EPISODE · Feb 28, 2026 · 34 MIN
Saturday, February 28th. Teeth, Tariffs, and Tomorrow's Retirement Plan
from Money Talk: The Annex Wealth Management Show - Milwaukee · host Annex Wealth Management
This week, Dave Spano and Brian Jacobsen dig into family spending trends. They also break down the State of the Union’s most concrete policy news: a revamped retirement match program modeled after the Thrift Savings Plan, offering up to $1,000 for eligible workers. Finally, we discuss the rapid‑fire shifts in U.S. tariff strategy, and what the new 15% rate means for global supply chains and everyday consumers. Plus, segments on the new IRS policy on paper checks and rollover mistakes you should avoid when it comes to your 401(k).
What this episode covers
This week, Dave Spano and Brian Jacobsen dig into family spending trends. They also break down the State of the Union’s most concrete policy news: a revamped retirement match program modeled after the Thrift Savings Plan, offering up to $1,000 for eligible workers. Finally, we discuss the rapid‑fire shifts in U.S. tariff strategy, and what the new 15% rate means for global supply chains and everyday consumers. Plus, segments on the new IRS policy on paper checks and rollover mistakes you should avoid when it comes to your 401(k).
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Saturday, February 28th. Teeth, Tariffs, and Tomorrow's Retirement Plan
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