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One Big Beautiful Bill Act, What Affluent Investors Need To Know
The recently passed One Big Beautiful Bill Act brings sweeping changes to taxes, estate planning, and investment strategies — and affluent investors could feel the impact the most. In this exclusive 45-minute webinar, we’ll break down what the new legislation means...
September Market Outlook: What Investors Need to know
Markets are restless, investors are cautious, and September is right around the corner—a month that’s often a troublemaker for stocks. In this week’s episode, Rachel, Vince, and Greg break down what’s really happening behind the recent market slowdown. We break down...
How To Avoid FOMO In This Market
Markets are on the move — but is the rally running out of steam or just getting started? In this week’s episode, Catherine, Greg, Steve, and Vince break down the latest market action, from small-cap swings to why tech keeps defying gravity. We unpack the Fed’s next...
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.