by Savvysite | Mar 11, 2026 | Estate Planning, Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
A job change can feel exciting, stressful, or sometimes unexpected—but financially, it’s one of the biggest transition points people experience. In this Savvy Series conversation, Catherine and Rachel break down why the first 90 days after a job change matter far more...
by Savvysite | Feb 4, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning
What does real independence actually look like—and how do you protect it as life evolves? In this episode, Catherine Magaña and Rachel Ivanovich dive into the often-overlooked financial decisions that quietly shape your freedom, confidence, and control. From being...
by Savvysite | Jan 28, 2026 | Estate Planning, Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM
The start of a new year isn’t about chasing the hottest investment or obsessing over last year’s returns—and in this episode, that truth gets a spotlight. The conversation explores how wealthy women approach money with intention, strategy, and clarity, asking smarter...
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...
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...
by Savvysite | Sep 17, 2025 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, The Savvy Women Show
Are you juggling aging parents, kids heading to college, and your own retirement goals, all at the same time? Welcome to the Sandwich Generation. In this episode, Catherine Magaña and Rachel Ivanovich dive into the financial, emotional, and time pressures of caring...
