Dec 22, 2023
Welcome to Market Talk, where we delve into the latest financial insights and discuss the key considerations for the year-end.
Segment 1: Year-End Tax Planning
- Required Minimum Distributions (RMDs) and their implications for retirees.
- Inherited IRAs: Strategies and tax considerations.
Segment 2: Market Update
- Santa...
Dec 20, 2023
📈 Explore the dynamic world of Markets, Investing & Planning in our latest video! 🌐
Join us as we navigate through the intricate landscape of financial topics, delving into the Shift in Money Flow and addressing the burning question on everyone's mind: "Is the market going to crash?"
Discover the nuances...
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...