Advertise on podcast: The Women & Wealth Show from Annex Wealth Management

This week, we discuss the importance of family financial conversations and who should be involved in key financial decisions. Medicare expert Melinda Caughill shares insights on changes coming in 2027, while licensed professional counselor Theresa Buss offers advice on handling family requests for money in our Courageous Conversations segment. We also explore aging with confidence and investing in your well-being with Gabriela Chomiak, founder of Ageless Elite, and Julie Boschert, Family Nurse Practitioner, who discuss looking and feeling your best at every stage of life.

We're marking the beginning of Breast Cancer Awareness Month with a special conversation featuring Nikki Panico from Susan G. Komen. She'll discuss the organization's mission, how people can get involved, and the resources available to women facing a breast cancer diagnosis. We'll also hear from Kara Rooney, whose research into metastatic breast cancer is helping advance scientific understanding and improve outcomes for patients. Then, Carrie Matteson joins us to share how she's making a difference by bringing together history, women, veterans, and community service. We'll wrap things up with Dr. Brian Jacobsen and Deanne Phillips, who explain why business owners often view the economy, markets, and financial planning through a very different lens.

This week, Deanne Phillips and Arabella Parins tackle a financial planning philosophy that sounds downright reckless at first glance: "Die with Zero." Is it a smarter way to think about money, memories, and legacy? Plus, should pet insurance have a place in your financial plan? They break down who really needs it and how it fits into a bigger wealth strategy. Then, in our Women at the Helm segment, Milwaukee Brewers COO Marti Wronski shares her remarkable journey to the top and the leadership lessons behind building a winning organization both on and off the field. And Dr. Brian Jacobsen joins the conversation to explore the financial realities of retiring abroad and the portfolio questions that come with making an international move.

This week, we're diving into the viral debate: Is it appropriate to bring an iced coffee to a job interview? We also explore the growing trend known as the "retirement smile" and what it may reveal about today's retirees. Plus, we discuss how much Americans believe they need each month to live comfortably in retirement. In our Women at the Helm segment, impact strategist and community connector Elizabeth Cizinsky joins us to share insights on turning curiosity into opportunity, strengthening communities, and why the right partnerships can drive meaningful, lasting change. And finally, we tackle an important relationship and financial planning topic: how to thoughtfully and respectfully approach a prenuptial agreement conversation with your partner.

This week, Deanne Phillips and Marilou Davido discuss why "tax-free" doesn't always mean consequence-free and what widowed clients often value most from a financial advisor. In Women at the Helm, Ann Lemus shares her bodybuilding journey and passion for coaching women. Plus, Dr. Brian Jacobsen talks family business succession planning, and Emily Monty reflects on her experiences as a successful restaurateur and adult pageant competitor.

This week, Deanne Phillips and Leesa Gilliam put their financial knowledge to the test with a fun round of "Who Said It?" before exploring how different generations approach money, investing, and financial decision-making. They also tackle an important question for families: What money lessons are you passing on to your children?  In our Women at the Helm segment, Katie Cummings shares the inspiring story behind bringing a vision of inclusion in theater to life and the impact it is having on the community.  The conversation continues with a look at the growing reality of women serving as the primary breadwinners in marriage and divorce, along with practical strategies for having productive, peaceful financial conversations with spouses, family members, and loved ones.  Plus, we talk with Maria Jimenez-Lara about the upcoming "Winter Wine Festival" in Naples.

This week, Deanne Phillips and Marilou Davido tackle the money conversations we all know we should be having, but too often avoid. Dr. Brian Jacobsen joins the show to separate fact from fiction by exploring some of the most common myths investors believe and examining why Health Savings Account (HSA) balances continue to grow. In our Women at the Helm segment, Nikki Panico shares the deeply personal experience that inspired her passion for making a difference and led her to become a dedicated nonprofit leader.

This week's episode covers some of the most important financial and life planning conversations happening today. Deanne Phillips and Marilou Davido break down inherited IRAs and explain what the often misunderstood 10 Year Rule really means for beneficiaries. In a special Women at the Helm segment, they explore how leadership opportunities are arriving earlier for many women, and what it takes to succeed in fields that have traditionally been more challenging to enter. Graduate student Kara Rooney joins the conversation to share her perspective on launching a career, developing leadership skills, and how the next generation defines success. The episode also looks at thoughtful and tax efficient ways to give, previews an upcoming event focused on navigating difficult financial conversations, and discusses how to uncover the hidden gems that make your community unique.  Augustina Rok joins the show to talk about not just buying a home, but how to by a lifestyle and be happy with it.

This week, Chief Economic Strategist Dr. Brian Jacobsen joins Deanne Phillips to discuss why gold is capturing investors’ attention once again and what its renewed popularity may mean for today’s economic landscape.  We also explore two important planning topics: preparing for solo aging and understanding how special needs trusts can help protect loved ones and their financial future.  In our Women at the Helm segment, Gina Sanchez shares her inspiring journey from overcoming significant hardships early in life to becoming a leader dedicated to helping women and children navigate some of life’s most difficult challenges. Her story is a powerful reminder of the impact resilience and purpose can have on others.

This week, we break down the latest jobs report and discuss how to support aging parents and adult children without sacrificing your own financial future. In Women at the Helm, Erica Gumieny shares how authenticity and humor help people navigate life's challenges. We'll also explore annuities, courageous money conversations, and what lies beyond the beaches in Naples with Melissa Blazier.

This week, we're diving into the growing trend of "Retirement Maxing" and why more younger Americans are making retirement savings a top priority. Dr. Brian Jacobsen joins us to talk about financial FOMO, whether you're really missing out, and how to stay focused on your own financial goals. In our Women at the Helm segment, Brandy Enger shares insights from her leadership role in risk management, including why rising housing and insurance costs are putting pressure on homeowners. Plus, we explore where AI can be a powerful tool and where you might be better off leaving it out of the decision-making process.

This week, we explore how preparing for one of retirement’s largest expenses can provide less anxiety, not only for retirees but also for the adult children who may one day help manage important care decisions. Thoughtful planning today can help reduce uncertainty and relieve significant stress for families in the years ahead.  In our Women at the Helm segment, Lynn Streeter joins us to share her journey from a distinguished career in healthcare leadership to a rewarding new chapter focused on community impact. She reflects on retirement, purpose, and the opportunities that come with using your experience to make a lasting difference. We also welcome Dr. Brian Jacobsen, who offers his perspective on international investing, including the role global markets can play in a diversified portfolio and what investors should consider in today’s economic environment.

In our Women at the Helm segment, attorney Sue Hansen shares insights from her collaborative divorce and mediation practice, discussing how couples can navigate challenging transitions with dignity, communication, and a focus on peaceful resolution. We’re also joined by The 401(k) Guy, who offers guidance on the key retirement decisions you’ll face as you approach retirement and how to prepare for a confident financial future. Plus, we explore the 4% retirement withdrawal rule—what it is, whether it still holds up in today’s economic environment, and what retirees should consider when creating a sustainable income strategy.  Emily Monty shares her entrepreneurial journey of being a restauranteur to Mrs. Naples.

This week, Annex expert Amy Kiiskila and special guest Sue Hansen discuss navigating prenuptial agreements and the benefits of divorce mediation. We also welcome Rose Gray of Fox World Travel to discuss travel plans in retirement. Plus, Maria Jimenez-Lara, CEO of the Naples Children & Education Foundation, shares the story behind the famous Naples Winter Wine Festival and its charitable impact.  Christa Beall Diefenbach is the CEO of the Milwaukee Domes Alliance and she discusses leading the "Domes Reimagined" project, a $133 million effort to restore and expand Milwaukee's Mitchell Park Horticultural Conservatory.

Pack your bags for another great episode! Rose Gray from Fox World Travel joins us to talk destinations, trends, and travel inspiration, and you may be surprised to learn her favorite getaway spot. Plus, as Generation X moves closer to retirement, what lessons has this often-overlooked generation learned about money, work, and planning for the future? And in our Women at the Helm segment, Amy Blain shares her unique mission: helping people discover not just what to do in business, but who to be. It's an insightful conversation about leadership, authenticity, and personal growth you won't want to miss. Krystal Casey from J.P. Brett & Sons talking about being on the leadership team and being in a family-owned business serving the Naples community.