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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser | Disclaimers

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...