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Should You Do A Roth Conversion Before You Retire?

Should You Do A Roth Conversion Before You Retire?

You’ve probably heard plenty about Roth conversions—but does doing one before retirement actually make sense for you? The answer depends on much more than simply moving money from one retirement account to another. Taxes, timing, future income, and your overall...

Why Millionaires Still Question If Their Money Will Last

Why Millionaires Still Question If Their Money Will Last

Having millions doesn’t automatically mean feeling confident about retirement. Even financially successful retirees can find themselves asking the same question: Will my money really last? In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore...

When Your Paycheck Stops At Retirement, What Replaces It?

When Your Paycheck Stops At Retirement, What Replaces It?

Retirement changes more than your daily routine—it changes where your income comes from. After decades of receiving a regular paycheck, suddenly you’re responsible for creating one yourself. So when that employer paycheck stops, what replaces it? In this episode of...