retirement, Ask Annex, social media investing advice, and signs you should be contributing more to your 401k.…

1
Sunday, December 17th. Transitions are hard. 55:42

9M ago55:42

55:42

The transition from pause to cut can be bumpy. While we enjoyed a FOMO rally last week, what's ahead? Dave Spano and Brian Jacobsen tackle our Week-in-Review. We'll also share details about our Portfolio Review process, letdown in retirement, net unrealized appreciation, and retirement killers. Branch director Robert Chastain shares some 2024 finan…

1
Sunday, December 10th. Inflation: Such a 2021 and 2022 story. 55:50

9M ago55:50

55:50

The market says inflation is in the rearview mirror. It mostly is. Dave Spano and Brian Jacobsen review the latest during the Week-in-Review. We'll also cover Estate Planning roles, the Annex Experience, tax strategies for the self-employed, and what to do with that year-end bonus.Di Annex Wealth Management

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Sunday, December 3rd. Coal for Christmas? 55:42

9M ago55:42

55:42

Our Week-in-Review, 3 keys to happiness in retirement, a look into 'HENRY's, and what do you do with adult children living at home?Di Annex Wealth Management

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Sunday, November 26th. Genuine growth is scarce 54:36

10M ago54:36

54:36

Weak guidance for the holidays. What's that mean down the road? Dave Spano and Brian Jacobsen have our week-in-review with an eye on the Fed and potential rate cuts next year. Join us for great segments covering Grandparents and Grandchildren, HSAs, the Sandwich Generation, and more!Di Annex Wealth Management

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Sunday, November 19th. Inflation: is the hard part ahead or over? 54:40

10M ago54:40

54:40

Retail is soft and CPI is flat. Does this mean the battle against inflation is turning the tide? We'll comb through it during our Week-in-Review with Dave Spano and Brian Jacobsen. Learn more about our in-house investment committee, what it's like to be an Annex client (directly from clients), some Medicare basics---and what Generation Z should be …

1
Inside Southwest Florida Football Season 6, Episode 14 47:55

10M ago47:55

47:55

Sports editor Ed Reed fills in for Dan this week to talk with Dustin and Alex about last week's playoff games. Then they breakdown the upcoming games and make their picks.Di SWFL Sports

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Sunday, November 12th. Companies are concerned about margins. 55:38

10M ago55:38

55:38

Fed officials haven't pushed back too hard on the idea that higher long-term yields are doing the tightening work for them. What's that mean for markets? We'll also investigate how Annex works with High Net Worth clients, smarter charitable giving, myths about money, and how much insurance do you really need?…

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