Spring Market Updates: Navigating Recession Talks, Rate Cuts, and Social Security Mistakes

In this episode, join Catherine, Rachel, Greg, and Vince as they dive into the latest market developments and what they mean for affluent investors navigating an uncertain economic landscape. They break down the recent interest rate shifts, how recession chatter is evolving, and why tax season is a critical time to review your financial strategy. They also tackle key questions around Social Security—how to maximize your benefits, changes to in-person appointments, and how to access earnings from past jobs. Plus, we clarify important timing around Required Minimum Distributions (RMDs) to help you avoid costly mistakes. Tune in today to help you make timely decisions about the market.

Date Recorded: 3-27-2025

Disclosure:

WWM Financial is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. 

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