News, planning insight, and forward thought on the economy, markets, and wealth management.
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Religious Liberty | Christian Legal Issues | Apologetics
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Art Cummings and Chad Lowe talk all things Utah Jazz
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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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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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Saturday, February 1st. DeepSeek week. More questions than answers.
33:56
33:56
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33:56The week was action-packed, starting with the DeepSeek freakout. Is the technology really that much more efficient? Did they somehow cheat? Regardless, the way forward is likely less about the chips and more about the apps and uses. Dave Spano and Brian Jacobsen present our Week-in-Review. We also cover the Great Baby Boom Wealth Transfer---and rec…
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“THE ROADMAP TO CHURCH HEALTH” with guest Scotty Sanders
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36:50
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36:50In this Episode of DEFENDING THE FAITH, Frank Harber interviews Church Coach Scotty Sanders about THE ROADMAP TO CHURCH HEALTH. Scotty Sanders is the FOUNDER & CEO of Life Catalyst. Life Catalyst has been Helping Churches Grow Since 2008 and is the creator of the “Who Is Your One” evangelism initiative! Your church is unique. So is the Life Catalys…
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Saturday, January 25th. Policy: Getting down to business.
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33:46
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33:46High priorities do not necessarily get passed quickly. Dave Spano and Brian Jacobsen present our Week-in-Review. Earnings season is underway---what are we seeing? Also, learn more about cash flow modeling and how it is a valuable tool for our financial planning team.By Annex Wealth Management
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Episode 27: Trader Danny Bets on Chaos
1:24:44
1:24:44
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1:24:44Art & Chad discuss Danny Ainge's bet that the Phoenix Suns will suck. Then the guys talk about how this tank is different and marvelous. Finally, they reveal the exact trades the Utah Jazz will be making at the trade deadline.By Art Cummings and Chad Lowe
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Saturday, January 18th. Here come the earnings.
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34:00
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34:00S&P 500 earnings are expected to increase 11.7% y/y in Q4, which would represent strongest growth in three years. Brian Jacobsen presents our Week-in-Review. Also, what is 'Key Person Insurance' and why do even small companies need to consider it? Ask Annex looks at chasing returns and the viability of cryptocurrency.…
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“The Prayer Powered Pulpit” with guest Dr. Keeney Dickenson
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35:08
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35:08In this Episode of DEFENDING THE FAITH, Frank Harber interviews Pastor Keeney Dickenson about The Prayer Powered Pulpit. The priority a pastor places on preaching is best measured by his investment of prayer. Wholehearted prayer reflects high priority and limited prayer means low priority. It is tragic when sermons are mechanically written as an ac…
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Saturday, January 11th. How 'bout that job number?
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33:34
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33:34The latest jobs number blew past the estimate. Mirage or for real? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the power of Roth conversions and get a preview of Thursday's Women & Wealth presentation at our headquarters.By Annex Wealth Management
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First an update on tank watch that hopefully helps Jazz fans not crash out. Then Art and Chad get in their bag for trade season with tons of mock trades fresh out of the trade machine.By Art Cummings and Chad Lowe
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Saturday, January 4th. Out with the old, in with the new.
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33:39
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33:39A year of convergence or divergence? US earnings growth is likely end around 9% higher in 2024 than they were in 2023. Dave Spano and Brian Jacobsen present our Week-in-Review. Arabella Parins joins the show to discuss distribution planning, a key component of any financial plan.By Annex Wealth Management
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Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025 planning and investing.By Annex Wealth Management
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Saturday, December 21st. The Grinch Returns.
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33:51
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33:51When optimism is rising and market multiples are expanding, it just takes a little fear to take the veneer off a market rally. Dave Spano and Brian Jacobsen present our Week-in-Review. Also this week, what's a Finfluencer and should you listen to them?By Annex Wealth Management
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Saturday, December 14th. Bracing for a trade war.
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33:54
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33:54Tit-for-tat: China is now probing Nvidia for anti-monopoly practices. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll share a preview of Thursday’s 'Saving the Family Cottage' presentation. And with Yellowstone's season finale this weekend, we'll share some ideas that might have saved the Dutton family ranch.…
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Episode 25: A Very Clayton Festivus
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1:12:31
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1:12:31Art and Chad are joined by the Clayton brothers Dan and Ken to celebrate the Utah Jazz/NBA Festivus. Airing of Grievances Feats of Strength Festivus Miracles Follow us on X/Twitter: Art @ArtTakesNote Chad @jpottingaround Dan @danclayt0n Ken @k_claytBy Art Cummings and Chad Lowe
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FILED Season 2 Finale: The best moments from our second season
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28:40
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28:40It's the finale of FILED Season 2, so Anthony and Kris take a walk through memory lane, reviewing their favorite clips and discussing the themes and events from a busy year in privacy, cybersecurity, governance, records, and AI. Learn more, including a full transcript, on the RecordPoint website.By RecordPoint
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Saturday, December 7th. An economic wrestling match?
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33:47
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33:47E-commerce booms with record sales; brick-and-mortar lags but reflects resilient consumer spending. And we keep seeing record market closes. Dave Spano and Brian Jacobsen present our Week-in-Review. What's Warren Buffett's philosophy on sharing details of estate plans? Amy Kiiskila, wealth strategist with Annex Private client, breaks it down.…
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Saturday, November 30th. Know what you own.
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33:48
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33:48A decent week of economic data. Brian Jacobsen presents our Week-in-Review. Learn the 6 benefits of trusts and the steps to selling a business. Dave Spano and Brian discuss a tragic and expensive mistake someone made by skipping due diligence.By Annex Wealth Management
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Episode 24: Thanksgiving with your Drunk Uncles
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53:32
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53:32Your drunk uncles Art and Chad are here to say wild things about basketball (that they both kind of believe) that are sure to offend your basketball sensibilities. Consider this practice for tolerating your weird relatives. Happy Thanksgiving!By Art Cummings and Chad Lowe
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Saturday, November 23rd. Trading one uncertainty for another
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33:55
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33:55Election uncertainty has been replaced with policy uncertainty. Dave Spano and Brian Jacobsen present our Week-in-Review. What is the value of an advisor? Brandon Lehman, director of Annex Private Client explains.By Annex Wealth Management
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Episode 23: Jordan Clarkson's Favorite Podcast
1:16:18
1:16:18
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1:16:18- Jordan Clarkson's favorite podcast! - The Jazz are fine... this is fine. - Should Cody Williams get some G-League time? - We have too many big button jackets. - First look at the top-7 prospects on our big boards. - Tank watch and guess the record!By Art Cummings and Chad Lowe
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Saturday, November 16th. Policy coming into focus.
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33:34
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33:34President-elect Trump is building out his cabinet while making day-one priorities clearer. Dave Spano and Brian Jacobsen present our Week-in-Review. As earnings season winds down, what are we seeing and are there any trends?By Annex Wealth Management
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- The origin of Hard Willy - "Are we worried?" scale - Kyle Filipowski is REALLY good - Tank Watch (looking amazing) - Predict the recordBy Art Cummings and Chad Lowe
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Saturday, November 9th. The post-election show.
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33:31What might happen now that the election has concluded? Our Investment, Retirement, Tax, and Estate Planning teams share their views.By Annex Wealth Management
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Episode 21: What is Jackpotting Around?
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1:06:15
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1:06:15- We explain the origin of the podcast name. - Say something nice... say something mean. - Keyonte George check-in! - Danny Ainge texts(!) - Who says no? - Tank update and predict the recordBy Art Cummings and Chad Lowe
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How do businesses build the right privacy team? | Colin O’Malley, Lucid Privacy
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30:37Lucid Privacy Group founder Colin O’Malley discusses how he helps organizations to right-size their privacy function to respond to the unrelenting pace of change in the privacy landscape. Learn more, including a full transcript, on the RecordPoint website.By RecordPoint
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Saturday, November 2nd. Bad, but distorted.
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33:49
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33:49An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are High Earners Not Rich Yet. Ryan Van Blarcom of Annex Ignite covers their challenges and opportunities.By Annex Wealth Management
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- Sad Taylor Hendricks injury news. - Collin Sexton discussion 2.0 - Trick or treat? - The tank is so strong! - Guess the record this week!By Art Cummings and Chad Lowe
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The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declining manufacturing activity. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about how the wealthy tend to fly under the radar.…
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Art & Chad discuss the opening game of the 2024-25 season for the Utah Jazz. They give their instant reactions and play a game called "It's just one game, but...".By Art Cummings and Chad Lowe
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Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the 4% rule in financial planning (and if it is effective) and we'll open the mailbag for Ask Annex.…
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Saturday, October 12th. How to herd cats. Let's talk about those Fed Minutes
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33:49FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Thursday's Women & Wealth presentation: Avoiding Fraud & Financial Exploitation.By Annex Wealth Management
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Episode 18: Preseason Thoughts and Predictions for Upcoming Season
1:56:25
1:56:25
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1:56:25Art & Chad review the quiet offseason, give thoughts about the first preseason game, and make predictions for the upcoming Jazz basketball season.By Art Cummings and Chad Lowe
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Saturday, October 5th. About those job numbers.....
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34:03
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34:03Job 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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Saturday, September 28th. China hits the stimulus button.
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33:43
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33:43The 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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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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48:44
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48:44Cassie 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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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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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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Saturday, August 31st. How about a Nothing Burger?
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33:38
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33:38Nvidia'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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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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30:06Clayton 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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Saturday, August 17th. Recession fears fade.
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33:49
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33:49Underlying 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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33:41
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33:41A 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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Episode 17: Warriors Tears and Tanking Fears
1:12:18
1:12:18
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1:12:18Art Cummings and Chad Lowe discuss the aftermath of the Lauri Markkanen extension and what comes next for the Utah Jazz.By Art Cummings and Chad Lowe
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How do we make privacy practical? | Danny Tyrell, DataCo
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28:01DataCo 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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33:16
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33:16The 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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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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Saturday, July 20th. Coverage and conversation from the RNC.
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33:42
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33:42From 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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Episode 16: An Open Letter to the Golden State Warriors
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56:42This episode is an open letter to the Golden State Warriors from Art Cummings & Chad Lowe regarding the Lauri Markkanen trade negotiations.By Art Cummings and Chad Lowe
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Saturday, July 13th. Riding the rotation.
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33:43
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33:43Small 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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