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Market Talk December, 7 2023
đ Explore the dynamic world of Markets, Investing & Planning in our latest video! đ 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, CFPŸ (Managing Partner), Steve Wolff, CFPŸ (Managing Partner), Greg Carroll, CFPŸ (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, CFPŸ 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 youâre serious about taking control of your finances and you donât want to run out of money in retirement then you should watch this video.
What Is The Most Important Part Of A Financial Plan?
This quick video reveals the most important part of your financial plan. So, you can get control of your money and create a life you love. If youâre wondering if youâre saving enough or if youâre in the right investments so that you can retire comfortably and remain...
Stock Market Update June 2023
So, if you want to understand whatâs going on in the economy, get better insight into the financial markets and separate the sound from the noise, tune in now.
Stock Market Update May 2023
Stock Market Update | May 2023 In this stock market update Steve shares, his opinion regarding the Fedâs activity. He discusses inflation, performance of the markets, the regional bank issues, interest rates as well as the fear and greed index. Video recorded on May...
What Is A Financial Plan Used For?
With our busy lifestyles, planning for anything more than a few months or years in advance can seem daunting. Itâs natural to wonder: What is a financial plan used for?