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...
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...
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...
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...
by Savvysite | Oct 8, 2025 | Estate Planning, Financial Planning, Savvy Up Podcast, SWWM, Tax Planning
When life takes an unexpected turn, your financial world can feel upside down. In this empowering episode, Catherine Magaña and Rachel Ivanovich dive into the realities of money after divorce, from protecting assets and rebuilding confidence to creating a new...
