by Savvysite | Aug 5, 2026 | Financial Planning, Investing, Savvy Up Podcast, SWWM, Tax Planning
When someone recommends a stock, crypto opportunity, or the latest hot investment, should that conversation become your next investment decision? More importantly, are you following your plan—or theirs? In this episode of Savvy Women, Catherine Magaña and Rachel...
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 | Jul 15, 2026 | Financial Planning, Investing, Savvy Up Podcast, SWWM, Tax Planning
It seems like there’s always a new “must-own” investment making headlines. But is it truly right for you, or are you just feeling the pressure to keep up? In this episode of Savvy Women, Catherine and Rachel explore how the fear of missing out (FOMO)...
by Savvysite | Jul 8, 2026 | Financial Planning, Savvy Up Podcast, SWWM, Tax Planning
A great company doesn’t automatically make a great investment. Join Catherine and Rachel as they reveal how smart investors evaluate valuation, expectations, and long-term fit to determine whether an IPO is truly worth it. With new IPOs regularly capturing...
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...
by Savvysite | Jun 10, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Retirement can last 20, 30, or even 40 years—but how do you know if your money can keep up? The reality is that many retirees aren’t worried because they’re spending too much. They’re worried because they don’t know if they’re spending...
