Markets are restless, investors are cautious, and September is right around the corner—a month that’s often a troublemaker for stocks. In this week’s episode, Rachel, Vince, and Greg break down what’s really happening behind the recent market slowdown.
We break down the latest earnings from retail giants, the surprising weakness in small-cap stocks, and why mega-cap names continue to dominate the spotlight. Plus, it’s back-to-school season, which means more than backpacks and notebooks—it’s also the perfect time to teach kids (and grandkids) money lessons that stick.
You’ll also hear a deep dive into the “One Big Beautiful Bill Act” and what its new senior tax deduction really means for retirees.
Spoiler: Social Security isn’t magically tax-free, but there are strategies—like charitable giving and Roth conversions—that can make a big difference.
Finally, we look ahead to September, historically one of the weakest months for markets, and why short-term dips might actually be the best buying opportunities of the year.
🎧 Tune in now for market insights, tax tips, and financial strategies you don’t want to miss.
Date Recorded: 8/21/2025
Disclosure:
WWM Financial is an SEC Registered Investment Advisor
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