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 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 | Jul 9, 2025 | Savvy Up Podcast, SWWM, Tax Planning
Summer’s heating up… and so are your financial opportunities! 🌞 Before you get swept away by vacations and poolside plans, it’s the perfect time to give your wealth and tax strategy a midyear tune-up. In this episode, Catherine Magaña and Rachel Ivanovich break down...
by Savvysite | Jul 1, 2025 | Savvy Up Podcast, SWWM
Are your travel dreams putting your retirement at risk? In this episode of Savvy Women Talk Money, Catherine and Rachel unpack the vacation-mode mindset that can lead to costly financial mistakes—especially for wealthy retirees. From luxury upgrades and spontaneous...
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,...
