by Savvysite | Sep 9, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You’ve probably heard plenty about Roth conversions—but does doing one before retirement actually make sense for you? The answer depends on much more than simply moving money from one retirement account to another. Taxes, timing, future income, and your overall...
by Savvysite | Aug 26, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Having millions doesn’t automatically mean feeling confident about retirement. Even financially successful retirees can find themselves asking the same question: Will my money really last? In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore...
by Savvysite | Aug 19, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Retirement changes more than your daily routine—it changes where your income comes from. After decades of receiving a regular paycheck, suddenly you’re responsible for creating one yourself. So when that employer paycheck stops, what replaces it? In this episode of...
by Savvysite | Aug 12, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
There’s no magic number when it comes to retirement income. While rules like the 4% withdrawal rule can offer a starting point, your retirement deserves more than a one-size-fits-all formula. In this episode, Catherine Magaña and Rachel Ivanovich explain why...
by Savvysite | Jul 22, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Every year, countless employees unknowingly walk away from one of the most valuable workplace benefits available. The surprising part? Many are busy chasing investment returns while overlooking an opportunity that could have an immediate impact on their 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...
