Stock Market Update | July 11, 2024 The WWM Financial podcast

29:45

In this episode of the WWM Financial Podcast, we take a closer look at the current market environment—from stock market volatility to the real estate landscape. We’re joined by special guest JR Phillips, Real Estate Broker and founder of The JR Phillips Real Estate Group, to discuss interest rates, buyer perceptions of value, and what the new commission rules mean for realtors and consumers alike. It’s a timely conversation full of insights for investors and anyone navigating today’s complex financial and real estate markets. 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! Date Recorded: 3/20/2025 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Keeping Social Security? 21:47

8 days ago21:47

21:47

This week, Catherine, Steve, and Rachel break down the latest market updates and key financial trends shaping the economy. Steve highlights growing concerns about trade, economic growth, deficits, and government spending, while the group discusses inflation, strong market earnings, and the potential impact of tariffs. They also tackle pressing questions: What happens to taxes during a government shutdown? Could Trump cut off Social Security? The conversation explores the future of Social Security, the political events influencing the economy, and what actions policymakers should—or could—take. Plus, they share insights on managing market volatility, staying strategic with your portfolio, and avoiding emotional investment decisions. Don’t miss this timely discussion! 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! Date Recorded: 3/13/25 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Stocks During Trade War 25:03

15 days ago25:03

25:03

In the latest episode of Market Talks, Catherine, Steve, Vince, and Greg break down the market’s latest twists and turns, tackling volatility head-on! With the S&P 500’s drawdown at around 5-6%, they dive into historical trends and why staying focused on long-term financial goals is key. They discuss the importance of reviewing portfolios, managing risk, and staying diversified—especially for those nearing retirement. Plus, is the U.S. market really the strongest, or should investors be looking beyond? Don’t miss this fast-paced, insightful conversation on staying steady in an unpredictable market! 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! Date Recorded: 3/6/25 Disclosure: 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC. wwmfinancial.com | 760.692.5190…

1
Extreme Fear in Stock Market 16:04

22 days ago16:04

16:04

Get ready for a power-packed episode of our financial podcast! Catherine breaks down the latest market trends, while Steve dives into the CNN Greed & Fear Index—are investors feeling bold or backing off? We tackle the hot topic of the housing market and mortgage shifts, plus big news—Schwab has released the 1099s! Rachel shares must-know tax tips, and Steven wraps it all up with a game-changing budgeting hack you won’t want to miss. Listen to stay ahead of the market environment! 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! Date Recorded: 2/27/25 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Market Volatility 20:20

29 days ago20:20

20:20

In this episode, hosts Catherine, Steve, Vince, and Greg cover the latest trends and updates in the world of finance. Catherine kicks things off with an insightful market update, setting the stage for a deep dive into the mortgage market. Vince shares his thoughts on stock market volatility and the current climate, while Steve breaks down the latest CNN Greed and Fear Index. The group also discusses government cuts, Roth conversions, and the recent bankruptcy filing by Nikola, the electric vehicle company. And speaking of electric vehicles—are they the future, or are we rushing into something we’re not ready for? Tune in for a lively conversation full of insights and analysis on these pressing financial topics. 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! Date Recorded: 2/20/25 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Egg Inflation 18:41

5 weeks ago18:41

18:41

In this episode of Market Talks, Catherine kicks things off with a market update, followed by Steve and Greg diving into the latest stock trends. They discuss Trump’s influence on Powell, the impact of bird flu on egg prices, and Steve’s take on the future of AI. Catherine also breaks down the earnings season and shares her thoughts on "unretirement." Plus, Rachel sheds light on the Social Security Fairness Act. Listen in to get your weekly financial updates! 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! Date Recorded: 2/13/25 Disclaimer: 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
T & T (Taxes and Tariffs) 21:20

6 weeks ago21:20

21:20

Join Catherine, Steve, Rachel, and Vince as they break down how the stock market reacted to tariffs, what Q4 earnings reveal, and market predictions from both Vince and Steve. Explore the short- and long-term effects of tariffs on the economy, plus key tax insights from Rachel, including important considerations for trust beneficiaries. Whether you're investing, planning for the future, or tracking economic trends, this episode is packed with expert insights you won’t want to miss! 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! Date Recorded: 2/6/25 Disclaimer: 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
America vs. China 18:44

7 weeks ago18:44

18:44

This week, Catherine, Rachel, Greg, and Steve discuss the latest market trends, including the impact of AI on stocks and China’s claim of developing a cheaper AI than the U.S. They dive into Nvidia’s chip dominance and the growing competition between the U.S. and China. Rachel also shares key insights on taxes. Plus, they talk about the trend of people living to 100 and Apple’s upcoming AI release this spring. Also, get the latest update on U.S. GDP! 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! Date Recorded: 1/30/25 Disclaimer: 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
AI Today: How Artificial Intelligence is Revolutionizing The Market! 24:43

8 weeks ago24:43

24:43

Stock Market Update + What's Happening in 2025 From equity and crypto shifts to tax season prep with Rachel, this video breaks down the latest in business and market trends—everything you NEED to know for 2025! Here you'll discover: • Stock Market Insights: How the market is performing under the Trump administration • Crypto Trends: The rise of Bitcoin and where it’s headed • Tax Season Breakdown: Tips for filing taxes online + Social Security updates • COLA & Medicare: What you need to know about changes in your benefits • Driverless Cars: The future of transportation is here—are we ready? Date Recorded: 1/24/25 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Upcoming Market Changes 22:16

9 weeks ago22:16

22:16

Market Updates, Tech Trends, Taxes & More: The Week That Was! This week, the stock market surged with the Dow, S&P 500, and Nasdaq all climbing as inflation cooled. Vince breaks down the latest market trends, including rising interest rates, sticky inflation, and tariff uncertainty. Steve shares exciting tech updates from the Consumer Electronics Show, including driverless cars, virtual reality, record players, and holograms! Plus, get ready for tax season with important deadlines and potential changes, including new proposals on tax cuts and SALT adjustments. 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! Date Recorded: 1/16/25 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
New Year, New Financial Game Plan 24:17

11 weeks ago24:17

24:17

Recorded 1/2/2025 In this dynamic episode of WWM Talks, we kick off the new year by unpacking the latest market trends and offering actionable ideas to help you navigate 2025 with confidence. Here's what you'll discover: • Market Recap & Predictions: The Fed's rate cut, a lackluster Santa Claus rally, and standout performances from the Nasdaq and Dow. Plus, insights into what the first trading day and a spiking 10-year Treasury signal for the year ahead. • What to Watch in 2025: Key areas to monitor, including the first 100 days of the Trump administration, biotech stocks, AI investing, and shifts in the housing and retail sectors. • Recession Readiness: Is a recession looming? Learn why downturns are a natural part of capitalism and how to turn market dips into buying opportunities by focusing on solid companies with strong balance sheets. • Financial Resolutions for 2025: Practical steps to achieve your goals, from building an emergency fund to paying off debt, maximizing retirement contributions, and saving for something special. • Vince’s Take: The “Dogs of the Dow” and steering clear of speculative market plays. • Credit Card Debt Warning: A staggering 36% of Americans went into debt for holiday shopping. • The Future of Social Security: A candid discussion on its solvency and what changes may lie ahead. Don’t miss Vince’s bold prediction for the year and a lively debate on whether 2025 will bring growth or challenges. Tune in to WWM Talks for expert insights and strategies to make this year a financial success! 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Is There Going to Be a Government Shutdown? 24:48

13 weeks ago24:48

24:48

Catherine, Steve, Greg, and Rachel cover the latest market update, including the recent market plunge, Fed rate cuts, inflation projections, and debt ceiling concerns. They also discuss the impact of taxes, the government shutdown, and what to expect with Social Security and Medicare. Plus, tips on writing off medical expenses, last-minute retirement contributions, and inheritance updates. Finally, they explore the Fear & Greed Index and how different generations view financial success. Stay informed and be ready for your end of year finances! 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! Date Recorded: 12/19/24 Disclaimer: 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Market Update Of The Week 20:07

14 weeks ago20:07

20:07

In this episode, Catherine, Steve, Vince, and Greg break down the latest stock updates, CPI trends, and treasury bills. They dive into corporate cash flow, PE multiples, and the outlook on fewer regulations for businesses. Plus, they discuss year-end fund strategies, the impact of AI/software, drones, and tips for optimizing tax efficiency. Tune in for key insights to navigate today’s market! 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! Date Recorded: 12/12/24 Disclaimer: 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Year-End Tax Tips and Trump Tariffs Impact 19:05

15 weeks ago19:05

19:05

This week, join Rachel, Steve, Vince, and Greg for a market update as we discuss stock trends, year-end financial strategies, and tax-saving tips. Rachel covers ways to reduce taxes through stock moves, income planning, Roth conversions, and gifting. We also revisit the impact of Trump’s tariffs and take a look at the current consumer market. Don't miss out on these key insights for the end of the year! 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! Date Recorded: 12/5/24 Disclaimer: 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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190…

1
Yield Curves, Home Sales, and Phasing Into 2025 17:00

17 weeks ago17:00