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Trump’s Election On The Market

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....

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Medicare Strategies! Featuring: Pam Morton

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...

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Maximize your Roth IRA: Tax Strategies!

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!...

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Stock Market | September 12, 2024

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...

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