Accunet Ambassadors | Fred Coleman, CFP | Annex Wealth Management

David sits down this week with Fred Coleman, CFP and Branch Director at Annex Wealth Management. We got into some real talk about what money’s actually for: spending time with the people you love, seeing the world, and making memories that matter.Fred shares his perspective on using money as a tool, not a scoreboard — and why it’s okay (and important) to spend on the things that bring you joy. We also laugh about the classic Milwaukee summer struggle: if it’s not winter, it’s road construction.Laid-back, thoughtful, and full of little nuggets — hope you enjoy this one!👍 Like it? Hit subscribe and tap the bell so you don’t miss the next convo.