The WWM Financial Podcast

This week's market update covers a lot of ground—and a few curveballs investors should be paying attention to. The team breaks down what's really happening beneath the headlines as stocks wobble, rates remain stubbornly high, and investor sentiment flirts with "greed." From there, the conversation digs into what's driving today's market mood—from stubbornly high interest rates and mounting governm...

If you checked the markets this week and felt a little whiplash, you're not alone. Volatility made an early appearance in 2026—but as this episode reveals, the bigger story isn't the swings themselves. It's how disciplined planning, tax awareness, and perspective help investors stay grounded when uncertainty shows up fast and uninvited. You'll hear thoughtful insights on interest rates, mortgage t...

Markets may have felt calm on the surface this week, but underneath, there's plenty moving that smart investors should be paying attention to. In this episode, the team breaks down why small-cap stocks (hello, Russell 2000 👀) are suddenly stealing the spotlight, while mega-cap tech takes a breather. We also unpack what today's interest-rate environment means for CDs, Treasuries, and the housing m...

A new year is here and so is a fresh look at what lies ahead for investors. In this episode, the WWM Financial team kicks off 2026 with a recap of how markets wrapped up 2025, why the strong start to January matters, and what volatility could mean in the months ahead. The conversation dives into headlines about potential market "crashes," interest rate expectations, and where opportunities may be...

Retirement planning isn't just about spreadsheets and savings rates—it's about preparing for life's curveballs. In this episode, the WWM Financial team dives into one of the most overlooked (and costly) retirement mistakes: not planning for unforeseen circumstances . From divorces that split more than just emotions, to sudden illness, death of a spouse, market downturns, and even helping adult chi...

What's the most expensive retirement mistake people make—without even realizing it? Waiting too long to start. In this episode, the team dives into why starting early matters more than how much you save , and how the power of compounding can quietly do the heavy lifting over time. From jaw-dropping examples of small contributions turning into seven figures, to real-life stories that bring investin...

As we close the books on 2025, the entire WWM crew comes together for a fast-paced, insightful, and occasionally hilarious year-end market recap. From strong equity returns and surprise leadership from international markets to the continued dominance of AI, this episode breaks down what actually mattered and what investors may be underestimating heading into 2026. There's also a reflective pause i...

Markets may fluctuate week to week, but long-term planning requires a much wider lens. In this episode, the WWM team discusses how inflation, interest rates, and longer lifespans are reshaping retirement strategies—and why investors may need to rethink traditional portfolio assumptions to stay ahead. You'll hear a clear update on year-to-date market performance, the latest CPI inflation reading, a...

Markets may look calm on the surface, but underneath, powerful shifts are already underway. While headlines focus on "flat" weeks, quieter parts of the market are breaking out, inflation is behaving in unexpected ways, and investors are starting to reposition for what could be a very different 2026. In this episode of WWM Talks , the guys dig into what's really driving returns right now, and why p...

This week's episode delivers a sharp, timely breakdown of the markets as we head into the final stretch of the year. Catherine, Rachel, Steve, and Vince unpack the sudden surge in stocks, why small caps are finally waking up, and what's driving the shift in rate-cut expectations for 2025. They also decode the mid-November market turbulence, what really caused institutions to reposition so quickly,...

In this episode, Catherine, Greg, Steve, and Vince unpack one of the wildest market weeks of the year a roller-coaster ride fueled by surprise economic data, shifting Fed expectations, and tech-sector drama that had investors glued to the screen. From a 35% swing in the S&P this year to a Fear & Greed Index plunging to 7 (yes, seven ), the team breaks down what's behind the sudden spike in fear an...

This week's episode is packed because the markets did not take a break. Catherine, Greg, Rachel, and Vince unpack everything from the end of the 43-day government shutdown to the surprising shifts in stocks, rates, and IRS rules you'll want on your radar. We break down why the Nasdaq dipped, why the Dow climbed, and what investors should read into the sudden rotation from tech into value. Plus, th...

What happens when the government shuts down for 37 days, the IRS stops answering calls, and the market takes a breather? Catherine Magaña, Greg Carroll, Steve Wolff, and Rachel Ivanovich unpack another wild week in finance, from delayed tax refunds to the psychology of "high-water marks" and why volatility isn't the villain investors think it is. They'll break down what's driving market pullbacks,...

In this eye-opening episode, Catherine Magaña, Steve Wolff, Rachel Ivanovich, and Greg Carroll unpack one of the sneakiest money mistakes people make, spending big on depreciating assets that don't generate income. From luxury cars and RVs to paying off your low-rate mortgage too soon, they reveal how "feel-good" purchases can quietly derail your long-term financial security. The team shares stori...

This week's episode of WWM Talks packs in everything from market highs to mortgage rate moves, and even a sneak peek at our upcoming Health, Wealth & Legacy retreat in Carlsbad! The team, Catherine Magaña, Greg Carroll, Steve Wolff, and Vince Stefano break down the latest 25-basis-point Fed rate cut, the ongoing government shutdown, and why retail investors are rushing back into stocks. With AI-fu...

Markets are moving, the government still shut down, and investors everywhere are holding their breath. Catherine Magaña, Greg Carroll, Steve Wolff, and Vince Stefano are back to break down what's really happening behind the headlines. From the Fed's upcoming rate cut to a surge in oil prices and the sudden dip in small caps, this episode covers all the key shifts driving today's market mood. The c...

What a week for the markets! Gold's hitting new records, small caps are finally waking up, and talk of multiple rate cuts has investors buzzing. Meanwhile, the government shutdown drags on, and the question on everyone's mind remains: is the market overvalued or just getting started? In this week's Podcast , Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Vince Stefano unpack the latest marke...

The markets are moving, the government's at a standstill (again), and gold just hit a record high, so what does it all mean for your money? In this week's episode, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carroll unpack the biggest financial headlines with their trademark mix of insight and humor. From the government shutdown's ripple effect on the IRS and rate cuts, to the surpri...

Markets are moving, rates are shifting, and yes, there's talk of another government shutdown. But what does all this really mean for your money? In this episode, Catherine Magaña, Rachel Ivanovich, and Vince Stefano break it all down with their signature mix of insight, perspective, and a dash of humor. You'll hear: Why the Nasdaq and S&P 500 are still climbing, even amid uncertainty. How past shu...

Think retirement is a 10–15 year journey? Think again. With longer lifespans, rising healthcare costs, and the silent creep of inflation, many people drastically underestimate just how long their retirement will last and how much it will cost. In this episode, Catherine Magaña, Steve Wolff, Rachel Ivanovich, and Greg Carroll break down one of the biggest retirement mistakes: not planning for enoug...

From the Fed's latest moves to the future of your retirement plan, this week's episode packs in the insights you need now. Catherine Magaña, Rachel Ivanovich, and Vince Stefano dig into the 85% chance of another rate cut, what falling mortgage rates mean for buyers, and why durable goods orders just surprised Wall Street. You'll also hear how billions sitting in money market funds could be missing...

  The markets are moving, and we've got plenty to unpack! In this week's episode of WWM Talks , Greg Carrol and Vince Stefano break down the latest numbers: the S&P 500 up 1.6%, the Nasdaq up 2%, and the Dow showing steady gains. But what's really catching our eye? The small caps, the Fed's latest rate cut, and what it all means for your portfolio We dive into why lower interest rates could give s...

The markets are buzzing, the Fed is making moves, and power-hungry AI is changing the game. Welcome to this week's conversation with Catherine Magaña, Steve Wolff, Vince Stefano, and Rachel Ivanovich. We kick off by reflecting on the anniversary of 9/11 and how resilience shapes not only our nation but also our financial lives. From there, it's all about market momentum: the Dow pushing higher, th...

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

What do falling mortgage rates, surging small caps, and whispers of a Fed rate cut all have in common? They're setting the stage for one of the most interesting market seasons yet. In this week's episode, Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Vince Stefano break down the numbers—and the stories behind them. From the Nasdaq's impressive gains to consumer staples quietly outperforming...