by Savvysite | Oct 28, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
An unexpected inheritance could open the door to more freedom, less work, and the retirement lifestyle you’ve been dreaming about. But before you hand in your resignation, there’s one important question: Can you afford to retire early without putting your...
by Savvysite | Oct 14, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You inherited an IRA. Now what? Before you take money out, there are some important rules you need to know—and one wrong move could lead to an unexpected tax bill! Whether you’re thinking about paying off debt, retiring early, or helping family, understanding...
by Savvysite | Oct 9, 2026 | Uncategorized
Built In The Mess Life doesn’t have to be complete to be meaningful. In her TEDx talk, Rachel Ivanovich shares how an 11-year home renovation became a lesson in resilience, growth, and finding joy along the way. Watch for a refreshing reminder that happiness doesn’t...
by Savvysite | Oct 7, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You just received an inheritance. Now comes the question you may not have expected: What should you actually do with it? When you’re nearing retirement, an inheritance can open new possibilities—but it can also create decisions about taxes, investments, retirement...
by Savvysite | Sep 30, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You may know a Roth conversion can affect your taxes—but what about your Medicare premiums? In this episode, Catherine Magaña and Rachel Ivanovich break down the important connection between Medicare and Roth conversions. A Roth conversion increases taxable income,...
