Vacation Home Dreams? Don’t Buy Until You Watch This!
Is That Dream Vacation Home a Financial Trap? In this savvy episode, Catherine and Rachel unpack the real costs—and hidden benefits—of owning a second home in retirement. From the emotional pull of lakefront views and mountain escapes to the unexpected tax headaches...
Update Your Will Before You Chill
🎙️ Summer Estate Planning Essentials for Savvy Women The beach isn't the only thing you should be checking out this summer! In this episode of Savvy Women Talk Money, Catherine Magaña and Rachel Ivanovich dive into the must-do estate planning moves every woman should...
How Wealthy Women Can Cut Taxes This Summer
Summer’s heating up… and so are your financial opportunities! 🌞 Before you get swept away by vacations and poolside plans, it’s the perfect time to give your wealth and tax strategy a midyear tune-up. In this episode, Catherine Magaña and Rachel Ivanovich break down...