The WWM Financial Podcast: Recent Episodes
WWM Financial
The real scoop about money, investing, business and the economy.
WWM Financial is an SEC Registered Investment Adviser. Disclaimers at: https://wwmfinancial.com/disclaimers
In this video, the WWM Financial team break down overspending habits that can quietly derail your retirement. They share real-life client examples, explain how “lifestyle creep” happens, and show why big-ticket purchases (like RVs, second homes, and luxury travel) can threaten your long-term plan. You’ll also learn how to track your spending today, why budgeting once a year isn’t enough, and how to align your money with your values — so you can enjoy retirement without the stress of running out. If you want to stop overspending and stay on track for a rich retirement, this episode is for you.
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. 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. 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
In this episode of the WWM Podcast, we explore how rising government deficit spending could affect wealthy investors and the broader economic outlook. We take a close look at recent market movements, the unexpected uptick in Core CPI, and how new tariffs may be influencing inflation data. We also highlight where investors are putting their money right now, review year-to-date performance in the industrial sector, and share proactive tax planning strategies for high-net-worth individuals looking to stay ahead of policy and market shifts.
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: 6/12/2025
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. 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. 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
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. We 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
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. 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. 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
In this episode of the WWM Podcast, we unpack what it means to navigate the historically rough stretch known as the “worst six months” of the investing year—and why seasoned investors stay the course. We also dive deeper into the “Big Beautiful Bill,” breaking down what it could mean for your portfolio, the expanded $1,000 child credit, and updates to bonus depreciation for business owners. Whether you're a high-net-worth investor, entrepreneur, or simply trying to make smart financial decisions in a shifting landscape, this episode is packed with timely insights to help you position your wealth for what’s ahead.
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: 5/29/2025
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. 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. 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
In this episode of the WWM Podcast, Catherine, Vince, and Gregg break down what the recently passed One Big Beautiful Bill Act could mean for high-net-worth investors and how to start setting up your portfolio for the oncoming tax landscape shifts. They also explore the ripple effects of the shifting bond market, what ongoing tariff negotiations signal for long-term strategy, and one of the most surprising topics of all: the financial secrets clients often keep from their advisors—and why that silence can cost them. If you’re managing significant assets, this episode is your guide to navigating the new rules with clarity and control.
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: 5/22/2025
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. 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. 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
Most people don’t realize their retirement plans are vulnerable—until it’s too late to fix it.
In this episode of the WWM Podcast, we expose the quiet threats that can unravel even the most carefully crafted retirement plans. Whether it’s an unexpected illness, a sudden divorce, or a market downturn just as you leave the workforce, these moments don’t send a warning. But with strategic planning, what could be financial catastrophe becomes a controlled pivot. Tune in to learn how foresight, not fear, gives you the upper hand.
Don’t wait until the cracks appear. At WWM Financial, we help clients anticipate the unexpected—before it becomes irreversible. If you're navigating uncertainty or simply want to fortify your financial plan, schedule a consultation today at wwmfinancial.com.
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. 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. 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
Stocks may be climbing, but now isn’t the time to get comfortable. With inflation cooling, rate cuts stalling, and policy changes looming, it’s more important than ever to protect what you’ve built—starting with your insurance.
In this episode, we’re joined by a special guest from Farmers Insurance, Glenn Domingo, who shares critical insights every homeowner should know. From titling your home in a trust to why Californians are paying more (and getting less) from their policies, we cover the overlooked gaps that could delay payouts or leave your wealth exposed. Plus, we unpack simple ways to strengthen your coverage, manage premiums, and turn insurance into a financial asset—not a liability.
We also touch on new tax proposals making waves in Washington, including deduction caps and senior tax credits, and what they could mean for your future.
Visit wwmfinancial.com to learn how a proactive wealth strategy can help you stay protected and prepared—no matter what the markets do next. Get into contact with Glenn Domingo for your insurance needs at (866) 486-3276 or at agents.farmers.com/ca/oceanside/glenn-domingo/
Recorded 5/15/25
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
In this episode of the WWM Podcast, Catherine, Gregg, Steve, and Rachel talk about the latest US-UK trade deal and what it could mean for investors looking to stay ahead of the curve. They explore how inflation pressures are starting to build, what recent changes in mortgage rates could signal for the housing market, and why trying to “time the market” can be one of the most damaging habits for long-term investors, and for those considering a move out of California, the team also unpacks the often-overlooked tax implications of selling your home—insights that could save you serious money. Whether you're actively investing or planning your next financial step, this episode is full of valuable guidance.
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: 5/8/2025
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
In this episode, Catherine, Vince, Steve, and Rachel break down how legacy media outlets use their headlines to sell panic, amplify fear with every market move, and why savvy investors need to tune out the political noise to stay focused on real opportunities. The team discusses upcoming international trade deals that could reshape global markets, along with key tax insights that matter for building and protecting wealth.
If you're looking for clear, level-headed analysis and actionable advice in a time of nonstop headlines, this conversation is a must-listen for staying ahead. 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: 5/1/2025
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
In this episode, Catherine, Vince, Greg, and Steve dive into the latest economic developments shaping today’s markets. They break down the potential for upcoming federal rate cuts and what that could mean for investors. The conversation turns to how hedge funds are using futures contracts—and the risks of overleveraging in pursuit of returns. You'll also hear insights on the current jobs market and how employment trends can help forecast market direction. Finally, the team explores the status of ongoing international trade negotiations and what to watch for in the months ahead. Whether you're managing your own portfolio or keeping an eye on broader economic shifts, this episode offers timely perspective for savvy investors.
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: 4/24/2025
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 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. wwmfinancial.com | 760.692.5190
In this episode of the WWM Financial Podcast, Catherine, Steve, Greg, and Vince tackle one of the biggest concerns facing investors right now: the panic surrounding Trump-issued tariffs and the ripple effects they're having on the markets. With market fluctuation and earnings report season just around the corner, we are here to help avoid confusion in the markets. So if you want to navigate media's coverage of tariffs, maximize your investments, and avoid negative long-term investment decisions so you can smartly invest in a volatile market, listen here!
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: 4-17-2025
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
In this episode of the WWM Financial Podcast, join Catherine, Rachel, Steve, and Vince as they break down the latest round of tariffs announced by former President Trump and what they could mean for the stock market going forward. They will discuss how these trade policy shifts are driving volatility, where investors may see opportunities—or need to exercise caution—and what to consider when building a resilient portfolio in today’s unpredictable climate. Whether you're a long-term investor or watching the headlines closely, this conversation will help you make sense of the noise and stay focused on your financial goals.
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: 4/10/2025
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 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.
wwmfinancial.com | 760.692.5190
In this timely episode, Steve, Vince, and Greg all break down the new tariffs recently announced by former President Trump and explore how they could impact the stock market going forward. From global trade tensions to sector-specific risks, we unpack what these policy shifts mean for investors—especially those with significant portfolios. Whether you're wondering how tariffs could affect your holdings or you're looking for smart strategies to stay ahead, this episode delivers the insights you need to navigate uncertain markets with confidence.
Recorded: 4/4/2025
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 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. wwmfinancial.com | 760.692.5190
In this episode, join Catherine, Rachel, Greg, and Vince as they dive into the latest market developments and what they mean for affluent investors navigating an uncertain economic landscape. They break down the recent interest rate shifts, how recession chatter is evolving, and why tax season is a critical time to review your financial strategy. They also tackle key questions around Social Security—how to maximize your benefits, changes to in-person appointments, and how to access earnings from past jobs. Plus, we clarify important timing around Required Minimum Distributions (RMDs) to help you avoid costly mistakes. Tune in today to help you make timely decisions about the market.
Date Recorded: 3-27-2025
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. 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.
wwmfinancial.com | 760.692.5190
In this episode of the WWM Financial Podcast, we take a closer look at the current market environment—from stock market volatility to the real estate landscape. We’re joined by special guest JR Phillips, Real Estate Broker and founder of The JR Phillips Real Estate Group, to discuss interest rates, buyer perceptions of value, and what the new commission rules mean for realtors and consumers alike. It’s a timely conversation full of insights for investors and anyone navigating today’s complex financial and real estate markets.
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: 3/20/2025
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.
wwmfinancial.com | 760.692.5190
This week, Catherine, Steve, and Rachel break down the latest market updates and key financial trends shaping the economy. Steve highlights growing concerns about trade, economic growth, deficits, and government spending, while the group discusses inflation, strong market earnings, and the potential impact of tariffs. They also tackle pressing questions: What happens to taxes during a government shutdown? Could Trump cut off Social Security? The conversation explores the future of Social Security, the political events influencing the economy, and what actions policymakers should—or could—take. Plus, they share insights on managing market volatility, staying strategic with your portfolio, and avoiding emotional investment decisions. Don’t miss this timely discussion!
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: 3/13/25
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 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.
wwmfinancial.com | 760.692.5190
In the latest episode of Market Talks, Catherine, Steve, Vince, and Greg break down the market’s latest twists and turns, tackling volatility head-on! With the S&P 500’s drawdown at around 5-6%, they dive into historical trends and why staying focused on long-term financial goals is key. They discuss the importance of reviewing portfolios, managing risk, and staying diversified—especially for those nearing retirement. Plus, is the U.S. market really the strongest, or should investors be looking beyond? Don’t miss this fast-paced, insightful conversation on staying steady in an unpredictable market!
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: 3/6/25
Disclosure:
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
wwmfinancial.com | 760.692.5190
Get ready for a power-packed episode of our financial podcast! Catherine breaks down the latest market trends, while Steve dives into the CNN Greed & Fear Index—are investors feeling bold or backing off? We tackle the hot topic of the housing market and mortgage shifts, plus big news—Schwab has released the 1099s! Rachel shares must-know tax tips, and Steven wraps it all up with a game-changing budgeting hack you won’t want to miss.
Listen to stay ahead of the market environment! 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: 2/27/25
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 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.
wwmfinancial.com | 760.692.5190
In this episode, hosts Catherine, Steve, Vince, and Greg cover the latest trends and updates in the world of finance. Catherine kicks things off with an insightful market update, setting the stage for a deep dive into the mortgage market. Vince shares his thoughts on stock market volatility and the current climate, while Steve breaks down the latest CNN Greed and Fear Index. The group also discusses government cuts, Roth conversions, and the recent bankruptcy filing by Nikola, the electric vehicle company. And speaking of electric vehicles—are they the future, or are we rushing into something we’re not ready for? Tune in for a lively conversation full of insights and analysis on these pressing financial topics.
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: 2/20/25
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 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.
wwmfinancial.com | 760.692.5190
In this episode of Market Talks, Catherine kicks things off with a market update, followed by Steve and Greg diving into the latest stock trends. They discuss Trump’s influence on Powell, the impact of bird flu on egg prices, and Steve’s take on the future of AI. Catherine also breaks down the earnings season and shares her thoughts on "unretirement." Plus, Rachel sheds light on the Social Security Fairness Act. Listen in to get your weekly financial updates!
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: 2/13/25
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
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
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
This week, Catherine, Rachel, Greg, and Steve discuss the latest market trends, including the impact of AI on stocks and China’s claim of developing a cheaper AI than the U.S. They dive into Nvidia’s chip dominance and the growing competition between the U.S. and China. Rachel also shares key insights on taxes. Plus, they talk about the trend of people living to 100 and Apple’s upcoming AI release this spring. Also, get the latest update on U.S. GDP!
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: 1/30/25
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
Stock Market Update + What's Happening in 2025
From equity and crypto shifts to tax season prep with Rachel, this video breaks down the latest in business and market trends—everything you NEED to know for 2025!
Here you'll discover:
• Stock Market Insights: How the market is performing under the Trump administration
• Crypto Trends: The rise of Bitcoin and where it’s headed
• Tax Season Breakdown: Tips for filing taxes online + Social Security updates
• COLA & Medicare: What you need to know about changes in your benefits
• Driverless Cars: The future of transportation is here—are we ready?
Date Recorded: 1/24/25
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.
wwmfinancial.com | 760.692.5190
Market Updates, Tech Trends, Taxes & More: The Week That Was!
This week, the stock market surged with the Dow, S&P 500, and Nasdaq all climbing as inflation cooled. Vince breaks down the latest market trends, including rising interest rates, sticky inflation, and tariff uncertainty.
Steve shares exciting tech updates from the Consumer Electronics Show, including driverless cars, virtual reality, record players, and holograms!
Plus, get ready for tax season with important deadlines and potential changes, including new proposals on tax cuts and SALT adjustments.
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: 1/16/25
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.
wwmfinancial.com | 760.692.5190
Recorded 1/2/2025
In this dynamic episode of WWM Talks, we kick off the new year by unpacking the latest market trends and offering actionable ideas to help you navigate 2025 with confidence. Here's what you'll discover:
• Market Recap & Predictions: The Fed's rate cut, a lackluster Santa Claus rally, and standout performances from the Nasdaq and Dow. Plus, insights into what the first trading day and a spiking 10-year Treasury signal for the year ahead. • What to Watch in 2025: Key areas to monitor, including the first 100 days of the Trump administration, biotech stocks, AI investing, and shifts in the housing and retail sectors. • Recession Readiness: Is a recession looming? Learn why downturns are a natural part of capitalism and how to turn market dips into buying opportunities by focusing on solid companies with strong balance sheets. • Financial Resolutions for 2025: Practical steps to achieve your goals, from building an emergency fund to paying off debt, maximizing retirement contributions, and saving for something special. • Vince’s Take: The “Dogs of the Dow” and steering clear of speculative market plays. • Credit Card Debt Warning: A staggering 36% of Americans went into debt for holiday shopping. • The Future of Social Security: A candid discussion on its solvency and what changes may lie ahead.
Don’t miss Vince’s bold prediction for the year and a lively debate on whether 2025 will bring growth or challenges. Tune in to WWM Talks for expert insights and strategies to make this year a financial success!
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.
wwmfinancial.com | 760.692.5190
Catherine, Steve, Greg, and Rachel cover the latest market update, including the recent market plunge, Fed rate cuts, inflation projections, and debt ceiling concerns. They also discuss the impact of taxes, the government shutdown, and what to expect with Social Security and Medicare. Plus, tips on writing off medical expenses, last-minute retirement contributions, and inheritance updates. Finally, they explore the Fear & Greed Index and how different generations view financial success.
Stay informed and be ready for your end of year finances! 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: 12/19/24
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
In this episode, Catherine, Steve, Vince, and Greg break down the latest stock updates, CPI trends, and treasury bills. They dive into corporate cash flow, PE multiples, and the outlook on fewer regulations for businesses. Plus, they discuss year-end fund strategies, the impact of AI/software, drones, and tips for optimizing tax efficiency. Tune in for key insights to navigate today’s market!
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: 12/12/24
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
This week, join Rachel, Steve, Vince, and Greg for a market update as we discuss stock trends, year-end financial strategies, and tax-saving tips. Rachel covers ways to reduce taxes through stock moves, income planning, Roth conversions, and gifting. We also revisit the impact of Trump’s tariffs and take a look at the current consumer market. Don't miss out on these key insights for the end of the year!
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: 12/5/24
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
Join Catherine, Steve, Rachel, and Greg this week as they discuss the current market economy before Thanksgiving. Topics include yield curves, home sales, and strategies for phasing into 2025—covering 401k salary deferrals, maxing out your 401k, reviewing paystubs, and understanding gains, losses, and gift taxes. Steve also shares insights from the Rational Optimist Society on groundbreaking technologies like CO2-capturing machines, desalination plants, Elon Musk’s rockets, and electric cars. Listen in for a thought-provoking conversation!
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: 11/21/24
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
This week on our market update, Catherine, Rachel, Steve, and Vince dive into the latest trends and potential impacts from the Trump election on the economy. They discuss key topics like stock market indices, the federal rate, CPI, and CDs, while Rachel explores tax policies, including the Corporate Tax and Jobs Act. Steve breaks down how Trump’s presidency may affect trade policies, tariffs, and the possibility of an economic reversion. With rising credit card debt and a slowing consumer market, the team discusses the potential for an impending recession. Steve also shares his optimistic view on AI's long-term potential, particularly in healthcare, but notes short-term challenges for corporations. Tune in for insights on what’s shaping the market!
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: 11/14/24
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
In this episode, Catherine, Steve, Vince, and Greg dive into the latest market updates following Trump's election, including a stock update, rate cuts, and the performance of small-cap stocks. We discuss how Trump-related stocks performed and challenges with tariffs. Plus, we cover the expectations for reduced corporate regulations and potential impacts of Trump's immigration policy. With many more topics on current CD rates and changes to 2025 gift tax and retirement planning, here are key insights to our evolving market.
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: 11/7/2024
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
Happy Halloween from the WWM Financial team! 🎃
In this insightful video, Catherine, Steve, Vince, and Greg discuss the latest market updates in light of the upcoming elections. They cover key topics such as current stock market trends, thoughts on CDs and 401(k) adjustments, and effective approaches to charitable contributions. Join the conversation to stay informed and enhance your financial planning as we navigate these changing times!
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: 10/31/24
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
In this episode, Catherine, Steve, and Rachel welcome back Medicare specialist Pam Morton for an in-depth discussion on healthcare options. Pam shares valuable insights on selecting the right Medicare plans, while the group passionately explores the complexities of the current American healthcare system.
Tune in for expert advice and engaging conversation! 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: 10/24/2024
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
Join Catherine, Steve, Vince, and Greg as they share the latest market updates. The team delves into the performance of large and small cap stocks, the potential for interest rate decreases, and the growing interest in nuclear power stocks. Plus, they analyze current CD rates and offer insights on financial planning for healthcare. Tune in for expert insights that can help you navigate your investment strategy!
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: 10/17/2024
Disclaimer:
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.
wwmfinancial.com | 760.692.5190
Join us for a discussion featuring Pam Morton from Benefits By Design, along with Catherine, Rachel, and Steven. They’ll delve into current market trends and tax considerations.
In addition, the conversation will cover essential Medicare topics, including planning strategies for new enrollees and significant changes affecting current beneficiaries.
Discover the best times to review your Medicare options, learn how to navigate the tax implications related to Medicare, and explore insurance choices that suit your needs. Stay informed and make the most of your Medicare experience!
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: 10/10/2024
Disclaimer:
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. wwmfinancial.com | 760.692.5190
In this episode, Catherine, Rachel, Greg, and Vince discuss the market and tax plans for the fourth quarter. They cover Roth IRA tax strategies, the stock reporting season, and 401(k)s. Tune in for straightforward insights to help you prepare for the end of the year!
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: 10/03/2024
Disclaimer:
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 taxes.
wwmfinancial.com | 760.692.5190
In this episode, Steve, Catherine, Vince, and Greg discuss how upcoming elections could shape the financial landscape. Join us as we discuss the potential impacts on bonds and market volatility.
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: 9/26/24
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
wwmfinancial.com | 760.692.5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
wwmfinancial.com | 760.692.5190
WWM Financial Podcast
In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
WWM Financial Podcast
In this episode, we discuss the stock market's volatility in September, a potential economic slowdown, essential steps for retirement planning success, and the importance of securing an IP PIN to protect yourself as a taxpayer. Tune in now to separate the sound from the noise so you can make good financial decisions!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
WWM Financial Podcast
In this episode, we delve into the stock market as we approach the end of the second-quarter earnings season, explore six essential rules for traveling in retirement, and provide a breakdown of Roth IRAs. Tune in now to separate the sound from the noise so you can make good financial decisions!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
WWM Financial Podcast
In this episode, we discuss the effects of falling mortgage rates, inflation, investor behavior, and potential Fed rate cuts. Tune in now to separate the sound from the noise so you can make good financial decisions!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
WWM Financial Podcast
If you want to get the scoop on second-quarter earnings, the rules for inheriting a Roth IRA, and whether the Fed will cut interest rates, tune in now!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
WWM Financial Podcast
If you want to understand the benefits of artificial intelligence, explore the latest trends, and discover where the technology is going, tune in now to see how AI is transforming different industries and our everyday lives!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
WWM Financial Podcast
If you want to understand what's going on in the economy, get better insight into the financial markets, real estate, annuities, opportunity zones, and separate the sound from the noise so you can make good financial decisions, tune in now!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
https://savvydoc.com | (760) 692-5600
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
wwmfinancial.com | 760.692.5600
Recorded 5/16/2024
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
Recorded 4/25/24
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
Recorded 4/18/24
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
Recorded April 11, 2024
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
Recorded 3/28/24
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
Recorded 3/14/2024
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!
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
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!
https://wwmfinancial.com | (760) 692-5190
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
Welcome to Market Talk, where we delve into the latest financial insights and discuss the key considerations for the year-end.
Segment 1: Year-End Tax Planning
- Required Minimum Distributions (RMDs) and their implications for retirees.
- Inherited IRAs: Strategies and tax considerations.
Segment 2: Market Update
- Santa Claus Rally: Analyzing historical trends and factors influencing year-end market behavior. Federal Reserve's role: Discussion on current rates and potential rate cuts.
Segment 3: Economic Landscape:
- GDP and Consumer Spending: Impact on the market and broader economic trends.
- Travel Industry: Examining its recovery and potential market effects.
- Inflation: Current levels, concerns, and its influence on investment decisions.
Segment 4: Technology and Market Dynamics
- AI's Impact: Exploring how Artificial Intelligence influences markets and the broader economy.
Segment 5: Looking Ahead - 2024 Predictions
- Speculations and insights into potential market trends and economic developments.
Segment 6: Auto Industry Trends
- Hybrid Vehicles vs. EVs: Analyzing the ongoing shift in the automotive industry.
Segment 7: Bonds and Fixed Income
- Overview of bond markets: Current conditions and considerations for investors.
Segment 8: Political Landscape and Market Impact
- Election Influence: Examining how political events may affect the financial markets.
Conclusion:
Thank you for joining us on Market Talk. As we approach the end of the year, it's crucial to consider these factors in your financial planning. Stay tuned for more insightful discussions in our future episodes. If you enjoyed the podcast, please subscribe, leave a review, and share with your network. Until next time, happy investing!
Disclaimer
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
📈 Explore the dynamic world of Markets, Investing & Planning in our latest video! 🌐
Join us as we navigate through the intricate landscape of financial topics, delving into the Shift in Money Flow and addressing the burning question on everyone's mind: "Is the market going to crash?"
Discover the nuances between the deficit and the debt, and gain insights into the impact of Government Spending & Consumer Spending on economic landscapes. Uncover the mysteries of Interest Rates and get a comprehensive overview of the current state of the economy.
Dive into the realms of Inflation and Artificial Intelligence, exploring their roles in shaping financial trajectories. Gain valuable knowledge on Housing Affordability and understand the significance of Beneficiaries & Contingent Beneficiaries in financial planning.
Explore the strategic world of Roth Conversions and the intricacies of Bond investments, all while preparing for the future with effective Planning for next year. Stay informed, stay ahead!
🏠📉 Are you ready to unravel the secrets of financial markets? Watch our video now for a comprehensive journey through these essential topics! 💼💰 #Finance #Investing #EconomicInsights #FinancialPlanning
https://wwmfinancial.com | 760.692.5190
Disclaimer
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. 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
Hosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor), Rachel Ivanovich (Tax Strategist and Wealth Advisor).
Episode Highlights:
What does the $1.8 billion Realtor lawsuit mean for real estate?
- The hosts dive into a discussion about the recent Realtor lawsuit concerning real estate fees, exploring its implications for the industry and potential impacts on the real estate market.
Interest Rates:
- The team analyzes current interest rate trends and their effects on the market.
Economic Slowdown and Possible Recession:
- An overview of the economic landscape, addressing concerns about a slowdown and the potential for a recession.
Planning Tips to Prepare for Next Year:
- The hosts offer valuable tips for financial planning in the upcoming year, emphasizing proactive measures to secure financial well-being.
Tax Planning:
A detailed exploration of tax planning strategies in preparation for the new year.
- Flexible Spending Account (FSA):
o Assessing the FSA balance to make informed decisions about healthcare expenses.
- W-2 Withholding:
o Guidance on checking and adjusting W-2 withholdings for optimal tax outcomes.
- Retiree Considerations:
o Advising retirees to stay ahead by fulfilling estimated tax payments to avoid penalties.
- Capital Gains and Losses:
o Cautionary advice on offsetting large gains with losses and navigating wash sale rules.
- Required Minimum Distributions (RMDs):
o Ensuring RMDs are met to avoid penalties and stay in compliance with retirement account regulations.
- Salary Deferrals, IRA Contributions, and Donations:
o Discussing strategies such as salary deferrals, IRA contributions, and charitable donations to optimize tax benefits.
- Gifting and Appreciated Stock:
o Exploring gifting limits, charitable distributions, and the potential advantages of donating appreciated stock to charity.
Closing Thoughts:
The episode wraps up with a recap of key insights and a reminder to stay proactive in your financial planning.
Episode Recorded on 11/20/2023.
wwmfinancial.com | 760.692.5190
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. 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.
Welcome To The Proactive Wealth Process.
In this episode, Rachel Ivanovich and Catherine Magaña discuss 3 big questions.
So if you want to know how much to save, what to invest in, and when to start investing so you can avoid running out of money in retirement, tune in now!
In this episode, you'll discover:
“3 Big Retirement Planning Questions ”
· How much money do I need in retirement?
· What investments should I be in?
· When you should I start investing for retirement?
Learn more about how you can retire comfortably and remain comfortably retired at wwmfinancial.com
Thanks for Tuning In! Thanks so much for being with us this week.
If you enjoyed this episode on 3 big questions, please share it with your friends.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Proactive Wealth Process!"
Thanks for listening!
wwmfinancial.com | 760.692.5190 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. 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.
In this installment of WWM Talks, we unravel the intricacies of markets, address pressing concerns, and unveil invaluable tips for seasoned investors and beginners alike. Tune in as we discuss the rising topic of bonds and why timing the market is so tricky.
Join us as Steve reveals a common retirement mistake that could potentially jeopardize your nest egg, providing essential insights for safeguarding your financial future. Vince passionately underscores the transformative power of technology, painting a compelling vision of the investment landscape shaped by innovation.
Catherine shares the recent changes in IRS retirement plan contribution limits, arming yourself with knowledge that empowers your financial decisions.
Greg discusses how we are influenced by the realities of a tumultuous world. Discover how these events trigger short-term thinking among investors and learn from our experts as they guide you towards rational, level-headed decision-making.
Tune in now and equip yourself with the wisdom to navigate the financial landscape with confidence!
Episode recorded 11/3/2023
WWM Financial is an SEC Registered Investment Advisor
wwmfinancial.com
(760) 692-5190
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. 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.
People have been asking Steve if they should be worried about the stock market. For the last 2-3 months the markets have been down, bonds have been down and interest rates are up. In this episode Steve, Catherine and Rachel discuss what's causing this and should you panic.
WWM Financial is an SEC Registered Investment Advisor
wwmfinancial.com
(760) 692-5190
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. 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.
In this stock market update Steve breaks down what happened in May.
So, 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.
In this episode Steve covers: The national debt, the banking sector, the credit markets, fear and greed, several recession indicators, performance of the indices and artificial intelligence.
Thanks for tuning in!
https://wwmfinancial.com | 760.692.5190
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. 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 in directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
In this stock market update Steve shares, his opinion regarding the Fed’s activity. He discusses inflation, performance of the markets, the regional bank issues, interest rates as well as the fear and greed index.
Recorded May 5, 2023
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. 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.
In this stock market update. Steve discusses the regional bank crisis, its impact on the credit markets and how that may affect the economy. He recaps the March performance of the major indices as well as the fear and greed index.
This video was recorded April 11, 2023
https://wwmfinancial.com | 760.692.5190
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. 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 lease remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
In this stock market update Steve discusses the new phase of the bear market, the fear and greed index, the financial markets, the happiness index and more.
https://wwmfinancial.com | 760.692.5190
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. 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 lease remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
In this market update Steve re-caps December and the year 2022. He discusses and provides his insight on the indices, bonds, crypto, inflation and volatility.
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. 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.
The performance data discussed represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. Presentation not for comparative purposes.”
The five passive bond funds depicted do not represent all bond funds. Past performance is not indicative of future results. A risk of bond funds is that increases in interest rates may cause the price of the bonds in the portfolio to decrease—pricing the fund’s net asset value (NAV) lower.
The two cryptocurrencies depicted do not represent all cryptocurrencies. Cryptocurrency exchanges are not members of SIPC. Therefore, unless user terms specify otherwise, investors with cryptocurrency assets commingle on a custodial cryptocurrency exchange could potentially lose their funds as unsecured creditors. Past performance is not indicative of future returns. Presentation is not for comparative purposes.
In this market update Greg Carroll, CERTIFIED FINANCIAL PLANNER™ discusses the domestic market indices, emerging markets, the looming recession and the possible “Santa Clause Rally”. This video was recorded on Dec. 2, 2022.
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. 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.
In this November market update Steve recaps October. He discusses market index performance month over month, year to date and from the market highs. He releases his latest poem, “The Stock Market Forecast” from his CERTIFIED FINANCIAL POET® collection. He highlights an interesting Kiplinger article that looks at data from past markets that were up 10% month over month and historically what has happened. Then he taps into his crystal ball to predict what the Fed is going to do with interest rates. He covers earnings, fixed income investments, inflation and the economy.
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. 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.
In this stock market update Steve discusses the recent drop in the market and possible culprits.
WWM Financial is an SEC Registered Investment Advisor.
In this market review, Steve discusses the major indices, bonds and real estate. This last month it’s been all about Jerome Powell and the Fed.
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. 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.
In this stock market update Steve brings back the Certified Financial Poet, discusses the performance of the major indices, if we’ve hit bottom, inflation, the Fed, the 200-day moving average, what that could mean and if we are in a recession.
This update was recorded on August 2, 2022
Phone: (760) 692-5190 | https://wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks who’s market values plunged the most, the 10 stocks that have fallen the most, the fear and greed index, the yield curve and Steve’s take on the market.
This update was recorded on July 5, 2022.
If you are concerned about the market and would like a review of your portfolio or a second opinion, click on the following link to schedule a call with Steve & Catherine.
https://go.oncehub.com/FREEConsult
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. 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
Welcome to Steve’s Stock Stories, Season 3, Episode 6 of the WWM Financial Podcast.
In this episode, Greg Carroll and Steve Wolff discuss structured notes.
So, if you want to invest smarter, reduce downside exposure, and get through a rocky market so you can sleep at night then tune into this episode.
In this episode, you'll discover:
- What structured notes really are.
- How they protect downside exposure.
- What makes them structured.
- How they work.
- What buffers and barriers are.
- What the biggest risks are.
About Us Greg Carroll is an expert in risk management, retirement planning and customized investment solutions whose accomplishments include:
- Over 36 years’ experience as a Financial Advisor
- CERTIFIED FINANCIAL PLANNER™ Professional
More Information Learn more about how you can improve your results investing while reducing downside exposure at https://wwmfinancial.com.
Thanks for Tuning In! If you enjoyed this episode on structured notes, please share it with your friends.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for "Steve's Stock Stories!"
Thanks for listening!
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. 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.
In this market update Steve provides a recap of the stock market in April. He discusses investor sentiment, the S&P index PE ratio, and a new economic indicator. Recorded May 2, 2022.
If you are concerned whether your financial plan is still on the right track and are worried about taking more risk than necessary, schedule a free 30-minute consultation here: https://go.oncehub.com/FREEConsult
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. 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.
In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred.
So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now!
In this episode, you'll discover:
- Estate Planning Tips For 2022
- Gift and Estate Federal Tax Exemption Updates
- Annual Gift Tax Exclusions
- Step Up in Basis for Assets
- Importance of Titling
- Beneficiary Designations
- A Misconception of Estate Planning
- What Can Occur If There Is Not a Will in Place
- Proposition 19
About Gita Nassiri
Gita Nassiri, CPA, JD, MBT is an expert in Estate Planning whose accomplishments include:
- Practicing since 1994
- Graduated with her law degree from Whittier College
- Master's degree in business taxation with honors from USC
- Active member in California Bar Association Trusts and Estates Section.
- Fluent in French and Spanish
More Information
Learn more about how you can improve your results with Estate Planning with the Blog
Thanks for listening!
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
To get your free report: https://www.wwmfinancialcarlsbad.com/investingsecrets?utm_source=pc_gita_nassiri_2022
Learn 5 simple steps to avoid making bad investment decision.
Schedule a Consultation: https://go.oncehub.com/FREEConsult?utm_source=pc_gita_nassiri_2022
760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments? In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration risk and some misconceptions about this type of risk. Within 15 minutes, learn about what concentration risk is, how it can occur, and how diversification may minimize some of this risk.
To schedule a consultation: Click Here
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
To get your free report: Click Here
760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
Don't let reading a long and complex investment book stop you from understand bonds and how they can be affected.
Steve Wolff (Founder and Managing Partner) and Greg Carroll, CFP® discuss their experiences during the 2008 Market Collapse and how not just the stock market and housing markets were affected but also the bond market.
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
To get your free report: Click Here.
Learn 5 simple steps to avoid making bad investment decision.
Schedule a Consultation.
760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
The WWM Financial advisors, Certified Financial Planners™ and portfolio managers gather to discuss their take on current market conditions as of March 9, 2022. How can market volatility affect your investment portfolio? Once you consider the war, supply chain issues and rising inflation there can be a large shift in focus. They further discuss economic indicators and technical indicators.
We realize there may be more questions than answers right now regarding your personal investments and how exposed you are to the market. For peace of mind, to confirm you are on the right track to financial freedom, schedule a consultation here: https://go.oncehub.com/FREEConsult?utm_source=PC_March2022_roundtable
FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions. This little-known report reveals 5 better ways to invest in stocks.
To get your free report: https://www.wwmfinancialcarlsbad.com/investingsecrets?utm_source=YT_March2022_roundtable
760-692-5190 | wwmfinancial.com
WWM Financial is an SEC Registered Investment Advisor.
Have you made a mistake with cryptocurrency and not planned for the taxes? Learn how to understand the tax implications surrounding cryptocurrency without understanding the tax code. This little-known podcast helps you understand your taxes from trading cryptocurrencies. FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions, this little-known report reveals 5 better ways to invest in stocks.
Click Here, to get your free report.
Learn 5 simple steps to avoid making bad investment decision.
Click Here, to schedule a consultation,
WWM Financial is an SEC Registered Investment Advisor
Confused about bitcoin and ethereum or other cryptocurrencies in general? Parker Waldron with Skybridge explains what cryptocurrency is, how cryptocurrency works, the positive and negatives or cryptocurrency and how cryptocurrency can be used. Steve Wolff, Catherine Magaña and Parker Waldron dive deep into the hype behind cryptocurrency and how it came to be such a hot topic. ____________________________________________________________________ FREE Report: 5 Investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions, this little-known report reveals 5 better ways to invest in stocks.
To get your free report: https://www.wwmfinancialcarlsbad.com/investingsecrets?utm_source=PC_Bitcoin_Explained
Learn 5 simple steps to avoid making bad investment decision.
Schedule a Consultation: https://go.oncehub.com/FREEConsult?utm_source=PC_Bitcoin_Explained
760-692-5190 | https://wwmfinancial.com ____________________________________________________________________
DISCLAIMER:
WWM Financial is An SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by WWM Financial unless a client service agreement is in place.
In this episode of Steve's Stock Stories, Steve talks with blockchain expert Bryan Park about what it is, what it is not and why he is so excited about the technology.
FREE Report: 5 investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions, this little known report reveals 5 better ways to to invest in stocks.
Click Here, to get your free report.
Learn 5 simple steps to avoid making bad investment decisions.
WWM Financial is an SEC Registered Investment Advisor
In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more.
Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at WWM Financial in Carlsbad California.
Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.
You can learn more about Rachel at elmtax.com.
FREE Report: 5 investing Secrets Every Investor Needs to Know
Avoid making bad investment decisions, this little known report reveals 5 better ways to to invest in stocks.
Click Here, to get your free report.
Learn 5 simple steps to avoid making bad investment decisions.
WWM Financial is an SEC Registered Investment Advisor
In this episode: Steve Discusses how excited he is about the investing opportunities in this techno-digital revolution.
Schedule a Call: https://go.oncehub.com/FREEConsult
Website: https://wwmfinancial.com
Phone: 760-692-5190
Disclaimer:
WWM Financial is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by WWM Financial unless a client service agreement is in place.
In this episode of Steve's Stock Stories we discuss the difference between growth stocks and value stocks.
You can learn more about Steve Wolff and WWM Financial you can visit wwmfinancial.com.
WWM Financial is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by WWM Financial unless a client service agreement is in place.
In this Episode of the WWM Financial Podcast Steve talks about the meteoric rise of GameStop stock and what's behind it.
You can reach Steve with any questions at 760-692-5190.
WWM Financial is an SEC Registered Investment Adviser. 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. 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.
In this episode Steve talks about what to do if your stock "falls out of bed".
You can reach Steve with any questions at 760-692-5190.
WWM Financial is an SEC Registered Investment Adviser. 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. 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.
In this episode Steve shares a money making strategy for when stocks go down.
You can reach Steve with any questions at 760-692-5190.
WWM Financial is an SEC Registered Investment Adviser. 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. 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.
In this episode Steve covers what you should look for when trying to figure out if a stock is worth investing in.
You can reach Steve with any questions at 760-692-5190.
WWM Financial is an SEC Registered Investment Adviser. 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. 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.
In this Episode Steve shares the inside scoop on how to find growth stocks.
You can reach Steve with any questions at 760-692-5190.
WWM Financial is an SEC Registered Investment Adviser. 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. 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.
In this episode Steve shares a story about leverage.
You can reach Steve with any questions at 760-692-5190.
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. 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.
In this episode Steve of Steve's Stock Stories we hear about how Lou the maintenance man invested his way to 7 figures.
You can reach Steve with any questions at 760-692-5190.
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. 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.
This is the first of many of Steve's Stock Stories.
In this episode Steve takes on the myth that "you can't beat the market" with a story about Bed Bath and Beyond.
This episode was recorded on April 24th, 2020.
You can reach Steve with any questions at 790-692-5190.
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. 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.
The Corona Virus grows exponentially, oil feuds fuel the fire and markets free fall.
The Advisers at WWM Financial share their thoughts.
If you would like to discuss your individual strategy or concerns please don't hesitate to call us at 760.692.5190.
The Advisers at WWM Financial meet for a roundtable to discuss the gravity of the Corona Virus. Is panic setting in?
Featured Advisors:
Steve Wolff, Managing Partner
Catherine Magaña, CFP®, Managing Partner
Greg Carroll, Wealth Advisor
Scott McClatchey, CFP®, Wealth Advisor
Vincent Stefano, Wealth Advisor, Portfolio Manager
If you have any questions or concerns you can reach our Advisors at 760-692-5190 or steve@wwmfinancial.com.
WWM Financial is an SEC-Registered Investment Adviser
wwmfinancial.com
Steve and Catherine discuss the Corona Virus and it's affect on the market. Is the market infected?
If you have any questions or concerns you can reach Steve or Catherine at 760-692-5190 or steve@wwmfinancial.com.
WWM Financial is an SEC-Registered Investment Adviser
wwmfinancial.com