Wealth Management | WWM Financial

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

Sep 11, 2025

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

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

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

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

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

Date Recorded: 9/11/25

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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

TaRIFFS, TAXES & RATE CUTS: WHAT INVESTORS SHOULD WATCH

Sep 4, 2025

Tariffs, taxes, Fed cuts—and the ever-shifting markets. This week’s conversation covers it all with insights that matter to your money. Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carroll dig into the latest: Trump’s tariff battle now heading to the Supreme Court, looming September tax deadlines (yes, third-quarter estimates are due!), and the near-certain Fed rate cut keeping investors on edge.

The team also unpacks what falling mortgage rates really mean for housing prices, why real estate values may be sliding, and the surprising trend of new home prices undercutting existing ones. Beyond housing, the episode explores a hidden driver of costs—electricity demand surging faster than at any point in 40 years, thanks to AI and data centers. What does this mean for your portfolio and where might the real opportunities be?

You’ll also hear about financial self-care routines, the importance of knowing your monthly spending, and why September historically gives investors a rough ride. And yes, even the Padres’ struggles make an appearance.

Tune in for sharp insights, practical tips, and a few laughs along the way.

Date Recorded: 9/04/25

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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

September Market Outlook: What Investors Need to know

Aug 27, 2025

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

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

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

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

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

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

Date Recorded: 8/21/2025

Schedule A FREE Call

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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

Planning to Retire Soon? Watch This First

Jul 11, 2025

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.

Don’t let an early exit from the workforce derail your future. Learn how to phase into retirement, protect your savings, and keep your mind and purpose alive for decades to come. Start planning a retirement you won’t regret — with peace of mind and a plan that really works. Contact WWM Financial today to create your personalized strategy and retire with confidence.

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

Schedule A FREE Call

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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

DIY Finance Could Be Costing You More Than You Know

Jun 30, 2025

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.

Whether it’s structuring your estate to minimize taxes, updating IRA beneficiaries, or navigating the emotional weight of newfound wealth, the financial moves you make now can have lasting consequences. This episode is a reminder that no one knows finance like your trusted advisor at WWM. From saving hundreds of thousands on taxes to managing the selling of a business, the importance of personalized, forward-thinking advice has never been greater. This isn’t just about managing investments—it’s about building a strategy that supports your goals, protects your legacy, and gives you peace of mind.

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: 6/30/2025

Schedule A FREE Call

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

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