The Wealthy Investor’s Guide to Surviving Fear and Political Bias

The Wealthy Investor’s Guide to Surviving Fear and Political Bias

In this episode, Catherine, Vince, Steve, and Rachel break down how legacy media outlets use their headlines to sell panic, amplifying fear with every market move, and why savvy investors need to tune out the political noise to stay focused on real opportunities. The team discusses upcoming international trade deals that could reshape global markets, along with key tax insights that matter for building and protecting wealth. If you’re looking for clear, level-headed analysis and actionable advice in a time of nonstop headlines, this conversation is a must-listen for staying ahead.

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 5/1/2025

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 provided 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.

Federal Rate Cuts Decoded

Federal Rate Cuts Decoded

In this episode, Catherine, Vince, Greg, and Steve dive into the latest economic developments shaping today’s markets. They break down the potential for upcoming federal rate cuts and what that could mean for investors. The conversation turns to how hedge funds are using futures contracts—and the risks of overleveraging in pursuit of returns. You’ll also hear insights on the current jobs market and how employment trends can help forecast market direction. Finally, the team explores the status of ongoing international trade negotiations and what to watch for in the months ahead. Whether you’re managing your own portfolio or keeping an eye on broader economic shifts, this episode offers timely perspective for savvy investors.

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 4/24/2025

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 provided 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.

Avoid Big Investment Mistakes During Trade Talks

Avoid Big Investment Mistakes During Trade Talks

In this episode of the WWM Financial Podcast, Catherine, Steve, Greg, and Vince tackle one of the biggest concerns facing investors right now: the panic surrounding Trump-issued tariffs and the ripple effects they’re having on the markets. With market fluctuation and earnings report season just around the corner, we are here to help avoid confusion in the markets. So if you want to navigate media’s coverage of tariffs, maximize your investments, and avoid negative long-term investment decisions so you can smartly invest in a volatile market, listen here!

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 4/17/2025

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 provided 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.

How to Defend Wealth in a Trade War

How to Defend Wealth in a Trade War

In this episode of the WWM Financial Podcast, join Catherine, Rachel, Steve, and Vince as they break down the latest round of tariffs announced by former President Trump and what they could mean for the stock market going forward. They will discuss how these trade policy shifts are driving volatility, where investors may see opportunities—or need to exercise caution—and what to consider when building a resilient portfolio in today’s unpredictable climate. Whether you’re a long-term investor or watching the headlines closely, this conversation will help you make sense of the noise and stay focused on your financial goals.

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 4/10/2025

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 provided 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.

How High-Net-Worth Investors Are Positioning for Trump’s 2025 Tariffs

How High-Net-Worth Investors Are Positioning for Trump’s 2025 Tariffs

In this timely episode, Steve, Vince, and Greg all break down the new tariffs recently announced by former President Trump and explore how they could impact the stock market going forward. From global trade tensions to sector-specific risks, we unpack what these policy shifts mean for investors—especially those with significant portfolios. Whether you’re wondering how tariffs could affect your holdings or you’re looking for smart strategies to stay ahead, this episode delivers the insights you need to navigate uncertain markets with confidence.

Date Recorded: 4-4-2025

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 provided 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.