03/29/2010 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss interest rate forecasts, and the effects of Obamacare on employers and unemployment. We discuss health care companies and dividend paying companies in the sector. And we discuss tax concerns including disinheritance of charitable organizations under the current tax codes and the impact of tax free municipal bond interest on the taxation of social security benefits.
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03/20/2010 on "Money Talk" hosted by Annex Wealth Management ® - Special guest Dan Steininger, Vice President of BizStarts Milwaukee joins the show to talk about entrepreneurship and the business climate in Wisconsin.
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03/13/2010 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss sustainable distribution rates, a tool for retirement planning and using annuities to guarantee retirement income. We answer a question on how Annex differs from the Mutual Fund Store. And we talk about dividend stocks as an alternative to fixed income. See archive below.
03/06/2010 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss required minimum distributions for 2009 and Roth IRA conversions for 2010. We also discuss a fiduciary vs. transaction-based relationship with an advisor and how advisors get paid. We discuss the mechanics of moving an account “in kind”. See archive below.
02/27/2010 on "Money Talk" hosted by Annex Wealth Management ®
- Required Minimum Distribution Rules. This is a complex area and the Worker, Retiree, and Employer Recovery Act of 2008 added some confusion in the near term. Click here for a thorough explanation.
02/20/2010 on "Money Talk" hosted by Annex Wealth Management ®
- Special guest Bill Nasgovitz, Founder, President, and Portfolio Manager with Milwaukee based Heartland Funds joins host Dave Spano, President of Annex Wealth Management. Mr. Nasgovitz discusses value investing discipline, a strategy his firm has adhered to since 1983 . See archive below.
02/13/2010 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss concerns over Greece's fiscal situation, talk about the questions to ask when selecting an advisor, and discuss FDIC and SIPC insurance. See archive below.
02/06/2010 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss stagflation and deflation and the effects on investment markets. We answer listeners' questions. See archive below.
01/30/2010 on "Money Talk" hosted by Annex Wealth Management ®
- Joining the show was Brian Jacobsen, Ph.D. and Professor of Economics at Wisconsin Lutheran College to discuss the current economic environment and monetary policy. See archive below.
01/23/2010 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss the proposal for a large bank tax. We also talk about the benefits of re-balancing your portfolio and answer listeners' questions. See archive below.
01/16/2010 on "Money Talk" hosted by Annex Wealth Management ®
- We answer caller questions about savings bonds. We also update listeners on Wisconsin's Roth IRA conversion laws and 2010 required minimum distribution (RMD) rules. We discuss American Funds. See archive below.
01/09/2010 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss fixed income markets; are they overdone? We also discuss Roth IRA conversion pitfalls and answer callers questions. See archive below.
01/02/2010 on "Money Talk" hosted by Annex Wealth Management ®
- Joining the show was Brian Jacobsen, Ph.D. and Professor of Economics at Wisconsin Lutheran College to discuss the economic outlook for the coming decade. See archive below.
12/26/2009 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss year end planning ideas. We also review 457 and 403(b) retirement plans. See archive below.
12/19/2009 on "Money Talk" hosted by Annex Wealth Management ®
- We discuss what to expect from an advisory relationship. We talk about index funds and active versus passive investing. We also discuss tax loss harvesting and the estate tax rollback to 2001. See archive below.
12/12/2009 on "Money Talk" hosted by Annex Wealth Management ® - Wisconsin State Senator Glenn Grothman is a guest on the show to discuss Wisconsin's Roth IRA conversion and retirement plan contribution legislation. See archive below.
