by Savvysite | Jul 9, 2025 | Savvy Up Podcast, SWWM, Tax Planning
Summer’s heating up… and so are your financial opportunities! 🌞 Before you get swept away by vacations and poolside plans, it’s the perfect time to give your wealth and tax strategy a midyear tune-up. In this episode, Catherine Magaña and Rachel Ivanovich break down...
by Savvysite | Jul 1, 2025 | Savvy Up Podcast, SWWM
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 mistakes—especially for wealthy retirees. From luxury upgrades and spontaneous...
by Savvysite | Jun 18, 2025 | Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
In this episode of Savvy Women Talk Money, we’re 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,...
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 | Jun 3, 2025 | Retirement Planning
Essential Steps for Effective Retirement Planning Retirement planning involves setting aside enough money to live comfortably after you stop working. This process includes estimating your future expenses, setting savings goals, and choosing the right investment...
by Savvysite | May 21, 2025 | Financial Planning, Savvy Up Podcast, SWWM
In this episode of Savvy Women Talk Money, we’re breaking down the ultimate financial checklist for your Spring cleaning! Every affluent household should consider these elements, from reviewing current expenses and adjusting tax withholdings to making sure your...