The Blue Button Broadcast

Accunet Ambassadors | Fred Coleman, CFP | Annex Wealth Management

Accunet Mortgage

David sits down this week with Fred Coleman, CFP and Branch Director at Annex Wealth Management. We got into some real talk about what money’s actually for: spending time with the people you love, seeing the world, and making memories that matter.

Fred shares his perspective on using money as a tool, not a scoreboard — and why it’s okay (and important) to spend on the things that bring you joy. We also laugh about the classic Milwaukee summer struggle: if it’s not winter, it’s road construction.

Laid-back, thoughtful, and full of little nuggets — hope you enjoy this one!

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