Markets on the Move: Fed Cuts, Inflation, and What’s Next for Investors

Sep 11, 2025

The markets are buzzing, the Fed is making moves, and power-hungry AI is changing the game. Welcome to this week’s conversation with Catherine Magaña, Steve Wolff, Vince Stefano, and Rachel Ivanovich.

We kick off by reflecting on the anniversary of 9/11 and how resilience shapes not only our nation but also our financial lives. From there, it’s all about market momentum: the Dow pushing higher, the Nasdaq and S&P adding gains, and interest rate cuts looming on the horizon. But is it 25 basis points… or 50?

We also unpack where Americans are really spending their money, think dining out, travel, and experiences and what that reveals about today’s economy. Plus, we dig into the massive energy demands driving AI innovation and why nuclear power might play a starring role in the future.

Rachel breaks down an IRS tool that makes pulling tax forms and payment history easier than ever, cutting down on mistakes and saving valuable time for taxpayers and advisors alike. Meanwhile, the team debates the return of IPOs and what renewed activity could mean for investors heading into year-end.

It’s a lively mix of market updates, smart strategies, and a few laughs along the way, tune in and stay ahead of the curve.

Date Recorded: 9/11/25

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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

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

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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

Top Market Insights You Need Before Fall 2025

Sep 2, 2025

What do falling mortgage rates, surging small caps, and whispers of a Fed rate cut all have in common? They’re setting the stage for one of the most interesting market seasons yet.

In this week’s episode, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Vince Stefano break down the numbers—and the stories behind them. From the Nasdaq’s impressive gains to consumer staples quietly outperforming tech, you’ll discover what sectors are winning, what risks to watch, and where the smart money could be headed.

But it’s not all charts and indices—we’re also tackling timely strategies like Roth conversions, estate planning for tax-smart legacies, and why September might offer more opportunity than worry. Plus, a curveball discussion on quantum computing, future tech, and even the ethics of “designer babies.”

If you want market insight with a mix of analysis, humor, and practical takeaways, this episode is your weekly must-listen. 🎧 Press play and stay ahead of the curve.

Date Recorded: 8/28/25

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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

September Market Outlook: What Investors Need to know

Aug 27, 2025

Markets are restless, investors are cautious, and September is right around the corner—a month that’s often a troublemaker for stocks. In this week’s episode, Rachel, Vince, and Greg break down what’s really happening behind the recent market slowdown.

We break down the latest earnings from retail giants, the surprising weakness in small-cap stocks, and why mega-cap names continue to dominate the spotlight. Plus, it’s back-to-school season, which means more than backpacks and notebooks—it’s also the perfect time to teach kids (and grandkids) money lessons that stick.

You’ll also hear a deep dive into the “One Big Beautiful Bill Act” and what its new senior tax deduction really means for retirees.

Spoiler: Social Security isn’t magically tax-free, but there are strategies—like charitable giving and Roth conversions—that can make a big difference.

Finally, we look ahead to September, historically one of the weakest months for markets, and why short-term dips might actually be the best buying opportunities of the year.

🎧 Tune in now for market insights, tax tips, and financial strategies you don’t want to miss.

Date Recorded: 8/21/2025

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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

How To Avoid FOMO In This Market

Aug 14, 2025

Markets are on the move — but is the rally running out of steam or just getting started? In this week’s episode, Catherine, Greg, Steve, and Vince break down the latest market action, from small-cap swings to why tech keeps defying gravity. We unpack the Fed’s next moves on interest rates, the surprising impact of PPI and CPI numbers, and why mortgage applications are suddenly on the rise.

You’ll hear why dividend-paying stocks, diversification, and avoiding “FOMO” might be your best friends right now — plus, a spirited debate on whether the S&P can end the year up 12%, 15%, or even 20%. We also dive into a major change to 401(k) rules that could open the door to private equity, real estate, and even crypto in your retirement plan — and the potential pitfalls that come with it.

From tariffs to the Fear & Greed Index, Nvidia’s surprising China deal, and the looming “One Big Beautiful Bill Act” webinar, this episode packs insight, strategy, and a little bit of friendly market banter you won’t want to miss.

Date Recorded: 8/14/2025

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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

What’s Really Moving The Market

Aug 1, 2025

What’s Really Moving The Market

Markets, headlines, tariffs, taxes—and even birthday shout-outs? This week’s episode of the WWM Financial Podcast covers it all with a perfect blend of sharp insights and a splash of humor.

The team breaks down what’s really driving the market: earnings surprises, interest rate speculation, and the surprisingly sunny effects of tariffs. Is the bull market running on fumes, or are we in a summer lull? Should investors brace for a pullback—or buy the dip?

They also dive deep into the tax planning topic on everyone’s radar: Roth conversions—who should consider them and when timing matters most. Plus, they discuss the often-overlooked impact of IRMAA surcharges and how smart planning can help clients avoid Medicare premium surprises.

And don’t miss the sneak peek at the upcoming August 26 webinar: “The One Big Beautiful Bill Act.” Yes, that’s what they’re calling it—and no, it’s not the real name. But trust us, it matters.

🎧 Tune in for:

Sector standouts & market momentum
Goldilocks economy or summer mirage?
AI, ETFs, and why ChatGPT is now a financial planner’s best friend

👉 Stay informed. Stay invested. And stay tuned for next week’s episode!

Date Recorded: 7/31/2025

Register for our upcoming webinar on August 26, 2025, “The One Big Beautiful Bill Act: What Affluent Investors Need To Know”.

https://attendee.gotowebinar.com/register/4166744897793267806?source=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