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The WWM Financial Podcast

WWM Financial is an SEC-Registered Investment Adviser

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Nov 1, 2024

Happy Halloween from the WWM Financial team! 🎃

In this insightful video, Catherine, Steve, Vince, and Greg discuss the latest market updates in light of the upcoming elections. They cover key topics such as current stock market trends, thoughts on CDs and 401(k) adjustments, and effective approaches to charitable...


Oct 25, 2024

In this episode, Catherine, Steve, and Rachel welcome back Medicare specialist Pam Morton for an in-depth discussion on healthcare options. Pam shares valuable insights on selecting the right Medicare plans, while the group passionately explores the complexities of the current American healthcare system.

Tune in for...


Oct 18, 2024

Join Catherine, Steve, Vince, and Greg as they share the latest market updates. The team delves into the performance of large and small cap stocks, the potential for interest rate decreases, and the growing interest in nuclear power stocks. Plus, they analyze current CD rates and offer insights on financial planning...


Oct 11, 2024

Join us for a discussion featuring Pam Morton from Benefits By Design, along with Catherine, Rachel, and Steven. They’ll delve into current market trends and tax considerations.

In addition, the conversation will cover essential Medicare topics, including planning strategies for new enrollees and significant changes...


Oct 4, 2024

In this episode, Catherine, Rachel, Greg, and Vince discuss the market and tax plans for the fourth quarter. They cover Roth IRA tax strategies, the stock reporting season, and 401(k)s. Tune in for straightforward insights to help you prepare for the end of the year!

If you want to understand what's going on in the...