Blog
How To Make Room For Family, Experiences, And Purpose While Designing The Future!
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...
Aligning Wealth & Legacy Through Smart Estate Planning
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...
Are You Dreaming Big Enough For The Life Your Wealth Can Create, Or Is It Time To Expand?
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...
What Really Drives Your Holiday Spending?
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...
What’s Still Possible? Smart Year-End Decisions You Can Make Right Now
The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself...
The Cost Of Connection: Why Time May Be The Best Gift
The holidays are here and so is the frenzy of shopping, gatherings, and gift-giving. But what if this season could feel less frantic and more fulfilling? In this heartwarming and practical episode, Catherine Magaña and Rachel Ivanovich unpack how to celebrate...
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