Podcast E.3. Oil Feuds & COVID-19

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.

 

Tax Planning for Investors

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 or rachel@elmtax.com. You can learn more about Easy Life Management at https://www.elmtax.com

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California.

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

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 760-692-5190.

WWM Financial is an SEC-Registered Investment Adviser