The WWM Financial Podcast

In this episode of the WWM Financial Podcast, Catherine, Steve, Greg, and Vince tackle one of the biggest concerns facing investors right now: the panic surrounding Trump-issued tariffs and the ripple effects they're having on the markets. With market fluctuation and earnings report season just around the corner, we are here to help avoid confusion in the markets. So if you want to navigate media's coverage of tariffs, maximize you...

In this episode of the WWM Financial Podcast, join Catherine, Rachel, Steve, and Vince as they break down the latest round of tariffs announced by former President Trump and what they could mean for the stock market going forward. They will discuss how these trade policy shifts are driving volatility, where investors may see opportunities—or need to exercise caution—and what to consider when building a resilient portfolio in today’...

In this timely episode, Steve, Vince, and Greg all break down the new tariffs recently announced by former President Trump and explore how they could impact the stock market going forward. From global trade tensions to sector-specific risks, we unpack what these policy shifts mean for investors—especially those with significant portfolios. Whether you're wondering how tariffs could affect your holdings or you're looking for smart s...

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, c...

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...

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...

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 ...

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...

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 conversion...

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 yo...

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 ...

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 ...

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 + ...

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,...

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 s...

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 Ind...

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 ...

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 wh...

Join Catherine, Steve, Rachel, and Greg this week as they discuss the current market economy before Thanksgiving. Topics include yield curves, home sales, and strategies for phasing into 2025—covering 401k salary deferrals, maxing out your 401k, reviewing paystubs, and understanding gains, losses, and gift taxes. Steve also shares insights from the Rational Optimist Society on groundbreaking technologies like CO2-capturing machines...