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The True Reason Rate Cuts Are Back on the Table And What It Means for You!
This week’s episode delivers a sharp, timely breakdown of the markets as we head into the final stretch of the year. Catherine, Rachel, Steve, and Vince unpack the sudden surge in stocks, why small caps are finally waking up, and what’s driving the shift in rate-cut...
When the Fed Blinks: How Markets React to Every Hint of Policy Change
In this episode, Catherine, Greg, Steve, and Vince unpack one of the wildest market weeks of the year a roller-coaster ride fueled by surprise economic data, shifting Fed expectations, and tech-sector drama that had investors glued to the screen. From a 35% swing in...
Fed Policy Shift: What It Means for Markets Right Now
This week’s episode is packed because the markets did not take a break. Catherine, Greg, Rachel, and Vince unpack everything from the end of the 43-day government shutdown to the surprising shifts in stocks, rates, and IRS rules you’ll want on your radar. We break...
When The Government Stops, Should You? Money Moves During The Shutdown.
What happens when the government shuts down for 37 days, the IRS stops answering calls, and the market takes a breather? Catherine Magaña, Greg Carroll, Steve Wolff, and Rachel Ivanovich unpack another wild week in finance, from delayed tax refunds to the psychology...
The Opportunity Cost Trap: What Your Money Could Be Doing Instead
In this eye-opening episode, Catherine Magaña, Steve Wolff, Rachel Ivanovich, and Greg Carroll unpack one of the sneakiest money mistakes people make, spending big on depreciating assets that don’t generate income. From luxury cars and RVs to paying off your low-rate...
The Market’s Moving Fast: Are You Ready for What’s Next?
This week’s episode of WWM Talks packs in everything from market highs to mortgage rate moves, and even a sneak peek at our upcoming Health, Wealth & Legacy retreat in Carlsbad! The team, Catherine Magaña, Greg Carroll, Steve Wolff, and Vince Stefano break down...
How AI Could Change The Way You Give (and Invest)
Markets are moving, the government’s still shut down, and investors everywhere are holding their breath. Catherine Magaña, Greg Carroll, Steve Wolff, and Vince Stefano are back to break down what’s really happening behind the headlines. From the Fed’s upcoming rate...
When Technology Meets A New Generation – What Happens To The Market?
What a week for the markets! Gold’s hitting new records, small caps are finally waking up, and talk of multiple rate cuts has investors buzzing. Meanwhile, the government shutdown drags on, and the question on everyone’s mind remains: is the market overvalued or just...
Countdown to Year-End: Market Insights, Rate Shifts, and Tax Must-Dos
The markets are moving, the government’s at a standstill (again), and gold just hit a record high, so what does it all mean for your money? In this week’s episode, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carroll unpack the biggest financial headlines...