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Podcast E.3. Oil Feuds & COVID-19

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.  

By |2020-03-13T11:18:44-08:00March 13th, 2020|Blog, Market Update, Podcast|0 Comments

Tax Planning for Investors

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 [...]

By |2020-03-13T11:20:54-08:00March 11th, 2020|Proactive Wealth Process, Tax Planning|0 Comments

Podcast E.2. Corona Virus Roundtable. Is Panic Setting In?

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 [...]

By |2020-03-13T11:21:59-08:00March 9th, 2020|Market Update, Podcast|0 Comments

Interview with Marie Hines, Realtor™ | Senior Specialist

Click on the image above to watch this episode of The Savvy Women Show Interview with Carlsbad Realtor™ Marie Hines Marie specializes in helping seniors with their unique real estate needs. You can reach Marie at 760-458-8722 or marie.hines@exprealty.com. Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™­­ and Managing Partner at Savvy Women Wealth [...]

By |2020-01-02T17:16:09-08:00January 2nd, 2020|Blog, Retirement Planning, The Savvy Women Show|0 Comments

Can You Roll An Old 401(k) To Another 401(k)?

Click on the image above to view this Savvy Minute video. In today's Savvy Minute we'll answer the question. "Can you roll over an old 401(k) to another 401(k)?" If you like this video and you have questions about an old 401(k) and what your options are please book a financial check up by clicking [...]

By |2019-12-20T12:25:48-08:00December 20th, 2019|401(k), Retirement Planning|0 Comments

Schwab Impact Conference 2019 (Summary)

Click on the image above to view the video update. Schwab Impact Conference 2019 (Summary) In this video update Steve and Catherine summarize what they learned at the Charles Schwab Impact 2019 Conference. They highlight interesting opinions from industry professionals about the economy and current global affairs and their potential effects on the markets, interest [...]

By |2019-12-17T12:02:07-08:00November 20th, 2019|Blog, Market Update|0 Comments