In this episode, join Catherine, Rachel, Greg, and Vince as they dive into the latest market developments and what they mean for affluent investors navigating an uncertain economic landscape. They break down the recent interest rate shifts, how recession chatter is evolving, and why tax season is a critical time to review your financial strategy. They also tackle key questions around Social Security—how to maximize your benefits, changes to in-person appointments, and how to access earnings from past jobs. Plus, we clarify important timing around Required Minimum Distributions (RMDs) to help you avoid costly mistakes.

Tune in today to help you make timely decisions about the market.

Date Recorded: 3-27-2025

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 provided 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.

In this episode of the WWM Financial Podcast, we take a closer look at the current market environment—from stock market volatility to the real estate landscape. We’re joined by special guest JR Phillips, Real Estate Broker and founder of The JR Phillips Real Estate Group, to discuss interest rates, buyer perceptions of value, and what the new commission rules mean for realtors and consumers alike. It’s a timely conversation full of insights for investors and anyone navigating today’s complex financial and real estate markets.

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 3/20/2025

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 provided 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.

In the latest episode of Market Talks, Catherine, Steve, Vince, and Greg break down the market’s latest twists and turns, tackling volatility head-on! With the S&P 500’s drawdown at around 5-6%, they dive into historical trends and why staying focused on long-term financial goals is key. They discuss the importance of reviewing portfolios, managing risk, and staying diversified—especially for those nearing retirement. Plus, is the U.S. market really the strongest, or should investors be looking beyond? Don’t miss this fast-paced, insightful conversation on staying steady in an unpredictable market!

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 3/6/25

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 provided 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.

Get ready for a power-packed episode of our financial podcast! Catherine breaks down the latest market trends, while Steve dives into the CNN Greed & Fear Index—are investors feeling bold or backing off? We tackle the hot topic of the housing market and mortgage shifts, plus big news—Schwab has released the 1099s! Rachel shares must-know tax tips, and Steven wraps it all up with a game-changing budgeting hack you won’t want to miss. Listen to stay ahead of the market environment!

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 2/27/25

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 provided 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.