Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
Latest Episodes
Wealthyist E81 |What Do I Want This Money to Do? From Accumulation to Intention with Deanna Tillisch
In this episode of Wealthyist (from Annex Wealth Management), host DeAnne Phillips sits down with Deanna Tillisch, a longtime philanthropy and community leader who pre...
Wealthyist E80 | Turning The Page: Roth, State & Local Taxes, and the Moves That Matter Before 2026 Ends
This episode of Wealthyist features Kent Halleen, wealth manager at Annex Private Client, with Jenny Jesse, manager of the financial planning team and principal author...
Wealthyist E79 | Selling Your Business: Is Your Company Worth What You Think? Don't Be Surprised
Most owners know they should have an exit plan. Fewer than half do, usually because they do not know where to start. Brian Lambourne talks with Amy Kiiskila, Director ...
Wealthyist E78 | 2026 Year-End Tax Planning: The Sunset That Never Came
This week on Wealthyist, Kent Haleen sits down with Jenny Jesse, manager of Annex’s financial planning team and lead author of the firm’s year-end guide, Turning the P...
Wealthyist E77| Opportunity Zones 2026: Defer the Tax, Don’t Ignore the Lockup
Qualified Opportunity Zones (QOZs), created by the 2017 Tax Cuts and Jobs Act, let investors roll capital gains (from stocks, a business sale, real estate, or other as...