Planning Retirement Income With A Long Term Strategy
You built the wealth. But have you built the income plan? Many successful women assume that once they stop working, their portfolio will naturally provide the paycheck they need. After all, you saved consistently, invested wisely, and built substantial assets. But...
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...