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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

12:17

Why Retirement Planning Gets More Difficult With...

The WWM Financial Podcast ·

2025/12/30

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 investing to life, this conversation makes the math (and the motivation) feel real. You'll hear why longevity is

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24:25

How Smart Investors Close Out 2025!

The WWM Financial Podcast ·

2025/12/23

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 in this conversation because the end of the year isn't just about numbers. It's about perspective. After

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28:58

What Investors Miss When Markets Stabilize But Policy...

The WWM Financial Podcast ·

2025/12/19

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, and what shifting rate-cut expectations could mean for 2026 and beyond. The conversation dives into why

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32:24

The Inflation Strategy Most People Don't Realize They...

The WWM Financial Podcast ·

2025/12/12

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 paying attention to the wrong signals could mean missing the next phase of opportunity. You'll hear why

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26:49

The True Reason Rate Cuts Are Back on the Table And...

The WWM Financial Podcast ·

2025/12/05

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, and why those moves created outsized swings investors couldn't ignore. From there, the conversation

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24:42

When The Fed Blinks: How Markets React To Every Hint...

The WWM Financial Podcast ·

2025/11/20

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 and why panic-selling is the worst move you could make right now. They dive into job numbers, rate-cut odds

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25:47

Fed Policy Shift: What It Means for Markets Right Now

The WWM Financial Podcast ·

2025/11/13

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, the Fed's December rate-cut odds just slipped from 65% to 55%… so yes, the markets are jittery, and we

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20:26

When The Government Stops, Should You? Money Moves...

The WWM Financial Podcast ·

2025/11/07

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, the Fed's next move, and why fear (yes, the Fear & Greed Index kind) can actually create opportunity

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12:18

The Opportunity Cost Trap: What Your Money Could Be...

The WWM Financial Podcast ·

2025/11/05

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 stories of clients who traded liquidity for peace of mind, and why that decision sometimes backfires. They

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29:00

The Market's Moving Fast: Are You Ready for...

The WWM Financial Podcast ·

2025/10/30

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-fueled earnings lifting markets and tech collaborations reshaping industries, the conversation dives

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25:16

How AI Could Change The Way You Give (and Invest)

The WWM Financial Podcast ·

2025/10/24

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 conversation heats up with a spirited debate on Artificial Intelligence, are we in the middle of the

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21:59

When Technology Meets A New Generation - What Happens...

The WWM Financial Podcast ·

2025/10/16

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 market moves, from strong corporate earnings to growing AI enthusiasm and everything in between. The team

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19:26

Countdown to Year-End: Market Insights, Rate Shifts,...

The WWM Financial Podcast ·

2025/10/10

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 surprising strength of small-cap stocks and AI’s continuing dominance, the team breaks down what’s driving

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23:29

Shutdown Uncertainty, Market Highs & What It Means...

The WWM Financial Podcast ·

2025/10/02

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 shutdowns have surprisingly impacted markets (hint: not always the way you think). Why ETFs are

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13:39

Will Your Retirement Savings Last? Avoid These Costly...

The WWM Financial Podcast ·

2025/10/01

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 enough years or enough dollars. From surprising facts about Medicare gaps and Social Security’s uncertain

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24:25

Don’t Fight the Fed: Market Moves & Money Strategies...

The WWM Financial Podcast ·

2025/09/25

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 out, the magic mortgage number that may spark a surge in home sales, and what the Fear & Greed Index is

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15:43

Investor Psychology: The Hidden Force Behind Stock...

The WWM Financial Podcast ·

2025/09/18

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 small companies a much-needed boost, what Jerome Powell did (and didn’t) say about inflation and tariffs,

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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…

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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

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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

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141 results

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