Nov 22, 2023
Hosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor), Rachel Ivanovich (Tax Strategist and Wealth Advisor).
Episode Highlights:
What does the $1.8 billion Realtor lawsuit mean for real estate?
- The hosts dive into a discussion about...
Nov 13, 2023
Welcome To The Proactive Wealth Process.
In this episode, Rachel Ivanovich and Catherine Magaña discuss 3 big questions.
So if you want to know how much to save, what to invest in, and when to start investing so you can avoid running out of money in retirement, tune in now!
In this episode, you'll discover:
“3 Big...
Nov 8, 2023
In this installment of WWM Talks, we unravel the intricacies of markets, address pressing concerns, and unveil invaluable tips for seasoned investors and beginners alike. Tune in as we discuss the rising topic of bonds and why timing the market is so tricky.
Join us as Steve reveals a common retirement mistake that...
Oct 27, 2023
People have been asking Steve if they should be worried about the stock market. For the last 2-3 months the markets have been down, bonds have been down and interest rates are up. In this episode Steve, Catherine and Rachel discuss what's causing this and should you panic.
WWM Financial is an SEC Registered Investment...
Jun 9, 2023
In this stock market update Steve breaks down what happened in May.
So, 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.
In this episode Steve covers: The national debt,...