Tax Planning – Page 3 – WWM Financial

How AI Could Change The Way You Give (and Invest)

Oct 24, 2025

Markets are moving, the government’s still shut down, and investors everywhere are holding their breath. Catherine Magaña, Greg Carroll, Steve Wolff, and Vince Stefano are back to break down what’s really happening behind the headlines.

From the Fed’s upcoming rate cut to a surge in oil prices and the sudden dip in small caps, this episode covers all the key shifts driving today’s market mood. The conversation heats up with a spirited debate on Artificial Intelligence, are we in the middle of the biggest bubble since the dot-com era, or standing at the edge of a revolutionary boom?

You’ll also hear practical, year-end financial tips, from maxing out 401(k)s to making the most of charitable giving strategies before the new tax rules arrive.

So whether you’re curious about the future of AI, wondering what’s next for interest rates, or just looking for smart financial moves to close out 2025 on a high note, this episode has you covered.

🎧 Tune in, laugh along, and get the clarity you need to make your next money move with confidence.

Date Recorded: 10/23/25

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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

When Technology Meets A New Generation – What Happens To The Market?

Oct 16, 2025

What a week for the markets! Gold’s hitting new records, small caps are finally waking up, and talk of multiple rate cuts has investors buzzing. Meanwhile, the government shutdown drags on, and the question on everyone’s mind remains: is the market overvalued or just getting started?

In this week’s Podcast, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Vince Stefano unpack the latest market moves, from strong corporate earnings to growing AI enthusiasm and everything in between. The team discusses why investors are pouring back into the market, what could derail this rally, and how upcoming Fed decisions might shape the months ahead.

They also break down Gen Z’s surprising investment habits, expected shifts in holiday spending, and what families should know about new estate and gift tax opportunities.

The conversation is fast-paced, insightful, and packed with practical takeaways to help you stay informed and confident no matter what the markets do next.

🎧 Tune in for clear insights, sharp perspective, and a grounded take on what really matters for your money right now.

Date Recorded: 10/16/25

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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

Countdown to Year-End: Market Insights, Rate Shifts, and Tax Must-Dos

Oct 15, 2025

The markets are moving, the government’s at a standstill (again), and gold just hit a record high, so what does it all mean for your money? In this week’s episode, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carroll unpack the biggest financial headlines with their trademark mix of insight and humor.

From the government shutdown’s ripple effect on the IRS and rate cuts, to the surprising strength of small-cap stocks and AI’s continuing dominance, the team breaks down what’s driving today’s market highs and what you should be watching next.

Rachel also shares critical Medicare and HSA planning tips (hint: don’t mix them up!) and reminds everyone that October 15th is more than just a date on the calendar, it’s a major tax deadline.

Whether you’re curious about how global events might shake up the markets or just trying to make sense of rising prices and shifting rates, this episode connects the dots between the headlines and your financial life. The team shares practical takeaways to help you stay grounded, protect your portfolio, and make confident decisions, no matter what’s happening in the economy

🎧 Tune in to get clarity, perspective, and a few good laughs along the way.

Date Recorded: 10/09/25

Schedule A FREE Call

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

Investor Psychology: The Hidden Force Behind Stock Market Trends

Sep 18, 2025

The markets are moving, and we’ve got plenty to unpack! In this week’s episode of WWM Talks, Steve Wolff, Greg Carrol and Vince Stefano break down the latest numbers: the S&P 500 up 1.6%, the Nasdaq up 2%, and the Dow showing steady gains. But what’s really catching our eye? The small caps, the Fed’s latest rate cut, and what it all means for your portfolio

We dive into why lower interest rates could give small companies a much-needed boost, what Jerome Powell did (and didn’t) say about inflation and tariffs, and how investor psychology is showing up in the Fear & Greed Index. Are investors playing with fire by chasing risk and piling into the same handful of tech stocks?

Plus, we clear up common misconceptions about dividends, explain why “knowing what you own” in ETFs and funds is more important than ever, and debate whether quarterly earnings reports are helping or hurting investors

It’s a fast-moving, entertaining conversation packed with insights to help you think long-term, avoid groupthink, and keep your money working smarter.

Date Recorded: 9/18/25

Schedule A FREE Call

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

TaRIFFS, TAXES & RATE CUTS: WHAT INVESTORS SHOULD WATCH

Sep 4, 2025

Tariffs, taxes, Fed cuts—and the ever-shifting markets. This week’s conversation covers it all with insights that matter to your money. Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carroll dig into the latest: Trump’s tariff battle now heading to the Supreme Court, looming September tax deadlines (yes, third-quarter estimates are due!), and the near-certain Fed rate cut keeping investors on edge.

The team also unpacks what falling mortgage rates really mean for housing prices, why real estate values may be sliding, and the surprising trend of new home prices undercutting existing ones. Beyond housing, the episode explores a hidden driver of costs—electricity demand surging faster than at any point in 40 years, thanks to AI and data centers. What does this mean for your portfolio and where might the real opportunities be?

You’ll also hear about financial self-care routines, the importance of knowing your monthly spending, and why September historically gives investors a rough ride. And yes, even the Padres’ struggles make an appearance.

Tune in for sharp insights, practical tips, and a few laughs along the way.

Date Recorded: 9/04/25

Schedule A FREE Call

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

Let’s Talk About The One Big Beautiful Bill Act

Jul 18, 2025

🎙️ Markets, Mayhem & the One Big Beautiful Act!

Catherine is back from Sardinia and the team dives headfirst into the latest market moves, political drama, and jaw-dropping tax changes. From small caps staging a surprise comeback to the Russell 2000 finally flexing, it’s been anything but boring.

What’s the Fed thinking? Why does everyone keep talking about eggs? And what in the world is the One Big Beautiful Act — and how will it hit your wallet? Rachel unpacks this hefty bill full of quirky deductions, phase-outs, and “permanent” changes (spoiler: nothing in D.C. is truly permanent).

We also tackle AI’s power hunger, nuclear energy’s potential comeback, and why EV buyers might want to act fast. If you want sharp insights, entertaining banter, and a few good laughs while staying ahead of the headlines — this episode is for you.

🔥 Tune in to hear why now might not be the time to sell and how to navigate the new tax landscape with confidence.

👉 Listen now — and call us if you want the juicy details on those power-hungry stocks we couldn’t mention on-air!

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: 7/17/2025

Watch the video above or click the link here to listen: https://wwmfinancial.com/podcast/

Schedule A FREE Call

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