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PODCAST

The WWM Financial Podcast

The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers

business investing

All Episodes

07:40

Stock Market Update | September 2022

The WWM Financial Podcast ·

2022/09/08

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

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07:59

Stock Market Update | August 2022

The WWM Financial Podcast ·

2022/08/05

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.

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09:52

Stock Market Update | July 2022

The WWM Financial Podcast ·

2022/07/08

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

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12:32

Structured Notes Explained

The WWM Financial Podcast ·

2022/07/01

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 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

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10:39

Stock Market Update May 2022

The WWM Financial Podcast ·

2022/05/09

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

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26:51

Estate Planning - What to Expect in 2022

The WWM Financial Podcast ·

2022/04/29

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

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12:46

Examples of Concentration Risk

The WWM Financial Podcast ·

2022/03/14

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

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17:44

Understanding Bond Risk

The WWM Financial Podcast ·

2022/03/14

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

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28:23

U.S. Stock Market: Analysis and Current Outlook

The WWM Financial Podcast ·

2022/03/14

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

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24:55

Truth About Crypto Taxation

The WWM Financial Podcast ·

2021/12/08

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

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01:06:33

Expert Explains Blockchain Technology

The WWM Financial Podcast ·

2021/08/31

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

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16:42

A Conversation About The 2021 Biden Tax Plan and...

The WWM Financial Podcast ·

2021/08/19

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

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36:26

Investing in the Tech Era

The WWM Financial Podcast ·

2021/06/28

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

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18:11

Growth Stocks vs Value Stocks

The WWM Financial Podcast ·

2021/05/28

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

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08:23

What is going on with GameStop?

The WWM Financial Podcast ·

2021/01/30

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

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26:43

What Do You Do When Your Stock Takes a Dive?

The WWM Financial Podcast ·

2020/12/08

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

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25:53

How To Make Money When The Market Goes Down

The WWM Financial Podcast ·

2020/10/09

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

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41:55

What You Should Look For When Trying To Figure Out If...

The WWM Financial Podcast ·

2020/09/14

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

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34:49

How Do You Find Growth Stocks?

The WWM Financial Podcast ·

2020/08/18

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

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25:45

Using Leverage to Buy Stocks

The WWM Financial Podcast ·

2020/07/31

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

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