Best Annex Wealth Management Podcasts (2025)

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 e…

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Saturday, November 29th. Seasonal Stocks and Strategy. 33:57

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This week’s Week in Review covers major political moves, from President Trump’s planned trip to Beijing to the launch of the Genesis Mission and the latest readings on growth, confidence, inflation, and business sentiment. Dave Spano and Brian Jacobsen also unpack notable corporate stories, evolving consumer behavior, the data to watch in the week …

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Wealthyist E43 | Equity Compensation - What It Is, Tax Pitfalls, and Planning Tips 19:12

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Equity Compensation – what it is, why companies use it, the main types, tax pitfalls, and planning tips.Why Companies Offer Equity CompensationPrimary goal: Attract, retain, and motivate top talent (especially in tech/AI race – Google, Apple, Nvidia, etc.). Acts as “golden handcuffs” via vesting schedules (e.g., 25% per year over 4 years or a 3-yea…

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Tariffs and Tech Earnings. 5:52

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How are tariffs and tech earnings shaping market turmoil right now? Hosted by Jacob Johnson, Assistant Research Analyst.By Annex Wealth Management

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Sunday, November 23rd. Big Moves, Small Signals. 56:44

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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-y…

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Saturday, November 22nd. Costs Down, Questions Up. 34:08

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Dave Spano and Brian Jacobsen break down everything from tariff-driven grocery relief to mixed economic signals heading into the holidays for the Week in Review. They’ll help make sense of what matters now, and what might matter next. We also talk about how parents can build a real plan to help their kids tackle student loans. And later, smart end-…

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Wealthyist E42 | Staying Grounded - An Interview With Former NBA Star Steve Novak 33:01

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Core Theme: How a middle-class Wisconsin upbringing, strong family values, and an athlete’s mindset of consistent small improvements shaped Steve Novak’s approach to money, lifestyle, and giving back — and kept him far away from the “broke ex-athlete” stereotype. Key Takeaways from the Conversation: Grounded Upbringing as the Anchor Grew up in Brow…

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The Shutdown Impact 10:42

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Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

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Sunday, November 15th. Government funded. For now. 55:20

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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 wheth…

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Saturday, November 15th. Shutdown over. Will It Last? 33:39

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Mark Beck and Brian Jacobsen tackle a busy week of headlines in our Week in Review. Everything from the shutdown delay and shifting tariffs to new housing ideas like portable mortgages. We’ll also dig into what small businesses and big-name earnings are signaling as we head into the holidays. And later, we break down “equity compensation” and wheth…

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Wealthyist E41 | Strategies for Business Owners Eyeing an Exit 26:13

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In this episode of Wealthyist, host Brian Lambourne (Senior Wealth Strategist at Wealth Management) welcomes Nick Kozik, Director and Shareholder at TKO Miller, a Milwaukee-based boutique investment banking firm specializing in sell-side transactions for family-owned businesses (typically $15M–$250M enterprise value). The discussion dives into the …

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Where's The Job Market Headed? 9:16

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Hosted by Dr. Brian Jacobsen, Chief Economic Strategist.By Annex Wealth Management

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Sunday, November 9th. The Job Market Puzzle. 56:57

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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…

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Saturday, November 8th. Inside the Labor Market Numbers. 34:14

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This week, we’re digging into the “K-shaped” economy—who’s rising, who’s struggling, and what the latest numbers reveal. In our Week in Review, Wealth Advisor Austin Grandinetti and Chief Economic Strategist Dr. Brian Jacobsen sort through layoffs, earnings, tech turbulence, and political headlines shaping the markets. Plus, smart tax moves later i…

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Wealthyist E40 | Women's Health Trends & Hormone Therapy - An Interview With Dr. Tes Jordens 51:46

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In this empowering episode of Wealthyist—the podcast exploring the lifestyles, choices, and strategies of the affluent—host Deanne Phillips (a CFP and bodybuilding enthusiast) interviews Dr. Tes Jordens. Dr. Jordens, founder of 1988 Wellness (named for the year U.S. women gained independent access to small business loans), shares insights on midlif…

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AI’s Growing Influence on Market Trends 9:31

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Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

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Sunday, November 2nd. A Big Week for Central Banks. 56:23

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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 an…

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Saturday, November 1st. Another Cut. Is That All For 2025? 33:11

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Central banks were in the spotlight this week with rate cuts, policy holds, and new signals about the path ahead for quantitative tightening. The Fed made another move, and investors are already asking what could come next in 2025. Dave Spano and Brian Jacobsen break down what it all means in this week’s Week In Review. Plus, a look at the surprisi…

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Wealthyist E39 | Where To Start With Estate Planning 19:38

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Estate planning is uncomfortable (addresses incapacity and death) but essential; integrate it naturally into life/financial discussions for comprehensive planning. Key Checklist of Must-Have Documents & Designations Powers of Attorney (POA): Financial & Healthcare POAs: Needed at age 18 (even for adult children, e.g., college prep). Parents lose de…

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Keep Three Things in Mind with the Stock Market 6:26

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Hosted by Derek Felske, Chief Investment Officer.By Annex Wealth Management

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October 26th. A Stalemate, But Finally Some Data 56:31

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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 g…

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Saturday, October 25th. Shutdown Continues, But Big Data Is Out 34:01

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At last, we’ve got some numbers to work with. The new CPI report is out, setting the stage for the 2026 Social Security cost of living adjustment. Meanwhile, global data keeps coming in, and China’s struggles are becoming clearer, and could deepen without some movement on trade. Dave Spano and Brian Jacobsen will unpack it all in our Week in Review…

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Wealthyist E38 | Private Markets & Diversified Portfolios 18:31

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In this episode of the "Wealthyist" podcast, hosted by Anthony Mlachnik, senior wealth manager for Annex Private Client, the focus is on private investments and their role in a diversified portfolio. Mlachnik is joined by Brian Jacobsen, Annex’s chief economic strategist, to discuss the nuances of private markets and their relevance for high-net-wo…

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Trade and Tariff Volatility 10:54

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Hosted by Jacob Johnson, Associate Research Analyst.By Annex Wealth Management

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Sunday, October 19th. Big Data Is Coming! 55:05

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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.By Annex Wealth Management

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Saturday, October 18th. Less Than a Week from Big Data 33:41

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Beige Book Blues. This qualitative data may be the best we can get during the data draught. Dave Spano and Brian Jacobsen discuss in our Week in Review. Also, banks have said loan quality is pretty good. You'll hear how to be prepared for a longer life in retirement. Health and financial planning are very much connected. Mike Kirk talks about how t…

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Wealthyist E37 | Forbes Study: A Pivot In Investment Goals For The Wealthy 9:17

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The podcast "Wealthyist," hosted by Austin Grandinetti with guest Dr. Brian Jacobson from Annex Wealth Management, discusses a Forbes article highlighting shifts in the investment priorities of high net worth individuals. Key points include: Shift to Income Generation: 82% of affluent investors now prioritize generating income over growth, a change…

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Is The High-End Consumer Starting to Feel the Pinch? 12:01

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Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

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Sunday, October 12th - Data Drought 56:12

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The government shutdown. TSA agents are calling in sick. That ended the shutdown in 2019. Will it this time? ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the 1976.By Annex Wealth Management

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Saturday, October 11th. Data Drought 33:38

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The government shutdown. Mark Beck and Brian Jacobsen break it down in our Week in Review. TSA agents are calling in sick. That ended the shutdown in 2019. Will it this time? ACA subsidies are the sticking point. That and anxious investors drive gold prices above $4,000 an ounce, marking its best year since the 1976. Also, how is your 401k looking?…

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Wealthyist E36 | Impacts of the OBBBA on Business Planning Considerations 36:04

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Recently Dr. Brian Jacobsen and Brian Lamborne discussed implications of the OBBBA on Business Owners. In this episode of Wealthyist, hosted by Brian Jacobsen, Chief Economist at Annex Wealth Management, and featuring Brian Lamborne, Senior Wealth Strategist, the discussion focuses on the implications of the "one big beautiful bill" (likely referri…

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Powering Through the Shutdown 9:33

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Hosted by Brian Jacobsen, Chief Economist.By Annex Wealth Management

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Sunday, October 5th - Shutdown: More Than Meets the Eye 56:00

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Could the government shutdown signal deeper cuts to federal employment? Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: Smart planning strategies for medical professionals, meaningful ways grandparents can support their grandchildren, and an inside look at the Annex process for High-Net-Worth clients.…

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Saturday, October 4th. Shutdown Slowdown 33:40

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Growth: Shutdown slowdown There may be more to this government shutdown than meets the eye - this time, it could signal deeper cuts to federal employment. Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: How much insurance is enough? Our financial planning team takes a closer look. And Deanne Phillips shares thou…

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Three important rules 7:13

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Hosted by Derek Felske, Chief Investment OfficerBy Annex Wealth Management

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Sunday, September 28th. Another shutdown? 55:51

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With the federal government's fiscal year-end nearing and no compromise in sight, join Dave Spano and Brian Jacobsen for our Week-in-Review. This episode also explores the 4% retirement rule, Warren Buffett-style estate planning, why your 401(k) isn’t a piggy bank, and common myths about trusts.By Annex Wealth Management

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Saturday, September 27th. Shutdown countdown. 33:51

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As the October 1 deadline approaches, a compromise seems unlikely. Join Dave Spano and Brian Jacobsen for our Week-in-Review, covering the looming shutdown. Plus, get a preview of next weekend's Divorce Workshop and explore the Great Baby Boomer Wealth Transfer.By Annex Wealth Management

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ICYMI | Wealthy In Wisconsin: MMAC President Dale Kooyenga 20:17

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In this republished episode of "Wealthyist" podcast Episode 24, host Brandon Lehman interviews Dale Kooyenga, president of the Metro Milwaukee Association of Commerce, about economic development in the Milwaukee region, specifically the Milwaukee Seven (M7), which represents seven counties in southeast Wisconsin: Milwaukee, Kenosha, Ozaukee, Racine…

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Retail therapy 10:30

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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

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Economic 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

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Tariff-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

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In 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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AI fueling capital spend 6:56

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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

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Did 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

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Did 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

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Exploring 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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The weakening labor market 10:22

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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

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The 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

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U.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…