How This Little Known Tax Secret Can Save You Thousands

How This Little Known Tax Secret Can Save You Thousands

In this episode of The WWM Financial Podcast, we reveal a little-known tax secret that could save high-income investors thousands of dollars—yet it’s often missed, even by experienced professionals. We break down how it works, who qualifies, and why now is the perfect time to take advantage of it. We also explore how the rise of artificial intelligence (AI) is creating powerful investment opportunities. From automation to machine learning and real-world applications across industries, AI is reshaping the future—and savvy investors are taking notice. We discuss where the smartest money is going, which sectors stand to benefit most, and how to position your portfolio to capitalize on this innovation.

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

Date Recorded: 6/26/2025

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Passive Income Ideas for Retirement

Passive Income Ideas for Retirement

There are several ways that you can make passive income for retirement.

Typically, passive income is earnings derived with little of no effort on the part of the person receiving it. However, there can be upfront time and or money commitments before you start reaping the benefits.

Some of the more popular types of passive income are from real estate, peer to peer lending and dividend income stocks.

A few other passive income ideas to consider are you can write a book, create online courses and or videos, invest in CD or bond ladders or in a business.

I would suggest your work with a Certified Financial Planner ™ to determine your goals and objectives based on your overall financial plan before making any investment decisions.

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California. If you would like to set up a free 30 minute financial assessment she can be reached at 760-692-5700, info@savvyup.com for private message or click on the following link to contact us directly http://savvyup.com/contact .

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