The Women & Wealth Show from Annex Wealth Management

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

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 World Travel to discuss travel plans in retirement. Plus, Maria Jimenez-Lara, CEO of the Naples Children & Education Foundation, shares the story behind the famous Naples Winter Wine Festival and its charitable impact.  Christa Beall Diefenbach is the CEO of the Milwaukee Domes Alliance and she discusses leading the "Domes Reimagined" project, a $133 million effort to restore and expand Milwaukee's Mitchell Park Horticultural Conservatory.

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.

Saturday, July 4th. From Employee to Entrepreneur

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 professionals can communicate more effectively across multiple generations in today's workplace. We also sit down with entrepreneur Peggy Ann, who shares her remarkable journey from assistant manager to business owner, ultimately building and selling her company to a world-famous brand. And you'll hear an inspiring conversation with a female bodybuilder whose story of determination, discipline, and personal growth is sure to leave a lasting impression.

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

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. Brian Jacobsen shares insights, while Beth Ridley breaks down how leaders turn values into action. Plus, Holly Gamblin covers the luxury housing market, and Peggy Ann shares her journey selling her business and helping others downsize for retirement.

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

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 shares her incredible journey and insights on the fast-changing NIL world and working with young athletes and their families. Plus, we cover luxury travel tips and how to maximize credit card rewards, and check in with Emily Monty, restaurateur and Mrs. Naples.