What’s Still Possible? Smart Year-End Decisions You Can Make Right Now
The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself...
The Cost Of Connection: Why Time May Be The Best Gift
The holidays are here and so is the frenzy of shopping, gatherings, and gift-giving. But what if this season could feel less frantic and more fulfilling? In this heartwarming and practical episode, Catherine Magaña and Rachel Ivanovich unpack how to celebrate...
Purpose Meets Planning: How To Give Smart And Save Big
The year’s almost over, but your financial goals still have time to shine! 🎉 In this episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich dive into the ultimate fourth-quarter money checkup to help you wrap up 2025 with confidence and clarity. Think of...





