The WWM Financial Podcast

Markets are restless, investors are catious, and September is right around the corner, a month that's often a troublemaker for stocks. In this week's epsiode, Rachel, Vince, and Greg break down what's really happening behind the recent market slowdown.  We break down the latest earnings from retail giants, the surprising weakness in small-cap stocks, and why mega-cap names continue to dominate the...

Markets are on the move — but is the rally running out of steam or just getting started? In this week's episode, Catherine, Greg, Steve, and Vince break down the latest market action, from small-cap swings to why tech keeps defying gravity. We unpack the Fed's next moves on interest rates, the surprising impact of PPI and CPI numbers, and why mortgage applications are suddenly on the rise. You'll...

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 t...

Markets, headlines, tariffs, taxes—and even birthday shout-outs? This week's episode of the WWM Financial Podcast covers it all with a perfect blend of sharp insights and a splash of humor. The team breaks down what's really driving the market: earnings surprises, interest rate speculation, and the surprisingly sunny effects of tariffs. Is the bull market running on fumes, or are we in a summer lu...

📈 Meme Stocks, Trump Accounts & Market Moves — Oh My! This week, Catherine Magaña, Steve Wolff, Greg Carroll, and Rachel Ivanovich break down everything from meme stock madness to the fine print of Trump's new baby savings accounts. Is the Fed finally behind the curve on interest rates? And how many financial products can possibly come with more restrictions than benefits? Get insights on: Earnin...

Should You Pay Off Your Mortgage? The Surprising Truth It's the classic retirement question: Should you pay off your house? In this lively episode, Catherine, Steve, Rachel, and Greg unpack why this isn't such a simple decision — and why the "peace of mind" that comes from being mortgage-free might come at a big financial cost. From low-interest-rate mortgages that can actually work in your favor,...

🎙️ Markets, Mayhem & the One Big Beautiful Act! Catherine is back from Sardinia and the team dives headfirst into the latest market moves, political drama, and jaw-dropping tax changes. From small caps staging a surprise comeback to the Russell 2000 finally flexing, it's been anything but boring. What's the Fed thinking? Why does everyone keep talking about eggs? And what in the world is the One B...

Wondering if now is the time to retire? Before you take the leap, watch this episode where we uncover the emotional, financial, and lifestyle pitfalls of retiring too early — and how to avoid them. From skyrocketing healthcare costs and inflation to the surprising toll on your purpose and relationships, we share real-life stories and expert insights to help you make smarter decisions. Don't let an...

This 4th of July week, we're looking beyond the fireworks and into the financial forces that could shape your future. Historically, this is a bullish week for the markets—but smart investors know that short-term trends are only one part of the bigger picture. In this episode, we explore how recent market movements, evolving tax legislation, and interest rate expectations are setting the stage for...

In this episode of The WWM Financial Podcast , we reveal a little-known tax strategy that could save high-income investors thousands of dollars—yet it's often missed, even by experienced professionals. We break down how it works, who qualifies, and why now is the perfect time to take advantage of it. We also explore how the rise of artificial intelligence (AI) is creating powerful investment oppor...

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 in...

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...

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. Whethe...

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 s...

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, w...

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...

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 lo...

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 buildi...

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 an...

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'...

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 build...

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 hol...

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 Securi...

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....

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 s...