Click on the image above to view Podcast Episode 6 Using Leverage To Buy Stocks Podcast Episode 6 In this episode of Steve's Stock Stories Steve discusses buying stocks and ETF's with leverage. You can reach Steve with any questions at 760-692-5190. The opinions expressed in this program are for general informational purposes only and [...]
Click on the image above to view this Savvy Minute video. In this video Catherine explains what you can do with your 401k when you leave a company. Want to Accomplish More With Your Money? Click on the link below to get your FREE Money 101 video. savvyupnow.com/money101 Catherine Magaña is a CFP® or CERTIFIED [...]
If I asked you what happened in the summer of 1969, what would you say? For those answering Woodstock, you’re right, the groundbreaking Woodstock Music & Art Fair took place over 3 days in August 1969 on a farm in Bethel, NY. The cultural significance of Woodstock persists, and in some sense, is arguably more relevant today [...]
Click on the image above to view Podcast Episode 5 Maintenance Man to Millionaire Podcast Episode 5 In this episode of Steve's Stock Stories we hear about how Lou the maintenance man invested his way to 7 figures. You can reach Steve with any questions at 760-692-5190. The opinions expressed in this program are [...]
What do tennis greats Bjorn Borg, John McEnroe, Chris Evert, and Rafael Nadal have in common, and what can they teach you about investing? by Scott McClatchey, CFP® Do you remember watching Bjorn Borg play tennis during the 1970’s? He won 6 French Open and 5 consecutive Wimbledon titles between 1974 and 1981, becoming the [...]
Click on the image above to watch this video. The WWM Finanical Podcast, Episode 4 This is the First of Steve's Stock Stories. In this episode Steve takes on the myth that "you can't beat the market" with a story about Bed Bath and Beyond. This episode was recorded on April 24th, 2020 The opinions [...]
Click on the image above to view the video recording of podcast Episode 3. The Corona Virus grows exponentially, oil feuds fuel the fire and markets free fall. The Advisers at WWM Financial share their thoughts. You can find more episodes of the WWM Financial Podcast at http://wwmfinancialpodcast.com.
Click on the image above to view this Proactive Wealth Process video. Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life Management. Rachel Ivanovich of Easy Life Management can be reached at 760-730-1817 [...]
Click on the image above to view this podcast recording. Corona Virus Roundtable. The Advisers at WWM Financial meet for a roundtable to discuss the gravity of the Corona Virus. Is panic setting in? You can listen to more episodes at http://wwmfinancialpodcast.com. If you have any questions or concerns you can reach our Advisors at [...]
Click on the image above to view this WWM Special Report (video).