The Women & Wealth Show from Annex Wealth Management
We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.
Episodes
This week, Deanne Phillips explores what it truly means to know your worth while balancing career ambitions, personal relationships, and overall well-being. The program also features thoughtful segments on navigating “money guilt” and introduces the innovative “Money Memory Method.”
The Women at the Helm segment welcomes two outstanding leaders: Wendy Cozzens, CEO of Make-A-Wish® Wisconsin, and Ane Ohm, an accomplished busi...
This week Deanne Phillips and Dr. Brian Jacobsen share insights on current market volatility and what it could mean for your financial picture. Our Women at the Helm segments feature an incredible lineup of guests including April DeValkenaere owner of Fortress Forensic Investigations who offers practical guidance on how to protect yourself from the latest financial scams. Wendy Cozzens CEO of Make-A-Wish Wisconsin joins th...
Larger tax refunds are hitting some bank accounts this year, so we start with smart, practical ways to put that money to work instead of letting it disappear. We also explore financial strategies tailored for those heading into or living through retirement on their own. And later, a conversation with Cecelia Gore about her work with the Brewers Community Foundation and what it really means to make a lasting, meaningful imp...
This week, we explore how to safeguard your “passion assets” and the smartest ways to pass them on to loved ones. We also take a look at why some taxpayers are seeing larger refunds this year, and how to put that money to good use. Plus, we dig into the realities of solo aging and navigating retirement as a single individual. And in our “Women at the Helm” segments, we’re joined by two inspiring leaders: Cecelia Gore, Exec...
This week, we continue celebrating women who have made a meaningful impact during Women’s History Month and explore how their achievements have shaped today’s professional landscape. We are also joined by Michelle Tonkovitz from Green Onion Creative as she shares her personal journey and the financial challenges she learned to overcome. Plus, do not miss "Women and Wealth", live and in person, at a special Annex expo event...
This week, we celebrate our first episode of "Women's History Month" by focusing on how far women have come in the financial world and as business owners. Also, segments on how to decide who should be listed as the "taxpayer" on your documents and a private doctor explains how she assists her patients by being on-call 24/7.
The pilot episode discusses the mission of the new "Women & Wealth Show from Annex Wealth Management". We also discuss women who are "solo aging", choosing the right inheritance plan, retirement "killers" and how the female outlook on finances has changes through generations.
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