News, planning insight, and forward thought on the economy, markets, and wealth management.
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Toronto Blue Jays podcast from two guys who love the game. Hot takes, statistical vomit & more!
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A regular conversation with those at the convergence of data privacy, data security, data regulation, records, and governance.
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Religious Liberty | Christian Legal Issues | Apologetics
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Welcome Talked, hosted by Easton Allred. Made to get you thinking outside of the box, fired up, and inspired. Each week I will be interviewing athletes to bring out their success story. Guests will help us to find more Happiness, better health, and optimized performance. A bit about the host: I am a BYU XC runner that is passionate about learning and thinking outside the box. I am a published author and currently studying advertising. Battling a rare disorder called vascular compression synd ...
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This is a storytelling podcast where you'll hear the amazing, the funny, the cringeworthy, and the heartwarming. Magicians, comedians, musicians, actors, and other entertainers tell their most interesting and true "war stories" from on the road and on the stage. New episodes released every Monday.
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Saturday, October 5th. About those job numbers.....
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Job creation roared higher in September. What does that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Companies are finalizing employee benefits for 2025 and Tom Parks makes a case for upgrading 401k plans with help from Annex. Ask Annex tackles a question from the grandmother of a brand-new US Marine regarding sav…
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BFMD 315 - Playoff Predictions & Jays Offseason Plans
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Justin & Patrick return with the first episode of the offseason. The guys make postseason predictions and discuss their plans for content over the winter. The Jays made some coaching changes this week, management has media availability coming up, and Pete Rose passed away. Does he deserve to be in the Hall of Fame now that he isn't around to see it…
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Saturday, September 28th. China hits the stimulus button.
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The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has been a shock. This past week, policymakers got off their duffs and announced some stimulus measures. Dave Spano and Brian Jacobsen present our Week-in-Review. Annex Private Client is a powerful partner for entr…
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BFMD 314 - Batting Title, Playoff & MVP Races
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With only 6 games remaining for the 2024 Blue Jays, Justin & Patrick discuss Vladdy's chances at the batting title, the playoff races in both leagues, and the MVP battle raging in the American League.
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Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, a look at the role of our Client Service Managers who dot I's and cross T's. Learn more about Thursday's 'Light the Night' event with the Leukemia and Lymphoma Society. Ask Annex return…
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Special edition: Australia's Privacy Act reforms introduced to parliament
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Cassie Findlay, Principal at elevenM Consulting, and Chris Brinkworth, Director at Civic Data, join Anthony and Kris for an analysis of the first tranche of reforms to Australia’s Privacy Act. Learn more, including a full transcript, on the RecordPoint website.By RecordPoint
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BFMD 313 - Horwitz RotY Chances & Bo Wants to Stay
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Justin and Patrick discuss Spencer Horwitz's chances to win Rookie of the Year. He's up against a couple of Yankees and an Oriole. The guys also talk Bo Bichette, specifically the article that came out where he explicitly stated that he wants to stay in Toronto and win titles with Vladdy. You love to see it.…
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Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of 401k millionaires is up again. How do they do it and how can Annex help your employees? Tom Parks of our Retirement Plan Services team explains how.…
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This is now a Spencer Horwitz podcast. Justin and Patrick return to discuss Horwitz's stellar weekend in Atlanta and where he fits going forward. The guys also dive into the pending free agent market for third basemen and relief pitching to see what external options the Blue Jays have for 2025.
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At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including coverage of Friday's jobs number. We'll have an overview of our Investment Intel series---and link up with Fred Coleman and Matt Morzy for Ask Annex.…
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Justin and Patrick discuss the incredible month of August that Bowden Francis had and if he can sustain it long enough to solidify a rotation spot for 2025. The guys also look into the reasons for the Jays' success in August and the players who contributed, or didn't, to that success.
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Saturday, August 31st. How about a Nothing Burger?
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Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano and Brian Jacobsen present our Week-in-Review with the latest earnings of note. Learn more about next weekend's divorce presentation at our headquarters and we'll also profile our Investment Committee.…
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Danny Jansen becomes the first player to play for two teams in one game! Justin and Patrick discuss that, Vladdy's hot streak, Votto's retirement, and the expectations for Bowden Francis in 2025.
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The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't let a bad 401(k) presentation derail you from planning retirement, and Ask Annex.By Annex Wealth Management
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To withstand a cyberattack, you need more than just a good plan | Brenton Steenkamp, Clayton Utz
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Clayton Utz partner Brenton Steenkamp, leading the firm’s cyber and data governance practice, says no matter how well-prepared organizations think they are for a cyberattack, in reality they are far from it. And when the attack comes, they are caught like a rabbit in the headlights. Learn more, including a full transcript, on the RecordPoint websit…
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BFMD Episode 309 - Dog Days of August
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Justin and Patrick return to discuss how things are going for the Toronto Blue Jays but instead of dwelling on the game results the guys focus on players and battles for 2025 playing time. What can Will Wagner bring to the team? Will Vladdy receive top 5 MVP votes? Is Erik Swanson BACK?
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Saturday, August 17th. Recession fears fade.
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Underlying trend is towards decent, but slower growth. We'll discuss during our Week-in-Review. Also, Destination Retirement, Are We There Yet returns Tuesday and Deanne Phillips has a preview. Ask Annex covers the possibility of a LARGE contribution into an HSA, Target Date fund costs, and ROI on a college degree.…
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Saturday, August 10th. Fasten your seatbelts.
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A review of the rebound. Earnings to the rescue! Dave Spano and Brian Jacobsen present the week-in-review. Learn more about our upcoming Sandwich Generation presentation and Matt Morzy and Fred Coleman are back with Ask Annex.By Annex Wealth Management
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How do we make privacy practical? | Danny Tyrell, DataCo
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DataCo co-founder Danny Tyrell joins the podcast to discuss how his company helps companies to learn more about their customers in a privacy-preserving way, by connecting them with trusted data sources. At the core of this is maintaining customer trust, and Danny, Anthony, and Kris go deep on what trust means in the context of this technology, as w…
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Saturday, August 3rd. From soft-landing to stall speed.
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The bigger they are, the harder they fall. The Mag 7 is more like Meh. Dave Spano and Brian Jacobsen present our Week-in-Review. The last thing you want to do is get to the retirement phase of your life, only to be underwhelmed. We'll discuss ways to avoid letdown in retirement.By Annex Wealth Management
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Justin and Patrick return to discuss and analyze the results of the Blue Jays trade deadline deals. The guys discuss the returns and debate on whether or not Ross Atkins has done enough to return as GM for 2025. Will Vladdy and Bo sign extensions? Can this team actually compete next season?
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GDP growth was good, not great, but it doesn't need to be. Dave Spano and Brian Jacobsen present the Week-in-Review. What are the 6 money lies we tell ourselves---and why is the 7th the most important?By Annex Wealth Management
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BFMD 307: Jays Draft Highlights & Horwitz Spotlight
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Justin and Patrick return from their mini break to recap the news from Blue Jays land over the past 2 weeks. Justin highlights players he likes from the draft class and the guys dig into what has made Spencer Horwitz so good this year. With the trade deadline a week away, now is the time to start making deals and the guys list players who are likel…
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Saturday, July 20th. Coverage and conversation from the RNC.
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From our studio at the Pfister branch of Annex Wealth Management, we chatted with various newsmakers and opinion leaders like Milwaukee Mayor Cavalier Johnson, Ted Kellner, Rob Hutton, and Tulsi Gabbard.By Annex Wealth Management
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Saturday, July 13th. Riding the rotation.
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Small caps got a boost when inflation came in lower. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the Annex Experience while Ask Annex tackles a question about taking Social Security and plowing it back into the market.By Annex Wealth Management
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Happy 4th of July weekend! Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the show, what are 6 things you might not want to inherit? It's an interesting list with a couple of head scratchers.By Annex Wealth Management
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BFMD Episode 306 - This Season is Bo-ver
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With the Blue Jays continuing to dwell in the AL East basement Justin and Patrick vent some frustrations about how the season has gone. Justin discusses the positives like Spencer Horwitz and hopes the team will play their prospects more. Patrick discusses who is to blame for this season's shortcomings and the guys wrap up with some trivia.…
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Tackling privacy requires both company-wide awareness and nuanced solutions | Raashee Gupta Erry, Uplevel Digital
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Uplevel Digital CEO and founder Raashee Gupta Erry uses her knowledge and experience to help marketing and advertising teams with balancing growth with respecting privacy and compliance. She says privacy is an area that requires a company-wide awareness, with a nuanced approach when applying to various departments and functions. Read more, includin…
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Saturday, June 29th. Inflation: Price wars ahead.
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Crunchy chips? Nvidia couldn't stay King of the Hill. And what's the latest PCE number mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll cover steps to consider when selling a business---and meet Jeff Pierce, the new president and COO of Annex Wealth Management (don't worry, Dave Spano isn't going anywhere).…
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BFMD Episode 305 - No One Was Fired & Orelvis Got Suspended
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After 10 days away Justin and Patrick return to discuss the dumpster fire of a season that the Blue Jays are having. Since we last talked: Addison Barger was called up. Bo Bichette hit the IL. Yimi Garcia hit the IL. Orelvis Martinez was called up. Orelvis Martinez was suspended. The guys discuss the current losing streak and where the team can go …
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Saturday, June 22nd. Who is King of the Hill?
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Who's on top for market cap? It depends on the day. MSFT and NVDA are duking it out. Much is pinned on growth since MSFT's earnings are almost twice Nvidia's. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Roth 401k's for 2024 and how some are using 72T's for penalty-free withdrawals from an IRA account and other specifi…
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Privacy must be everyone’s responsibility | Debra Farber, Shifting Privacy Left podcast
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Shifting Privacy Left founder and host Debra Farber discusses the urgent need to embed privacy throughout every organization, and shares what she has learned speaking to experts for her podcast. Read more, including a full transcript, on our website.By RecordPoint
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Saturday, June 15th. Back on track. And AI again?
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CPI May: headline was flat for the month. After three months of veering off-track, the disinflation bus is back on the road to 2%. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about the unique financial planning needs of medical professionals. Ask Annex covers a question about a new job with a not-so-great 401k.…
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BFMD Episode 304 - Buffalo Boys to Call Up
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With a lot of Blue Jays struggling, Justin and Patrick look to Buffalo to see who could provide a lift to the offence.
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Special Edition: What went wrong at Medibank?
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RecordPoint CEO Anthony Woodward and Head of Product Kris Brown discuss the proposed $21 trillion fine imposed on Medibank by the OAIC, after a 2022 data breach that exposed the personal information of more than 9 million Australians. Read more, including the full transcript, on our website.By RecordPoint
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The Blue Jays have DFA Cavan Biggio to make room for Spencer Horwitz on the roster. Justin and Patrick discuss why this move was made and what it means for the team. The Jays were able to win 2 of 3 games in Oakland to get within 1 win of the .500 mark as they head to Milwaukee.
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BONUS: Money Talk LIVE from Vince Lombardi Golf Classic
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Live from North Hills Country Club, Dave Spano was joined by WTMJ's Greg Matzek and former Green Bay Packer Mason Crosby.By Annex Wealth Management
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Roaring Kitty or Grumpy Cat? The market seems grumpy about good data. Mainly because the data are mixed. Dave Spano and Brian Jacobsen present our Week-in-Review. Losing a spouse is tough but we've got useful advice on what to do in the first year of widowhood.By Annex Wealth Management
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Cybersecurity has moved beyond protecting the perimeter. Businesses need to adjust | Scott McCrady, SolCyber
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SolCyber CEO Scott McCrady dives into the world of cybersecurity, discussing the challenges his customers face balancing security and privacy, and how cybersecurity fits in with data governance. Read more - including a full transcript - on our website.By RecordPoint
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Saturday, June 1st. Growth slowing to a crawl
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Government COVID stimulus created a sugar high. We're coming down. Brian Jacobsen has our week-in-review. Learn more about the Annex Insurance Assessment, a powerful tool to spot strengths and weaknesses in your insurance coverage.By Annex Wealth Management
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The Blue Jays dropped a crucial weekend series to the Tigers, but Justin and Patrick don't want to talk about it. The guys instead discuss hot and cold players over the past month, and players in Buffalo who could help the big league club instead of Daniel Vogelbach and Justin Turner.
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Saturday, May 25th. A Tale of Two Economies.
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It's NVIDIA's world, we just live in it. Dave Spano and Brian Jacobsen present our week-in-review which includes NVIDIA's blockbuster earnings. Learn more about the Annex 'experience' and two upcoming presentations in Milwaukee.By Annex Wealth Management
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The bats are heating up! Following another offensive outburst Justin and Patrick chat about the home run jacket, upcoming schedule, and what's going well with the team.
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When preparing for privacy reform, privacy by design is key | Chris Brinkworth, Civic Data
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Civic Data managing partner Chris Brinkworth joins Anthony and Kris to dive deep into the issues of privacy regulation, following the announcement the reform of Australia’s Privacy Act will be brought forward to August. Read more - including a full transcript - on our website.By RecordPoint
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BFMD Episode 300 - Manoah Impresses & Atkins Speaks
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In the 300th episode of BFMD, Justin and Patrick reminisce about where the podcast began and why they are still doing it. The guys discuss Alek Manoah's strong performance and how much more they need to see to regain trust. Ross Atkins met with the media and was asked some very pointed questions. The guys discuss his responses. Lastly, if things do…
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Saturday, May 18th. Break out the rally caps?
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The Dow points don't matter. Percentages do. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about the impact of divorce on retirement planning and details about a special workshop planned for June. We'll also have Ask Annex and our resident Marine will cover boot camp for financial and retirement planning.…
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BFMD Episode 299 - Tinkering With the Lineup
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With the Blue Jays continuing to struggle for consistency with the bats, Justin and Patrick each create their lineup that they think the team should utlilize. Should the Jays blow it up and start trading players?
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Saturday, May 11th. Fast followers and feeling the pinch.
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Bank of England is signaling a rate cut. So is Sweden. This matters, because currency moves matter. Dave Spano and Brian Jacobsen cover the Week-in-Review. What's the latest on potential for Social Security cutting benefits in 2035? Our planning team shares some thoughts. Ask Annex answers some questions and our retirement services department share…
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Justin and Patrick take some time to discuss where Bo Bichette, Vladimir Guererro Jr, Danny Jansen, and Justin Turner are at up to this point of the season. What can we expect to see going forward from each? The guys preview the upcoming series vs the Twins.
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Navigating the global evolution of privacy legislation | Wanne Pemmelaar, Filerskeepers
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Filerskeepers co-founder Wanne Pemmelaar joins Anthony to discuss the complex evolution of privacy legislation across the globe, and why companies focused on easy wins are missing essential records management tasks. They also discuss Wanne’s theory that customer data deletion is the ultimate way to demonstrate trustworthiness. Read more - including…
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