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...
by Savvysite | Dec 10, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning, The Savvy Women Show
What if the real problem isn’t that your goals are too big, but that they’re nowhere near big enough? In this energizing episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich flip traditional goal-setting on its head and make a compelling case for...
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 | Jun 4, 2025 | Proactive Wealth Process, Savvy Up Podcast, SWWM, The Savvy Women Show
In this episode of Savvy Women Talk Money, we explore the healthy money habits that go beyond budgeting. From understanding the true value of a dollar to knowing who to turn to for sound financial guidance, this conversation is all about developing the mindset and...
by Savvysite | Dec 13, 2024 | Estate Planning, Savvy Up Podcast, SWWM, The Savvy Women Show
In this episode of the Savvy Series, Catherine and Rachel discuss the 6 biggest mistakes women often make when inheriting large sums of money. They cover crucial topics such as failing to account for estate taxes, the importance of understanding capital gains, and the...
