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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser | Disclaimers

Dec 8, 2021

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...

Nov 24, 2021

Confused about bitcoin and ethereum or other cryptocurrencies in general? Parker Waldron with Skybridge explains what cryptocurrency is, how cryptocurrency works, the positive and negatives or cryptocurrency and how cryptocurrency can be used. Steve Wolff, Catherine Magaña and Parker Waldron dive deep into the hype...

Aug 31, 2021

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...

Aug 19, 2021

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...

Jun 28, 2021

In this episode: Steve Discusses how excited he is about the investing opportunities in this techno-digital revolution.

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WWM Financial is an SEC Registered Investment Adviser. Advisory services are only...