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,...
The Costly Financial Mistakes Many Women Make After Loss
In this tender and deeply important episode, Catherine and Rachel walk through what really matters in the first 90 days after losing someone you love. When everything feels urgent, they gently remind listeners that very little actually is. They break down what needs...
If Life Changed Tomorrow, How Much Control Would You Really Have?
What does real independence actually look like—and how do you protect it as life evolves? In this episode, Catherine Magaña and Rachel Ivanovich dive into the often-overlooked financial decisions that quietly shape your freedom, confidence, and control. From being...