by Savvysite | Aug 21, 2025 | Estate Planning, Financial Planning, Proactive Wealth Process, Retirement Planning, SWWM, Uncategorized
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 perfect season to invest in your own financial education — no pencils required. They cover:...
by Savvysite | Aug 13, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast
Is That Dream Vacation Home a Financial Trap? In this savvy episode, Catherine and Rachel unpack the real costs—and hidden benefits—of owning a second home in retirement. From the emotional pull of lakefront views and mountain escapes to the unexpected tax headaches...
by Savvysite | Aug 2, 2025 | Financial Planning, Savvy Up Podcast, Tax Planning
🎙️ Summer Estate Planning Essentials for Savvy Women The beach isn’t the only thing you should be checking out this summer! In this episode of Savvy Women Talk Money, Catherine Magaña and Rachel Ivanovich dive into the must-do estate planning moves every woman...
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...
by Savvysite | Oct 16, 2024 | Estate Planning, Financial Planning, Savvy Up Podcast
In this episode, we dive into the unique financial complexities that come with second marriages. We cover essential topics like estate and tax planning, handling debts, wills, and healthcare directives. How should couples manage finances—combine assets or keep...
by Savvysite | Dec 7, 2023 | Financial Planning, Tax Planning
Welcome to Savvy Up, your go-to for simplified financial insights. In today’s episode, we’re covering key year-end strategies for a financially sound future. Let’s dive in! Segment 1: Gifting for the Holidays – Smart Down Payments As the holidays...
