Blog
Take Time To Review Your Tax Return And Understand What It Reveals About Your Income
Tax season isn’t just about filing — it’s a window into your entire financial life. In this episode, Catherine and Rachel break down what your tax return is really telling you… and what most people completely miss. With the deadline fast approaching, they unpack why...
Before You Touch Your 401k After Leaving A Job Watch This First
That old 401(k) you’ve been meaning to deal with? It might be one of the most overlooked—and expensive—decisions you’ll make. In this episode, Catherine and Rachel uncover what really happens when you leave a job and why a simple rollover isn’t always so simple....
The Financial Details Most People Miss After Starting A New Job
A job change can feel exciting, stressful, or sometimes unexpected—but financially, it’s one of the biggest transition points people experience. In this Savvy Series conversation, Catherine and Rachel break down why the first 90 days after a job change matter far more...
Planning Retirement Income With A Long Term Strategy
You built the wealth. But have you built the income plan? Many successful women assume that once they stop working, their portfolio will naturally provide the paycheck they need. After all, you saved consistently, invested wisely, and built substantial assets. But...
The First Financial Decisions After Loss: What Matters Most
Money decisions are never purely logical—especially after loss. In this thoughtful episode, Catherine Magaña and Rachel Ivanovich explore the emotional side of financial decision-making after losing a spouse, and why even simple choices can suddenly feel overwhelming....
What No One Tells You About Income Planning After Losing A Spouse
Losing a spouse is emotional. Making financial decisions during that time? Even harder. In this important episode, Catherine and Rachel walk through what really happens to your income after loss — and the surprises many women don’t see coming. From Social Security...
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