(760) 692-5700
The Cost Of Connection: Why Time May Be The Best Gift

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

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...