Dec 6, 2024
This week, join Rachel, Steve, Vince, and Greg for a market update as we discuss stock trends, year-end financial strategies, and tax-saving tips. Rachel covers ways to reduce taxes through stock moves, income planning, Roth conversions, and gifting. We also revisit the impact of Trump’s tariffs and take a look at...
Nov 22, 2024
Join Catherine, Steve, Rachel, and Greg this week as they discuss the current market economy before Thanksgiving. Topics include yield curves, home sales, and strategies for phasing into 2025—covering 401k salary deferrals, maxing out your 401k, reviewing paystubs, and understanding gains, losses, and gift taxes....
Nov 15, 2024
This week on our market update, Catherine, Rachel, Steve, and Vince dive into the latest trends and potential impacts from the Trump election on the economy. They discuss key topics like stock market indices, the federal rate, CPI, and CDs, while Rachel explores tax policies, including the Corporate Tax and Jobs...
Oct 11, 2024
Join us for a discussion featuring Pam Morton from Benefits By Design, along with Catherine, Rachel, and Steven. They’ll delve into current market trends and tax considerations.
In addition, the conversation will cover essential Medicare topics, including planning strategies for new enrollees and significant changes...
Sep 12, 2024
WWM Financial Podcast
In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions!
The opinions expressed in this program are for general informational...