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Saturday, October 1st. A 3rd consecutive negative quarter? episode artwork

EPISODE · Oct 1, 2022 · 34 MIN

Saturday, October 1st. A 3rd consecutive negative quarter?

from Money Talk: The Annex Wealth Management Show - Milwaukee · host Annex Wealth Management

Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio, buying the dip, and stagflation. We’ll also share insight on avoiding letdown in retirement.

What this episode covers

Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with questions about mega backdoor Roths, rebalancing in a down market, a super-defensive stock portfolio, buying the dip, and stagflation. We’ll also share insight on avoiding letdown in retirement.

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Saturday, October 1st. A 3rd consecutive negative quarter?

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Frequently Asked Questions

How long is this episode of Money Talk: The Annex Wealth Management Show - Milwaukee?

This episode is 34 minutes long.

When was this Money Talk: The Annex Wealth Management Show - Milwaukee episode published?

This episode was published on October 1, 2022.

What is this episode about?

Extreme volatility rocks the markets. Dave Spano and Derek Felske break it down during the week-in-review. Several of our clients have recently experienced a ‘surrender squeeze’. What is it and how could it have been avoided? Ask Annex digs in with...

Can I download this Money Talk: The Annex Wealth Management Show - Milwaukee episode?

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