The First Financial Decisions After Loss: What Matters Most
Money decisions are never purely logical—especially after loss. In this thoughtful episode, Catherine Magaña and Rachel Ivanovich explore the emotional side of financial decision-making after losing a spouse, and why even simple choices can suddenly feel overwhelming....
What No One Tells You About Income Planning After Losing A Spouse
Losing a spouse is emotional. Making financial decisions during that time? Even harder. In this important episode, Catherine and Rachel walk through what really happens to your income after loss — and the surprises many women don’t see coming. From Social Security...
Are You Coordinating Inherited IRA Decisions With Your Wealth And Tax Strategy?
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,...