In this episode of Savvy Women Talk Money, Catherine, Gregg, Steve, and Rachel talk about the latest US-UK trade deal and what it could mean for investors looking to stay ahead of the curve. They explore how inflation pressures are starting to build, what recent changes in mortgage rates could signal for the housing market, and why trying to “time the market” can be one of the most damaging habits for long-term investors, and for those considering a move out of California, the team also unpacks the often-overlooked tax implications of selling your home—insights that could save you serious money. Whether you’re actively investing or planning your next financial step, this episode is full of valuable guidance.

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: 5/8/2025

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.

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.