The Women & Wealth Show from Annex Wealth Management

Saturday, June 6th. Retired, Rewired.

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 conversations easier and ensure a smoother transition down the road. Plus, in this month’s Retired, Rewired segment, Lynnea Katz-Petted opens up about leaving her corporate career, navigating health challenges, and reinventing what retirement looks like in a truly inspiring way.

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

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.  In our Women at the Helm segment, we feature Raquel Filmanowicz, an accomplished leader with a background in corporate banking, public service, and venture capital.

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

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 navigate obesity and menopause with confidence and care. We also explore how to approach difficult family conversations about vacation properties and what it takes to be prepared for a generational transfer of wealth.

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

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 also joined by some special mother-daughter guests who share the valuable money lessons passed down through generations. Plus, we welcome Jen Dirks discusses the growing and supportive community of executive women, and Katie Fromstein, who turned a passion for photography into a thriving business. It’s an inspiring episode filled with real stories, practical insights, and a celebration of the women who shape our lives.

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

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 women have made in business over the past decade, and what it means for the future. Plus, in our “Women at the Helm” segment, we’re joined by Christie Tosen of The Tribute Companies who talks about her family's ownership of four cemeteries and Jen Dirks, CEO of Tempo Milwaukee, for an inspiring conversation on leadership and community impact.