From the Fed’s latest moves to the future of your retirement plan, this week’s episode packs in the insights you need now. Catherine Magaña, Rachel Ivanovich, and Vince Stefano dig into the 85% chance of another rate cut, what falling mortgage rates mean for buyers, and why durable goods orders just surprised Wall Street.
You’ll also hear how billions sitting in money market funds could be missing out, the magic mortgage number that may spark a surge in home sales, and what the Fear & Greed Index is telling us today.
But it’s not just about markets, Rachel shares a client story that highlights the costly difference between revocable and irrevocable trusts, plus timely reminders about RMDs, charitable giving strategies, and the looming trust tax filing deadline.
Add in updates on Roth catch-up contributions, tax planning tips, and why “don’t fight the Fed” might be the mantra for the next six months, and you’ve got a fast-moving episode you won’t want to miss.
Date Recorded: 9/25/25
Disclosure:
WWM Financial is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190
