What’s Really Moving The Market

Markets, 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 timing matters most. Plus, they discuss the often-overlooked impact of IRMAA surcharges and how smart planning can help clients avoid Medicare premium surprises.

And don’t miss the sneak peek at the upcoming August 26 webinar: “The One Big Beautiful Bill Act.” Yes, that’s what they’re calling it—and no, it’s not the real name. But trust us, it matters.

🎧 Tune in for:

Sector standouts & market momentum
Goldilocks economy or summer mirage?
AI, ETFs, and why ChatGPT is now a financial planner’s best friend

👉 Stay informed. Stay invested. And stay tuned for next week’s episode!

Date Recorded: 7/31/2025

Register for our upcoming webinar on August 26, 2025, “The One Big Beautiful Bill Act: What Affluent Investors Need To Know”.

https://attendee.gotowebinar.com/register/4166744897793267806?source=podcast

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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 and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190