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So far WWMFinancial has created 78 blog entries.

Maintenance Man to Millionaire

 Click on the image above to view Podcast Episode 5 Maintenance Man to Millionaire Podcast Episode 5 In this episode Steve of Steve's Stock Stories we hear about how Lou the maintenance man invested his way to 7 figures. You can reach Steve with any questions at 760-692-5190. The opinions expressed in this program [...]

By |2020-07-02T11:02:44-08:00July 2nd, 2020|Investing, Podcast|0 Comments

What Tennis Greats Can Teach You About Investing

What do tennis greats Bjorn Borg, John McEnroe, Chris Evert, and Rafael Nadal have in common, and what can they teach you about investing? by Scott McClatchey, CFP® Do you remember watching Bjorn Borg play tennis during the 1970’s?  He won 6 French Open and 5 consecutive Wimbledon titles between 1974 and 1981, becoming the [...]

By |2020-06-15T13:34:02-08:00June 15th, 2020|Investing|0 Comments

Podcast E.3. Oil Feuds & COVID-19

Click on the image above to view the video recording of podcast Episode 3. The Corona Virus grows exponentially, oil feuds fuel the fire and markets free fall. The Advisers at WWM Financial share their thoughts. You can find more episodes of the WWM Financial Podcast at http://wwmfinancialpodcast.com.  

By |2020-03-13T11:18:44-08:00March 13th, 2020|Blog, Market Update, Podcast|0 Comments

Tax Planning for Investors

Click on the image above to view this Proactive Wealth Process video. Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life Management. Rachel Ivanovich of Easy Life Management can be reached at 760-730-1817 [...]

By |2020-03-13T11:20:54-08:00March 11th, 2020|Proactive Wealth Process, Tax Planning|0 Comments

Podcast E.2. Corona Virus Roundtable. Is Panic Setting In?

Click on the image above to view this podcast recording. Corona Virus Roundtable. The Advisers at WWM Financial meet for a roundtable to discuss the gravity of the Corona Virus. Is panic setting in? You can listen to more episodes at http://wwmfinancialpodcast.com. If you have any questions or concerns you can reach our Advisors at [...]

By |2020-03-13T11:21:59-08:00March 9th, 2020|Market Update, Podcast|0 Comments

Interview with Marie Hines, Realtor™ | Senior Specialist

Click on the image above to watch this episode of The Savvy Women Show Interview with Carlsbad Realtor™ Marie Hines Marie specializes in helping seniors with their unique real estate needs. You can reach Marie at 760-458-8722 or marie.hines@exprealty.com. Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™­­ and Managing Partner at Savvy Women Wealth [...]

By |2020-01-02T17:16:09-08:00January 2nd, 2020|Blog, Retirement Planning, The Savvy Women Show|0 Comments