by Savvysite | Oct 7, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You just received an inheritance. Now comes the question you may not have expected: What should you actually do with it? When you’re nearing retirement, an inheritance can open new possibilities—but it can also create decisions about taxes, investments, retirement...
by Savvysite | Jun 24, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Most families don’t realize the true cost of passing down a home until years after the decision has been made. In this episode of Savvy Women, Catherine and Rachel explore the hidden cost of passing down a family home and why some of the most well-intentioned...
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...
