WWM Financial

10/20/2026

High Rates & Tech Earnings

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 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. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/15/26

10/19/2026

S&P 500 Stocks Hit Lows - (10/15/26)

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 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. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/15/26

10/19/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

10/18/2026

Treasury Yields And Retirement

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 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. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/15/26

10/18/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

10/18/2026

How Much Can You Spend In Retirement Without Running Out Of Money?

You've spent decades saving for retirement. Now comes the scary part—actually spending it! Can you finally take that dream vacation, help your grandchildren, or enjoy more of your hard-earned savings without worrying about running out of money?

In this episode, Catherine Magaña and Rachel Ivanovich tackle the big question: How much can you spend in retirement without running out of money? From the popular 4% withdrawal rule to retirement income planning, the team explores why having enough savings doesn't always mean feeling comfortable spending them.

In this episode:
• Why retirees struggle to switch from saving to spending
• How Social Security, pensions, and investments support retirement income
• Why the 4% rule isn't right for everyone
• How inflation, healthcare costs, and market downturns affect retirement withdrawals
• How to balance enjoying retirement today with protecting your financial future

Can you spend more than you think? Discover how thoughtful retirement spending strategies can help you enjoy the life you've worked so hard to build.

Tune in by clicking the following link. https://youtu.be/82q1_LbwRFo

Click on the following link to schedule a free consultation. https://wwmfinancial.com/consultation/

Date Recorded: 10/08/26

Disclosure:

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 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. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability

10/17/2026

The 20% Behind Consumer Buying

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 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. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/15/26

10/17/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

10/16/2026

U.S. Debt Surprise

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 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. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Date Recorded: 10/15/26

10/15/2026

Why Is Inflation Still rising And What's Behind The Surge?

Inflation is heating up again, but what's really behind the latest surge? While some everyday prices are falling, others are climbing at an alarming pace—and one major factor is putting renewed pressure on the economy.

In this episode, the WWM Financial team uncovers inflation's biggest driver, examining how rising energy prices, gasoline costs, and unexpected inflation reports are affecting consumers and investors. Could energy costs be keeping inflation higher than expected?

Plus, what does rising inflation mean for the Federal Reserve, interest rates, and the stock market? The team explores how shifting economic conditions could influence investment decisions and what investors should be watching next.

Also in this episode:
• Why inflation remains a concern for the Federal Reserve
• How AI stocks and market volatility are affecting investors
• What rising Treasury yields could mean for retirement income planning
• How consumer spending is holding up despite higher prices
• Why understanding economic trends matters for your investment strategy

Tune in to discover what's driving inflation in 2026 and what it could mean for your financial future.

Tune in by clicking the following link. https://youtu.be/GmS_pbQeaoU

Click on the following link to schedule a free consultation. https://wwmfinancial.com/consultation/

Date Recorded: 10/15/26

Disclosure:

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 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. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability