The Women & Wealth Show from Annex Wealth Management

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

55 min · 13. juni 2026
Billede af episoden Saturday, June 13th. Empowering Women: Leadership, Health, and Financial Confidence

Beskrivelse

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 the next generation of confident, capable young women, while Dr. Tes Jordens offers insight into helping women optimize their health as they age. We also talk with Brenda Campbell, CEO and President of Secure Futures, about why financial literacy is more important than ever, and Emily Monty, Mrs. Naples, who shares her journey as a successful restaurateur, entrepreneur, and pageant titleholder competing on the national stage.

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Alle episoder

22 episoder

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

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

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 focus on peaceful resolution. We’re also joined by The 401(k) Guy, who offers guidance on the key retirement decisions you’ll face as you approach retirement and how to prepare for a confident financial future. Plus, we explore the 4% retirement withdrawal rule—what it is, whether it still holds up in today’s economic environment, and what retirees should consider when creating a sustainable income strategy.  Emily Monty shares her entrepreneurial journey of being a restauranteur to Mrs. Naples.

25. juli 202655 min
Billede af episoden Saturday, July 11th: Discovering WHO You Are in Business, and Gen X Is Retiring!

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

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 moves closer to retirement, what lessons has this often-overlooked generation learned about money, work, and planning for the future? And in our Women at the Helm segment, Amy Blain shares her unique mission: helping people discover not just what to do in business, but who to be. It's an insightful conversation about leadership, authenticity, and personal growth you won't want to miss. Krystal Casey from J.P. Brett & Sons talking about being on the leadership team and being in a family-owned business serving the Naples community.

11. juli 202654 min