by Savvysite | Feb 20, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
When it comes to IRAs, one wrong move can cost you tens—or even hundreds—of thousands of dollars. In this Savvy Series episode, Catherine and Rachel break down the confusing world of spousal vs. non-spousal inherited IRAs, the 10-year rule, RMDs, Roth considerations,...
by Savvysite | Feb 11, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
In this tender and deeply important episode, Catherine and Rachel walk through what really matters in the first 90 days after losing someone you love. When everything feels urgent, they gently remind listeners that very little actually is. They break down what needs...
by Savvysite | Feb 4, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning
What does real independence actually look like—and how do you protect it as life evolves? In this episode, Catherine Magaña and Rachel Ivanovich dive into the often-overlooked financial decisions that quietly shape your freedom, confidence, and control. From being...
by Savvysite | Jan 21, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning
Money conversations don’t have to be awkward—but avoiding them can be expensive. In this Savvy Series episode of Savvy Women Talk Money, Catherine Magaña and Rachel Ivanovich dive into the financial conversations women tend to avoid—and why January is the perfect time...
by Savvysite | Dec 31, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning
As the year comes to a close, this episode invites you to pause, reflect, and reset, without the pressure of resolutions. Instead, it’s about recalibrating confidence around money and stepping into the next chapter with clarity and intention. In this conversation,...
by Savvysite | Dec 22, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning, The Savvy Women Show
As the year winds down, it’s the perfect moment to pause, reflect, and ask a bigger question: Is your money actually supporting the life you want to live? In this Savvy Series episode, Catherine and Rachel dive into Life by Design. A thoughtful conversation about...
