T & T (Taxes and Tariffs)

T & T (Taxes and Tariffs)

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

If you want to understand what’s going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

Date Recorded: 2/6/25

WWM Financial is an SEC Registered Investment Advisor.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

STOCK MARKET | JUNE 21, 2024

STOCK MARKET | JUNE 21, 2024

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 good financial decisions, tune in now!

Recorded 6/20/2024

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this content are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

STOCK MARKET | JUNE 14, 2024

STOCK MARKET | JUNE 14, 2024

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 good financial decisions, tune in now!

Recorded 6/13/2024

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this content are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Can You Roll a 401(k) Into an IRA Without Penalty?

Can You Roll a 401(k) Into an IRA Without Penalty?

Click on the image above to view this Savvy Minute video.

In this Savvy Minute Episode Catherine will answer the question, “Can you rollover a 401(k) into an IRA without penalty?”

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California.

P: 760-692-5700

Top 20 Financial Planning Hacks,  Tips 16 20

Top 20 Financial Planning Hacks, Tips 16 20

Click on the image above to view tips 11-20 of this webinar series.

Free Financial Planning Webinar Series

  • Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
  • Actionable information and guidelines to get/keep your finances on track
  • Easy to understand explanations with evidence-based supporting materials

Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. 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.

Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.

WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.