Best WWM Financial Podcasts (2025)

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DIY Finance Could Be Costing You More Than You Know 22:32

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21h ago22:32

22:32

This 4th of July week, we’re looking beyond the fireworks and into the financial forces that could shape your future. Historically, this is a bullish week for the markets—but smart investors know that short-term trends are only one part of the bigger picture. In this episode, we explore how recent market movements, evolving tax legislation, and int…

1
How This Little Known Tax Secret Can Save You Thousands 21:54

5d ago21:54

21:54

In this episode of The WWM Financial Podcast, we reveal a little-known tax strategy that could save high-income investors thousands of dollars—yet it’s often missed, even by experienced professionals. We break down how it works, who qualifies, and why now is the perfect time to take advantage of it. We also explore how the rise of artificial intell…

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How to Stop Overspending So You Can Keep Your Wealth 13:38

12d ago13:38

13:38

In this video, the WWM Financial team break down overspending habits that can quietly derail your retirement. They share real-life client examples, explain how “lifestyle creep” happens, and show why big-ticket purchases (like RVs, second homes, and luxury travel) can threaten your long-term plan. You’ll also learn how to track your spending today,…

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The Truth About Deficit Spending 22:26

19d ago22:26

22:26

In this episode of the WWM Podcast, we explore how rising government deficit spending could affect wealthy investors and the broader economic outlook. We take a close look at recent market movements, the unexpected uptick in Core CPI, and how new tariffs may be influencing inflation data. We also highlight where investors are putting their money ri…

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Why You Should Not Let the Mainstream Media Affect Your Money 20:58

27d ago20:58

20:58

In this episode of the WWM Podcast, we dive into the latest movements in indexes, CDs, and bonds, and explain what they could mean for your portfolio. We explore the rising influence of negative media narratives and why smart investors should avoid making knee-jerk decisions based on headlines. With potential Federal Reserve rate cuts on the horizo…

1
Positioning Your Portfolio for the Big Beautiful Bill and The Shifting Market 20:22

1M ago20:22

20:22

In this episode of the WWM Podcast, we unpack what it means to navigate the historically rough stretch known as the “worst six months” of the investing year—and why seasoned investors stay the course. We also dive deeper into the “Big Beautiful Bill,” breaking down what it could mean for your portfolio, the expanded $1,000 child credit, and updates…

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What You Need to Know About the Big Beautiful Tax Bill and Your Wealth 16:33

1M ago16:33

16:33

In this episode of the WWM Podcast, Catherine, Vince, and Gregg break down what the recently passed One Big Beautiful Bill Act could mean for high-net-worth investors and how to start setting up your portfolio for the oncoming tax landscape shifts. They also explore the ripple effects of the shifting bond market, what ongoing tariff negotiations si…

1
Protect Your Wealth Before Crisis Hits 11:36

1M ago11:36

11:36

Most people don’t realize their retirement plans are vulnerable—until it’s too late to fix it. In this episode of the WWM Podcast, we expose the quiet threats that can unravel even the most carefully crafted retirement plans. Whether it’s an unexpected illness, a sudden divorce, or a market downturn just as you leave the workforce, these moments do…

1
Is Your Insurance Putting You at Risk? 24:59

2M ago24:59

24:59

Stocks may be climbing, but now isn’t the time to get comfortable. With inflation cooling, rate cuts stalling, and policy changes looming, it’s more important than ever to protect what you’ve built—starting with your insurance. In this episode, we’re joined by a special guest from Farmers Insurance, Glenn Domingo, who shares critical insights every…

1
How Savvy Investors Use Fear to Boost Their Portfolio 28:01

2M ago28:01

28:01

In this episode of the WWM Podcast, Catherine, Gregg, Steve, and Rachel talk about the latest US-UK trade deal and what it could mean for investors looking to stay ahead of the curve. They explore how inflation pressures are starting to build, what recent changes in mortgage rates could signal for the housing market, and why trying to “time the mar…

1
The Wealthy Investor's Guide to Surviving Panic and Political Bias 20:30

2M ago20:30

20:30

In this episode, Catherine, Vince, Steve, and Rachel break down how legacy media outlets use their headlines to sell panic, amplify fear with every market move, and why savvy investors need to tune out the political noise to stay focused on real opportunities. The team discusses upcoming international trade deals that could reshape global markets, …

1
Federal Rate Cuts Decoded 25:46

2M ago25:46

25:46

In this episode, Catherine, Vince, Greg, and Steve dive into the latest economic developments shaping today’s markets. They break down the potential for upcoming federal rate cuts and what that could mean for investors. The conversation turns to how hedge funds are using futures contracts—and the risks of overleveraging in pursuit of returns. You'l…

1
Avoid Big Investment Mistakes During Trade Talks 23:13

3M ago23:13

23:13

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…

1
How to Defend Wealth in a Trade War 22:28

3M ago22:28

22:28

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 t…

1
How High-Net-Worth Investors Are Positioning for Trump’s 2025 Tariffs 31:25

3M ago31:25

31:25

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 …

1
Spring Market Updates: Navigating Recession Talks, Rate Cuts, and Social Security Mistakes 16:23

3M ago16:23

16:23

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. T…

1
Market Volatility, Real Estate & Rising Rates: What Investors Need to Know 29:45

3M ago29:45

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 commi…

1
Keeping Social Security? 21:47

4M 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 ques…

1
Stocks During Trade War 25:03

4M 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…

1
Extreme Fear in Stock Market 16:04

4M 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, …

1
Market Volatility 20:20

4M 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 lates…

1
Egg Inflation 18:41

5M 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 "unretiremen…

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

5M 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…

1
America vs. China 18:44

5M 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 pe…

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

5M 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 Bit…

1
Upcoming Market Changes 22:16

6M 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 S…

1
New Year, New Financial Game Plan 24:17

6M 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 D…

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

6M 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 retireme…

1
Market Update Of The Week 20:07

7M 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…

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

7M 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…

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

7M ago17:00

17:00

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…

1
Is There a Recession on the Horizon? 25:15

8M ago25:15

25:15

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 p…

1
Trump's Election On The Market 19:35

8M ago19:35

19:35

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 im…

1
Market Updates With Upcoming Elections 15:22

8M ago15:22

15:22

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 conversatio…

1
Understanding Current Medicare and American Healthcare: Ft. Pam Morton 41:18

8M ago41:18

41:18

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 conve…

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Market Insights: Stocks, Rates & Healthcare Planning 15:36

9M ago15:36

15:36

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 expe…

1
Medicare Strategies! Featuring: Pam Morton 14:48

9M ago14:48

14:48

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.…

1
Maximize your Roth IRA: Tax Strategies! 12:11

9M ago12:11

12:11

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 …

1
How Can The Future Elections Affect The Market 16:51

9M ago16:51

16:51

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 m…

1
Rate Cut Effect On The Market And Economy 11:59

9M ago11:59

11:59

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 fo…

1
Is A Recession On The Horizon? 13:59

10M ago13:59

13:59

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 intende…

1
Navigating September Market Volatility and Potential Economic Slowdown 13:59

10M ago13:59

13:59

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 opini…

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Breaking Down Roth IRA's: Eligibility And Advantages Explained 19:41

10M ago19:41

19:41

WWM Financial Podcast In this episode, we delve into the stock market as we approach the end of the second-quarter earnings season, explore six essential rules for traveling in retirement, and provide a breakdown of Roth IRAs. Tune in now to separate the sound from the noise so you can make good financial decisions! The opinions expressed in this p…

1
Will The Fed Finally Cut Rates? - Stock Market Update 16:21

10M ago16:21

16:21

WWM Financial Podcast In this episode, we discuss the effects of falling mortgage rates, inflation, investor behavior, and potential Fed rate cuts. 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 prov…

1
Stock Market Update On Q2 Earnings & Potential Fed Rate Cut 12:02

10M ago12:02

12:02

WWM Financial Podcast If you want to get the scoop on second-quarter earnings, the rules for inheriting a Roth IRA, and whether the Fed will cut interest rates, 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 a…

1
Benefits, Trends, and The Future of AI 21:02

11M ago21:02

21:02

WWM Financial Podcast If you want to understand the benefits of artificial intelligence, explore the latest trends, and discover where the technology is going, tune in now to see how AI is transforming different industries and our everyday lives! The opinions expressed in this program are for general informational purposes only and are not intended…

1
Stock Market Update | August 8, 2024 17:18

11M ago17:18

17:18

WWM Financial Podcast 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…

1
Stock Market Update | August 1, 2024 10:57

11M ago10:57

10:57

WWM Financial Podcast 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…

1
Stock Market Update | July 25, 2024 19:48

11M ago19:48

19:48

WWM Financial Podcast 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…

1
Stock Market Update | July 18, 2024 9:56

12M ago9:56

9:56

WWM Financial Podcast If you want to understand what's going on in the economy, get better insight into the financial markets, real estate, annuities, 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…