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Buying Stocks With Leverage

Click on the image above to view Podcast Episode 6 Using Leverage To Buy Stocks Podcast Episode 6 In this episode of Steve's Stock Stories Steve discusses buying stocks and ETF's with leverage. You can reach Steve with any questions at 760-692-5190. The opinions expressed in this program are for general informational purposes only and [...]

By |2020-08-06T14:27:04-08:00August 6th, 2020|Blog, Investing, Podcast|0 Comments

What Do You Do With Your Old 401k When You Leave a Company?

Click on the image above to view this Savvy Minute video. In this video Catherine explains what you can do with your 401k when you leave a company. Want to Accomplish More With Your Money? Click on the link below to get your FREE Money 101 video. savvyupnow.com/money101 Catherine Magaña is a CFP® or CERTIFIED [...]

By |2020-07-30T14:15:19-08:00July 30th, 2020|401(k), Retirement Planning, Uncategorized, Videos|0 Comments

Could you benefit from a Mission Control for your finances?

If I asked you what happened in the summer of 1969, what would you say?  For those answering Woodstock, you’re right, the groundbreaking Woodstock Music & Art Fair took place over 3 days in August 1969 on a farm in Bethel, NY.  The cultural significance of Woodstock persists, and in some sense, is arguably more relevant today [...]

Maintenance Man to Millionaire

 Click on the image above to view Podcast Episode 5 Maintenance Man to Millionaire Podcast Episode 5 In this episode 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 are [...]

By |2020-08-06T14:21:13-08:00July 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