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Listen to The Women & Wealth Show!

Sep 4, 2026 |

The Women & Wealth Show airs Saturdays with fresh episodes on timely topics: retirement realities, IPO insights, menopause & money, women’s leadership, estate planning talks, market volatility, and more. A show that provides expert insight and stays relatable,...

1929-1941: The Great Depression

Aug 3, 2026 |

Last time we looked at the Roaring 20s. The market boomed, but the boom may have been a bubble. 1929 is infamous for the bursting of the bubble. The stock market crash didn't have to become the Great Depression. A series of policy blunders turned a bad recession into...

When Does Retirement Planning Start?

Jul 31, 2026 |

When you think about retirement, it may seem a long way off while you’re still in the workforce. But when does retirement planning actually begin? Annex Wealth Management’s Deanne Phillips, CFP®, CDFA®, ABFP℠ and Tom Parks, AIF®, CRPS® are here to discuss....

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1941-1965: How the Middle Class Was Built

Aug 14, 2026

Last time we looked at the Great Depression. It was a time of monetary, fiscal, and regulatory policy failures. Lots of lessons were learned to help inform how to respond to future crises. This time, the rise of the middle class. For one generation, a single income could buy a house, a car, and a comfortable retirement. That wasn’t an accident or a fairy tale. Annex Wealth Management’s Chief Economic Strategist Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE is here to discuss.