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Artificial Intelligence Special Episode
The WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Recorded Feb. 29, 2024WWM Financial is an...
Stock Market Update | February 1, 2024
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Recorded Feb. 1, 2024WWM Financial is an SEC Registered Investment...
Stock Market Update | Jan. 18, 2024
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Recorded January 18, 2024WWM Financial is an SEC Registered Investment...
Stock Market Update January 4, 2024
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Recorded January 4, 2024WWM Financial is an SEC Registered Investment...
Market Talk December, 7 2023
📈 Explore the dynamic world of Markets, Investing & Planning in our latest video! 🌐 Join us as we navigate through the intricate landscape of financial topics, delving into the Shift in Money Flow and addressing the burning question on everyone's mind: "Is the...
Tax prep for 2024 & Navigating The Financial Landscape
Tax Prep for The New Year & Navigating Financial Landscapes Hosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor), Rachel Ivanovich (Tax Strategist and Wealth Advisor). Episode Highlights: What...
Proactive Wealth Process | Retirement Planning
Welcome To The Proactive Wealth Process. In this episode, Rachel Ivanovich, EA, MBA and Catherine Magaña, CFP® discuss 3 big questions. So if you want to know how much to save, what to invest in, and when to start investing so you can avoid running out of money in...
WWM Talks Nov. 3, 2023
In this installment of WWM Talks, we unravel the intricacies of markets, address pressing concerns, and unveil invaluable tips for seasoned investors and beginners alike. Tune in as we discuss the rising topic of bonds and why timing the market is so tricky. Join us...
What Is the financial planning process
Discover how to become financially independent without giving up lattes or living on bread and water.
So, if you’re serious about taking control of your finances and you don’t want to run out of money in retirement then you should watch this video.