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What’s Still Possible? Smart Year-End Decisions You Can Make Right Now

by Savvysite | Nov 19, 2025 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning

The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself...

The Cost Of Connection: Why Time May Be The Best Gift

by Savvysite | Nov 12, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning

The holidays are here and so is the frenzy of shopping, gatherings, and gift-giving. But what if this season could feel less frantic and more fulfilling? In this heartwarming and practical episode, Catherine Magaña and Rachel Ivanovich unpack how to celebrate...

Purpose Meets Planning: How To Give Smart And Save Big

by Savvysite | Oct 30, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning

The year’s almost over, but your financial goals still have time to shine! 🎉 In this episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich dive into the ultimate fourth-quarter money checkup to help you wrap up 2025 with confidence and clarity. Think of...

How To Be Prepared For Next Year On Your Estate Planning

by Savvysite | Oct 22, 2025 | Estate Planning, Financial Planning, Savvy Up Podcast, SWWM, Tax Planning

Big changes are coming to estate planning, and Catherine and Rachel are breaking it all down in this lively, must-listen episode of The Savvy Series! With the “One Big Beautiful Bill Act” shaking up exemption limits and gifting rules, now is the time to make sure your...

Ever Feel Ignored By Your Financial Advisor?

by Savvysite | Oct 17, 2025 | Uncategorized

Ever feel like talking about money is harder than it should be? Whether it’s with your spouse, your kids, or your financial advisor, Catherine Magaña and Rachel Ivanovich are breaking down why these conversations can feel so uncomfortable, and how to make them a whole...

Love, Family, and Finances: Talking About Money That Matters

by Savvysite | Oct 15, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM

Ever feel like talking about money is harder than it should be? Whether it’s with your spouse, your kids, or your financial advisor, Catherine Magaña and Rachel Ivanovich are breaking down why these conversations can feel so uncomfortable, and how to make them a whole...