by Savvysite | Aug 27, 2025 | Financial Planning, Proactive Wealth Process, Retirement Planning, Savvy Up Podcast, SWWM
What’s Your Retirement Vision? It’s Time to Design a Life You Love Retirement isn’t just about money—it’s about meaning. In this episode, Catherine Magaña and Rachel Ivanovich go beyond the spreadsheets and dive into what really matters when planning your next...
by Savvysite | Aug 21, 2025 | Estate Planning, Financial Planning, Proactive Wealth Process, Retirement Planning, SWWM
🎙️ 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, it’s not just your kids who should be hitting the books. In this episode, Catherine and Rachel share why fall is the...
by Savvysite | Jun 4, 2025 | Proactive Wealth Process, Savvy Up Podcast, SWWM, The Savvy Women Show
In this episode of Savvy Women Talk Money, we explore the healthy money habits that go beyond budgeting. From understanding the true value of a dollar to knowing who to turn to for sound financial guidance, this conversation is all about developing the mindset and...
by Savvysite | Mar 7, 2025 | Proactive Wealth Process, Savvy Up Podcast
Join Catherine and Rachel on SavvyUp as they break down the Proactive Wealth Process in a way that’s fun, simple, and stress-free! In their latest workshop, they’re diving deep into the four key pillars of smart financial planning—Asset Management, Liabilities, Estate...
by Savvysite | Nov 27, 2023 | Financial Planning, Proactive Wealth Process, SWWM
Wondering how much you need to retire comfortably? If so you should check out this video. So, if you’re serious about taking control of your finances and you don’t want to run out of money in retirement then you should check out some of our other videos at...
by Savvysite | Aug 20, 2021 | Financial Planning, Proactive Wealth Process, Tax Planning
Click on the image above to view this conversation. A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term...
