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 | 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 | 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 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 | Jan 31, 2025 | Retirement Planning, Savvy Up Podcast, SWWM
In this video, Catherine and Rachel highlight the most common mistakes women make when managing their 401(k)s. From overlooking the tax impact of withdrawals to missing out on Roth conversion opportunities, they share insights on how to optimize your retirement...
