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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser

wwmfinancial.com | Disclaimers

Feb 2, 2024

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! 

https://wwmfinancial.com | (760) 692-5190

The opinions expressed in this program are for general informational purposes...


Jan 24, 2024

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

https://wwmfinancial.com | (760) 692-5190

The opinions expressed in this program are for general informational purposes...


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, 2022

In this November market update Steve recaps October. He discusses market index performance month over month, year to date and from the market highs. He releases his latest poem, “The Stock Market Forecast” from his CERTIFIED FINANCIAL POET® collection. He highlights an interesting Kiplinger article that looks at...


Mar 14, 2022

Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments?

In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration risk and some misconceptions about this type of risk. Within 15...