The WWM Financial Podcast

Tariffs, taxes, Fed cuts—and the ever-shifting markets. This week’s conversation covers it all with insights that matter to your money. Catherine Magaña, Rachel Ivanovich, Steve Wolff, and Greg Carro…

What do falling mortgage rates, surging small caps, and whispers of a Fed rate cut all have in common? They’re setting the stage for one of the most interesting market seasons yet.

In this week’s epi…

Markets are restless, investors are catious, and September is right around the corner, a month that's often a troublemaker for stocks. In this week's epsiode, Rachel, Vince, and Greg break down what'…

Markets are on the move — but is the rally running out of steam or just getting started? In this week’s episode, Catherine, Greg, Steve, and Vince break down the latest market action, from small-cap …

In this video, the WWM Financial team break down overspending habits that can quietly derail your retirement. They share real-life client examples, explain how “lifestyle creep” happens, and show why…

Markets, headlines, tariffs, taxes—and even birthday shout-outs? This week’s episode of the WWM Financial Podcast covers it all with a perfect blend of sharp insights and a splash of humor.

The team …

📈 Meme Stocks, Trump Accounts & Market Moves — Oh My!

This week, Catherine Magaña, Steve Wolff, Greg Carroll, and Rachel Ivanovich break down everything from meme stock madness to the fine print of T…

Should You Pay Off Your Mortgage? The Surprising Truth

It’s the classic retirement question: Should you pay off your house? In this lively episode, Catherine, Steve, Rachel, and Greg unpack why this …

🎙️ Markets, Mayhem & the One Big Beautiful Act!

Catherine is back from Sardinia and the team dives headfirst into the latest market moves, political drama, and jaw-dropping tax changes. From small ca…

Wondering if now is the time to retire? Before you take the leap, watch this episode where we uncover the emotional, financial, and lifestyle pitfalls of retiring too early — and how to avoid them. F…

This 4th of July week, we’re looking beyond the fireworks and into the financial forces that could shape your future. Historically, this is a bullish week for the markets—but smart investors know tha…

In this episode of The WWM Financial Podcast, we reveal a little-known tax strategy that could save high-income investors thousands of dollars—yet it’s often missed, even by experienced professionals…

In this episode of the WWM Podcast, we explore how rising government deficit spending could affect wealthy investors and the broader economic outlook. We take a close look at recent market movements,…

In this episode of the WWM Podcast, we dive into the latest movements in indexes, CDs, and bonds, and explain what they could mean for your portfolio. We explore the rising influence of negative medi…

In this episode of the WWM Podcast, we unpack what it means to navigate the historically rough stretch known as the “worst six months” of the investing year—and why seasoned investors stay the course…

In this episode of the WWM Podcast, Catherine, Vince, and Gregg break down what the recently passed One Big Beautiful Bill Act could mean for high-net-worth investors and how to start setting up your…

Most people don’t realize their retirement plans are vulnerable—until it’s too late to fix it.

In this episode of the WWM Podcast, we expose the quiet threats that can unravel even the most carefully…

Stocks may be climbing, but now isn’t the time to get comfortable. With inflation cooling, rate cuts stalling, and policy changes looming, it’s more important than ever to protect what you’ve built—s…

In this episode of the WWM Podcast, Catherine, Gregg, Steve, and Rachel talk about the latest US-UK trade deal and what it could mean for investors looking to stay ahead of the curve. They explore ho…

In this episode, Catherine, Vince, Steve, and Rachel break down how legacy media outlets use their headlines to sell panic, amplify fear with every market move, and why savvy investors need to tune o…