by Savvysite | Aug 19, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Retirement changes more than your daily routine—it changes where your income comes from. After decades of receiving a regular paycheck, suddenly you’re responsible for creating one yourself. So when that employer paycheck stops, what replaces it? In this episode of...
by Savvysite | Aug 12, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
There’s no magic number when it comes to retirement income. While rules like the 4% withdrawal rule can offer a starting point, your retirement deserves more than a one-size-fits-all formula. In this episode, Catherine Magaña and Rachel Ivanovich explain why...
by Savvysite | Aug 5, 2026 | Financial Planning, Investing, Savvy Up Podcast, SWWM, Tax Planning
When someone recommends a stock, crypto opportunity, or the latest hot investment, should that conversation become your next investment decision? More importantly, are you following your plan—or theirs? In this episode of Savvy Women, Catherine Magaña and Rachel...
by Savvysite | Jul 22, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Every year, countless employees unknowingly walk away from one of the most valuable workplace benefits available. The surprising part? Many are busy chasing investment returns while overlooking an opportunity that could have an immediate impact on their retirement...
by Savvysite | Jul 15, 2026 | Financial Planning, Investing, Savvy Up Podcast, SWWM, Tax Planning
It seems like there’s always a new “must-own” investment making headlines. But is it truly right for you, or are you just feeling the pressure to keep up? In this episode of Savvy Women, Catherine and Rachel explore how the fear of missing out (FOMO)...
