by Savvysite | Oct 30, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
The year’s almost over, but your financial goals still have time to shine! 🎉 In this episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich dive into the ultimate fourth-quarter money checkup to help you wrap up 2025 with confidence and clarity. Think of...
by Savvysite | Oct 15, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM
Ever feel like talking about money is harder than it should be? Whether it’s with your spouse, your kids, or your financial advisor, Catherine Magaña and Rachel Ivanovich are breaking down why these conversations can feel so uncomfortable, and how to make them a whole...
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...
by Savvysite | Sep 3, 2025 | Financial Planning, Proactive Wealth Process, Retirement Planning, Savvy Up Podcast, The Savvy Women Show
Health care costs may not be the most glamorous part of retirement planning—but ignoring them could wreck your golden years. In this episode, Catherine Magaña and Rachel Ivanovich dive into what every woman needs to know about preparing for one of the biggest...
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...
