Podcasts by The WWM Financial Podcast

Tax Prep for The New Year&Navigating Financial Landscapes from 2023-11-22T20:10

Hosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor), Rachel Ivanovich (Tax Strategist a...

3 Big Retirement Planning Questions | Proactive Wealth Process from 2023-11-13T22:39

Welcome To The Proactive Wealth Process.

In this episode, Rachel Ivanovich and Cat...

Navigating Market Turmoil from 2023-11-08T22:07

In this installment of WWM T...

Should We Be Worried About The Market? from 2023-10-27T17:31:53

People have been asking Steve if they should be worried about the stock market. For the last 2-3 months the markets have been down, bonds have been down and interest rates are up. In this episod...

Stock Market Update | June 2023 from 2023-06-09T21:34

In this stock market update Steve breaks down what happened in May.

So, if you wan...

Stock Market Update | May 2023 from 2023-05-10T19:09

In this stock market update Steve shares, his opinion regarding the Fed’s activity. He discusses inflation, performance of the markets, the regional bank issues, interest rates as well as the fe...

Stock Market Update | April 2023 from 2023-04-14T18:18

In this stock market update. Steve discusses the regional bank crisis, its impact on the credit ...

Stock Market Update | March 2023 from 2023-03-09T19:54

In this stock market update Steve discusses the new phase of the bear market, the fear and greed index, the financial markets, the happiness index and more.

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Stock Market Update | February 2023 from 2023-02-08T18:55

Stock Market Update | January 2023 from 2023-01-12T00:08

In this market update Steve re-caps December and the year 2022. He discusses and provides his insight on the indices, bonds, crypto, inflation and volatility.

WWM Financial is an SEC Regi...

Stock Market Update | December 2022 from 2022-12-07T00:34

In this market update Greg Carroll, CERTIFIED FINANCIAL PLANNER™ discusses the domestic market indices, emerging markets, the looming recession and the possible “Santa Clause Rally”. This video ...

Stock Market Update | November 2022 from 2022-11-08T18:40

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 Marke...

Stock Market Update | October 2022 from 2022-10-07T22:38

In this stock market update Steve discusses the recent drop in the market and possible culprits.

WWM Financial is an SEC Registered Investment Advisor.

Stock Market Update | September 2022 from 2022-09-08T17:54:44

In this market review, Steve discusses the major indices, bonds and real estate. This last month it’s been all about Jerome Powell and the Fed.

WWM Financial is an SEC Registered Investme...

Stock Market Update | August 2022 from 2022-08-05T22:00:05

In this stock market update Steve brings back the Certified Financial Poet, discusses the performance of the major indices, if we’ve hit bottom, inflation, the Fed, the 200-day moving average, w...

Stock Market Update | July 2022 from 2022-07-08T21:51:04

In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks who’s market val...

Structured Notes Explained from 2022-07-01T22:35:17

Welcome to Steve’s Stock Stories, Season 3, Episode 6 of the WWM Financial Podcast.

In this episode, Greg Carroll and Steve Wolff discuss structured notes.

So, if you want to poten...

Stock Market Update May 2022 from 2022-05-09T21:59:14

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.

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Estate Planning - What to Expect in 2022 from 2022-04-29T00:00:28

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 fo...

Examples of Concentration Risk from 2022-03-14T20:33:18

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 Carr...

Understanding Bond Risk from 2022-03-14T19:00:21

Don't let reading a long and complex investment book stop you from understand bonds and how they can be affected.

Steve Wolff (Founder and Managing Partner) and Greg Carroll, CFP® discuss...

U.S. Stock Market: Analysis and Current Outlook from 2022-03-14T18:26:02

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 y...

Truth About Crypto Taxation from 2021-12-08T17:30