The Market's Moving Fast: Are You Ready for What's Next?

This week's episode of WWM Talks packs in everything from market highs to mortgage rate moves, and even a sneak peek at our upcoming Health, Wealth & Legacy retreat in Carlsbad! The team, Catherine Magaña, Greg Carroll, Steve Wolff, and Vince Stefano break down the latest 25-basis-point Fed rate cut, the ongoing government shutdown, and why retail investors are rushing back into stocks. With AI-fueled earnings lifting markets and tech collaborations reshaping industries, the conversation dives into where opportunity, and risk, really lie. They also explore how shifting real estate dynamics are creating both challenges and opportunities, with home prices cooling on the West Coast, strength holding in the Northeast, and mortgage rates finally easing back into the 5s. The conversation turns to what these changes mean for investors and retirees alike, including the newly announced 2.8% Social Security cost-of-living adjustment and how it factors into retirement income planning. 🎧 Tune in for insights, laughs, and a quick pulse on the markets before Halloween. Whether you're watching the Fed, eyeing opportunities in AI, or wondering what's next for housing, this episode will help you cut through the noise and stay focused on what really drives long-term success. Date Recorded: 10/30/25 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. wwmfinancial.com | 760.692.5190