Blog | WWM Financial

T & T (Taxes and Tariffs)

Feb 7, 2025

Join Catherine, Steve, Rachel, and Vince as they break down how the stock market reacted to tariffs, what Q4 earnings reveal, and market predictions from both Vince and Steve. Explore the short- and long-term effects of tariffs on the economy, plus key tax insights from Rachel, including important considerations for trust beneficiaries. Whether you’re investing, planning for the future, or tracking economic trends, this episode is packed with expert insights you won’t want to miss!

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: 2/6/25

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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.

A Deep Dive Into The Mega Backdoor Roth IRA

Feb 3, 2025

Are you ready to unlock the full potential of your retirement savings? Join us for an exclusive webinar where we’ll explore one of the most powerful—and often overlooked—strategies available to high-income earners: the Mega Backdoor Roth IRA. Discover how this approach can help supercharge your retirement portfolio with tax-free growth opportunities, allowing you to maximize your contributions and avoid costly tax implications in the future. In this session, we’ll cover:

• What the Mega Backdoor Roth IRA is and how it works

• Key benefits, eligibility, and potential pitfalls to consider

• Guidance on making the most of this strategy

• Examples to illustrate the power of tax-free growth

Whether you’re already familiar with Roth IRAs or are just beginning to explore unconventional retirement strategies, this webinar will provide you with the insights and actionable steps you can use to help take your retirement planning to the next level. 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.

Schedule A FREE Call

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.

America vs. China

Jan 31, 2025

This week, Catherine, Rachel, Greg, and Steve discuss the latest market trends, including the impact of AI on stocks and China’s claim of developing a cheaper AI than the U.S. They dive into Nvidia’s chip dominance and the growing competition between the U.S. and China. Rachel also shares key insights on taxes. Plus, they talk about the trend of people living to 100 and Apple’s upcoming AI release this spring. Also, get the latest update on U.S. GDP!

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: 1/30/25

Schedule A FREE Call

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.

AI Today: How Artificial Intelligence is Revolutionizing The Market!

Jan 24, 2025

Stock Market Update + What’s Happening in 2025

Here’s what you’ll discover:

• Stock Market Insights: How the market is performing under the Trump administration

• Crypto Trends: The rise of Bitcoin and where it’s headed

• Tax Season Breakdown: Tips for filing taxes online + Social Security updates

• COLA & Medicare: What you need to know about changes in your benefits

• Driverless Cars: The future of transportation is here—are we ready?

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!

Recorded: 1/23/2025

Schedule A FREE Call

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.

Upcoming Market Changes

Jan 17, 2025

Market Updates, Tech Trends, Taxes & More: The Week That Was!

Here’s what you’ll discover:

This week, the stock market surged with the Dow, S&P 500, and Nasdaq all climbing as inflation cooled. Vince breaks down the latest market trends, including rising interest rates, sticky inflation, and tariff uncertainty.

Steve shares exciting tech updates from the Consumer Electronics Show, including driverless cars, virtual reality, record players, and holograms!

Plus, get ready for tax season with important deadlines and potential changes, including new proposals on tax cuts and SALT adjustments.

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!

Recorded 1/16/2025

Schedule A FREE Call

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.

New Year, New Financial Game Plan

Jan 3, 2025

In this dynamic episode of WWM Talks, we kick off the new year by unpacking the latest market trends and offering actionable ideas to help you navigate 2025 with confidence.

Here’s what you’ll discover:

• Market Recap & Predictions: The Fed’s rate cut, a lackluster Santa Claus rally, and standout performances from the Nasdaq and Dow. Plus, insights into what the first trading day and a spiking 10-year Treasury signal for the year ahead.

• What to Watch in 2025: Key areas to monitor, including the first 100 days of the Trump administration, biotech stocks, AI investing, and shifts in the housing and retail sectors.

• Recession Readiness: Is a recession looming? Learn why downturns are a natural part of capitalism and how to turn market dips into buying opportunities by focusing on solid companies with strong balance sheets.

• Financial Resolutions for 2025: Practical steps to achieve your goals, from building an emergency fund to paying off debt, maximizing retirement contributions, and saving for something special.

• Vince’s Take: The “Dogs of the Dow” and steering clear of speculative market plays.

• Credit Card Debt Warning: A staggering 36% of Americans went into debt for holiday shopping.

• The Future of Social Security: A candid discussion on its solvency and what changes may lie ahead.

Don’t miss Vince’s bold prediction for the year and a lively debate on whether 2025 will bring growth or challenges. Tune in to WWM Talks for expert insights and strategies to make this year a financial success.

Recorded 1/2/2025

Schedule A FREE Call

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.