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  • Rate Cut Effect On The Market And Economy
    2024/09/20

    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.

    savvydoc.com | 760.692.5600

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    12 分
  • Is A Recession On The Horizon?
    2024/09/12

    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://savvydoc.com | (760) 692-5600

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    14 分
  • Navigating September Market Volatility and Potential Economic Slowdown
    2024/09/05

    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://savvydoc.com | (760) 692-5600

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    14 分
  • Breaking Down Roth IRA's: Eligibility And Advantages Explained
    2024/08/30

    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 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://savvydoc.com | (760) 692-5600

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    20 分
  • Will The Fed Finally Cut Rates? - Stock Market Update
    2024/08/23

    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 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://savvydoc.com | (760) 692-5600

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    16 分
  • Stock Market Update On Q2 Earnings, Roth Ira Inheritance Rules, & Potential Fed Rate Cut
    2024/08/16

    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 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://savvydoc.com | (760) 692-5600

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    12 分
  • Benefits, Trends, and The Future of AI
    2024/08/16

    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 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://savvydoc.com | (760) 692-5600

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    21 分
  • Market Talk | 8/8/24
    2024/08/09

    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.

    https://savvydoc.com | (760) 692-5600

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    17 分