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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

Why You Should Not Let the Mainstream Media Affect Your Money

Jun 5, 2025

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 your portfolio. We explore the rising influence of negative media narratives and why smart investors should avoid making knee-jerk decisions based on headlines. With potential Federal Reserve rate cuts on the horizon, we discuss proactive financial strategies—like reviewing your estate plan, updating your will, adjusting your budget, and reassessing your tax withholdings—to help keep your long-term plan on track. Our advisers also unpack Senator Rand Paul’s recent warnings about the growing national debt and explore how fiscal policy and market shifts could shape the future of wealth preservation. If you’re looking to stay informed and strategic in a rapidly changing environment, this episode is packed with the insight you need.

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: 6/5/2025

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

STOCK MARKET | JUNE 21, 2024

Jun 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

Schedule A FREE Call

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

Jun 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

Schedule A FREE Call

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.