Money Talk - The Annex Wealth Management Show | (Sunday) 07/05/26

For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the year.  America is turning 250, so we take a look at the people, innovations, and economic turning points that transformed a young nation into the world's largest economy. We also discuss how to simplify and manage multiple investment accounts, break down the often-misunderstood rules surrounding Roth conversions, and share practical financial planning tips for families preparing to help pay for a wedding. History, investing, and real-world financial decisions, all in one conversation.