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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...
The Truth About Deficit Spending
In this episode of the WWM Podcast, we explore how rising government deficit spending could affect wealthy investors and the broader economic outlook. We take a close look at recent market movements, the unexpected uptick in Core CPI, and how new tariffs may be...
Why You Should Not Let the Mainstream Media Affect Your Money
In this episode of the WWM Podcast, we dive into the latest movements in indexes, CDs, and bonds, and explain what they could mean for your portfolio. We explore the rising influence of negative media narratives and why smart investors should avoid making knee-jerk...
Positioning Your Portfolio for the Big Beautiful Bill and The Shifting Market
In this episode of the WWM Podcast, we unpack what it means to navigate the historically rough stretch known as the “worst six months” of the investing year—and why seasoned investors stay the course. We also dive deeper into the “Big Beautiful Bill,” breaking down...
What You Need to Know About the Big Beautiful Tax Bill and Your Wealth
In this episode of the WWM Podcast, Catherine, Vince, and Gregg break down what the recently passed "One Big Beautiful Bill" Act could mean for high-net-worth investors and how to start setting up your portfolio for the oncoming tax landscape shifts. They also explore...
Protect Your Wealth Before Crisis Hits
Most people don’t realize their retirement plans are vulnerable—until it’s too late to fix it. In this episode of the WWM Podcast, we expose the quiet threats that can unravel even the most carefully crafted retirement plans. Whether it’s an unexpected illness, a...