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Navigating September Market Volatility and Potential Economic Slowdown

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Контент предоставлен WWM Financial. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией WWM Financial или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

WWM Financial Podcast

In this episode, we discuss the stock market's volatility in September, a potential economic slowdown, essential steps for retirement planning success, and the importance of securing an IP PIN to protect yourself as a taxpayer. Tune in now to separate the sound from the noise so you can make good financial decisions!

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.

https://wwmfinancial.com | (760) 692-5190

  continue reading

88 эпизодов

Artwork
iconПоделиться
 
Manage episode 438479155 series 2915410
Контент предоставлен WWM Financial. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией WWM Financial или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

WWM Financial Podcast

In this episode, we discuss the stock market's volatility in September, a potential economic slowdown, essential steps for retirement planning success, and the importance of securing an IP PIN to protect yourself as a taxpayer. Tune in now to separate the sound from the noise so you can make good financial decisions!

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.

https://wwmfinancial.com | (760) 692-5190

  continue reading

88 эпизодов

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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…
 
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…
 
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…
 
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…
 
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, desalination plants, Elon Musk’s rockets, and electric cars. Listen in for a thought-provoking conversation! 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: 11/21/24 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…
 
This week on our market update, Catherine, Rachel, Steve, and Vince dive into the latest trends and potential impacts from the Trump election on the economy. They discuss key topics like stock market indices, the federal rate, CPI, and CDs, while Rachel explores tax policies, including the Corporate Tax and Jobs Act. Steve breaks down how Trump’s presidency may affect trade policies, tariffs, and the possibility of an economic reversion. With rising credit card debt and a slowing consumer market, the team discusses the potential for an impending recession. Steve also shares his optimistic view on AI's long-term potential, particularly in healthcare, but notes short-term challenges for corporations. Tune in for insights on what’s shaping the 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: 11/14/24 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…
 
In this episode, Catherine, Steve, Vince, and Greg dive into the latest market updates following Trump's election, including a stock update, rate cuts, and the performance of small-cap stocks. We discuss how Trump-related stocks performed and challenges with tariffs. Plus, we cover the expectations for reduced corporate regulations and potential impacts of Trump's immigration policy. With many more topics on current CD rates and changes to 2025 gift tax and retirement planning, here are key insights to our evolving 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: 11/7/2024 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…
 
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 contributions. Join the conversation to stay informed and enhance your financial planning as we navigate these changing times! 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: 10/31/24 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…
 
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 expert advice and engaging conversation! 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: 10/24/2024 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…
 
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 for healthcare. Tune in for expert insights that can help you navigate your investment strategy! 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: 10/17/2024 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…
 
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 affecting current beneficiaries. Discover the best times to review your Medicare options, learn how to navigate the tax implications related to Medicare, and explore insurance choices that suit your needs. Stay informed and make the most of your Medicare experience! 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: 10/10/2024 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…
 
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 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: 10/03/2024 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 taxes. wwmfinancial.com | 760.692.5190…
 
In this episode, Steve, Catherine, Vince, and Greg discuss how upcoming elections could shape the financial landscape. Join us as we discuss the potential impacts on bonds and market volatility. 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! Recorded: 9/26/24 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…
 
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! 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…
 
WWM Financial Podcast In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions! 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. https://wwmfinancial.com | (760) 692-5190…
 
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