Shows
The WWM Financial PodcastHow Smart Investors Close Out 2025!As we close the books on 2025, the entire WWM crew comes together for a fast-paced, insightful, and occasionally hilarious year-end market recap. From strong equity returns and surprise leadership from international markets to the continued dominance of AI, this episode breaks down what actually mattered and what investors may be underestimating heading into 2026. There's also a reflective pause in this conversation because the end of the year isn't just about numbers. It's about perspective. After navigating uncertainty, policy shifts, rate debates, and emotional market swings, this episode acknowledges what many investors are feeling right now: gratitude for...
2025-12-2424 min
The WWM Financial PodcastWhat Investors Miss When Markets Stabilize But Policy Changes!Markets may fluctuate week to week, but long-term planning requires a much wider lens. In this episode, the WWM team discusses how inflation, interest rates, and longer lifespans are reshaping retirement strategies—and why investors may need to rethink traditional portfolio assumptions to stay ahead. You'll hear a clear update on year-to-date market performance, the latest CPI inflation reading, and what shifting rate-cut expectations could mean for 2026 and beyond. The conversation dives into why CDs and money markets may feel safe but could quietly erode purchasing power after inflation and taxes. The team also explains why volatility is...
2025-12-1928 min
The WWM Financial PodcastThe Inflation Strategy Most People Don't Realize They Need!Markets may look calm on the surface, but underneath, powerful shifts are already underway. While headlines focus on "flat" weeks, quieter parts of the market are breaking out, inflation is behaving in unexpected ways, and investors are starting to reposition for what could be a very different 2026. In this episode of WWM Talks, the guys dig into what's really driving returns right now, and why paying attention to the wrong signals could mean missing the next phase of opportunity. You'll hear why smaller stocks, equal-weighted indexes, and overlooked sectors are quietly making new highs, how falling interest...
2025-12-1332 min
The WWM Financial PodcastWhen The Fed Blinks: How Markets React To Every Hint of Policy ChangeIn this episode, Catherine, Greg, Steve, and Vince unpack one of the wildest market weeks of the year a roller-coaster ride fueled by surprise economic data, shifting Fed expectations, and tech-sector drama that had investors glued to the screen. From a 35% swing in the S&P this year to a Fear & Greed Index plunging to 7 (yes, seven), the team breaks down what's behind the sudden spike in fear and why panic-selling is the worst move you could make right now. They dive into job numbers, rate-cut odds collapsing from 90% to 35%, and how big-name tech earnings beat expectations...
2025-11-2024 min
The WWM Financial PodcastFed Policy Shift: What It Means for Markets Right NowThis week's episode is packed because the markets did not take a break. Catherine, Greg, Rachel, and Vince unpack everything from the end of the 43-day government shutdown to the surprising shifts in stocks, rates, and IRS rules you'll want on your radar. We break down why the Nasdaq dipped, why the Dow climbed, and what investors should read into the sudden rotation from tech into value. Plus, the Fed's December rate-cut odds just slipped from 65% to 55%… so yes, the markets are jittery, and we explain what that means for investors. You'll also hear the la...
2025-11-1325 min
The WWM Financial PodcastWhen The Government Stops, Should You? Money Moves During The Shutdown.What happens when the government shuts down for 37 days, the IRS stops answering calls, and the market takes a breather? Catherine Magaña, Greg Carroll, Steve Wolff, and Rachel Ivanovich unpack another wild week in finance, from delayed tax refunds to the psychology of "high-water marks" and why volatility isn't the villain investors think it is. They'll break down what's driving market pullbacks, the Fed's next move, and why fear (yes, the Fear & Greed Index kind) can actually create opportunity. Plus: Rachel shares real-life strategies for using donor-advised funds to cut taxes while giving back, and the t...
2025-11-0820 min
The WWM Financial PodcastThe Opportunity Cost Trap: What Your Money Could Be Doing InsteadIn this eye-opening episode, Catherine Magaña, Steve Wolff, Rachel Ivanovich, and Greg Carroll unpack one of the sneakiest money mistakes people make, spending big on depreciating assets that don't generate income. From luxury cars and RVs to paying off your low-rate mortgage too soon, they reveal how "feel-good" purchases can quietly derail your long-term financial security. The team shares stories of clients who traded liquidity for peace of mind, and why that decision sometimes backfires. They break down the real cost of buying a new car, the opportunity cost of paying cash, and the psychology behind w...
2025-11-0512 min
The WWM Financial PodcastThe Market's Moving Fast: Are You Ready for What's Next?This week's episode of WWM Talks packs in everything from market highs to mortgage rate moves, and even a sneak peek at our upcoming Health, Wealth & Legacy retreat in Carlsbad! The team, Catherine Magaña, Greg Carroll, Steve Wolff, and Vince Stefano break down the latest 25-basis-point Fed rate cut, the ongoing government shutdown, and why retail investors are rushing back into stocks. With AI-fueled earnings lifting markets and tech collaborations reshaping industries, the conversation dives into where opportunity, and risk, really lie. They also explore how shifting real estate dynamics are creating both challenges a...
2025-10-3029 min
The WWM Financial PodcastHow AI Could Change The Way You Give (and Invest)Markets are moving, the government still shut down, and investors everywhere are holding their breath. Catherine Magaña, Greg Carroll, Steve Wolff, and Vince Stefano are back to break down what's really happening behind the headlines. From the Fed's upcoming rate cut to a surge in oil prices and the sudden dip in small caps, this episode covers all the key shifts driving today's market mood. The conversation heats up with a spirited debate on Artificial Intelligence, are we in the middle of the biggest bubble since the dot-com era, or standing at the edge of a r...
2025-10-2425 min
The WWM Financial PodcastWhen Technology Meets A New Generation - What Happens To The Market?What a week for the markets! Gold's hitting new records, small caps are finally waking up, and talk of multiple rate cuts has investors buzzing. Meanwhile, the government shutdown drags on, and the question on everyone's mind remains: is the market overvalued or just getting started? In this week's Podcast, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Vince Stefano unpack the latest market moves, from strong corporate earnings to growing AI enthusiasm and everything in between. The team discusses why investors are pouring back into the market, what could derail this rally, and how upcoming Fed d...
2025-10-1621 min
The WWM Financial PodcastCountdown to Year-End: Market Insights, Rate Shifts, and Tax Must-DosThe markets are moving, the government's at a standstill (again), and gold just hit a record high, so what does it all mean for your money? In this week's episode, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carroll unpack the biggest financial headlines with their trademark mix of insight and humor. From the government shutdown's ripple effect on the IRS and rate cuts, to the surprising strength of small-cap stocks and AI's continuing dominance, the team breaks down what's driving today's market highs and what you should be watching next. Rachel also shares c...
2025-10-1119 min
The WWM Financial PodcastShutdown Uncertainty, Market Highs & What It Means For YouMarkets are moving, rates are shifting, and yes, there's talk of another government shutdown. But what does all this really mean for your money? In this episode, Catherine Magaña, Rachel Ivanovich, and Vince Stefano break it all down with their signature mix of insight, perspective, and a dash of humor. You'll hear: Why the Nasdaq and S&P 500 are still climbing, even amid uncertainty. How past shutdowns have surprisingly impacted markets (hint: not always the way you think). Why ETFs are pulling in billions this year as investors chase performance.
2025-10-0223 min
The WWM Financial PodcastWill Your Retirement Savings Last? Avoid These Costly MistakesThink retirement is a 10–15 year journey? Think again. With longer lifespans, rising healthcare costs, and the silent creep of inflation, many people drastically underestimate just how long their retirement will last and how much it will cost. In this episode, Catherine Magaña, Steve Wolff, Rachel Ivanovich, and Greg Carroll break down one of the biggest retirement mistakes: not planning for enough years or enough dollars. From surprising facts about Medicare gaps and Social Security's uncertain future to why working just one more year can make a huge difference, the team shares eye-opening insights and practical strategies....
2025-10-0113 min
The WWM Financial PodcastDon't Fight the Fed: Market Moves & Money Strategies You Need NowFrom the Fed's latest moves to the future of your retirement plan, this week's episode packs in the insights you need now. Catherine Magaña, Rachel Ivanovich, and Vince Stefano dig into the 85% chance of another rate cut, what falling mortgage rates mean for buyers, and why durable goods orders just surprised Wall Street. You'll also hear how billions sitting in money market funds could be missing out, the magic mortgage number that may spark a surge in home sales, and what the Fear & Greed Index is telling us today. But it's not just about m...
2025-09-2524 min
The WWM Financial PodcastInvestor Psychology: The Hidden Force Behind Stock Market Trends The markets are moving, and we've got plenty to unpack! In this week's episode of WWM Talks, Greg Carrol and Vince Stefano break down the latest numbers: the S&P 500 up 1.6%, the Nasdaq up 2%, and the Dow showing steady gains. But what's really catching our eye? The small caps, the Fed's latest rate cut, and what it all means for your portfolio We dive into why lower interest rates could give small companies a much-needed boost, what Jerome Powell did (and didn't) say about inflation and tariffs, and how investor psychology is showing up in t...
2025-09-1815 min
The WWM Financial PodcastMarkets on the Move: Fed Cuts, Inflation, and What's Next for InvestorsThe markets are buzzing, the Fed is making moves, and power-hungry AI is changing the game. Welcome to this week's conversation with Catherine Magaña, Steve Wolff, Vince Stefano, and Rachel Ivanovich. We kick off by reflecting on the anniversary of 9/11 and how resilience shapes not only our nation but also our financial lives. From there, it's all about market momentum: the Dow pushing higher, the Nasdaq and S&P adding gains, and interest rate cuts looming on the horizon. But is it 25 basis points… or 50? We also unpack where Americans are really spending their mon...
2025-09-1120 min
The WWM Financial PodcastTariffs, Taxes & Rate Cuts: What Investors Should WatchTariffs, taxes, Fed cuts—and the ever-shifting markets. This week's conversation covers it all with insights that matter to your money. Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carroll dig into the latest: Trump's tariff battle now heading to the Supreme Court, looming September tax deadlines (yes, third-quarter estimates are due!), and the near-certain Fed rate cut keeping investors on edge. The team also unpacks what falling mortgage rates really mean for housing prices, why real estate values may be sliding, and the surprising trend of new home prices undercutting existing ones. Beyond housing, the epi...
2025-09-0420 min
The WWM Financial PodcastTop Market Insights You Need Before FallWhat do falling mortgage rates, surging small caps, and whispers of a Fed rate cut all have in common? They're setting the stage for one of the most interesting market seasons yet. In this week's episode, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Vince Stefano break down the numbers—and the stories behind them. From the Nasdaq's impressive gains to consumer staples quietly outperforming tech, you'll discover what sectors are winning, what risks to watch, and where the smart money could be headed. But it's not all charts and indices—we're also tackling timely strat...
2025-08-2917 min
The WWM Financial PodcastSeptember Market Outlook: What Investors Should KnowMarkets are restless, investors are catious, and September is right around the corner, a month that's often a troublemaker for stocks. In this week's epsiode, Rachel, Vince, and Greg break down what's really happening behind the recent market slowdown. We break down the latest earnings from retail giants, the surprising weakness in small-cap stocks, and why mega-cap names continue to dominate the spotlight. Plus, it's back-to-school-season, which means more than backpacks and notebooks, it's also the perfect time to teach kids (and grandkids) money lessons that stick. You'll also hear a deep dive into the "On...
2025-08-2223 min
The WWM Financial PodcastHow To Avoid FOMO In This MarketMarkets are on the move — but is the rally running out of steam or just getting started? In this week's episode, Catherine, Greg, Steve, and Vince break down the latest market action, from small-cap swings to why tech keeps defying gravity. We unpack the Fed's next moves on interest rates, the surprising impact of PPI and CPI numbers, and why mortgage applications are suddenly on the rise. You'll hear why dividend-paying stocks, diversification, and avoiding "FOMO" might be your best friends right now — plus, a spirited debate on whether the S&P can end the year up 12%, 15%, or e...
2025-08-1524 min
The WWM Financial PodcastHow to Stop Overspending So You Can Keep Your WealthIn this video, the WWM Financial team break down overspending habits that can quietly derail your retirement. They share real-life client examples, explain how "lifestyle creep" happens, and show why big-ticket purchases (like RVs, second homes, and luxury travel) can threaten your long-term plan. You'll also learn how to track your spending today, why budgeting once a year isn't enough, and how to align your money with your values — so you can enjoy retirement without the stress of running out. If you want to stop overspending and stay on track for a rich retirement, this episode is for you....
2025-08-0513 min
The WWM Financial PodcastWhat's Really Moving The MarketMarkets, headlines, tariffs, taxes—and even birthday shout-outs? This week's episode of the WWM Financial Podcast covers it all with a perfect blend of sharp insights and a splash of humor. The team breaks down what's really driving the market: earnings surprises, interest rate speculation, and the surprisingly sunny effects of tariffs. Is the bull market running on fumes, or are we in a summer lull? Should investors brace for a pullback—or buy the dip? They also dive deep into the tax planning topic on everyone's radar: Roth conversions—who should consider them and when t...
2025-08-0123 min
The WWM Financial PodcastTrump's New Account Could Change Your Child's Future (But There's A Catch)📈 Meme Stocks, Trump Accounts & Market Moves — Oh My! This week, Catherine Magaña, Steve Wolff, Greg Carroll, and Rachel Ivanovich break down everything from meme stock madness to the fine print of Trump's new baby savings accounts. Is the Fed finally behind the curve on interest rates? And how many financial products can possibly come with more restrictions than benefits? Get insights on: Earnings surprises from S&P 500 companies The real story behind tariff-fueled market momentum A wild look into "Trueflation". Car loan deductions (yes, really) and estate...
2025-07-2524 min
The WWM Financial PodcastTo Pay Off Or Not To Pay Off The MortgageShould You Pay Off Your Mortgage? The Surprising Truth It's the classic retirement question: Should you pay off your house? In this lively episode, Catherine, Steve, Rachel, and Greg unpack why this isn't such a simple decision — and why the "peace of mind" that comes from being mortgage-free might come at a big financial cost. From low-interest-rate mortgages that can actually work in your favor, to the hidden downsides of tying up all your money in real estate, the team shares real-life client stories and eye-opening advice. Learn how a house can be a hedge ag...
2025-07-2215 min
The WWM Financial PodcastLet's Talk About The One Big Beautiful Bill Act🎙️ Markets, Mayhem & the One Big Beautiful Act! Catherine is back from Sardinia and the team dives headfirst into the latest market moves, political drama, and jaw-dropping tax changes. From small caps staging a surprise comeback to the Russell 2000 finally flexing, it's been anything but boring. What's the Fed thinking? Why does everyone keep talking about eggs? And what in the world is the One Big Beautiful Act — and how will it hit your wallet? Rachel unpacks this hefty bill full of quirky deductions, phase-outs, and "permanent" changes (spoiler: nothing in D.C. is truly permanent). ...
2025-07-1930 min
The WWM Financial PodcastPlanning to Retire Soon? Listen to This FirstWondering if now is the time to retire? Before you take the leap, watch this episode where we uncover the emotional, financial, and lifestyle pitfalls of retiring too early — and how to avoid them. From skyrocketing healthcare costs and inflation to the surprising toll on your purpose and relationships, we share real-life stories and expert insights to help you make smarter decisions. Don't let an early exit from the workforce derail your future. Learn how to phase into retirement, protect your savings, and keep your mind and purpose alive for decades to come. Start planning a retirement yo...
2025-07-1111 min
The WWM Financial PodcastDIY Finance Could Be Costing You More Than You KnowThis 4th of July week, we're looking beyond the fireworks and into the financial forces that could shape your future. Historically, this is a bullish week for the markets—but smart investors know that short-term trends are only one part of the bigger picture. In this episode, we explore how recent market movements, evolving tax legislation, and interest rate expectations are setting the stage for what's next. More importantly, we dive into the decisions that matter most as you approach retirement, sell a business, or pass on wealth to the next generation. Whether it's structuring your estate to...
2025-07-0122 min
The WWM Financial PodcastHow This Little Known Tax Secret Can Save You ThousandsIn this episode of The WWM Financial Podcast, we reveal a little-known tax strategy that could save high-income investors thousands of dollars—yet it's often missed, even by experienced professionals. We break down how it works, who qualifies, and why now is the perfect time to take advantage of it. We also explore how the rise of artificial intelligence (AI) is creating powerful investment opportunities. From automation to machine learning and real-world applications across industries, AI is reshaping the future—and savvy investors are taking notice. We discuss where the smartest money is going, which sectors stand to benefit most...
2025-06-2621 min
The WWM Financial PodcastThe Truth About Deficit SpendingIn this episode of the WWM Podcast, we explore how rising government deficit spending could affect wealthy investors and the broader economic outlook. We take a close look at recent market movements, the unexpected uptick in Core CPI, and how new tariffs may be influencing inflation data. We also highlight where investors are putting their money right now, review year-to-date performance in the industrial sector, and share proactive tax planning strategies for high-net-worth individuals looking to stay ahead of policy and market shifts. If you want to understand what's going on in the economy, get better insight...
2025-06-1222 min
The WWM Financial PodcastWhy You Should Not Let the Mainstream Media Affect Your MoneyIn this episode of the WWM Podcast, we dive into the latest movements in indexes, CDs, and bonds, and explain what they could mean for your portfolio. We explore the rising influence of negative media narratives and why smart investors should avoid making knee-jerk decisions based on headlines. With potential Federal Reserve rate cuts on the horizon, we discuss proactive financial strategies—like reviewing your estate plan, updating your will, adjusting your budget, and reassessing your tax withholdings—to help keep your long-term plan on track. We also unpack Senator Rand Paul's recent warnings about the growing national debt and...
2025-06-0520 min
The WWM Financial PodcastPositioning Your Portfolio for the Big Beautiful Bill and The Shifting MarketIn this episode of the WWM Podcast, we unpack what it means to navigate the historically rough stretch known as the "worst six months" of the investing year—and why seasoned investors stay the course. We also dive deeper into the "Big Beautiful Bill," breaking down what it could mean for your portfolio, the expanded $1,000 child credit, and updates to bonus depreciation for business owners. Whether you're a high-net-worth investor, entrepreneur, or simply trying to make smart financial decisions in a shifting landscape, this episode is packed with timely insights to help you position your wealth for what's ahead....
2025-05-3020 min
The WWM Financial PodcastWhat You Need to Know About the Big Beautiful Tax Bill and Your WealthIn this episode of the WWM Podcast, Catherine, Vince, and Gregg break down what the recently passed One Big Beautiful Bill Act could mean for high-net-worth investors and how to start setting up your portfolio for the oncoming tax landscape shifts. They also explore the ripple effects of the shifting bond market, what ongoing tariff negotiations signal for long-term strategy, and one of the most surprising topics of all: the financial secrets clients often keep from their advisors—and why that silence can cost them. If you're managing significant assets, this episode is your guide to navigating the new ru...
2025-05-2216 min
The WWM Financial PodcastProtect Your Wealth Before Crisis HitsMost people don't realize their retirement plans are vulnerable—until it's too late to fix it. In this episode of the WWM Podcast, we expose the quiet threats that can unravel even the most carefully crafted retirement plans. Whether it's an unexpected illness, a sudden divorce, or a market downturn just as you leave the workforce, these moments don't send a warning. But with strategic planning, what could be financial catastrophe becomes a controlled pivot. Tune in to learn how foresight, not fear, gives you the upper hand. Don't wait until the cracks appear. At WW...
2025-05-2011 min
The WWM Financial PodcastIs Your Insurance Putting You at Risk?Stocks may be climbing, but now isn't the time to get comfortable. With inflation cooling, rate cuts stalling, and policy changes looming, it's more important than ever to protect what you've built—starting with your insurance. In this episode, we're joined by a special guest from Farmers Insurance, Glenn Domingo, who shares critical insights every homeowner should know. From titling your home in a trust to why Californians are paying more (and getting less) from their policies, we cover the overlooked gaps that could delay payouts or leave your wealth exposed. Plus, we unpack simple ways to st...
2025-05-1524 min
The WWM Financial PodcastHow Savvy Investors Use Fear to Boost Their PortfolioIn this episode of the WWM Podcast, Catherine, Gregg, Steve, and Rachel talk about the latest US-UK trade deal and what it could mean for investors looking to stay ahead of the curve. They explore how inflation pressures are starting to build, what recent changes in mortgage rates could signal for the housing market, and why trying to "time the market" can be one of the most damaging habits for long-term investors, and for those considering a move out of California, the team also unpacks the often-overlooked tax implications of selling your home—insights that could save you serious mo...
2025-05-0928 min
The WWM Financial PodcastThe Wealthy Investor's Guide to Surviving Panic and Political BiasIn this episode, Catherine, Vince, Steve, and Rachel break down how legacy media outlets use their headlines to sell panic, amplify fear with every market move, and why savvy investors need to tune out the political noise to stay focused on real opportunities. The team discusses upcoming international trade deals that could reshape global markets, along with key tax insights that matter for building and protecting wealth. If you're looking for clear, level-headed analysis and actionable advice in a time of nonstop headlines, this conversation is a must-listen for staying ahead. If you want to understand what's...
2025-05-0220 min
The WWM Financial PodcastFederal Rate Cuts DecodedIn this episode, Catherine, Vince, Greg, and Steve dive into the latest economic developments shaping today's markets. They break down the potential for upcoming federal rate cuts and what that could mean for investors. The conversation turns to how hedge funds are using futures contracts—and the risks of overleveraging in pursuit of returns. You'll also hear insights on the current jobs market and how employment trends can help forecast market direction. Finally, the team explores the status of ongoing international trade negotiations and what to watch for in the months ahead. Whether you're managing your own portfolio or ke...
2025-04-2525 min
The WWM Financial PodcastAvoid Big Investment Mistakes During Trade TalksIn this episode of the WWM Financial Podcast, Catherine, Steve, Greg, and Vince tackle one of the biggest concerns facing investors right now: the panic surrounding Trump-issued tariffs and the ripple effects they're having on the markets. With market fluctuation and earnings report season just around the corner, we are here to help avoid confusion in the markets. So if you want to navigate media's coverage of tariffs, maximize your investments, and avoid negative long-term investment decisions so you can smartly invest in a volatile market, listen here! If you want to understand what's going on in...
2025-04-1823 min
The WWM Financial PodcastHow to Defend Wealth in a Trade WarIn this episode of the WWM Financial Podcast, join Catherine, Rachel, Steve, and Vince as they break down the latest round of tariffs announced by former President Trump and what they could mean for the stock market going forward. They will discuss how these trade policy shifts are driving volatility, where investors may see opportunities—or need to exercise caution—and what to consider when building a resilient portfolio in today's unpredictable climate. Whether you're a long-term investor or watching the headlines closely, this conversation will help you make sense of the noise and stay focused on your financial goal...
2025-04-1422 min
The WWM Financial PodcastHow High-Net-Worth Investors Are Positioning for Trump's 2025 TariffsIn this timely episode, Steve, Vince, and Greg all break down the new tariffs recently announced by former President Trump and explore how they could impact the stock market going forward. From global trade tensions to sector-specific risks, we unpack what these policy shifts mean for investors—especially those with significant portfolios. Whether you're wondering how tariffs could affect your holdings or you're looking for smart strategies to stay ahead, this episode delivers the insights you need to navigate uncertain markets with confidence. Recorded: 4/4/2025 Disclosure: WWM Financial is an SEC Registered Investment Advisor....
2025-04-0531 min
The WWM Financial PodcastSpring Market Updates: Navigating Recession Talks, Rate Cuts, and Social Security MistakesIn this episode, join Catherine, Rachel, Greg, and Vince as they dive into the latest market developments and what they mean for affluent investors navigating an uncertain economic landscape. They break down the recent interest rate shifts, how recession chatter is evolving, and why tax season is a critical time to review your financial strategy. They also tackle key questions around Social Security—how to maximize your benefits, changes to in-person appointments, and how to access earnings from past jobs. Plus, we clarify important timing around Required Minimum Distributions (RMDs) to help you avoid costly mistakes. Tune in today to...
2025-03-2816 min
The WWM Financial PodcastMarket Volatility, Real Estate & Rising Rates: What Investors Need to KnowIn this episode of the WWM Financial Podcast, we take a closer look at the current market environment—from stock market volatility to the real estate landscape. We're joined by special guest JR Phillips, Real Estate Broker and founder of The JR Phillips Real Estate Group, to discuss interest rates, buyer perceptions of value, and what the new commission rules mean for realtors and consumers alike. It's a timely conversation full of insights for investors and anyone navigating today's complex financial and real estate markets. If you want to understand what's going on in the economy, get be...
2025-03-2129 min
The WWM Financial PodcastKeeping Social Security?This week, Catherine, Steve, and Rachel break down the latest market updates and key financial trends shaping the economy. Steve highlights growing concerns about trade, economic growth, deficits, and government spending, while the group discusses inflation, strong market earnings, and the potential impact of tariffs. They also tackle pressing questions: What happens to taxes during a government shutdown? Could Trump cut off Social Security? The conversation explores the future of Social Security, the political events influencing the economy, and what actions policymakers should—or could—take. Plus, they share insights on managing market volatility, staying strategic with your portfolio, and...
2025-03-1421 min
The WWM Financial PodcastStocks During Trade WarIn the latest episode of Market Talks, Catherine, Steve, Vince, and Greg break down the market's latest twists and turns, tackling volatility head-on! With the S&P 500's drawdown at around 5-6%, they dive into historical trends and why staying focused on long-term financial goals is key. They discuss the importance of reviewing portfolios, managing risk, and staying diversified—especially for those nearing retirement. Plus, is the U.S. market really the strongest, or should investors be looking beyond? Don't miss this fast-paced, insightful conversation on staying steady in an unpredictable market! If you want to understand wh...
2025-03-0725 min
The WWM Financial PodcastExtreme Fear in Stock MarketGet ready for a power-packed episode of our financial podcast! Catherine breaks down the latest market trends, while Steve dives into the CNN Greed & Fear Index—are investors feeling bold or backing off? We tackle the hot topic of the housing market and mortgage shifts, plus big news—Schwab has released the 1099s! Rachel shares must-know tax tips, and Steven wraps it all up with a game-changing budgeting hack you won't want to miss. Listen to stay ahead of the market environment! If you want to understand what's going on in the economy, get better insight into the...
2025-02-2816 min
The WWM Financial PodcastMarket VolatilityIn this episode, hosts Catherine, Steve, Vince, and Greg cover the latest trends and updates in the world of finance. Catherine kicks things off with an insightful market update, setting the stage for a deep dive into the mortgage market. Vince shares his thoughts on stock market volatility and the current climate, while Steve breaks down the latest CNN Greed and Fear Index. The group also discusses government cuts, Roth conversions, and the recent bankruptcy filing by Nikola, the electric vehicle company. And speaking of electric vehicles—are they the future, or are we rushing into something we're not re...
2025-02-2120 min
The WWM Financial PodcastEgg InflationIn this episode of Market Talks, Catherine kicks things off with a market update, followed by Steve and Greg diving into the latest stock trends. They discuss Trump's influence on Powell, the impact of bird flu on egg prices, and Steve's take on the future of AI. Catherine also breaks down the earnings season and shares her thoughts on "unretirement." Plus, Rachel sheds light on the Social Security Fairness Act. Listen in to get your weekly financial updates! If you want to understand what's going on in the economy, get better insight into the financial markets, and...
2025-02-1418 min
The WWM Financial PodcastT & T (Taxes and Tariffs)Join Catherine, Steve, Rachel, and Vince as they break down how the stock market reacted to tariffs, what Q4 earnings reveal, and market predictions from both Vince and Steve. Explore the short- and long-term effects of tariffs on the economy, plus key tax insights from Rachel, including important considerations for trust beneficiaries. Whether you're investing, planning for the future, or tracking economic trends, this episode is packed with expert insights you won't want to miss! If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound...
2025-02-0721 min
The WWM Financial PodcastAmerica vs. ChinaThis week, Catherine, Rachel, Greg, and Steve discuss the latest market trends, including the impact of AI on stocks and China's claim of developing a cheaper AI than the U.S. They dive into Nvidia's chip dominance and the growing competition between the U.S. and China. Rachel also shares key insights on taxes. Plus, they talk about the trend of people living to 100 and Apple's upcoming AI release this spring. Also, get the latest update on U.S. GDP! If you want to understand what's going on in the economy, get better insight into the financial...
2025-01-3118 min
The WWM Financial PodcastAI Today: How Artificial Intelligence is Revolutionizing The Market!Stock Market Update + What's Happening in 2025 From equity and crypto shifts to tax season prep with Rachel, this video breaks down the latest in business and market trends—everything you NEED to know for 2025! Here you'll discover: • Stock Market Insights: How the market is performing under the Trump administration • Crypto Trends: The rise of Bitcoin and where it's headed • Tax Season Breakdown: Tips for filing taxes online + Social Security updates • COLA & Medicare: What you need to know about changes in your benefits • Driverless Cars: The future of trans...
2025-01-2424 min
The WWM Financial PodcastUpcoming Market ChangesMarket Updates, Tech Trends, Taxes & More: The Week That Was! This week, the stock market surged with the Dow, S&P 500, and Nasdaq all climbing as inflation cooled. Vince breaks down the latest market trends, including rising interest rates, sticky inflation, and tariff uncertainty. Steve shares exciting tech updates from the Consumer Electronics Show, including driverless cars, virtual reality, record players, and holograms! Plus, get ready for tax season with important deadlines and potential changes, including new proposals on tax cuts and SALT adjustments. If you want to understand what's going...
2025-01-1722 min
The WWM Financial PodcastNew Year, New Financial Game PlanRecorded 1/2/2025 In this dynamic episode of WWM Talks, we kick off the new year by unpacking the latest market trends and offering actionable ideas to help you navigate 2025 with confidence. Here's what you'll discover: • Market Recap & Predictions: The Fed's rate cut, a lackluster Santa Claus rally, and standout performances from the Nasdaq and Dow. Plus, insights into what the first trading day and a spiking 10-year Treasury signal for the year ahead. • What to Watch in 2025: Key areas to monitor, including the first 100 days of the Trump administration, biotech stocks, AI investing, and shifts...
2025-01-0324 min
The WWM Financial PodcastIs There Going to Be a Government Shutdown?Catherine, Steve, Greg, and Rachel cover the latest market update, including the recent market plunge, Fed rate cuts, inflation projections, and debt ceiling concerns. They also discuss the impact of taxes, the government shutdown, and what to expect with Social Security and Medicare. Plus, tips on writing off medical expenses, last-minute retirement contributions, and inheritance updates. Finally, they explore the Fear & Greed Index and how different generations view financial success. Stay informed and be ready for your end of year finances! If you want to understand what's going on in the economy, get better insight into the...
2024-12-2024 min
The WWM Financial PodcastMarket Update Of The WeekIn this episode, Catherine, Steve, Vince, and Greg break down the latest stock updates, CPI trends, and treasury bills. They dive into corporate cash flow, PE multiples, and the outlook on fewer regulations for businesses. Plus, they discuss year-end fund strategies, the impact of AI/software, drones, and tips for optimizing tax efficiency. Tune in for key insights to navigate today's market! If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
2024-12-1320 min
The WWM Financial PodcastYear-End Tax Tips and Trump Tariffs ImpactThis week, join Rachel, Steve, Vince, and Greg for a market update as we discuss stock trends, year-end financial strategies, and tax-saving tips. Rachel covers ways to reduce taxes through stock moves, income planning, Roth conversions, and gifting. We also revisit the impact of Trump's tariffs and take a look at the current consumer market. Don't miss out on these key insights for the end of the year! If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make...
2024-12-0619 min
The WWM Financial PodcastYield Curves, Home Sales, and Phasing Into 2025Join Catherine, Steve, Rachel, and Greg this week as they discuss the current market economy before Thanksgiving. Topics include yield curves, home sales, and strategies for phasing into 2025—covering 401k salary deferrals, maxing out your 401k, reviewing paystubs, and understanding gains, losses, and gift taxes. Steve also shares insights from the Rational Optimist Society on groundbreaking technologies like CO2-capturing machines, desalination plants, Elon Musk's rockets, and electric cars. Listen in for a thought-provoking conversation! If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound fr...
2024-11-2217 min
The WWM Financial PodcastIs There a Recession on the Horizon?This week on our market update, Catherine, Rachel, Steve, and Vince dive into the latest trends and potential impacts from the Trump election on the economy. They discuss key topics like stock market indices, the federal rate, CPI, and CDs, while Rachel explores tax policies, including the Corporate Tax and Jobs Act. Steve breaks down how Trump's presidency may affect trade policies, tariffs, and the possibility of an economic reversion. With rising credit card debt and a slowing consumer market, the team discusses the potential for an impending recession. Steve also shares his optimistic view on AI's long-term potential...
2024-11-1525 min
The WWM Financial PodcastTrump's Election On The MarketIn this episode, Catherine, Steve, Vince, and Greg dive into the latest market updates following Trump's election, including a stock update, rate cuts, and the performance of small-cap stocks. We discuss how Trump-related stocks performed and challenges with tariffs. Plus, we cover the expectations for reduced corporate regulations and potential impacts of Trump's immigration policy. With many more topics on current CD rates and changes to 2025 gift tax and retirement planning, here are key insights to our evolving market. If you want to understand what's going on in the economy, get better insight into the financial markets...
2024-11-0819 min
The WWM Financial PodcastMarket Updates With Upcoming ElectionsHappy Halloween from the WWM Financial team! 🎃 In this insightful video, Catherine, Steve, Vince, and Greg discuss the latest market updates in light of the upcoming elections. They cover key topics such as current stock market trends, thoughts on CDs and 401(k) adjustments, and effective approaches to charitable contributions. Join the conversation to stay informed and enhance your financial planning as we navigate these changing times! If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make goo...
2024-11-0115 min
The WWM Financial PodcastUnderstanding Current Medicare and American Healthcare: Ft. Pam MortonIn this episode, Catherine, Steve, and Rachel welcome back Medicare specialist Pam Morton for an in-depth discussion on healthcare options. Pam shares valuable insights on selecting the right Medicare plans, while the group passionately explores the complexities of the current American healthcare system. Tune in for expert advice and engaging conversation! If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Date Recorded: 10/24/2024 Disclaimer: WWM Financial i...
2024-10-2541 min
The WWM Financial PodcastMarket Insights: Stocks, Rates & Healthcare PlanningJoin Catherine, Steve, Vince, and Greg as they share the latest market updates. The team delves into the performance of large and small cap stocks, the potential for interest rate decreases, and the growing interest in nuclear power stocks. Plus, they analyze current CD rates and offer insights on financial planning for healthcare. Tune in for expert insights that can help you navigate your investment strategy! If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial...
2024-10-1815 min
The WWM Financial PodcastMedicare Strategies! Featuring: Pam MortonJoin us for a discussion featuring Pam Morton from Benefits By Design, along with Catherine, Rachel, and Steven. They'll delve into current market trends and tax considerations. In addition, the conversation will cover essential Medicare topics, including planning strategies for new enrollees and significant changes affecting current beneficiaries. Discover the best times to review your Medicare options, learn how to navigate the tax implications related to Medicare, and explore insurance choices that suit your needs. Stay informed and make the most of your Medicare experience! If you want to understand what's going on...
2024-10-1114 min
The WWM Financial PodcastMaximize your Roth IRA: Tax Strategies!In this episode, Catherine, Rachel, Greg, and Vince discuss the market and tax plans for the fourth quarter. They cover Roth IRA tax strategies, the stock reporting season, and 401(k)s. Tune in for straightforward insights to help you prepare for the end of the year! If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Date Recorded: 10/03/2024 Disclaimer: WWM Financial is an SEC Registered Investment Ad...
2024-10-0412 min
The WWM Financial PodcastHow Can The Future Elections Affect The MarketIn this episode, Steve, Catherine, Vince, and Greg discuss how upcoming elections could shape the financial landscape. Join us as we discuss the potential impacts on bonds and market volatility. If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Recorded: 9/26/24 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on...
2024-09-2716 min
The WWM Financial PodcastRate Cut Effect On The Market And EconomyIf you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-09-2011 min
The WWM Financial PodcastIs A Recession On The Horizon?WWM Financial Podcast In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-09-1213 min
The WWM Financial PodcastNavigating September Market Volatility and Potential Economic SlowdownWWM Financial Podcast In this episode, we discuss the stock market's volatility in September, a potential economic slowdown, essential steps for retirement planning success, and the importance of securing an IP PIN to protect yourself as a taxpayer. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial...
2024-09-0513 min
The WWM Financial PodcastBreaking Down Roth IRA's: Eligibility And Advantages ExplainedWWM Financial Podcast In this episode, we delve into the stock market as we approach the end of the second-quarter earnings season, explore six essential rules for traveling in retirement, and provide a breakdown of Roth IRAs. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry...
2024-08-3019 min
The WWM Financial PodcastWill The Fed Finally Cut Rates? - Stock Market UpdateWWM Financial Podcast In this episode, we discuss the effects of falling mortgage rates, inflation, investor behavior, and potential Fed rate cuts. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to...
2024-08-2316 min
The WWM Financial PodcastStock Market Update On Q2 Earnings & Potential Fed Rate CutWWM Financial Podcast If you want to get the scoop on second-quarter earnings, the rules for inheriting a Roth IRA, and whether the Fed will cut interest rates, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program...
2024-08-2312 min
The WWM Financial PodcastBenefits, Trends, and The Future of AIWWM Financial Podcast If you want to understand the benefits of artificial intelligence, explore the latest trends, and discover where the technology is going, tune in now to see how AI is transforming different industries and our everyday lives! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to...
2024-08-1621 min
The WWM Financial PodcastStock Market Update | August 8, 2024WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-08-0917 min
The WWM Financial PodcastStock Market Update | August 1, 2024WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-08-0210 min
The WWM Financial PodcastStock Market Update | July 25, 2024WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-07-2619 min
The WWM Financial PodcastStock Market Update | July 18, 2024WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, real estate, annuities, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor...
2024-07-1909 min
The WWM Financial PodcastStock Market Update | July 11, 2024WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-07-1218 min
The WWM Financial PodcastStock Market Update | June 27, 2024WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-06-2814 min
The WWM Financial PodcastStock Market Update | June 20, 2024WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-06-2112 min
The WWM Financial PodcastStock Market Update | June 13, 2024WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-06-1415 min
The WWM Financial PodcastStock Market Update | June 6, 2024 WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-06-0711 min
The WWM Financial PodcastStock Market Update | May 30, 2024If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-05-3115 minThe WWM Financial PodcastStock Market Update | Backdoor Roth Vs. Mega Backdoor Roth If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-05-2414 min
The WWM Financial PodcastStock Market Update | Election & TaxesWWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing...
2024-05-1719 minThe WWM Financial PodcastStock Market Update | May 9, 2024 If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-05-1014 minThe WWM Financial PodcastStock Market Update | Rec. 4/25/24If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-04-2912 min
The WWM Financial PodcastStock Market Update | April 18, 2024If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-04-1914 minThe WWM Financial PodcastStock Market Update | April 11, 2024If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-04-1315 minThe WWM Financial PodcastStock Market Update | March 28, 2024If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-03-2810 min
The WWM Financial PodcastArtificial Intelligence Part 2 - The Risks If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-03-1517 min
The WWM Financial PodcastMarket Talk | Tax Deductions and Credits If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during...
2024-03-0814 minThe WWM Financial PodcastArtificial Intelligence Part 1If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to i...
2024-03-0115 minThe WWM Financial PodcastStock Market Update | February 22, 2024 If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to...
2024-02-2313 min
The WWM Financial PodcastStock Market Update | February 15, 2024 If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to...
2024-02-2320 min
The WWM Financial PodcastStock Market Update | February 9, 2024 If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to...
2024-02-1217 min
The WWM Financial PodcastMarket Talk | Feb. 1, 2024 If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to i...
2024-02-0214 min
The WWM Financial PodcastStock Market Update | January 26, 2024 WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial...
2024-01-3120 min
The WWM Financial PodcastStock Market Update | January 18If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to...
2024-01-2413 min
The WWM Financial PodcastMarket Talk | InflationIf you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investi...
2024-01-1811 min
The WWM Financial PodcastStock Market Update | January 4, 2024 If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://wwmfinancial.com | (760) 692-5190 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to inves...
2024-01-0921 min
We Watch MoviesEpisode 15 - We Could Be HeroesThis week, we watched We Could Be Heroes (2020)! We have thoughts. Join us for a casual conversation about about the movie (among other topics that are tangentially related)! All our welcome, we are here to have fun :)We are new to the platform, but we have the first 14 episodes of the show along with other movie/tv show related videos published on our YouTube channel, WWM Productions, if you want to check it out!
2021-01-2057 min