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…

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 p…

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 im…

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 conversatio…

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 conve…

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 expe…

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.…

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 …

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 m…

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 fo…

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 intende…

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 opini…

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 p…

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 prov…

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 a…

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…

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…

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…

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…

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, 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…

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…

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…

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…

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…

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…

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 fo…

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 fo…

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…

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 fo…

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 fo…

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 fo…

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 fo…

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 fo…

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 fo…

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 fo…

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 pro…

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 pro…

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 pro…

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 pro…

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 pro…

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 a…

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 pro…

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 pro…

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 pro…

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…

📈 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 i…

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 es…

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 ” · …

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…

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)…