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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!...
How Can The Future Elections Affect The Market
The WWM Financial Podcast In this episode, Steve, Catherine, Vince, and Greg discuss how upcoming elections could shape the financial landscape. Join us as we discuss the potential impacts on bonds and market volatility. If you want to understand what's going on in...
Rate Cut Effect On The Market And Economy
The WWM Financial Podcast In this episode, Rachel and Vince discuss rate cuts and their impact on the market and the economy, along with inflation, upcoming tax issues, and stocks. If you want to understand what's going on in the economy, get better insight into the...
Stock Market | September 12, 2024
The WWM Financial Podcast In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions! Recorded...
Stock Market | September 5, 2024
The WWM Financial Podcast In this episode, we discuss the stock market's volatility in September, a potential economic slowdown, essential steps for retirement planning success, and the importance of securing an IP PIN to protect yourself as a taxpayer. Tune in now...