by Savvysite | Oct 30, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
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...
by Savvysite | Oct 15, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM
Ever feel like talking about money is harder than it should be? Whether it’s with your spouse, your kids, or your financial advisor, Catherine Magaña and Rachel Ivanovich are breaking down why these conversations can feel so uncomfortable, and how to make them a whole...
by Savvysite | Sep 26, 2025 | Savvy Up Podcast, SWWM
Widowhood is one of life’s most difficult transitions, and for women, it often comes with not only emotional loss but also sudden financial responsibility. In this episode, Catherine Magaña and Rachel Ivanovich explore how women can prepare for the realities of...
by Savvysite | Sep 17, 2025 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, The Savvy Women Show
Are you juggling aging parents, kids heading to college, and your own retirement goals, all at the same time? Welcome to the Sandwich Generation. In this episode, Catherine Magaña and Rachel Ivanovich dive into the financial, emotional, and time pressures of caring...
by Savvysite | Aug 21, 2025 | Estate Planning, Financial Planning, Proactive Wealth Process, Retirement Planning, SWWM
🎙️ Back-to-School Isn’t Just for Kids: Level Up Your Financial Education This Fall As the backpacks come out and school bells start ringing, it’s not just your kids who should be hitting the books. In this episode, Catherine and Rachel share why fall is the...
