Episodes

Saturday, August 20th. The New Gold Rush, Solo Aging, and a Story of Resilience

Episode 26 · August 22, 2026 · 54:43

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 mea...

Saturday, August 15th. Wealth, Family, and Finding Your Authentic Self

Episode 25 · August 15, 2026 · 54:11

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...

Saturday, August 8th. Financial FOMO, AI Advice, and Rising Homeownership Risk

Episode 24 · August 8, 2026 · 54:14

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...

Saturday, August 1st. From Career Success to Community Impact

Episode 23 · August 1, 2026 · 55:28

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 mana...

Saturday, July 25th. The Retirement Countdown & Finding Common Ground in Divorce

Episode 22 · July 25, 2026 · 55:15

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 transitio...

Saturday, July 18th.  From Marriage Plans to Million-Dollar Missions

Episode 21 · July 18, 2026 · 01:08:42

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 Wor...

Saturday, July 11th: Discovering WHO You Are in Business, and Gen X Is Retiring!

Episode 20 · July 11, 2026 · 54:32

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 favorit...

Saturday, July 4th. From Employee to Entrepreneur

Episode 19 · July 4, 2026 · 55:06

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 professiona...

Saturday, June 27th. What’s Changing Now? New Accounts, Retirement Reality & the Luxury Market

Episode 18 · June 27, 2026 · 54:55

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. Br...

Saturday, June 20th. From SpaceX to Sidelines: IPO Insights, NIL Deals & Luxury Travel Hacks.

Episode 17 · June 20, 2026 · 55:21

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 s...

Saturday, June 13th. Empowering Women: Leadership, Health, and Financial Confidence

Episode 16 · June 13, 2026 · 55:21

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, shar...

Saturday, June 6th. Retired, Rewired.

Episode 15 · June 6, 2026 · 52:00

This week, we’re diving into one of the most important, yet often avoided, topics: talking with loved ones about estate planning. We share practical tips to help make those conversat...

Saturday, May 30th. From Retirement Strategy to Venture Capital Leadership

Episode 14 · May 30, 2026 · 54:00

This week, we discuss how to avoid retirement “failure,” break down Micron and the role of chip stocks, and share smart strategies for managing student loans during graduation season...

Saturday, May 23rd. From Menopause to Money Talks - A Guide to Women and Wealth

Episode 13 · May 23, 2026 · 54:17

This week, we continue celebrating moms and the powerful money lessons they pass on to their daughters. Dr. Tes Jordens joins the show to share how her practice is helping women navi...

Saturday, May 16th. Balancing It All: Careers, Kids & Confidence

Episode 12 · May 16, 2026 · 55:03

This week, we continue our “Celebrating Moms” series with a meaningful conversation about the challenges many women face when returning to their careers after having children. We’re ...

Saturday, May 9th. Women Leading the Way: A Career in Celebrating Life

Episode 11 · May 9, 2026 · 55:58

This week, we continue our Mother’s Day celebration by reflecting on the powerful money lessons passed down from the women who shaped us. We also explore the remarkable progress wome...

Saturday, May 2nd. Money Lessons From Moms.

Episode 10 · May 2, 2026 · 44:40

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 th...

Saturday, April 25th. A Guest Who Could Take the Weight Off Your Shoulders.

Episode 9 · April 25, 2026 · 44:59

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 a...

Saturday, April 18th. The Emotions of Market Volatility and a Successful Business in Beer.

Episode 8 · April 18, 2026 · 44:17

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...

Saturday, April 11th. How To Know Your Worth.

Episode 7 · April 11, 2026 · 44:30

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...