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What’s Really Moving The Market
What's Really Moving The Market Markets, headlines, tariffs, taxes—and even birthday shout-outs? This week’s episode of the WWM Financial Podcast covers it all with a perfect blend of sharp insights and a splash of humor. The team breaks down what’s really driving the...
Trump’s New Account Could Change Your Child’s Future (But There’s A Catch)
📈 Meme Stocks, Trump Accounts & Market Moves — Oh My! This week, Catherine Magaña, Steve Wolff, Greg Carroll, and Rachel Ivanovich break down everything from meme stock madness to the fine print of Trump’s new baby savings accounts. Is the Fed finally behind the...
To Pay Off Or Not To Pay Off The Mortgage
Should You Pay Off Your Mortgage? The Surprising Truth It’s the classic retirement question: Should you pay off your house? In this lively episode, Catherine, Steve, Rachel, and Greg unpack why this isn’t such a simple decision — and why the “peace of mind” that comes...
Let’s Talk About The One Big Beautiful Bill Act
🎙️ Markets, Mayhem & the One Big Beautiful Act! Catherine is back from Sardinia and the team dives headfirst into the latest market moves, political drama, and jaw-dropping tax changes. From small caps staging a surprise comeback to the Russell 2000 finally...
Planning to Retire Soon? Watch This First
Wondering if now is the time to retire? Before you take the leap, watch this episode where we uncover the emotional, financial, and lifestyle pitfalls of retiring too early — and how to avoid them. From skyrocketing healthcare costs and inflation to the surprising toll on your purpose and relationships, we share real-life stories and expert insights to help you make smarter decisions…
DIY Finance Could Be Costing You More Than You Know
This 4th of July week, we’re looking beyond the fireworks and into the financial forces that could shape your future. Historically, this is a bullish week for the markets—but smart investors know that short-term trends are only one part of the bigger picture. In this episode, we explore how recent market movements, evolving tax legislation, and interest rate expectations are setting the stage for what’s next. More importantly, we dive into the decisions that matter most as you approach retirement, sell a business, or pass on wealth to the next generation.
How This Little Known Tax Secret Can Save You Thousands
In this episode of The WWM Financial Podcast, we reveal a little-known tax secret that could save high-income investors thousands of dollars—yet it’s often missed, even by experienced professionals. We break down how it works, who qualifies, and why now is the perfect time to take advantage of it. We also explore how the rise of artificial intelligence (AI) is creating powerful investment opportunities. From automation to machine learning and real-world applications across industries, AI is reshaping the future—and savvy investors are taking notice. We discuss where the smartest money is going, which sectors stand to benefit most, and how to position your portfolio to capitalize on this innovation.
Navigating Required Minimum Distributions
Are you ready to take the guesswork out of Required Minimum Distributions (RMDs)? Join us for a 40 -minute power-packed webinar where we’ll answer the most frequently asked questions, uncover the biggest mistakes people make, and share smart strategies to keep more of...
Social Security Strategies for High Income Retirees
Think Social Security is too small to matter? Think again. For high-net-worth individuals, Social Security can play a surprisingly strategic role in preserving wealth, reducing taxes, and optimizing retirement income. In just 30 minutes, we’ll walk through the most...