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Smart Habits of Rich Retirees
Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.
Smart Habits of Rich Retirees
Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.
CNBC: Hormuz blockade could deepen world’s worst energy crisis — and risk a dangerous misstep
Tanker traffic through the strait ground to a halt again within hours of Trump’s announcement. | The blockade risks drawing ire from countries buying Iranian oil, including China and India. | Analysts said the blockade could be a negotiating tactic, but warned of the risk of escalation and legal challenges.
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Macro & Market Musings – 4/10/26
Comments based on information available as of 6:00 am CT on 4/3/2026 Growth: Running on Fumes? February's personal income and outlays data raised an uncomfortable question about how much fuel the U.S. consumer really has left in the tank. Personal income fell in...
Axios Markets: Relief Rally
Today we dive into what’s happened over the past 12 hours and what comes next. Plus, a new recession indicator and a look at how health insurance companies are under fire.
Shorts | Fracking & Crude Oil Exports #annexwealth
Fracking & Crude Oil Exports. Hear what CEO Dave Spano and Chief Economic Strategist Brian Jacobsen have to say. #annexwealth #feeonly #fiduciary #crudeoil #fracking
Shorts | Oil Prices After Infra. Damage #annexwealth
April 1st speech, the market response, and oil prices after infra. (infrastructure) damage. Hear what Chief Economic Strategist Brian Jacobsen has to say. #annexwealth #feeonly #fiduciary #oilprices #spotoil
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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