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Saturday, March 28th. Financial Rules from Childhood. episode artwork

EPISODE · Mar 28, 2026 · 34 MIN

Saturday, March 28th. Financial Rules from Childhood.

from The Women & Wealth Show from Annex Wealth Management · host Annex Wealth Management

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 impact.

What this episode covers

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 impact.

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Saturday, March 28th. Financial Rules from Childhood.

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Frequently Asked Questions

How long is this episode of The Women & Wealth Show from Annex Wealth Management?

This episode is 34 minutes long.

When was this The Women & Wealth Show from Annex Wealth Management episode published?

This episode was published on March 28, 2026.

What is this episode about?

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...

Can I download this The Women & Wealth Show from Annex Wealth Management episode?

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