Money Talk: The Annex Wealth Management Show - SWFL

The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News.

Author: Annex Wealth Management

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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Language: en

Genres: Business, Investing

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Sunday, July 5th. The Economy Turns 250 and the June Job Numbers
Episode 345
Saturday, 4 July, 2026

For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the year. America is turning 250, so we take a look at the people, innovations, and economic turning points that transformed a young nation into the world's largest economy. We also discuss how to simplify and manage multiple investment accounts, break down the often-misunderstood rules surrounding Roth conversions, and share practical tips for watching financial fees.