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Update Your Will Before You Chill
đď¸ Summer Estate Planning Essentials for Savvy Women The beach isn't the only thing you should be checking out this summer! In this episode of Savvy Women Talk Money, Catherine MagaĂąa and Rachel Ivanovich dive into the must-do estate planning moves every woman should...
How Wealthy Women Can Cut Taxes This Summer
Summerâs heating up⌠and so are your financial opportunities! Before you get swept away by vacations and poolside plans, itâs the perfect time to give your wealth and tax strategy a midyear tune-up. In this episode, Catherine MagaĂąa and Rachel Ivanovich break down the smartest summer tax moves every affluent woman should be thinking about right nowâso you can stay one step ahead all year long.
Traveling in Retirement? Avoid These Expensive Mistakes
Are your travel dreams putting your retirement at risk? In this episode of Savvy Women Talk Money, Catherine and Rachel unpack the vacation-mode mindset that can lead to costly financial mistakesâespecially for wealthy retirees. From luxury upgrades and spontaneous spending to hidden fees and unplanned gifts, they share how easily travel can derail even the most well-crafted retirement plan…
6 Key Points Every Woman Should Know for Retirement
In this episode of Savvy Women Talk Money, weâre breaking down the 6 key mid-year checkpoints every woman should revisit regularly to stay on track for retirement. From leveraging Roth IRAs and understanding catch-up contribution limits, to reviewing your cash flow,...
What Wealthy Women Do Differently To Grow Their Money
In this episode of Savvy Women Talk Money, we explore the healthy money habits that go beyond budgeting. From understanding the true value of a dollar to knowing who to turn to for sound financial guidance, this conversation is all about developing the mindset and...
Essential Steps for Effective Retirement Planning
Essential Steps for Effective Retirement Planning Retirement planning involves setting aside enough money to live comfortably after you stop working. This process includes estimating your future expenses, setting savings goals, and choosing the right investment...
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