x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

20:16

Markets on the Move: Fed Cuts, Inflation, and What’s...

The WWM Financial Podcast ·

2025/09/11

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, the Nasdaq and S&P adding gains, and interest rate cuts looming on the horizon. But is it 25 basis points…

en

20:24

Tariffs, Taxes & Rate Cuts: What Investors Should Watch

The WWM Financial Podcast ·

2025/09/04

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 investors on edge. The team also unpacks what falling mortgage rates really mean for housing prices, why real

en

17:42

Top Market Insights You Need Before Fall

The WWM Financial Podcast ·

2025/08/29

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 tech, you’ll discover what sectors are winning, what risks to watch, and where the smart money could be

en

23:34

September Market Outlook: What Investors Should Know

The WWM Financial Podcast ·

2025/08/22

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 spotlight. Plus, it's back-to-school-season, which means more than backpacks and notebooks, it's also

en

24:38

How To Avoid FOMO In This Market

The WWM Financial Podcast ·

2025/08/14

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 hear why dividend-paying stocks, diversification, and avoiding “FOMO” might be your best friends right

en

23:00

What's Really Moving The Market

The WWM Financial Podcast ·

2025/08/01

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 lull? Should investors brace for a pullback—or buy the dip? They also dive deep into the tax planning

en

24:33

Trump’s New Account Could Change Your Child’s Future...

The WWM Financial Podcast ·

2025/07/24

📈 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: Earnings surprises from S&P 500 companies The real story behind tariff-fueled market momentum A wild

en

15:05

To Pay Off Or Not To Pay Off The Mortgage

The WWM Financial Podcast ·

2025/07/22

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, to the hidden downsides of tying up all your money in real estate, the team shares real-life client

en

30:49

Let's Talk About The One Big Beautiful Bill Act

The WWM Financial Podcast ·

2025/07/18

🎙️ 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 Big Beautiful Act — and how will it hit your wallet? Rachel unpacks this hefty bill full of quirky

en

11:28

Planning to Retire Soon? Listen to This First

The WWM Financial Podcast ·

2025/07/11

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 early exit from the workforce derail your future. Learn how to phase into retirement, protect your

en

22:32

DIY Finance Could Be Costing You More Than You Know

The WWM Financial Podcast ·

2025/06/30

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 what’s next. More importantly, we dive into the decisions that matter most as you approach retirement,

en

21:54

How This Little Known Tax Secret Can Save You Thousands

The WWM Financial Podcast ·

2025/06/26

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 opportunities. From automation to machine learning and real-world applications across industries, AI is

en

13:38

How to Stop Overspending So You Can Keep Your Wealth

The WWM Financial Podcast ·

2025/06/19

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 to align your money with your values — so you can enjoy retirement without the stress of running out. If

en

22:26

The Truth About Deficit Spending

The WWM Financial Podcast ·

2025/06/12

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 industrial sector, and share proactive tax planning strategies for high-net-worth individuals looking to

en

20:58

Why You Should Not Let the Mainstream Media Affect...

The WWM Financial Podcast ·

2025/06/05

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 reviewing your estate plan, updating your will, adjusting your budget, and reassessing your tax

en

20:22

Positioning Your Portfolio for the Big Beautiful Bill...

The WWM Financial Podcast ·

2025/05/29

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. Whether you're a high-net-worth investor, entrepreneur, or simply trying to make smart financial decisions in

en

16:33

What You Need to Know About the Big Beautiful Tax...

The WWM Financial Podcast ·

2025/05/22

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 surprising topics of all: the financial secrets clients often keep from their advisors—and why that

en

11:36

Protect Your Wealth Before Crisis Hits

The WWM Financial Podcast ·

2025/05/20

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, what could be financial catastrophe becomes a controlled pivot. Tune in to learn how foresight, not fear,

en

24:59

Is Your Insurance Putting You at Risk?

The WWM Financial Podcast ·

2025/05/15

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 a trust to why Californians are paying more (and getting less) from their policies, we cover the

en

28:01

How Savvy Investors Use Fear to Boost Their Portfolio

The WWM Financial Podcast ·

2025/05/09

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 long-term investors, and for those considering a move out of California, the team also unpacks the

en

144 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...