EPISODE · Apr 29, 2023 · 33 MIN
Saturday, May 29th
from Money Talk: The Annex Wealth Management Show - Milwaukee · host Annex Wealth Management
GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.
What this episode covers
GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. Ask Annex is investment-focused this week with a question about earnings calls. We also recap our recent Axiom poll about things clients have learned in retirement they WISH they'd known ahead of time.
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Saturday, May 29th
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