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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser

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Oct 11, 2024

Join us for a discussion featuring Pam Morton from Benefits By Design, along with Catherine, Rachel, and Steven. They’ll delve into current market trends and tax considerations.

In addition, the conversation will cover essential Medicare topics, including planning strategies for new enrollees and significant changes...


Oct 4, 2024

In this episode, Catherine, Rachel, Greg, and Vince discuss the market and tax plans for the fourth quarter. They cover Roth IRA tax strategies, the stock reporting season, and 401(k)s. Tune in for straightforward insights to help you prepare for the end of the year!

If you want to understand what's going on in the...


Sep 27, 2024

In this episode, Steve, Catherine, Vince, and Greg discuss how upcoming elections could shape the financial landscape. Join us as we discuss the potential impacts on bonds and market volatility.

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the...


Sep 20, 2024

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific...


Sep 12, 2024

WWM Financial Podcast

In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions!

The opinions expressed in this program are for general informational...