The Women & Wealth Show from Annex Wealth Management

This Mother’s Day–themed episode kicks off with a heartfelt conversation between Deanne and her daughter, setting the tone for meaningful discussions around family, and legacy. We then dive into insights on thriving in The New 65, building strong money habits, and understanding passion assets. Special guest Michelle Fitzgerald from Horizons Law Group joins the show to talk about the legal process of divorce and how to strive to make things financially fair.

This week’s episode explores pivotal economic moments that have shaped how we think about money today. With spring in full swing, we discuss the value of “spring cleaning” not only at home, but also in your finances, reviewing and realigning your portfolio after filing taxes can help reduce stress and bring clarity. We also share guidance on navigating financial conversations with family, and welcome special guest Pam Foti, who joins us to highlight how her company serves as a valuable resource for families seeking assisted living options for their loved ones.

This week, we take a closer look at navigating market volatility and discuss how much concern is truly warranted during uncertain times. We also explore why many people are receiving larger tax refunds this year—and share thoughtful strategies for putting that money to work. Plus, our Women at the Helm segment continues with special guest Carrie Mattheson, President of the Women’s Club of Wisconsin, and Ane Ohm returns to share insights from her journey building a successful business in the beer industry.

This week, Deanne Phillips explores what it truly means to know your worth while balancing career ambitions, personal relationships, and overall well-being. The program also features thoughtful segments on navigating “money guilt” and introduces the innovative “Money Memory Method.”The Women at the Helm segment welcomes two outstanding leaders: Wendy Cozzens, CEO of Make-A-Wish® Wisconsin, and Ane Ohm, an accomplished business owner and dynamic leader whose influence spans industries from finance to craft beer.

This week Deanne Phillips and Dr. Brian Jacobsen share insights on current market volatility and what it could mean for your financial picture. Our Women at the Helm segments feature an incredible lineup of guests including April DeValkenaere owner of Fortress Forensic Investigations who offers practical guidance on how to protect yourself from the latest financial scams. Wendy Cozzens CEO of Make-A-Wish Wisconsin joins the conversation to reflect on the powerful emotional impact of giving. We also welcome back Colleen Valkoun Vice President of Sales at iHeartMedia who shares meaningful ways to feel fulfilled while supporting nonprofits in your community.

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.

This week, we explore how to safeguard your “passion assets” and the smartest ways to pass them on to loved ones. We also take a look at why some taxpayers are seeing larger refunds this year, and how to put that money to good use. Plus, we dig into the realities of solo aging and navigating retirement as a single individual. And in our “Women at the Helm” segments, we’re joined by two inspiring leaders: Cecelia Gore, Executive Director of the Brewers Community Foundation, and Colleen Valkoun, Vice President of Sales at iHeartMedia.

This week, we continue celebrating women who have made a meaningful impact during Women’s History Month and explore how their achievements have shaped today’s professional landscape. We are also joined by Michelle Tonkovitz from Green Onion Creative as she shares her personal journey and the financial challenges she learned to overcome. Plus, do not miss "Women and Wealth", live and in person, at a special Annex expo event designed to help you strengthen your well-being and treat your health as your greatest wealth.

This week, we celebrate our first episode of "Women's History Month" by focusing on how far women have come in the financial world and as business owners.  Also, segments on how to decide who should be listed as the "taxpayer" on your documents and a private doctor explains how she assists her patients by being on-call 24/7.

The pilot episode discusses the mission of the new "Women & Wealth Show from Annex Wealth Management".  We also discuss women who are "solo aging", choosing the right inheritance plan, retirement "killers" and how the female outlook on finances has changes through generations.