Stocks may be climbing, but now isn’t the time to get comfortable. With inflation cooling, rate cuts stalling, and policy changes looming, it’s more important than ever to protect what you’ve built—starting with your insurance.
In this episode, we’re joined by a special guest from Farmers Insurance, Glenn Domingo, who shares critical insights every homeowner should know. From titling your home in a trust to why Californians are paying more (and getting less) from their policies, we cover the overlooked gaps that could delay payouts or leave your wealth exposed. Plus, we unpack simple ways to strengthen your coverage, manage premiums, and turn insurance into a financial asset—not a liability.
We also touch on new tax proposals making waves in Washington, including deduction caps and senior tax credits, and what they could mean for your future.
Visit wwmfinancial.com to learn how a proactive wealth strategy can help you stay protected and prepared—no matter what the markets do next. Get into contact with Glenn Domingo for your insurance needs at (866) 486-3276 or at agents.farmers.com/ca/oceanside/glenn-domingo/
Recorded 5/15/25
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
