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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser

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May 9, 2022

In this market update Steve provides a recap of the stock market in April. He discusses investor sentiment, the S&P index PE ratio, and a new economic indicator. Recorded May 2, 2022.

If you are concerned whether your financial plan is still on the right track and are worried about taking more risk than...


Apr 29, 2022

In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred.

So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace...


Mar 14, 2022

The WWM Financial advisors, Certified Financial Planners™ and portfolio managers gather to discuss their take on current market conditions as of March 9, 2022.

How can market volatility affect your investment portfolio? Once you consider the war, supply chain issues and rising inflation there can be a large shift in...


Jan 30, 2021

In this Episode of the WWM Financial Podcast Steve talks about the meteoric rise of GameStop stock and what's behind it.

You can reach Steve with any questions at 760-692-5190. 

WWM Financial is an SEC Registered Investment Adviser. The opinions expressed in this program are for general informational purposes only and...


Mar 12, 2020

The Corona Virus grows exponentially, oil feuds fuel the fire and markets free fall.

The Advisers at WWM Financial share their thoughts.

If you would like to discuss your individual strategy or concerns please don't hesitate to call us at 760.692.5190.