The Women & Wealth Show from Annex Wealth Management

We're marking the beginning of Breast Cancer Awareness Month with a special conversation featuring Nikki Panico from Susan G. Komen. She'll discuss the organization's mission, how people can get involved, and the resources available to women facing a breast cancer diagnosis. We'll also hear from Kara Rooney, whose research into metastatic breast cancer is helping advance scientific understanding and improve outcomes for patients. T...

This week, Deanne Phillips and Arabella Parins tackle a financial planning philosophy that sounds downright reckless at first glance: "Die with Zero." Is it a smarter way to think about money, memories, and legacy? Plus, should pet insurance have a place in your financial plan? They break down who really needs it and how it fits into a bigger wealth strategy. Then, in our Women at the Helm segment, Milwaukee Brewers COO Marti Wrons...

This week, we're diving into the viral debate: Is it appropriate to bring an iced coffee to a job interview? We also explore the growing trend known as the "retirement smile" and what it may reveal about today's retirees. Plus, we discuss how much Americans believe they need each month to live comfortably in retirement. In our Women at the Helm segment, impact strategist and community connector Elizabeth Cizinsky joins us to share ...

This week, Deanne Phillips and Marilou Davido discuss why "tax-free" doesn't always mean consequence-free and what widowed clients often value most from a financial advisor. In Women at the Helm, Ann Lemus shares her bodybuilding journey and passion for coaching women. Plus, Dr. Brian Jacobsen talks family business succession planning, and Emily Monty reflects on her experiences as a successful restaurateur and adult pageant compet...

This week, Deanne Phillips and Leesa Gilliam put their financial knowledge to the test with a fun round of "Who Said It?" before exploring how different generations approach money, investing, and financial decision-making. They also tackle an important question for families: What money lessons are you passing on to your children?  In our Women at the Helm segment, Katie Cummings shares the inspiring story behind bringing a vis...

This week, Deanne Phillips and Marilou Davido tackle the money conversations we all know we should be having, but too often avoid. Dr. Brian Jacobsen joins the show to separate fact from fiction by exploring some of the most common myths investors believe and examining why Health Savings Account (HSA) balances continue to grow. In our Women at the Helm segment, Nikki Panico shares the deeply personal experience that inspired her pa...

This week's episode covers some of the most important financial and life planning conversations happening today. Deanne Phillips and Marilou Davido break down inherited IRAs and explain what the often misunderstood 10 Year Rule really means for beneficiaries.

In a special Women at the Helm segment, they explore how leadership opportunities are arriving earlier for many women, and what it takes to succeed in fields that have traditio...

This week, Chief Economic Strategist Dr. Brian Jacobsen joins Deanne Phillips to discuss why gold is capturing investors’ attention once again and what its renewed popularity may mean for today’s economic landscape.  We also explore two important planning topics: preparing for solo aging and understanding how special needs trusts can help protect loved ones and their financial future.  In our Women at the Helm...

This week, we're diving into the growing trend of "Retirement Maxing" and why more younger Americans are making retirement savings a top priority. Dr. Brian Jacobsen joins us to talk about financial FOMO, whether you're really missing out, and how to stay focused on your own financial goals. In our Women at the Helm segment, Brandy Enger shares insights from her leadership role in risk management, including why rising housing and i...

This week, we explore how preparing for one of retirement’s largest expenses can provide less anxiety, not only for retirees but also for the adult children who may one day help manage important care decisions. Thoughtful planning today can help reduce uncertainty and relieve significant stress for families in the years ahead.  In our Women at the Helm segment, Lynn Streeter joins us to share her journey from a distingui...

In our Women at the Helm segment, attorney Sue Hansen shares insights from her collaborative divorce and mediation practice, discussing how couples can navigate challenging transitions with dignity, communication, and a focus on peaceful resolution. We’re also joined by The 401(k) Guy, who offers guidance on the key retirement decisions you’ll face as you approach retirement and how to prepare for a confident financial ...

This week, Annex expert Amy Kiiskila and special guest Sue Hansen discuss navigating prenuptial agreements and the benefits of divorce mediation. We also welcome Rose Gray of Fox World Travel to discuss travel plans in retirement. Plus, Maria Jimenez-Lara, CEO of the Naples Children & Education Foundation, shares the story behind the famous Naples Winter Wine Festival and its charitable impact.  Christa Beall Diefenbach is...

Pack your bags for another great episode! Rose Gray from Fox World Travel joins us to talk destinations, trends, and travel inspiration, and you may be surprised to learn her favorite getaway spot. Plus, as Generation X moves closer to retirement, what lessons has this often-overlooked generation learned about money, work, and planning for the future? And in our Women at the Helm segment, Amy Blain shares her unique mission: helpin...

This week, we explore some of the best local spots to enjoy with your four-legged friend, examine whether fine wine can be a smart alternative investment, and discuss how professionals can communicate more effectively across multiple generations in today's workplace.

We also sit down with entrepreneur Peggy Ann, who shares her remarkable journey from assistant manager to business owner, ultimately building and selling her company to...

This week, we explain what “Trump accounts” are and who may qualify, and tackle the question everyone’s asking: is Social Security really going away? Chief Economic Strategist Dr. Brian Jacobsen shares insights, while Beth Ridley breaks down how leaders turn values into action. Plus, Holly Gamblin covers the luxury housing market, and Peggy Ann shares her journey selling her business and helping others downsize fo...

Big ideas and smart strategies headline this episode. Dr. Brian Jacobsen breaks down the SpaceX buzz and how to better understand IPOs. For “At the Helm,” attorney Griselda Aldrete shares her incredible journey and insights on the fast-changing NIL world and working with young athletes and their families. Plus, we cover luxury travel tips and how to maximize credit card rewards, and check in with Emily Monty, restaurate...

This week on the Women and Wealth Show from Annex Wealth Management, we’re joined by inspiring leaders making a real impact. Ana Simpson, CEO of Girl Scouts Wisconsin Southeast, shares how her organization is shaping the next generation of confident, capable young women, while Dr. Tes Jordens offers insight into helping women optimize their health as they age. We also talk with Brenda Campbell, CEO and President of Secure Fut...

This week, we’re diving into one of the most important, yet often avoided, topics: talking with loved ones about estate planning. We share practical tips to help make those conversations easier and ensure a smoother transition down the road. Plus, in this month’s Retired, Rewired segment, Lynnea Katz-Petted opens up about leaving her corporate career, navigating health challenges, and reinventing what retirement looks l...