Blog
You Need A Retirement Income Plan, Not A Rule!
There’s no magic number when it comes to retirement income. While rules like the 4% withdrawal rule can offer a starting point, your retirement deserves more than a one-size-fits-all formula. In this episode, Catherine Magaña and Rachel Ivanovich explain why...
Should A Conversation Ever Become An Investment decision?
When someone recommends a stock, crypto opportunity, or the latest hot investment, should that conversation become your next investment decision? More importantly, are you following your plan—or theirs? In this episode of Savvy Women, Catherine Magaña and Rachel...
The Costly Mistake Of Missing Your Employer Match
Every year, countless employees unknowingly walk away from one of the most valuable workplace benefits available. The surprising part? Many are busy chasing investment returns while overlooking an opportunity that could have an immediate impact on their retirement...
Are You Following A Plan Or The Crowd?
It seems like there's always a new "must-own" investment making headlines. But is it truly right for you, or are you just feeling the pressure to keep up? In this episode of Savvy Women, Catherine and Rachel explore how the fear of missing out (FOMO) can quietly...
How Smart Investors Decide If An IPO Is Worth Buying
A great company doesn't automatically make a great investment. Join Catherine and Rachel as they reveal how smart investors evaluate valuation, expectations, and long-term fit to determine whether an IPO is truly worth it. With new IPOs regularly capturing investors'...
When Does An IPO Actually Become A Good Investment?
High-profile IPOs (Initial Public Offerings) often generate excitement, headlines, and fear of missing out—but does buying on day one really make sense? In this episode of Savvy Women, Catherine and Rachel explore when an IPO actually becomes a good investment and why...
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