Live Your Life Connnected

Our blog will help you stay up to date with all the latest news at WWM FINANCIAL.

Subscribe to our Podcast

Never miss an episode with our podcast, released alongside each video below.

Is There a Recession on the Horizon?

Is There a Recession on the Horizon?

This week on our market update, Catherine, Rachel, Steve, and Vince dive into the latest trends and potential impacts from the Trump election on the economy. They discuss key topics like stock market indices, the federal rate, CPI, and CDs, while Rachel explores tax...

read more
Trump’s Election On The Market

Trump’s Election On The Market

In this episode, Catherine, Steve, Vince, and Greg dive into the latest market updates following Trump's election, including a stock update, rate cuts, and the performance of small-cap stocks. We discuss how Trump-related stocks performed and challenges with tariffs....

read more
Medicare Strategies! Featuring: Pam Morton

Medicare Strategies! Featuring: Pam Morton

Join us for a discussion featuring Pam Morton from Benefits By Design, along with Catherine, Rachel, and Steve. They’ll delve into current market trends and tax considerations. In addition, the conversation will cover essential Medicare topics, including planning...

read more
Maximize your Roth IRA: Tax Strategies!

Maximize your Roth IRA: Tax Strategies!

In this episode, Catherine, Rachel, Greg, and Vince discuss the market and tax plans for the fourth quarter. They cover Roth IRA tax strategies, the stock reporting season, and 401(k)s. Tune in for straightforward insights to help you prepare for the end of the year!...

read more