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)…

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 …

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 infor…

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 Inves…

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 int…

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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 re…

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 pu…

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 …

In this stock market update Steve discusses the recent drop in the market and possible culprits. WWM Financial is an SEC Registered Investment Advisor.Av WWM Financial

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 f…

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 …

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 rec…

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 potentially reduce downside risk in a volatile market then tune into this episode. In this episode, you'll discover: What structured notes really are. How they protect downsid…

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 consulta…

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 e…

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…

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 Inv…

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 econ…

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…

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…

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 …

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 prospect…

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 repr…

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 spe…

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 in…

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 ind…

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 a…

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 indiv…

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 ab…