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# WWM Financial

Live Your Life!

## Sitemaps

- [XML Sitemap](https://wwmfinancial.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [How Smart Investors Close Out 2025!](https://wwmfinancial.com/blog/how-smart-investors-close-out-2025/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/vs0PRhABQgY?si=KfLktK9jbgFX49uf” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] As we close the books on 2025, the entire WWM crew comes together for a fast-paced, insightful, and occasionally hilarious year-end market recap. From As we close the books on 2025, the entire WWM crew comes together for a fast-paced, insightful, and occasionally hilarious year-end market recap.
- [What Investors Miss When Markets Stabilize But Policy Changes!](https://wwmfinancial.com/blog/what-investors-miss-when-markets-stabilize-but-policy-changes/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/TXPzLftrnbU?si=t49x5uOvIzrzyW5v” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] Markets may fluctuate week to week, but long-term planning requires a much wider lens. In this episode, the WWM team discusses how inflation, interest Markets may fluctuate week to week, but long-term planning requires a much wider lens. In this episode, the WWM team talks about inflation, interest rates.
- [Aligning Wealth & Legacy Through Smart Estate Planning](https://wwmfinancial.com/blog/proactive-wealth-process/aligning-wealth-legacy-through-smart-estate-planning/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/LH0m-ttsL14?si=_KNFAglQzCPwxAYf” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] An Educational Webinar Presented by WWM Financial’s Proactive Wealth Process A well-crafted estate plan isn’t just about distributing assets—it’s about protecting loved ones, preserving family harmony, and creating a legacy that
- [Fed Policy Shift: What It Means for Markets Right Now](https://wwmfinancial.com/blog/market-update/fed-policy-shift-what-it-means-for-markets-right-now/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/8FH6wKs0GBE” _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|||0px||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]This week’s episode is packed because the markets did not take a break. Catherine, Greg, Rachel, and Vince unpack everything from the end This week’s episode is packed because the markets did not take a break. Catherine, Greg, Rachel, and Vince unpack everything from the end of the 43-day government shutdown to the surprising shifts in stocks, rates, and IRS rules you’ll want on your radar.
- [The Inflation Strategy Most People Don't Realize They Need!](https://wwmfinancial.com/news/the-inflation-strategy-most-people-dont-realize-they-need/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/5DXspBPkwGw?si=HR10V9LfT-1rl9rB” _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|||0px||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] Markets may look calm on the surface, but underneath, powerful shifts are already underway. While headlines focus on “flat” weeks, quieter parts Markets may look calm on the surface, but underneath, powerful shifts are already underway. While headlines focus on “flat” weeks.
- [The True Reason Rate Cuts Are Back on the Table And What It Means for You!](https://wwmfinancial.com/blog/market-update/the-true-reason-rate-cuts-are-back-on-the-table-and-what-it-means-for-you/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/lVr2JVavpQY?si=_pKadFyY2XjhSfsU” _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|||0px||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] This week’s episode delivers a sharp, timely breakdown of the markets as we head into the final stretch of the year. Catherine, This week’s episode delivers a sharp, timely breakdown of the markets as we head into the final stretch of the year.
- [When the Fed Blinks: How Markets React to Every Hint of Policy Change](https://wwmfinancial.com/blog/market-update/when-the-fed-blinks-how-markets-react-to-every-hint-of-policy-change/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/eC3SopXJ2k0?si=f2qKwEOxtAjqe3U0″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|||0px||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] In this episode, Catherine, Greg, Steve, and Vince unpack one of the wildest market weeks of the year a roller-coaster ride fueled In this episode, Catherine, Greg, Steve, and Vince unpack one of the wildest market weeks of the year a roller-coaster ride fueled by surprise.
- [When The Government Stops, Should You? Money Moves During The Shutdown.](https://wwmfinancial.com/blog/when-the-government-stops-should-you-money-moves-during-the-shutdown/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/6QgME7_Uy-A?si=YWFlGJLF0xY3rL95″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|||0px||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]What happens when the government shuts down for 37 days, the IRS stops answering calls, and the market takes a breather? Catherine Magaña,
- [The Opportunity Cost Trap: What Your Money Could Be Doing Instead](https://wwmfinancial.com/blog/the-opportunity-cost-trap-what-your-money-could-be-doing-instead/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/sG7x7t5wOHY?si=Mz9ZIw_r3gV49IFW” _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|||0px||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]In this eye-opening episode, Catherine Magaña, Steve Wolff, Rachel Ivanovich, and Greg Carroll unpack one of the sneakiest money mistakes people make, spending
- [The Market’s Moving Fast: Are You Ready for What’s Next?](https://wwmfinancial.com/blog/the-markets-moving-fast-are-you-ready-for-whats-next/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/fymzCWgW0cY?si=kYGoj0G7jZ7D4FHr” _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”|||0px||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] This week’s episode of WWM Talks packs in everything from market highs to mortgage rate moves, and even a sneak peek at This week’s episode of WWM Talks packs in everything from market highs to mortgage rate moves.
- [How AI Could Change The Way You Give (and Invest)](https://wwmfinancial.com/videos/how-ai-could-change-the-way-you-give-and-invest/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/Krln-pNZTcE?si=Bn6SQdwYqbp9qNB6″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″ custom_padding=”|||0px||”][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}”] 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
- [When Technology Meets A New Generation - What Happens To The Market?](https://wwmfinancial.com/videos/when-technology-meets-a-new-generation-what-happens-to-the-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/R_8P2vlz0hk?si=O7PqFLx7XrroNhl5″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] What a week for the markets! Gold’s hitting new records, small caps are finally waking up, and talk of multiple rate cuts has 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.
- [Countdown to Year-End: Market Insights, Rate Shifts, and Tax Must-Dos](https://wwmfinancial.com/blog/market-update/countdown-to-year-end-market-insights-rate-shifts-and-tax-must-dos/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/Vfiy_yasEqg?si=wmzJP1Ao4NqfSpfd” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] The markets are moving, the government’s at a standstill (again), and gold just hit a record high, so what does it all mean
- [Shutdown Uncertainty, Market Highs & What It Means For You](https://wwmfinancial.com/blog/market-update/shutdown-uncertainty-market-highs-what-it-means-for-you/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/VfEsVHr-ZeQ?si=iLsax-yJP94k_PFO” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] Markets are moving, rates are shifting, and yes, there’s another government shutdown. But what does all this really mean for your money? In
- [Will Your Retirement Savings Last? Avoid These Costly Mistakes](https://wwmfinancial.com/blog/financial-planning/will-your-retirement-savings-last-avoid-these-costly-mistakes/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/utFQNM-9BEk?si=HQRNc5VbPHdpgh2v” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]Think retirement is a 10–15 year journey? Think again. With longer lifespans, rising healthcare costs, and the silent creep of inflation, many people drastically
- [Don’t Fight the Fed: Market Moves & Money Strategies You Need Now](https://wwmfinancial.com/blog/dont-fight-the-fed-market-moves-money-strategies-you-need-now/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/mDYfBO8jiZ8″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] From the Fed’s latest moves to the future of your retirement plan, this week’s episode packs in the insights you need now. Catherine
- [Investor Psychology: The Hidden Force Behind Stock Market Trends](https://wwmfinancial.com/news/investor-psychology-the-hidden-force-behind-stock-market-trends/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/VdfhvwRWLa0″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}”] 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
- [Markets on the Move: Fed Cuts, Inflation, and What’s Next for Investors](https://wwmfinancial.com/news/markets-on-the-move-fed-cuts-inflation-and-whats-next-for-investors/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/O-F4gEacW7s” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]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
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- [Top Market Insights You Need Before Fall 2025](https://wwmfinancial.com/blog/top-market-insights-you-need-before-fall-2025/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/yaYOtYZaeus” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]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 Big Beautiful Bill Act, What Affluent Investors Need To Know](https://wwmfinancial.com/blog/one-big-beautiful-bill-act/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/wBmVVSQhq9o” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]The recently passed One Big Beautiful Bill Act brings sweeping changes to taxes, estate planning, and investment strategies — and affluent
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- [How To Avoid FOMO In This Market](https://wwmfinancial.com/podcast/how-to-avoid-fomo-in-this-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/WVdzcDaQp-o” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Markets are on the move — but is the rally running out of steam or just getting started? In this week’s episode,
- [What's Really Moving The Market](https://wwmfinancial.com/podcast/whats-really-moving-the-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/aM1AgXs-nK8″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]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
- [Trump’s New Account Could Change Your Child’s Future (But There’s A Catch)](https://wwmfinancial.com/podcast/trumps-new-account-could-change-your-childs-future-but-theres-a-catch/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/iR9a8UT9aoI” _builder_version=”4.27.4″ _module_preset=”default” theme_builder_area=”post_content” hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]📈 Meme Stocks, Trump Accounts & Market Moves — Oh My! This week, Catherine Magaña, Steve Wolff, Greg Carroll, and Rachel Ivanovich break
- [To Pay Off Or Not To Pay Off The Mortgage](https://wwmfinancial.com/blog/financial-planning/to-pay-off-or-not-to-pay-off-the-mortgage/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/4b0bo5rde7g” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”-11px|||||” custom_padding=”16px||6px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Should You Pay Off Your Mortgage? The Surprising Truth It’s the classic retirement question: Should you pay off your house?
- [Let's Talk About The One Big Beautiful Bill Act](https://wwmfinancial.com/blog/lets-talk-about-the-one-big-beautiful-bill-act/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto|-488px|auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/dZRLQrbhK-k” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” custom_margin=”-11px|||||”] 🎙️ 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
- [Planning to Retire Soon? Watch This First](https://wwmfinancial.com/podcast/planning-to-retire-soon-watch-this-first/) - Wondering if now is the time to retire? Before you take the leap, watch this episode where we uncover the emotional, financial, and lifestyle pitfalls of retiring too early — and how to avoid them. From skyrocketing healthcare costs and inflation to the surprising toll on your purpose and relationships, we share real-life stories and expert insights to help you make smarter decisions...
- [Planning to Retire Soon? Watch This First](https://wwmfinancial.com/podcast/planning-to-retire-soon-watch-this-first/) - Wondering if now is the time to retire? Before you take the leap, watch this episode where we uncover the emotional, financial, and lifestyle pitfalls of retiring too early — and how to avoid them. From skyrocketing healthcare costs and inflation to the surprising toll on your purpose and relationships, we share real-life stories and expert insights to help you make smarter decisions...
- [DIY Finance Could Be Costing You More Than You Know](https://wwmfinancial.com/blog/diy-finance-could-be-costing-you-more-than-you-know/) - This 4th of July week, we’re looking beyond the fireworks and into the financial forces that could shape your future. Historically, this is a bullish week for the markets—but smart investors know that short-term trends are only one part of the bigger picture. In this episode, we explore how recent market movements, evolving tax legislation, and interest rate expectations are setting the stage for what’s next. More importantly, we dive into the decisions that matter most as you approach retirement, sell a business, or pass on wealth to the next generation.
- [How This Little Known Tax Secret Can Save You Thousands](https://wwmfinancial.com/blog/market-update/how-this-little-known-tax-secret-can-save-you-thousands/) - In this episode of The WWM Financial Podcast, we discuss a tax secret that could save you thousands of dollars yet it’s often missed, even by professionals.
- [Navigating Required Minimum Distributions](https://wwmfinancial.com/blog/proactive-wealth-process/navigating-required-minimum-distributions/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/ISWWFr3pplI” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] Are you ready to take the guesswork out of Required Minimum Distributions (RMDs)? Join us for a 40 -minute power-packed webinar where we’ll answer the most frequently asked questions,
- [Social Security Strategies for High Income Retirees](https://wwmfinancial.com/blog/social-security-strategies-for-high-income-retirees/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/PQB_1llVO1Q” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] Think Social Security is too small to matter? Think again. For high-net-worth individuals, Social Security can play a surprisingly strategic role in preserving wealth, reducing taxes, and optimizing retirement
- [A Deep Dive Into The Mega Backdoor Roth IRA](https://wwmfinancial.com/blog/financial-planning/a-deep-dive-into-the-mega-backdoor-roth-ira/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://www.youtube.com/watch?v=4TvIwwPB7GE” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] 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
- [The Truth About Deficit Spending](https://wwmfinancial.com/blog/market-update/the-truth-about-deficit-spending/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/JxiTGE3m1ec” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] In this episode of the WWM Podcast, we explore how rising government deficit spending could affect wealthy investors and the broader economic outlook. We take a close look at
- [Why You Should Not Let the Mainstream Media Affect Your Money](https://wwmfinancial.com/news/why-you-should-not-let-the-mainstream-media-affect-your-money/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/dG0EKyQrvi4″ play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”16px||6px|||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″] In this episode of the WWM Podcast, we dive into the latest movements in indexes, CDs, and bonds, and explain what they could mean for
- [Positioning Your Portfolio for the Big Beautiful Bill and The Shifting Market](https://wwmfinancial.com/blog/positioning-your-portfolio-for-the-big-beautiful-bill-and-the-shifting-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}” theme_builder_area=”post_content” src=”https://youtu.be/VHTbTBQaMHY” hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]In this episode of the WWM Podcast, we unpack what it means to navigate the historically rough stretch known as the “worst six
- [What You Need to Know About the Big Beautiful Tax Bill and Your Wealth](https://wwmfinancial.com/blog/how-to-reposition-your-wealth-after-the-new-tax-bill/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/ZVLsJz0leCA” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] In this episode of the WWM Podcast, Catherine, Vince, and Gregg break down what the recently passed “One Big Beautiful Bill” Act could mean for high-net-worth investors and how
- [Protect Your Wealth Before Crisis Hits](https://wwmfinancial.com/blog/11902/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/M0OhLYo0djE” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”]Most people don’t realize their retirement plans are vulnerable—until it’s too late to fix it. In this episode of the WWM Podcast, we expose the quiet threats that can unravel
- [Is Your Insurance Putting You at Risk?](https://wwmfinancial.com/blog/is-your-insurance-putting-you-at-risk/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}” theme_builder_area=”post_content” src=”https://www.youtube.com/watch?v=BWQtG89KeH4″ hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]Stocks may be climbing, but now isn’t the time to get comfortable. With inflation cooling, rate cuts stalling, and policy changes
- [How Savvy Investors Use Fear to Boost Their Portfolio](https://wwmfinancial.com/podcast/how-savvy-investors-use-fear-to-boost-their-portfolio/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/k_uIUoSkWBg” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”]In this episode of Savvy Women Talk Money, Catherine, Gregg, Steve, and Rachel talk about the latest US-UK trade deal and what it could mean for investors looking to stay
- [The Wealthy Investor's Guide to Surviving Panic and Political Bias](https://wwmfinancial.com/blog/the-wealthy-investors-guide-to-surviving-political-bias/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/ibSG3n32N7g” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] In this episode, Catherine, Vince, Steve, and Rachel break down how legacy media outlets use their headlines to sell panic, amplifying fear with every market move, and why savvy
- [Federal Rate Cuts Decoded](https://wwmfinancial.com/blog/federal-rate-cuts-decoded/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}” theme_builder_area=”post_content” src=”https://youtu.be/hv_vPu-3r60″ hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] In this episode, Catherine, Vince, Greg, and Steve dive into the latest economic developments shaping today’s markets. They break down the potential
- [Avoid Big Investment Mistakes During Trade Talks](https://wwmfinancial.com/blog/avoid-big-investment-mistakes-during-trade-talks/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/I_eBPK2JoVg” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}”][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] In this episode of the WWM Financial Podcast, Catherine, Steve, Greg, and Vince tackle one of the biggest concerns facing investors right now: the panic surrounding Trump-issued tariffs and
- [How to Defend Wealth in a Trade War](https://wwmfinancial.com/podcast/how-to-defend-wealth-in-a-trade-war/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}” theme_builder_area=”post_content” src=”https://youtu.be/ee83AOwCABc” title_text=”Black and Green Modern Bold Stock Market Tutorial YouTube Thumbnail (1)” hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]In this episode of the WWM Financial Podcast, join Catherine, Rachel, Steve,
- [How High-Net-Worth Investors Are Positioning for Trump’s 2025 Tariffs](https://wwmfinancial.com/blog/how-high-net-worth-investors-are-positioning-for-trumps-2025-tariffs/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/5tEXs_Uy7Xo” play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ font_icon=”||divi||400″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}” title_text=”WWM 1_30_25 design” hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”] In this timely episode, Steve, Vince, and Greg all break down the new tariffs recently announced by former President Trump and explore how they
- [Market Moves & Money Tips: What Affluent Investors Need to Know Now](https://wwmfinancial.com/blog/market-moves-money-tips-what-affluent-investors-need-to-know-now/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{%22gcid-ee147530-f61d-4941-af4c-544251c98359%22:%91%22play_icon_color%22%93}” theme_builder_area=”post_content” src=”https://youtu.be/sH0MifkAbDw” title_text=”Blue Finance Bold YouTube Thumbnail (4)” image_src=”https://wwmfinancial.com/wp-content/uploads/Blue-Finance-Bold-YouTube-Thumbnail-4.png” font_icon=”||divi||400″ play_icon_color=”gcid-ee147530-f61d-4941-af4c-544251c98359″ hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]In this episode, join Catherine, Rachel, Greg, and Vince as they dive into the latest market
- [Market Volatility, Real Estate & Rising Rates: What Investors Need to Know](https://wwmfinancial.com/blog/market-volatility-real-estate-rising-rates-what-investors-need-to-know/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” src=”https://youtu.be/yQULyBMs0S8″ hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]In this episode of the WWM Financial Podcast, we take a closer look at the current market environment—from stock market volatility to the
- [Keeping Social Security?](https://wwmfinancial.com/blog/keeping-social-security/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/72xo0jRLhM8″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] This week, Catherine, Steve, and Rachel break down the latest market updates and key financial trends shaping the economy. Steve highlights growing concerns about
- [Stocks During Trade War](https://wwmfinancial.com/blog/stocks-during-trade-war/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/st7-kuqBGM8″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] 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
- [Extreme Fear in Stock Market](https://wwmfinancial.com/blog/extreme-fear-in-stock-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/FWyGVb_GYes?si=dJDNkh13PmHWc5dg” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]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 &
- [Market Volatility](https://wwmfinancial.com/blog/market-volatility/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/b7n-mHEDqOM” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]In this episode, hosts Catherine, Steve, Vince, and Greg cover the latest trends and updates in the world of finance. Catherine kicks things off with
- [Egg Inflation](https://wwmfinancial.com/blog/egg-inflation/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/zCqXiy1h4_4″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] In this episode of Market Talks, Catherine kicks things off with a market update, followed by Steve and Greg diving into the latest stock
- [T & T (Taxes and Tariffs)](https://wwmfinancial.com/blog/t-t-taxes-and-tariffs/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/Aq2K9letwZM” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]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
- [America vs. China](https://wwmfinancial.com/blog/america-vs-china/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/qOw2V1JfxoQ” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]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
- [AI Today: How Artificial Intelligence is Revolutionizing The Market!](https://wwmfinancial.com/blog/ai-today-how-artificial-intelligence-is-revolutionizing-the-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/-i88eNR1db4″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] 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
- [Upcoming Market Changes](https://wwmfinancial.com/blog/upcoming-market-changes/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/3R164Fzk0g4″ _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.3″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] 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,
- [New Year, New Financial Game Plan](https://wwmfinancial.com/blog/market-update/new-year-outlook2025/) - In this dynamic episode, we kick off the new year by unpacking the latest market trends and offering actionable ideas to help you navigate 2025 with confidence.
- [Is There Going to Be a Government Shutdown?](https://wwmfinancial.com/blog/is-there-going-to-be-a-government-shutdown/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/CKas79yB4_U” _builder_version=”4.27.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]Catherine, Steve, Greg, and Rachel cover the latest market update, including the recent market plunge, Fed rate cuts, inflation projections, and debt ceiling concerns. They
- [Market Update Of The Week](https://wwmfinancial.com/blog/market-update-of-the-week/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/6RMAxFYyzl4?si=ICpd6QwByxh3HLcP” _builder_version=”4.27.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]In this episode, Catherine, Steve, Vince, and Greg break down the latest stock updates, CPI trends, and treasury bills. They dive into corporate cash flow,
- [Year-End Tax Tips and Trump Tariffs Impact](https://wwmfinancial.com/blog/year-end-tax-tips-and-trump-tariffs-impact/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/kArUv_y3wRc?si=nk7ScnidswVeAIP6″ _builder_version=”4.27.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]This week, join Rachel, Steve, Vince, and Greg for a market update as we discuss stock trends, year-end financial strategies, and tax-saving tips. Rachel covers
- [Yield Curves, Home Sales, and Phasing Into 2025](https://wwmfinancial.com/blog/yield-curves-home-sales-and-phasing-into-2025/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/yv-AVqrCt5U?si=LpoyKhQDYHI5Zqx8″ _builder_version=”4.27.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] Join Catherine, Steve, Rachel, and Greg this week as they discuss the current market economy before Thanksgiving. Topics include yield curves, home sales, and
- [Is There a Recession on the Horizon?](https://wwmfinancial.com/blog/is-there-a-recession-on-the-horizon/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/h2gvUj8xhwY?si=agW3LdlAP5fQheeU” _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] This week on our market update, Catherine, Rachel, Steve, and Vince dive into the latest trends and potential impacts from the Trump election on
- [Trump's Election On The Market](https://wwmfinancial.com/blog/trumps-election-on-the-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/Zxd7HVPHzgY?si=J7yPqbpyeZmzxoQ3″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”]In this episode, Catherine, Steve, Vince, and Greg dive into the latest market updates following Trump’s election, including a stock update, rate cuts, and the performance of small-cap stocks. We discuss how
- [Market Updates With Upcoming Elections](https://wwmfinancial.com/blog/market-updates-with-upcoming-elections/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/tf6-coSnxhg?si=p3hmnsnUM4h7siS-” _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”] Happy Halloween from the WWM Financial team! 🎃 In this insightful video, Catherine, Steve, Vince, and Greg discuss the latest market updates in light
- [Understanding Current Medicare and American Healthcare: Ft. Pam Morton](https://wwmfinancial.com/blog/understanding-current-medicare-and-american-healthcare-ft-pam-morton/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/NCZS4QT4i9I?si=iOTHWR94x8MYGmxJ” _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]In this episode, Catherine, Steve, and Rachel welcome back Medicare specialist Pam Morton for an in-depth discussion on healthcare options. Pam shares valuable insights on
- [Market Insights: Stocks, Rates & Healthcare Planning](https://wwmfinancial.com/blog/market-insights-stocks-rates-healthcare-planning/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/7cqukU08ihk?si=iq9aEUfBmhCFtFvD” _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]Join Catherine, Steve, Vince, and Greg as they share the latest market updates. The team delves into the performance of large and small cap stocks,
- [Medicare Strategies! Featuring: Pam Morton](https://wwmfinancial.com/blog/medicare-strategies-featuring-pam-morton/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/Ptb46wlo2I0?si=mjjI0ofShLU6Toq-” _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}” theme_builder_area=”post_content”]Join us for a discussion featuring Pam Morton from Benefits By Design, along with Catherine, Rachel, and Steve. They’ll delve into current market trends and
- [Maximize your Roth IRA: Tax Strategies!](https://wwmfinancial.com/blog/maximize-your-roth-ira-tax-strategies/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” min_height=”1216.4px” custom_margin=”9px|auto||auto||” custom_padding=”1px||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/R7yYIxzgUWE?si=20xc53ZKfpK62Z0H” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||6px|||” global_colors_info=”{}”]In this episode, Catherine, Rachel, Greg, and Vince discuss the market and tax plans for the fourth quarter. They cover Roth IRA tax strategies, the stock reporting season, and 401(k)s. Tune in
- [How Can The Future Elections Affect The Market](https://wwmfinancial.com/blog/market-update/how-can-the-future-elections-affect-the-market/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/STGxxS8noJw” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||8px|||” global_colors_info=”{}”] The WWM Financial Podcast In this episode, Steve, Catherine, Vince, and Greg discuss how upcoming elections could shape the financial landscape. Join us as we discuss the potential impacts on bonds and market volatility.
- [Rate Cut Effect On The Market And Economy](https://wwmfinancial.com/uncategorized/rate-cut-effect-on-the-market-and-economy/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/gSe9HpOL4sM?si=C5ys6EwejmNMK_HI” _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” custom_padding=”16px||4px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]The WWM Financial Podcast In this episode, Rachel and Vince discuss rate cuts and their impact on the market and the economy, along with inflation, upcoming
- [Stock Market | September 12, 2024](https://wwmfinancial.com/blog/market-update/stock-market-september-12-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/a7hQmgRivl8″ _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}” theme_builder_area=”post_content”]The WWM Financial Podcast In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the
- [Market Update 5/4/2021](https://wwmfinancial.com/blog/market-update-5-4-2021/) - In this video Steve discusses the current market and sheds light on the old adage, "sell in May and go away".
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- [Stock Market | August 29, 2024](https://wwmfinancial.com/blog/market-update/stock-market-august-29-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/nlPXpCx4b7U” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}” theme_builder_area=”post_content”]The WWM Financial Podcast In this episode, we delve into the stock market as we approach the end of the second-quarter earnings season, explore six essential rules for
- [Stock Market | August 23, 2024](https://wwmfinancial.com/blog/market-update/stock-market-august-23-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/ifoFcNJ0D_Y” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}” theme_builder_area=”post_content”]The WWM Financial Podcast In this episode, we’ll discuss the effects of falling mortgage rates, inflation, investor behavior, and potential Fed rate cuts. Tune in now to separate
- [Stock Market | August 16, 2024](https://wwmfinancial.com/blog/market-update/stock-market-august-15-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/vWbM76FoAOI” _builder_version=”4.25.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}”]The WWM Financial Podcast If you want to get the scoop on second-quarter earnings, the rules for inheriting a Roth IRA, and whether the Fed will cut interest rates, tune in now! Recorded 8/15/2024[/et_pb_text][et_pb_button button_url=”https://wwmfinancial.com/consultation/?utm_source=blog_post&utm_medium=podcast_video&utm_content=wwm_talks_05302024″
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- [Stock Market | August 9, 2024](https://wwmfinancial.com/blog/market-update/stock-market-august-9-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/1-BASgqnL4o” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}”]The WWM Financial Podcast 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
- [Stock Market | August 2, 2024](https://wwmfinancial.com/blog/market-update/stock-market-august-2-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/I2R_EsvGrOM” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}” theme_builder_area=”post_content”]The WWM Financial Podcast 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
- [STOCK MARKET | JULY 26, 2024](https://wwmfinancial.com/blog/market-update/stock-market-july-26-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/TgaegC-Wfrs” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}” theme_builder_area=”post_content”]The WWM Financial Podcast 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
- [Stock Market | July 19, 2024](https://wwmfinancial.com/blog/market-update/stock-market-july-19-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/tvQkguKXkgs” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}”]The WWM Financial Podcast If you want to understand what’s going on in the economy, get better insight into the financial markets, real estate, annuities, and separate the sound from the noise so
- [Stock Market | July 12, 2024](https://wwmfinancial.com/blog/market-update/stock-market-july-12-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/rIrA9p0H8Rk” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”16px||4px|||” global_colors_info=”{}” theme_builder_area=”post_content”]The WWM Financial Podcast 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
- [Market Talk December, 7 2023](https://wwmfinancial.com/blog/market-update/market-talk-december-7-2023/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/7fwbFE8wOCY?si=FLxw11fS7P9cpQ5N” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”||5px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]📈 Explore the dynamic world of Markets, Investing & Planning in our latest video! 🌐 Join us as we navigate through the intricate landscape of financial
- [Stock Market | June 7, 2024](https://wwmfinancial.com/blog/market-update/stock-market-june-7-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/hZbAxnmEZFo?si=aPk0mitTqULD7LAp” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”||4px|||” global_colors_info=”{}” theme_builder_area=”post_content”] The WWM Financial Podcast If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from
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- [STOCK MARKET | JUNE 21, 2024](https://wwmfinancial.com/podcast/stock-market-june-21-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/3HrJXfYbZhg” _builder_version=”4.25.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” custom_padding=”||4px|||” global_colors_info=”{}” theme_builder_area=”post_content”]The WWM Financial Podcast 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
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- [Stock Market Update | February 1, 2024](https://wwmfinancial.com/uncategorized/stock-market-update-february-1-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/S_1IbTB9s6U” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”||4px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]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
- [Stock Market Update | Jan. 18, 2024](https://wwmfinancial.com/blog/market-update/stock-market-update-jan-18-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/nkjD1dvutpY?si=GGFgNtjbUcdVNjsA” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”||4px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]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
- [Stock Market Update January 4, 2024](https://wwmfinancial.com/podcast/stock-market-update-january-4-2024/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/gMHKEKmV8kw?si=RusCfG2EhwMGmE-D” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”||5px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]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
- [Tax prep for 2024 & Navigating The Financial Landscape](https://wwmfinancial.com/podcast/tax-prep-for-2024-navigating-the-financial-landscape/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/MSbYGuyX7Og?si=9S8agDP7FzUwEJjl” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ custom_padding=”||5px|||”]Tax Prep for The New Year & Navigating Financial Landscapes Hosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor),
- [Proactive Wealth Process | Retirement Planning](https://wwmfinancial.com/blog/retirement-planning/proactive-wealth-process-retirement-planning/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/PKddwCsOOHg” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Welcome To The Proactive Wealth Process. In this episode, Rachel Ivanovich, EA, MBA and Catherine Magaña, CFP® discuss 3 big questions. So if you want to know
- [WWM Talks Nov. 3, 2023](https://wwmfinancial.com/podcast/wwm-talks-nov-3-2023/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/ADDOW19_fa0″ _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]In this installment of WWM Talks, we unravel the intricacies of markets, address pressing concerns, and unveil invaluable tips for seasoned investors and beginners alike. Tune in
- [What Is the financial planning process](https://wwmfinancial.com/blog/financial-planning/what-is-the-financial-planning-process/) - Discover how to become financially independent without giving up lattes or living on bread and water. So, if you’re serious about taking control of your finances and you don’t want to run out of money in retirement then you should watch this video.
- [What Is The Most Important Part Of A Financial Plan?](https://wwmfinancial.com/blog/financial-planning/what-is-the-most-important-part-of-a-financial-plan/) - [et_pb_section fb_built=”1″ theme_builder_area=”post_content” _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||”][et_pb_row _builder_version=”4.17.4″ _module_preset=”default” theme_builder_area=”post_content”][et_pb_column _builder_version=”4.17.4″ _module_preset=”default” type=”4_4″ theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/-NFn4c5zSE4″ _builder_version=”4.17.4″ _module_preset=”default” theme_builder_area=”post_content” hover_enabled=”0″ sticky_enabled=”0″][/et_pb_video][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” theme_builder_area=”post_content” hover_enabled=”0″ sticky_enabled=”0″]This quick video reveals the most important part of your financial plan. So, you can get control of your money and create a life you love. If you’re wondering if you’re saving
- [Stock Market Update June 2023](https://wwmfinancial.com/blog/market-update/stock-market-update-june-2023/) - So, 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, tune in now.
- [Stock Market Update May 2023](https://wwmfinancial.com/blog/market-update/stock-market-update-may-2023/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/MtajPp2djn0″ _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text admin_label=”Text” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Stock Market Update | May 2023 In this stock market update Steve shares, his opinion regarding the Fed’s
- [What Is A Financial Plan Used For?](https://wwmfinancial.com/blog/financial-planning/what-is-a-financial-plan-used-for/) - With our busy lifestyles, planning for anything more than a few months or years in advance can seem daunting. It’s natural to wonder: What is a financial plan used for?
- [Stock Market Update | April 2023](https://wwmfinancial.com/blog/market-update/stock-market-update-april-2023/) - Steve discusses the regional bank crisis, its impact on the credit markets and how that may affect the economy. He recaps the March performance of the major indices as well as the fear and greed index.
- [Stock Market Update March 2023](https://wwmfinancial.com/blog/market-update/stock-market-update-march-2023/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_video src=”https://youtu.be/bSv_KS-nwmk” _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][/et_pb_video][et_pb_text admin_label=”Text” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Stock Market Update | February 2023 In this stock market update Steve discusses the new phase of the bear market, the fear and greed index, the
- [Stock Market Update February 2023](https://wwmfinancial.com/blog/market-update/stock-market-update-february-2024/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_video src=”https://youtu.be/z3W5s808w4s” _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”28px|||||” global_colors_info=”{}”][/et_pb_video][et_pb_text admin_label=”Text” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]Stock Market Update | February 2023 In this market update Steve discusses the “The January Effect”, the fear and greed indicator, the indices, rates, inflation
- [What's Included In a Financial Plan](https://wwmfinancial.com/blog/financial-planning/whats_included/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https://youtu.be/wcRX4S09bCo” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”] What’s Included In A Financial Plan? A well-written financial plan can mean the difference in your financial success. With it, you’ll be less likely to make poor financial decisions. Despite the importance of a personal
- [Stock Market Update | January 2023](https://wwmfinancial.com/blog/market-update/market-update-jan-2023/) - In this market update Steve re-caps December and the year 2022. He discusses and provides his insight on the indices, bonds, crypto, inflation and volatility.
- [What is a Financial Plan?](https://wwmfinancial.com/blog/financial-planning/what-is-a-financial-plan/) - We all have things that we would like to achieve. A financial plan helps you make sensible money decisions that can help you achieve your goals in life.
- [The Benefits of a Financial Plan](https://wwmfinancial.com/blog/financial-planning/benefits-of-a-financial-plan/) - In this video Catherine shares the 7 benefits of a Financial Plan so you can get savvy about your finances without living like a spartan.
- [Market Outlook & Tax Planning Strategies for 2021](https://wwmfinancial.com/videos/market-outlook-tax-strategies-2021/) - We discuss the market outlook and tax strategies for 2021.
- [Stock Market Update | December 2022](https://wwmfinancial.com/blog/dec-22-market-update/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px|||||” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_video src=”https://youtu.be/c0xxE4GQUWE” _builder_version=”4.17.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][/et_pb_video][et_pb_text admin_label=”Text” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”]Stock Market Update | December 2022 In this market update Greg Carroll, CERTIFIED FINANCIAL PLANNER™ discusses the domestic market indices, emerging
- [Stock Market Update November 2022](https://wwmfinancial.com/blog/market-update/stock-market-update-november-2022/) - In this November market update Steve recaps October. He discusses market index performance month over month, year to date and from the market highs.
- [Stock Market Update October 2022](https://wwmfinancial.com/blog/stock-market-update-october-2022/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_video src=”https://youtu.be/4P07-N3GYeY” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][/et_pb_video][et_pb_text admin_label=”Text” _builder_version=”4.17.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Stock Market Update | October 2022 In this October stock market update Steve discusses the recent drop in the market and possible culprits. Video Recorded on October
- [Stock Market Update September 2022](https://wwmfinancial.com/blog/market-update/stock-market-update-sep-2022/) - In this September 2022 stock market update, Steve discusses the major indices, bonds and real estate. This last month it’s been all about Jerome Powell and the Fed.
- [Stock Market Update | June 2022](https://wwmfinancial.com/blog/market-update/stock-market-update-june-2022/) - In this market update Steve discusses market performance, inflation, gas & food prices, interest rates, home sales and insider buying and selling.
- [Stock Market Update | July 2022](https://wwmfinancial.com/blog/market-update/stock-market-update-july-2022/) - Stock Market Update | July 2022 In this stock market update Steve reviews, the month of June.
- [Stock Market Update |  August 2022](https://wwmfinancial.com/blog/market-update/stock-market-update-august-2022/) - Steve discusses the performance of the major indices, if we've hit bottom, inflation the Fed and if we are in a recession.
- [Stock Market Update February 1, 2022](https://wwmfinancial.com/blog/market-update/market_update_feb_2022/) - Steve Wolff discusses what has occurred in January relating to the stock market, inflation, raising interest rates by the federal reserve, and much more.
- [Stock Market Update | March 2022](https://wwmfinancial.com/blog/stock-market-update-march-2022/) - Click on the image above to view this video. Stock Market Update February 28th, 2022 Wondering why the Stock Market is so volatile? How stable the US Economy is and how potential conflict has influenced the stock market historically? Tune in to listen to Steve Wolff, Managing Partner at WWM Financial, give his perspective on
- [Examples of Concentration Risk](https://wwmfinancial.com/blog/examples-of-concentration-risk/) - Do you have stock options that have grown to be a large position of your portfolio? Are you consolidated in a few investments? In this episode...
- [U.S. Stock Market: Analysis and Current Outlook](https://wwmfinancial.com/blog/u-s-stock-market-analysis-and-current-outlook/) - How can market volatility affect your investment portfolio? Once you consider the war, supply chain issues and rising inflation there can be a large shift...
- [Stock Market Update | April 2022](https://wwmfinancial.com/blog/market-update/stock-market-update-april-2022/) - Wondering why the market rallied so much in March of 2022, how rising interested rates has historically affected the stock market, and which kind of investme...
- [Estate Planning - What to Expect in 2022](https://wwmfinancial.com/videos/estate-planning-what-to-expect-in-2022/) -  Click on the image above to view this video. In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does
- [Stock Market Update | May 2022](https://wwmfinancial.com/blog/market-update/may-2022-stock-market/) - In this video Steve provides a recap of the stock market in April. He discusses investor sentiment, the S&P index PE ratio, and a new economic indicator.
- [A Rough Market](https://wwmfinancial.com/blog/rough-market/) - The last 4 months or so have been really tough on growth portfolios and now we’re seeing some weakness in the value stocks too.
- [Understanding Bond Risk](https://wwmfinancial.com/blog/understanding-bond-risk/) - Understanding Bond Risk Don’t let reading a long and complex investment book stop you from understand bonds and how they can be affected. Steve Wolff (Founder and Managing Partner) and Greg Carroll, CFP® discuss their experiences during the 2008 Market Collapse and how not just the stock market and housing markets were affected but also the bond market.
- [January 2022 Stock Market Update](https://wwmfinancial.com/blog/january-2022-stock-market-update/) - Steve Wolff... discusses Jerome Powell and the Fed’s stance on interest rates, Covid and its variants and how the market has reacted.
- [Truth About Crypto Taxation](https://wwmfinancial.com/blog/tax-planning/truth-about-crypto-taxation/) - Have you made a mistake with cryptocurrency and not planned for the taxes? Learn how to understand the tax implications surrounding cryptocurrency without...
- [Stock Market Update | December 2021](https://wwmfinancial.com/blog/market-update/stock-market-update-december-2021/) - How has the market reacted because of Omicron? Is the stock market still going up? Steve Wolff, Managing Partner at WWM Financial dives into what has occurred.
- [Top Cryptocurrency Tax Misconception](https://wwmfinancial.com/podcast/top-cryptocurrency-tax-misconception/) - What is the biggest myth that the media has told you? Josh Cahan, Catherine Magaña and Steve Wolff dive in to help you understand some of the myths surrounding
- [Stock Market Update | November 2021](https://wwmfinancial.com/blog/market-update/stock-market-update-nov-2021/) - What is going on with the stock market? Is the stock market still in-tact? Steve discusses company earnings, large cap stocks vs. small cap stocks...
- [What's The Real Truth About Crypto](https://wwmfinancial.com/blog/investing/whats-the-real-truth-about-crypto/) - Bitcoin myth debunked in just 2 minutes. Take a peek at this quick video that helps you understand why Bitcoin is misunderstood.
- [Stock Market Update 10/6/2021](https://wwmfinancial.com/blog/market-update/stock-market-update-10-6-2021/) - In this month’s Stock Market Update, Steve Wolff (Managing Partner) summarizes what has occurred in September.
- [Stock Market Update 9/1/2021](https://wwmfinancial.com/blog/market-update/stock-market-update-9-1-2021/) - In this months Stock Market Update, Steve Wolff discusses tapering, historical stock market performance, inflation and retail investors.
- [Expert Explains Blockchain Technology](https://wwmfinancial.com/blog/investing/expert-explains-blockchain-technology/) - Steve talks with blockchain expert Bryan Park about what it is, what it is not and why he is so excited about the technology.
- [A Conversation About the 2021 Biden Tax Plan and Federal Tax Proposals](https://wwmfinancial.com/podcast/a-conversation-about-the-2021-biden-tax-plan-and-federal-tax-proposals/) - Catherine and Rachel discuss the Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more.
- [Stock Market Update 8/4/2021](https://wwmfinancial.com/videos/market-update-8-4-2021/) - In this brief market update, Steve Wolff discusses what has occurred in July 2021.
- [Stock Market Update 7/6/2021](https://wwmfinancial.com/blog/july-2021-stock-market-update/) - there's been a lot of good news in the last month. Matter of fact, probably over the last year, but certainly over the last few months...
- [Investing in the Tech Era](https://wwmfinancial.com/videos/investing-in-the-tech-era/) -  Click on the image above to watch the podcast. In this episode: Steve Wolff discusses how excided he is about the investing opportunities in this techno-digital revolution. Full transcription below: Steve Wolff: Hello everyone, this is Steve Wolff with another edition of Steve's Stock Stories. I'm here with my cohort, producer and friend Joscelin
- [Value Stocks vs Growth Stocks](https://wwmfinancial.com/blog/value-stocks-vs-growth-stocks/) - In this episode of "Steve's Stock Stories" we discuss the differences between growth and value stocks. Steve also shares some classic exampes.
- [What is going on with GameStop?](https://wwmfinancial.com/blog/gamestop-shortsqueeze-explained/) - In this Episode of the WWM Financial Podcast Steve talks about the meteoric rise of GameStop stock and what's behind it.
- [What Do You Do When Your Stock Takes a Dive?](https://wwmfinancial.com/blog/investing/what-do-you-do-when-your-stock-takes-a-dive/) - In this episode Steve discusses what to do if your stock falls out of bed.
- [How To Make Money When Stocks Go Down](https://wwmfinancial.com/blog/how-to-make-money-when-stocks-go-down/) - Steve shares a money making strategy for when stocks go down.
- [Can You Roll a 401(k) Into an IRA Without Penalty?](https://wwmfinancial.com/blog/can-you-roll-a-401k-into-an-ira-without-penalty/) - In this Savvy Minute Episode Catherine will answer the question, "Can you rollover a 401(k) into an IRA without penalty?"
- [Top 20 Financial Planning Hacks,  Tips 16 20](https://wwmfinancial.com/blog/top-20-financial-planning-hacks-tips-16-20/) - Have you ever wondered whether you’re on the right track with your finances? 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.
- [Top 20 Financial Planning Hacks, Tips 11-15](https://wwmfinancial.com/blog/top-20-financial-planning-hacks-tips-11-15/) - Have you ever wondered whether you’re on the right track with your finances? 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.
- [What You Should Look For In a Stock](https://wwmfinancial.com/blog/what-to-look-for-in-a-stock/) - In this episode Steve covers what you should look for when trying to figure out if a stock is worth investing in.
- [Top 20 Financial Planning Hacks, Tips 6-10](https://wwmfinancial.com/blog/financial-planning/top-6-10-financial-planning-hacks/) - Free Webinar Series. Tips 6-10 of the Top 20 Financial Planning Hacks.
- [Should I Rollover My 401(k) Or Leave It?](https://wwmfinancial.com/blog/financial-planning/should-i-rollover-my-401k-or-leave-it/) - When you leave a job for another company or when you transition into retirement, you have several options to consider for your 401k.
- [Top 20 Financial Planning Hacks, Tips 1-5](https://wwmfinancial.com/uncategorized/top-1-5-financial-planning-hacks/) - Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing.
- [How To Find Growth Stocks](https://wwmfinancial.com/blog/how-to-find-growth-stocks/) - Ever wonder how the Pro's find great stocks?
- [Buying Stocks With Leverage](https://wwmfinancial.com/blog/buying-stocks-with-leverage/) - In this episode of Steve's Stock Stories Steve discusses buying stocks and ETF's with leverage.
- [Maintenance Man to Millionaire](https://wwmfinancial.com/blog/investing/maintenance-man-to-millionaire/) - In this episode Steve of Steve's Stock Stories we hear about how Lou the maintenance man invested his way to 7 figures.
- [What Do You Do With Your Old 401k When You Leave a Company?](https://wwmfinancial.com/uncategorized/401k-after-leaving-company/) - Catherine explains what you can do with your 401k when you leave a company
- [Can You Beat The Market?](https://wwmfinancial.com/podcast/can-you-beat-the-market/) - Steve takes on the idea that "you can't beat the market" with a story about Bed Bath and Beyond.
- [Podcast E.2. Corona Virus Roundtable. Is Panic Setting In?](https://wwmfinancial.com/blog/market-update/covid-19-panic-setting-in/) - Click on the image above to view this podcast recording. Corona Virus Roundtable. The Advisers at WWM Financial meet for a roundtable to discuss the gravity of the Corona Virus. Is panic setting in? You can listen to more episodes at http://wwmfinancialpodcast.com. If you have any questions or concerns you can reach our Advisors at
- [Tax Planning for Investors](https://wwmfinancial.com/blog/proactive-wealth-process/tax-planning-for-investors/) - In this discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life Management.
- [Podcast E.3. Oil Feuds & COVID-19](https://wwmfinancial.com/blog/stock-market-free-fall-covid-19/) - The Corona Virus continues to spread in the U.S. and Europe, Russia and Saudi Arabia flood the oil market. Markets free fall.
- [WWM Special Report: The Corona Virus. Is The Market Infected?](https://wwmfinancial.com/uncategorized/wwm-special-report-the-corona-virus-is-the-market-infected/) - In this Special Report, Steve Wolff, Managing Partner at WWM Financial discusses the Corona Virus and how it's affecting the market.
- [5 Common Annuity Mistakes](https://wwmfinancial.com/blog/investing/annuity-mistakes/) - Today’s tip will cover 5 Annuity Mistakes to Avoid.
- [Interview with Marie Hines, Realtor™ | Senior Specialist](https://wwmfinancial.com/blog/interview-marie-hines-realtor/) - Click on the image above to watch this episode of The Savvy Women Show Interview with Carlsbad Realtor™ Marie Hines Marie specializes in helping seniors with their unique real estate needs. You can reach Marie at 760-458-8722 or marie.hines@exprealty.com. Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™­­ and Managing Partner at Savvy Women Wealth
- [Investing Basics | Diversification](https://wwmfinancial.com/blog/investing-basics-diversification/) - In this Investing Basics video Steve explains how diversification works.
- [401k Catch Up Contributions](https://wwmfinancial.com/videos/401k-catch-up-contributions/) - If you are over age 50 then you may be eligible for 401k catch up contributions
- [Can You Roll An Old 401(k) To Another 401(k)?](https://wwmfinancial.com/blog/retirement-planning/401k-to-401k/) - In today's Savvy Minute we'll answer the question. "Can you roll over an old 401(k) to another 401(k)?"
- [CONGRATULATIONS!](https://wwmfinancial.com/news/congratulations/) - Catherine Magana was nominated and named a finalist for the 19th annual Women Who Mean Business Awards program presented by the San Diego Business Journal and title sponsor Union Bank, along with gold sponsors ESET, and Kaiser Permanente, also including silver sponsors Active Network, Fashion Valley, and Town & Country Resort at the Town and
- [Wolff Wiese Magaña Oceanside Chamber Ribbon Cutting](https://wwmfinancial.com/news/wolff-wiese-magana-oceanside-chamber-ribbon-cutting/) - Wolff Wiese Magaña, LLC is an independent financial advisory firm with a team approach to providing financial planning solutions for high net worth individuals and families. Located at 1925 Palomar Oaks Way, Suite 200, in Carlsbad, the firm has many North County clients as well as clients all across the country.
- [Will We Drive Over The Fiscal Cliff?](https://wwmfinancial.com/news/will-we-drive-over-the-fiscal-cliff/) - Can our politicians actually work out a compromise before we go over the fiscal cliff? That was the big question that Alan Simpson and Erskine Bowles tried to answer as they spoke to a large audience of financial advisors at the 2012 Charles Schwab Impact Conference November 15th in Chicago, at which I was in
- [2015  Five Star Professional program](https://wwmfinancial.com/blog/2015-five-star-professional-program/) - [fusion_builder_container hundred_percent="yes" overflow="visible"][fusion_builder_row][fusion_builder_column type="1_1" background_position="left top" background_color="" border_size="" border_color="" border_style="solid" spacing="yes" background_image="" background_repeat="no-repeat" padding="" margin_top="0px" margin_bottom="0px" class="" id="" animation_type="" animation_speed="0.3" animation_direction="left" hide_on_mobile="no" center_content="no" min_height="none"][fusion_youtube id="TOzE8Wn42Uk" width="600" height="350"] Five Star Wealth Manager Catherine Magana represents the best of what WWM Financial stands for. She leads WWM in its focus on women’s finances through our “Savvy Women
- [Volatility Vortex](https://wwmfinancial.com/blog/volatility-vortex/) - Vince Stefano, Portfolio Manager WWM Financial During the past 6-9 months ending in February of this year, the vast number of technology, retail and healthcare stocks in our New Innovations Portfolio, especially biotechnology, surged to all-time highs. Momentum built among high frequency traders as they continued their buying spree, regardless of market or stock price
- [Click here to see the Savvy Women "Invest on Purpose" photos!](https://wwmfinancial.com/blog/savvy-women-invest-on-purpose/) - Revealing Your Strengths as a Woman to Accomplish More with your Money. You've spent a lifetime using your strengths as a woman to make smart decisions about life. Isn't it time to apply those same strengths to making financial decisions?
- [Navigating Through a Small Cap Growth Stock Debacle](https://wwmfinancial.com/blog/patience-process/) - The need for patience and an investment process are keys to investment success.
- [WWM Financial Giving Back! Click here to see photos of Powerful Women with Powerful Tools](https://wwmfinancial.com/blog/wwm-financial-giving-back/) - Kerry Harmon and Jodi Mills of WWM Financial get their hands dirty building a home with Habitat for Humanity. WWM Financial Giving back to our community!
- [NLP and Investing - Save the Date: Thursday, June 12](https://wwmfinancial.com/blog/nlp-and-investing-save-the-date-thursday-june-12/) - Come find out the science behind why the general investing public makes the same mistakes over and over again, and find out how to create new pathways in the brain to overcome making those same very human mistakes.
- [Real Estate or Stocks? WWM Financial Answers the Big Question on ESPN Radio](https://wwmfinancial.com/blog/real-estate-or-stocks-espn-radio-big-question-for-wwm-financial/) - WWM Financial Answers the Question... Real Estate or Stocks? on ESPN radio.
- [Proactive Wealth Process - Second Quarter 2014](https://wwmfinancial.com/blog/proactive-wealth-process-second-quarter-2014/) - This is a great article about behavioral investing.
- [Check Your Asset Allocation](https://wwmfinancial.com/blog/check-your-asset-allocation/) - The market has been volatile. It might be time to check your asset allocation to make sure it is something you can live with if we face a correction.
- [Child Rearing Costs Staggering](https://wwmfinancial.com/blog/child-rearing-costs-staggering/) - Ok, this is probably not news to anyone who has children, but it is darn expensive to rear them.
- [What's going on with the market?](https://wwmfinancial.com/uncategorized/whats-going-on-with-the-market/) - payday loan lenders 100 acceptance There’s good news and bad news. If you have filled up your gas tank lately, you already know the good news. Due to the drop in oil prices, gasoline has gone down to levels we haven’t seen in several years. The bad news is
- [WE'RE MOVING...](https://wwmfinancial.com/uncategorized/were-moving/) - personal loan lexington ky We are excited to tell you that we are relocating our office on July 24, 2015. We will be closing at 1:00pm PT for the move. We will re-open on Monday July 27, 2015 @ 6:30am PT in our new location. Please see new address below. Phone numbers and email address
- [Impeachment & Russia, Oy Vey](https://wwmfinancial.com/blog/5167-2/) - The economy is good right now. The political scene is challenging. Politics is causing a pullback today in the market. We might see more of a pullback over the next days or weeks. We believe that this will be temporary. We talk a lot about behavior and investor returns. We talk a lot about how
- [First Friday Breakfast with the Carlsbad Chamber of Commerce](https://wwmfinancial.com/community-events/first-friday-breakfast-with-the-carlsbad-chamber-of-commerce/) - We had a wonderful morning at the Carlsbad Chamber of Commerce First Friday Breakfast. Art Barter, Servant Leadership was an amazing speaker.
- [Why Invest with a Financial Advisor. Reason #1](https://wwmfinancial.com/blog/why-you-should-invest-with-a-financial-advisor-reason-1/) - Well one of the reasons we believe that most people should use a financial advisor is investor performance.
- [Ed and Barbara... Thanks so much for sharing your adventures with us!](https://wwmfinancial.com/blog/live-your-life/ed-and-barbara-thanks-so-much-for-sharing-your-adventures-with-us/)
- [What's Behind the Market Decline](https://wwmfinancial.com/blog/market-update/whats-behind-the-market-decline/) - Now for the understatement of the day…volatility has returned to the stock market. Why has the stock market gone down with such force in the last week?
- [Poetry & Emotion](https://wwmfinancial.com/uncategorized/poetry-emotion/) - This is the inaugural episode of our "Certified Financial Poetry" series. Click on the image above to watch the video of Steve's first reading.
- [Investing in Stocks](https://wwmfinancial.com/blog/investing_in_stocks/) - Today’s financial planning tip is Investing in Stocks. If you would like to watch the video click on the image above. Turn on the TV nowadays, or surf the Internet, and you’re certain to run into someone talking about making a fortune from owning one specific stock or another. Even the 6 o’clock news generally
- ["Hello, Good Buy" - Certified Financial Poet](https://wwmfinancial.com/blog/hello-good-buy-certified-financial-poetry/) - Certified Financial Poetry If you would like to watch the video of Steve reading "Hello, Good Buy" click on the image above. Hello, Good Buy By Steve Wolff The market goes down and you start to cry, Hey don’t cha know it creates a good buy? You liked it much higher and now
- [Gadgets, Gizmos & Good Health - Susan Taylor, Scripps Health (Audio Recording)](https://wwmfinancial.com/blog/wwm-events/gadgets-gizmos-good-health-susan-taylor-scripps-health-audio-recording/) - Audio Recording of Gadgets, Gizmos and Good Health by Susan Taylor of Scripps Health
- [Forget Johny Rivers, Just make a plan Stan](https://wwmfinancial.com/uncategorized/forget-johny-rivers-just-make-a-plan-stan/) - Certified Financial Poetry v.3 This is Steve Wolff, the Certified Financial Poet. I heard this great little kids song called, “Planning Ahead” by the Lolliwinks. Ok, so my taste in music is a little unorthodox, but hey, so is financial poetry. But the song gave me the idea for today’s poetic masterpiece titled: Forget Johnny
- [Will The Trump Trade War Sink The Stock Market?](https://wwmfinancial.com/uncategorized/will-the-trump-trade-war-sink-the-stock-market/) - So here’s an understatement…there is some real volatility affecting the stock market these days. Will the tariffs be the reason the market will...
- [Tariffs, Taxes and War - Certified Financial Poetry v.4](https://wwmfinancial.com/blog/certified-financial-poetry/tariffs-taxes-and-war/) - Since taxes are on our minds because Tuesday is the deadline for getting your income tax filed and since the stock market has been jostled around due to talk and tweets about tariffs these days, I am reminded of the outcome of one country’s undertaking dealing with this subject…
- [State of The Union](https://wwmfinancial.com/blog/state-of-the-union/) - Watch the video of Steve's reading by clicking on the following link https://youtu.be/z7yicj_QKJQ or the image above. "State of the Union" by Steve Wolff Certified Financial Poet The U.S. economy has recently awoke, It’s not just a matter of mirrors and smoke. Unemployment is now at a mere 3.8, That’s a low percent one can’t
- [Buy or Lease?](https://wwmfinancial.com/blog/buy-or-lease/) - Today’s tip will cover “Buying vs. Leasing a Car?”
- ["Forget Johny Rivers, Just Make a Plan Stan"](https://wwmfinancial.com/blog/forget-johny-rivers-just-make-a-plan-stan-2/) - I heard this great little kids song called, “Planning Ahead” by the Lolliwinks that inspired me to write this latest Financial Poem.
- [Financial Planner vs Financial Advisor](https://wwmfinancial.com/blog/financial-planner-vs-financial-advisor/) - Today’s tip will cover “What’s the difference between a Financial Planner and a Financial Advisor?”
- [Investing in Real Estate](https://wwmfinancial.com/uncategorized/investing-in-real-estate/) - Today's tip covers investing in real estate.
- [What is a REIT?](https://wwmfinancial.com/blog/what-is-a-reit/) - Today's tip covers "What is a REIT?"
- [What is a Mutual Fund?](https://wwmfinancial.com/blog/investing/what-is-a-mutual-fund/) - Today’s Savvy Minute Video will cover “What is a mutual fund?”
- [What's The Difference Between Load and No Load Mutual Funds?](https://wwmfinancial.com/blog/investing/whats-the-difference-between-load-and-no-load-mutual-funds/) - Today’s tip will cover “What is the difference between load and no-load mutual funds?”
- [What are A, B and C Share Mutual Funds?](https://wwmfinancial.com/videos/a-b-c-shares/) - Today’s tip will cover “What are A, B & C Share mutual funds?” Mutual Funds invest in a diversified portfolio such as stocks, bonds, real estate or commodities.
- [How to Vet Investments](https://wwmfinancial.com/videos/how-to-vet-investments/) - Vetting your investments allows you to assess whether an investment is appropriate for your overall financial goals.
- [Small Business Community Impact Award | WWM Financial](https://wwmfinancial.com/blog/community-impact-award-wwm-financial/) - Presented by the Carlsbad Chamber of Commerce, the 2018 Small Business Awards recognize the leaders in the Carlsbad business community.
- [Working While Collecting Social Security Benefits](https://wwmfinancial.com/videos/working-while-collecting-social-security-benefits/) - Your decision on when to start collecting Social Security benefits is a personal one depending on your own specific situation. There are ways to maximize your benefit, but once again there are several factors to consider such as your current cash needs, your current health, and family longevity to name a few.
- [Interview with Rebecca Ealy, Certified Mortgage Planner and Living Donor](https://wwmfinancial.com/videos/rebecca-ealy-interview/) - We had the honor of interviewing Rebecca Ealy. A Certified Mortgage Planning Specialist, dynamic woman and more importantly an amazing human being. Rebecca is a big advocate for "Living Donor", an incredible way to give the ultimate gift and save a life. We talk about: Her experience donating one of her kidneys 12:01 Empty Nester
- [How to Prevent from Getting Scammed](https://wwmfinancial.com/blog/financial-planning/scam-prevention/) - There are several ways for you to get scammed. You need to be alert to the fact that scams do exist. Here are a few tips for you to consider.
- [Passive Income Ideas for Retirement](https://wwmfinancial.com/blog/investing/passive-income-ideas-for-retirement/) - There are several ways that you can make passive income for retirement.
- [How to Negotiate a Raise](https://wwmfinancial.com/videos/how-to-negotiate-a-raise/) - Best Selling Author, Rebecca Zung talks with Catherine Magaña, about how to negotiate a raise.
- [Maximize Your Social Security Benefits](https://wwmfinancial.com/blog/financial-planning/maximize-your-social-security-benefits/) - The decision you make about your social security benefits is an important decision that will impact you for many years.
- [7 Tax Free Investment Ideas](https://wwmfinancial.com/blog/7-tax-free-investment-ideas/) - It is never a bad idea to learn about ways to invest while minimizing your tax liabilities.
- [What is the Best Age to Start Collecting Social Security Benefits](https://wwmfinancial.com/blog/what-is-the-best-age-to-start-collecting-social-security-benefits/) - The decision you make about what age you start collecting social security benefits is an important decision that will impact you for many years.
- [What are Mortgage Points and How Do They Work? Explained](https://wwmfinancial.com/blog/what-are-mortgage-points-and-how-do-they-work-explained/) - Cathy Brentlinger of Fairway Independent Mortgage Corporation explains mortgage points and how they work.
- [Starting a Business? What You Need to Know](https://wwmfinancial.com/blog/starting-a-business-what-you-need-to-know/) - Interview with successful entrepreneur Leeanne Abraham, President of Premierhire in Carlsbad California.
- [What are Mortgage Points and How do They Work? Part II Example](https://wwmfinancial.com/blog/proactive-wealth-process/what-are-mortgage-points-and-how-do-they-work-part-ii-example/) - Cathy Brentlinger explains mortgage points and provides a detailed example.
- [Thinking About Divorce? What You Need To Know](https://wwmfinancial.com/blog/the-savvy-women-show/thinking-about-divorce-what-you-need-to-know/) - Interview with Lauren Liberman, Family Law Attorney. Thinking about Divorce? What you need to know.
- [What is a Mutual Fund](https://wwmfinancial.com/blog/what-is-a-mutual-fund-2/) - In this Investing Basics video we cover, "What is a Mutual Fund?"
- [WWM Special Market Report August 9, 2019](https://wwmfinancial.com/blog/wwm-special-market-report-august-9-2019/) - This is your WWM Special Report on the market with Steve Wolff, Managing Partner at WWM Financial.
- [Investing in Bonds](https://wwmfinancial.com/blog/investing/investing-in-bonds/) - In today's “Investing Basics for Savvy Women” video, we’ll take a look at the world of investing in bonds.
- [Back Door Roth IRA](https://wwmfinancial.com/blog/back-door-roth-ira/) - In this Savvy Minute video Catherine explains what a Backdoor IRA conversion is.
- [Surviving Stock Market Volatility](https://wwmfinancial.com/blog/surviving-stock-market-volatility/) - One of the best ways to beat market volatility is through diversification. In this video we discuss surviving stock market volatility.
- [Understanding the Mega Backdoor Roth IRA](https://wwmfinancial.com/blog/understanding-the-mega-backdoor-roth-ira/) - A Mega Backdoor Roth IRA allows you to contribute an additional $37,000 in 2019 into a Roth IRA or Roth 401K. Catherine Magaña explains in this video.
- [Student Loan Management](https://wwmfinancial.com/videos/student-loan-management/) - Student Loan Management and the Truth about Student Loan Forgiveness
- [Schwab Impact Conference 2019 (Summary)](https://wwmfinancial.com/blog/shwab-impact-conference-2019-summary/) - They highlight interesting opinions from industry professionals about the economy and current global affairs and their potential effects on the markets, interest rates, and dividends.
- [What is an Annuity](https://wwmfinancial.com/blog/what-is-an-annuity/) - Catherine Magaña, CFP® explains what an annuity is in this Savvy Minute video.
- [Open House](https://wwmfinancial.com/uncategorized/open-house/) - WWM moved to a new location over the summer. Please join us for an evening of food, drinks and music at our open house on Thursday, October 22nd 2015 from 5:30 p.m. - 8:30 p.m.
- [WWM Financial, Welcomes Jodi Mills, Administrative Assistant](https://wwmfinancial.com/news/wwm-financial-welcomes-jodi-mills-administrative-assistant/) - WWM Financial is extremely pleased to welcome Jodi Mills as an Administrative Assistant to the firm. Jodi joined WWM Financial in a support role in April 2013. She is currently responsible for administrative duties for the firm supporting both the compliance department and the advisory department.Payday Loan With Direct Lender Only
- [Catherine Magaña named Ambassador of the month](https://wwmfinancial.com/news/catherine-magana-named-ambassador-of-the-month/) - WWM : Why did you choose to serve on the Ambassador Committee and how has it helped your business? Magaña: I wanted to help new members learn about the Chamber and how to get involved. This past year, I made several relationships within the committee and actively used the committee members services. Magaña can be
- [WWM Financial, Welcomes Vincent Stefano, Portfolio Manager/Financial Advisor](https://wwmfinancial.com/news/wwm-financial-welcomes-vincent-stefano-portfolio-managerfinancial-advisor/) - WWM Financial is growing!! We are extremely pleased to welcome Vincent Stefano to our firm. Vince has been in the financial services business since 1983, most recently working for Crowell Weedon. Vince has been managing stock portfolios for many years, and we are excited that he is managing a “New Innovations” portfolio of individual stocks

## Pages

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- [Our Process](https://wwmfinancial.com/our-process/) - Our Proactive Wealth Process is designed to ensure that every client gains a complete understanding of the important financial decisions faced throughout a lifetime.
- [Services](https://wwmfinancial.com/services/) - The vast knowledge and expertise of the WWM FINANCIAL team can allow you to lead your life inspired and free from financial constraints. Achieve your biggest goals through sound investments and financial planning.
- [Meet Our Team](https://wwmfinancial.com/meet-our-team/) - Our team approach means we often communicate with other professionals, such as CPA’s and attorneys, who might advise our clients on related matters affecting their financial worth. Our collaborative effort ensures continuity and coordination and allows us to have a full understanding of our clients’ needs.
- [Contact](https://wwmfinancial.com/contact-2/) - 2131 Palomar Airport Road, Suite 300 Carlsbad, CA 92011 Phone: 760-692-5190 Fax: 760-692-5162 Email: info@wwmfinancial.com
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