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Purpose Meets Planning: How To Give Smart And Save Big

by Savvysite | Oct 30, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning

The year’s almost over, but your financial goals still have time to shine! 🎉 In this episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich dive into the ultimate fourth-quarter money checkup to help you wrap up 2025 with confidence and clarity. Think of...

How To Be Prepared For Next Year On Your Estate Planning

by Savvysite | Oct 22, 2025 | Estate Planning, Financial Planning, Savvy Up Podcast, SWWM, Tax Planning

Big changes are coming to estate planning, and Catherine and Rachel are breaking it all down in this lively, must-listen episode of The Savvy Series! With the “One Big Beautiful Bill Act” shaking up exemption limits and gifting rules, now is the time to make sure your...

Ever Feel Ignored By Your Financial Advisor?

by Savvysite | Oct 17, 2025 | Uncategorized

Ever feel like talking about money is harder than it should be? Whether it’s with your spouse, your kids, or your financial advisor, Catherine Magaña and Rachel Ivanovich are breaking down why these conversations can feel so uncomfortable, and how to make them a whole...

Love, Family, and Finances: Talking About Money That Matters

by Savvysite | Oct 15, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM

Ever feel like talking about money is harder than it should be? Whether it’s with your spouse, your kids, or your financial advisor, Catherine Magaña and Rachel Ivanovich are breaking down why these conversations can feel so uncomfortable, and how to make them a whole...

Life After Divorce: How to Take Control of Your Finances

by Savvysite | Oct 8, 2025 | Estate Planning, Financial Planning, Savvy Up Podcast, SWWM, Tax Planning

When life takes an unexpected turn, your financial world can feel upside down. In this empowering episode, Catherine Magaña and Rachel Ivanovich dive into the realities of money after divorce, from protecting assets and rebuilding confidence to creating a new...

Widowhood and Finances: Steps to Take Now

by Savvysite | Sep 26, 2025 | Savvy Up Podcast, SWWM

Widowhood is one of life’s most difficult transitions, and for women, it often comes with not only emotional loss but also sudden financial responsibility. In this episode, Catherine Magaña and Rachel Ivanovich explore how women can prepare for the realities of...