Live Your Life Connnected
Our blog will help you stay up to date with all the latest news at WWM FINANCIAL.
Subscribe to our Podcast
Never miss an episode with our podcast, released alongside each video below.
Year-End Tax Tips and Trump Tariffs Impact
This week, join Rachel, Steve, Vince, and Greg for a market update as we discuss stock trends, year-end financial strategies, and tax-saving tips. Rachel covers ways to reduce taxes through stock moves, income planning, Roth conversions, and gifting. We also revisit...
Yield Curves, Home Sales, and Phasing Into 2025
Join Catherine, Steve, Rachel, and Greg this week as they discuss the current market economy before Thanksgiving. Topics include yield curves, home sales, and strategies for phasing into 2025—covering 401k salary deferrals, maxing out your 401k, reviewing paystubs,...
Is There a Recession on the Horizon?
This week on our market update, Catherine, Rachel, Steve, and Vince dive into the latest trends and potential impacts from the Trump election on the economy. They discuss key topics like stock market indices, the federal rate, CPI, and CDs, while Rachel explores tax...
Trump’s Election On The Market
In this episode, Catherine, Steve, Vince, and Greg dive into the latest market updates following Trump's election, including a stock update, rate cuts, and the performance of small-cap stocks. We discuss how Trump-related stocks performed and challenges with tariffs....
Market Updates With Upcoming Elections
Happy Halloween from the WWM Financial team! 🎃 In this insightful video, Catherine, Steve, Vince, and Greg discuss the latest market updates in light of the upcoming elections. They cover key topics such as current stock market trends, thoughts on CDs and 401(k)...
Understanding Current Medicare and American Healthcare: Ft. Pam Morton
In this episode, Catherine, Steve, and Rachel welcome back Medicare specialist Pam Morton for an in-depth discussion on healthcare options. Pam shares valuable insights on selecting the right Medicare plans, while the group passionately explores the complexities of...
Market Insights: Stocks, Rates & Healthcare Planning
Join Catherine, Steve, Vince, and Greg as they share the latest market updates. The team delves into the performance of large and small cap stocks, the potential for interest rate decreases, and the growing interest in nuclear power stocks. Plus, they analyze current...
Medicare Strategies! Featuring: Pam Morton
Join us for a discussion featuring Pam Morton from Benefits By Design, along with Catherine, Rachel, and Steve. They’ll delve into current market trends and tax considerations. In addition, the conversation will cover essential Medicare topics, including planning...
Maximize your Roth IRA: Tax Strategies!
In this episode, Catherine, Rachel, Greg, and Vince discuss the market and tax plans for the fourth quarter. They cover Roth IRA tax strategies, the stock reporting season, and 401(k)s. Tune in for straightforward insights to help you prepare for the end of the year!...