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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser | Disclaimers

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...