HeyJaredThe Women & Wealth Show from Annex Wealth Management
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.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 5, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
Saturday, September 5th. Talking About Money, Busting Investment Myths, and Leading with Heart (opens the original)
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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 n
Saturday, August 27th. Money, Leadership & the Conversations That Matter. (opens the original)
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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 Roon
Saturday, August 20th. The New Gold Rush, Solo Aging, and a Story of Resilience (opens the original)
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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
Saturday, August 15th. Wealth, Family, and Finding Your Authentic Self (opens the original)
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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.
Saturday, August 8th. Financial FOMO, AI Advice, and Rising Homeownership Risk (opens the original)
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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 exp
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