Blog
How Women Can Level Up This Fall
šļø Back-to-School Isn't Just for Kids: Level Up Your Financial Education This Fall As the backpacks come out and school bells start ringing, itās not just your kids who should be hitting the books. In this episode, Catherine and Rachel share why fall is the perfect...
Vacation Home Dreams? Donāt Buy Until You Watch This!
Is That Dream Vacation Home a Financial Trap? In this savvy episode, Catherine and Rachel unpack the real costsāand hidden benefitsāof owning a second home in retirement. From the emotional pull of lakefront views and mountain escapes to the unexpected tax headaches...
Update Your Will Before You Chill
šļø 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 MagaƱa and Rachel Ivanovich dive into the must-do estate planning moves every woman should...
How Wealthy Women Can Cut Taxes This Summer
Summerās heating upā¦ and so are your financial opportunities! Before you get swept away by vacations and poolside plans, itās the perfect time to give your wealth and tax strategy a midyear tune-up. In this episode, Catherine MagaƱa and Rachel Ivanovich break down the smartest summer tax moves every affluent woman should be thinking about right nowāso 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 mistakesāespecially 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, weāre 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,...
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