Shows / The WWM Financial Podcast
The WWM Financial Podcast
The real scoop about money, investing, business and the economy. WWM Financial is an SEC Registered Investment Adviser. Disclosures at: https://wwmfinancial.com/disclaimers
Episodes
The WWM Financial PodcastCan AI Companies Keep Up With Rising EXPECTATIONS?
Artificial intelligence is advancing rapidly, but can the financial results keep pace with the growing expectations? In this episode of WWM Talks, Greg Carroll…
The WWM Financial PodcastIs AI Spending Putting The Stock Market At RISK?
Billions of dollars are pouring into artificial intelligence, but here's the big question: Will all this AI spending actually pay off, or could it put the…
The WWM Financial PodcastWhy Is Inflation Still rising And What's Behind The Surge?
Inflation is heating up again, but what's really behind the latest surge? While some everyday prices are falling, others are climbing at an alarming pace—and…
The WWM Financial PodcastWhat Causes Stock Market Volatility And How Can You Prepare?
What's behind the stock market's recent ups and downs? From rising oil prices and shifting interest rate expectations to geopolitical tensions and upcoming…
The WWM Financial PodcastWhat Should Investors Do With Interest Rates This High?
What should investors do with interest rates this high? With bond yields elevated, inflation still in focus, and uncertainty surrounding the Federal Reserve…
The WWM Financial PodcastHow Does The Inherited IRA 10-YEAR Rule Work?
⏱ Inherited IRA 10-Year Rule: 9:13–12:19 Inheriting an IRA can come with more questions than expected—especially when the 10-year rule enters the picture. Do…
The WWM Financial PodcastWhat Happens When AI Innovation Moves Too FAST!
⏱ AI Discussion: 9:15–11:43 AI is advancing at an incredible pace—but what happens when innovation starts moving faster than the rules, safeguards, and…
The WWM Financial PodcastHow Bond Yields Impact Stocks And Investors
What happens when bonds start competing harder for investors' attention? As yields climb, the effects can reach beyond the bond market—shaping stock…
The WWM Financial PodcastCould Your Money Work Harder Than Paying Off Your Mortgage?
Paying off your mortgage may feel like the obvious financial move—but is it always the right one? In this episode, the WWM Financial team explores the factors…
The WWM Financial PodcastCan Your Retirement Survive Long-Term Care Costs?
Can your retirement survive the rising cost of long-term care? It may be one of the most important risks missing from your financial plan. In this episode…
The WWM Financial PodcastThe Rental Property Cash Flow Risk Every Investor Should Know
Rental properties can help build wealth—but what happens when the rent stops coming in and the expenses don't? In this episode, Catherine Magaña, Rachel…
The WWM Financial PodcastCould Higher Inflation Keep Rates Higher Than Expected?
Higher inflation could mean higher interest rates for longer—but what could that mean for investors and their money? In this episode, the WWM Financial team…
The WWM Financial PodcastHow Do You Know How Much You Can Safely Spend In Retirement?
How do you know if you're spending the right amount in retirement? That's one of the biggest questions retirees face—and the answer isn't as simple as…
The WWM Financial PodcastBefore You Retire, Know Why Retirement Planning Is Different Than You Think
Retirement planning isn't just about saving enough money—it's about making the right decisions at the right time. In this episode of WWM Talks, discover why…
The WWM Financial PodcastAI Investing Is Entering Its Next Phase!
The AI story isn't over, it's evolving. As AI investing enters its next phase, understanding the bigger picture has never been more important. Join Catherine…
The WWM Financial PodcastDon't Make This Investing Mistake In Today's Market
Don't let fear make your next investing decision. In today's unpredictable market, emotional reactions can become one of the biggest investing mistakes. This…
The WWM Financial PodcastWhat AI Is About To Do To Inflation, Earnings And Investing!
Artificial intelligence is transforming more than technology—it's beginning to reshape inflation, corporate earnings, and the economic forces influencing…
The WWM Financial PodcastBefore You Pass Down Assets, You Need To Know This!
Passing down assets may seem straightforward, but one overlooked decision could create unexpected taxes, legal headaches, or even change how much your loved…
The WWM Financial PodcastHow To Make Smarter Mortgage Decisions In Today's Market!
Should you refinance, tap into your home equity, or keep the low-rate mortgage you already have? With interest rates and lending options continuing to evolve…
The WWM Financial PodcastThe Truth About IPOs Beyond The Headlines!
Markets may be moving, headlines may be screaming, and the latest IPOs are grabbing everyone's attention—but what's really happening behind the excitement? In…
The WWM Financial PodcastWhat Parents Need To Know Before Passing Down A House
What seems like a simple decision about a family home can have consequences that last for generations. In this episode, the WWM team dives into one of the most…
The WWM Financial PodcastInflation Is Rising, Markets Are Shifting: What Investors Need To Know Next!?
Inflation is rising. Markets are shifting. What should investors be paying attention to next? In this week's WWM Market Update, the team explores the growing…
The WWM Financial PodcastWhat Successful Investors Do When Markets Become Uncertain
Markets may be near record highs, but uncertainty continues to linger beneath the surface. So what do successful investors do when headlines, volatility, and…
The WWM Financial PodcastWhy More Investors Are Reviewing Their Portfolios Before The Second Half Of The Year!
Markets are climbing, AI earnings are surprising Wall Street, and inflation still refuses to cool off completely… so why are more investors suddenly reviewing…
The WWM Financial PodcastRising Interest Rates Could Change Markets Quickly: Heres What Investors Need To Watch!
Markets are climbing, inflation is lingering, and investors are starting to ask a bigger question: what happens if interest rates stay higher for longer? In…
The WWM Financial PodcastWhat Todays Inflation Numbers Could Mean For Your Financial Future!
The market keeps hitting new highs… but investors may be feeling more uneasy than the headlines suggest. In this week's episode, the team unpacks a market…
The WWM Financial PodcastWhy This Earnings Season Is Stronger Than Investors Expected And Why It Affects You!
Markets are rallying, earnings are crushing expectations, and some of the most beaten-down software companies may be finding new life through AI. In this…
The WWM Financial PodcastMarkets Are Losing Momentum And Investors Are Starting To Question AI Spending!
It feels like everything is happening… yet portfolios are barely moving. In this week's episode, the team unpacks a market full of noise, earnings beats, AI…
The WWM Financial PodcastUnderstanding Market Performance And Earnings Growth And Their Impact On Investment Decisions
Markets are climbing… but should you feel confident—or cautious? This week's episode unpacks a market that continues to rise despite ongoing global tension…
The WWM Financial PodcastWhy Markets Are Turning And What's Changing With Investor Positioning And Rates
The Market Shift Nobody Saw Coming In this week's episode, the team breaks down a market that flipped from fear to optimism in just weeks—reminding investors…
The WWM Financial PodcastThe Real Cost Of Not Having A Financial Plan And Why You Need One Before Retirement
Most people don't realize they don't have a plan… until it's too late. In this episode, the team dives into one of the biggest retirement mistakes they see…
The WWM Financial PodcastThe Medicare Timing Detail That Changes Everything
What if the biggest financial mistake isn't what you do—but when you do it? This week's episode breaks down a market that moved quickly but ended up in nearly…
The WWM Financial PodcastHeadlines Are Driving Markets Faster Than Ever: What Investors Should Know Now
What if the biggest risk right now isn't the market—but how fast it's reacting? In this week's episode, the team breaks down a market that feels like it's…
The WWM Financial PodcastWhat This Market Environment Reveals About The True Value Of Long Term Strategy
It feels like everything is breaking—but is it, really? This week's market environment, shaped by geopolitical tension, rising oil prices, and shifting Fed…
The WWM Financial PodcastWhy The Link Between Your Investments And Income Breaks Without Tax Planning
Markets felt loud this week—but were they actually that dramatic? Between rising global tensions, oil price swings, and hotter-than-expected inflation data…
The WWM Financial PodcastWhat Investors Might Be Missing In The Oil Market Story!
Markets have been anything but calm lately. With geopolitical tensions disrupting oil supply and headlines shifting daily, investors are asking the same…
The WWM Financial PodcastWhy Investors Should Pay Attention To This Week's Market Reaction
Markets don't move in a straight line—and this week proved it. In this episode, the WWM team breaks down a whirlwind week filled with geopolitical tension, AI…
The WWM Financial PodcastMarket Volatility Is Exposing Strategic Gaps Are You Positioned For What's Next?
Markets flat. AI volatile. Mortgage rates dipping. Social Security uncertain. Tax season in full swing. In this week's episode, the team breaks down what's…
The WWM Financial PodcastNavigating Market Volatility In A High Growth High Rate Cycle
Markets are wobbling… tech is resetting… and the Fed? Still in a tug-of-war. In this week's episode, the team breaks down what's really driving volatility—from…
The WWM Financial PodcastThe #1 Mistake Sellers Are Making In Today's Housing Market And How To Avoid it
Markets are shifting, mortgage rates are hovering near 6.9%, and the Fed's next move is anything but certain. This week, we break down what's really happening…
The WWM Financial PodcastThe Caregiving Conversation Families Avoid And Why Planning Matters So Much
Caregiving is a labor of love—but it can also be one of the biggest threats to a solid retirement plan if it's not planned for ahead of time. In this episode…
The WWM Financial PodcastWhat Investors Need To Understand About Taxes During Market And Economic Shifts
Markets are feeling uneasy—but are they actually breaking down, or just catching their breath? In this week's episode, the team brings calm, context, and…
The WWM Financial PodcastWhat This Market Is Revealing About Preparedness And Risk!
This week's market update covers a lot of ground—and a few curveballs investors should be paying attention to. The team breaks down what's really happening…
The WWM Financial PodcastUnderstanding Market Volatility Before It Impacts Your Tax And Investment Decisions
If you checked the markets this week and felt a little whiplash, you're not alone. Volatility made an early appearance in 2026—but as this episode reveals, the…
The WWM Financial PodcastThe Overlooked Connection Between IRA's And Estate Planning
Markets may have felt calm on the surface this week, but underneath, there's plenty moving that smart investors should be paying attention to. In this episode…
The WWM Financial PodcastWhat Investors Get Wrong At The Start Of Every Year And How To Avoid It In 2026
A new year is here and so is a fresh look at what lies ahead for investors. In this episode, the WWM Financial team kicks off 2026 with a recap of how markets…
The WWM Financial PodcastHow To Plan For Unforeseen Circumstances Without Losing Retirement Confidence
Retirement planning isn't just about spreadsheets and savings rates—it's about preparing for life's curveballs. In this episode, the WWM Financial team dives…
The WWM Financial PodcastWhy Retirement Planning Gets More Difficult With Every Year You Wait
What's the most expensive retirement mistake people make—without even realizing it? Waiting too long to start. In this episode, the team dives into why…
The WWM Financial PodcastHow Smart Investors Close Out 2025!
As we close the books on 2025, the entire WWM crew comes together for a fast-paced, insightful, and occasionally hilarious year-end market recap. From strong…
The WWM Financial PodcastWhat Investors Miss When Markets Stabilize But Policy Changes
Markets may fluctuate week to week, but long-term planning requires a much wider lens. In this episode, the WWM team discusses how inflation, interest rates…
The WWM Financial PodcastThe Inflation Strategy Most People Don't Realize They Need!
Markets may look calm on the surface, but underneath, powerful shifts are already underway. While headlines focus on "flat" weeks, quieter parts of the market…
The WWM Financial PodcastThe True Reason Rate Cuts Are Back on the Table And What It Means for You!
This week's episode delivers a sharp, timely breakdown of the markets as we head into the final stretch of the year. Catherine, Rachel, Steve, and Vince unpack…
The WWM Financial PodcastWhen The Fed Blinks: How Markets React To Every Hint of Policy Change
In this episode, Catherine, Greg, Steve, and Vince unpack one of the wildest market weeks of the year a roller-coaster ride fueled by surprise economic data…
The WWM Financial PodcastFed Policy Shift: What It Means for Markets Right Now
This week's episode is packed because the markets did not take a break. Catherine, Greg, Rachel, and Vince unpack everything from the end of the 43-day…
The WWM Financial PodcastWhen The Government Stops, Should You? Money Moves During The Shutdown.
What happens when the government shuts down for 37 days, the IRS stops answering calls, and the market takes a breather? Catherine Magaña, Greg Carroll, Steve…
The WWM Financial PodcastThe Opportunity Cost Trap: What Your Money Could Be Doing Instead
In this eye-opening episode, Catherine Magaña, Steve Wolff, Rachel Ivanovich, and Greg Carroll unpack one of the sneakiest money mistakes people make, spending…
The WWM Financial PodcastThe Market's Moving Fast: Are You Ready for What's Next?
This week's episode of WWM Talks packs in everything from market highs to mortgage rate moves, and even a sneak peek at our upcoming Health, Wealth & Legacy…
The WWM Financial PodcastHow AI Could Change The Way You Give (and Invest)
Markets are moving, the government still shut down, and investors everywhere are holding their breath. Catherine Magaña, Greg Carroll, Steve Wolff, and Vince…
The WWM Financial PodcastWhen Technology Meets A New Generation - What Happens To The Market?
What a week for the markets! Gold's hitting new records, small caps are finally waking up, and talk of multiple rate cuts has investors buzzing. Meanwhile, the…
The WWM Financial PodcastCountdown to Year-End: Market Insights, Rate Shifts, and Tax Must-Dos
The markets are moving, the government's at a standstill (again), and gold just hit a record high, so what does it all mean for your money? In this week's…