Should I Rollover My 401(k) Or Leave It?
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Top 20 Financial Planning Hacks, Tips 1-5
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FREE Financial Planning Webinar Series
- Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
- Actionable information and guidelines to get/keep your finances on track
- Easy to understand explanations with evidence-based supporting materials
Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.
Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.
WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.
How To Find Growth Stocks
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How to Find Growth Stocks
Podcast Episode 7
Steve can be reached for questions at 760-692-5190.
You can get a copy of Steve’s Investing Secrets Report by clicking on the following link.
https://www.wwmfinancialcarlsbad.com/investingsecrets
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. 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. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
WWM Financial is an SEC-Registered Investment Advisor
Buying Stocks With Leverage
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Using Leverage To Buy Stocks
Podcast Episode 6
In this episode of Steve’s Stock Stories Steve discusses buying stocks and ETF’s with leverage.
You can reach Steve with any questions at 760-692-5190.
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. 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. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
WWM Financial is an SEC-Registered Investment Advisor
What Do You Do With Your Old 401k When You Leave a Company?
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In this video Catherine explains what you can do with your 401k when you leave a company.
Want to Accomplish More With Your Money?
Click on the link below to get your FREE Money 101 video.
Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California.
We help women invest wisely and create custom financial plans for their way of living so they can enjoy a fulfilling retirement with peace of mind…
…without giving up their lifestyle.
htts://savvyup.com | P: 760.692.5700
Savvy Women Wealth Management is a division of WWM Financial an SEC – Registered Investment Adviser.
Maintenance Man to Millionaire
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Maintenance Man to Millionaire
Podcast Episode 5
In this episode of Steve’s Stock Stories we hear about how Lou the maintenance man invested his way to 7 figures.
You can reach Steve with any questions at 760-692-5190.
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. 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. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
WWM Financial is an SEC-Registered Investment Advisor
