by Savvysite | Dec 31, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning
As the year comes to a close, this episode invites you to pause, reflect, and reset, without the pressure of resolutions. Instead, it’s about recalibrating confidence around money and stepping into the next chapter with clarity and intention. In this conversation,...
by Savvysite | Dec 22, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning, The Savvy Women Show
As the year winds down, it’s the perfect moment to pause, reflect, and ask a bigger question: Is your money actually supporting the life you want to live? In this Savvy Series episode, Catherine and Rachel dive into Life by Design. A thoughtful conversation about...
by Savvysite | Dec 16, 2025 | Proactive Wealth Process
An Educational Webinar Presented by WWM Financial’s Proactive Wealth Process A well-crafted estate plan isn’t just about distributing assets—it’s about protecting loved ones, preserving family harmony, and creating a legacy that endures for generations. Join WWM...
by Savvysite | Dec 10, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning, The Savvy Women Show
What if the real problem isn’t that your goals are too big, but that they’re nowhere near big enough? In this energizing episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich flip traditional goal-setting on its head and make a compelling case for...
by Savvysite | Dec 3, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Ever notice how the holidays can feel like a whirlwind of traditions, to-do lists, and spending triggers you didn’t see coming? From nostalgic memories to modern-day gift exchanges, this episode unpacks the emotional (and financial) layers that show up the moment the...
