business
Hosted by Annex Wealth Management · business · EN · 35 episodes
We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.
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Contact path
Public web form
Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchWe bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.
The Women & Wealth Show from Annex Wealth Management is hosted by Annex Wealth Management. The show has published 35 episodes to date.
Recent episodes include "Saturday, October 24th. What Wealth Really Means In 2026" (24 October 2026, 55 minutes), "Saturday, October 17th. Medicare's Future, Courageous Money Conversations, and Ageless Confidence" (17 October 2026, 55 minutes), and "Saturday, October 10th. From Breast Cancer Awareness to Business Strategy." (10 October 2026, 55 minutes).
The Women & Wealth Show from Annex Wealth Management publishes roughly weekly, with episodes averaging 56 minutes across 35 episodes.
Booking probability for The Women & Wealth Show from Annex Wealth Management is 30%, and the host is rated Selective on guests. The Women & Wealth Show from Annex Wealth Management requires a Pod Score of 80 or higher. The Women & Wealth Show from Annex Wealth Management's contact route on record: public web form.
The strongest fits for The Women & Wealth Show from Annex Wealth Management are Investing & Wealth Management. The Women & Wealth Show from Annex Wealth Management has a business audience.
Annex Wealth Management hosts The Women & Wealth Show from Annex Wealth Management, a business show with 35 episodes published.
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Episode #35
Deanne Phillips and Leesa Gilliam discuss common money mistakes women make, strategies to avoid them, and what it means to be truly wealthy in 2026. In Women at the Helm , Cathy Reilly , Realtor, Co-Founder of Enata...
Episode #34
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...
Episode #33
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...
Episode #32
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...
Episode #31
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...
Episode #30
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...
Episode #29
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...
Episode #28
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...
Episode #27
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...
Episode #26
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...
Episode #25
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...
Episode #24
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...
Episode #23
This week, we explore how preparing for one of retirement’s largest expenses can provide peace of mind, not only for retirees but also for the adult children who may one day help manage important care decisions...
Episode #22
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...
Episode #21
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...
Episode #20
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...
Episode #19
This week, we explore some of the best local spots to enjoy with your four-legged friend, examine whether fine wine can be a smart alternative investment, and discuss how professionals can communicate more effectively...
Episode #18
This week, we explain what “Trump accounts” are and who may qualify, and tackle the question everyone’s asking: is Social Security really going away? Chief Economic Strategist Dr. Brian Jacobsen shares insights, while...
Episode #17
Big ideas and smart strategies headline this episode. Dr. Brian Jacobsen breaks down the SpaceX buzz and how to better understand IPOs. For “At the Helm,” attorney Griselda Aldrete shares her incredible journey and...
Episode #16
This week on the Women and Wealth Show from Annex Wealth Management, we’re joined by inspiring leaders making a real impact. Ana Simpson, CEO of Girl Scouts Wisconsin Southeast, shares how her organization is shaping...
Recent guests on The Women & Wealth Show from Annex Wealth Management. Study who booked and why before you pitch.
Fox World Travel
Milwaukee Domes Alliance
Naples Children & Education Foundation
J.P. Brett & Sons
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