Blog – WWM Financial

Should Higher Bond Yields Change Your Retirement Plan?

More income with less risk? With Treasury bond yields climbing, retirees and investors may be wondering whether it's time to rethink their retirement investment strategy. In this episode, Catherine Magaña explores the question: Should higher bond yields change your...

Is AI Spending Putting The Stock Market At RISK?

AI Spending and Stock Market Risks: 3:34–13:42 Billions of dollars are pouring into artificial intelligence, but here's the big question: Will all this AI spending actually pay off, or could it put the stock market at risk? In this episode, the WWM Financial team...

How Much Can You Spend In Retirement Without Running Out Of Money?

You've spent decades saving for retirement. Now comes the scary part—actually spending it! Can you finally take that dream vacation, help your grandchildren, or enjoy more of your hard-earned savings without worrying about running out of money? In this episode,...

Why Is Inflation Still rising And What’s Behind The Surge?

What's Fueling the Inflation Surge?: 5:40–8:20 Inflation is heating up again, but what's really behind the latest surge? While some everyday prices are falling, others are climbing at an alarming pace—and one major factor is putting renewed pressure on the economy. In...

Do We Have Enough to Retire? 3 Questions to Ask Before You Stop Working

Retirement is finally within reach. You've worked hard, built your savings, and started imagining life without a nine-to-five schedule. But there's one question that can make even the most prepared retirees hesitate: Do you actually have enough to retire? Leaving your...

Rachel Ivanovich Tedx

Life doesn’t have to be complete to be meaningful. In her TEDx talk, Rachel Ivanovich shares how an 11-year home renovation became a lesson in resilience, growth, and finding joy along the way.

What Causes Stock Market Volatility And How Can You Prepare?

What's behind the stock market's recent ups and downs? From rising oil prices and shifting interest rate expectations to geopolitical tensions and upcoming midterm elections, several factors are influencing the markets. Understanding what's driving these changes can...

Will Medicare Cost More After A Roth Conversion?

Could a Roth conversion unexpectedly increase your Medicare premiums? Roth conversions can be a powerful retirement tax-planning strategy, but the tax bill isn’t the only number to consider. In this segment, Catherine Magaña and Rachel Ivanovich discuss how Roth...

What Should Investors Do With Interest Rates This High?

⏱ Interest Rates, Bond Yields & Market Update — 0:51–11:21 What should investors do with interest rates this high? With bond yields elevated, inflation still in focus, and uncertainty surrounding the Federal Reserve, investors are facing a very different...