If you checked the markets this week and felt a little whiplash, you’re not alone. Volatility made an early appearance in 2026—but as this episode reveals, the bigger story isn’t the swings themselves. It’s how disciplined planning, tax awareness, and perspective help investors stay grounded when uncertainty shows up fast and uninvited.
You’ll hear thoughtful insights on interest rates, mortgage trends, GDP growth, and what upcoming Fed decisions could (and won’t) mean for investors. The conversation dives into volatility—when it hurts, when it helps, and how sophisticated strategies like structured notes and disciplined buying during pullbacks can turn uncertainty into opportunity.
On the tax side, the episode highlights why 2026 planning matters more than ever. New income phase-outs, senior deductions, SALT limits, and AGI-based strategies make proactive planning critical—especially for high-income households. Expect practical ideas like charitable distributions, loss harvesting, timing RMDs, and retirement contributions.
The episode wraps with a refreshing reminder: money is a tool for living well. From market dips to date nights, this one balances numbers with perspective—and keeps investing grounded in purpose.
Recorded: 01/22/26
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
