by Savvysite | Nov 19, 2025 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself...
by Savvysite | Oct 22, 2025 | Estate Planning, Financial Planning, Savvy Up Podcast, SWWM, Tax Planning
Big changes are coming to estate planning, and Catherine and Rachel are breaking it all down in this lively, must-listen episode of The Savvy Series! With the “One Big Beautiful Bill Act” shaking up exemption limits and gifting rules, now is the time to make sure your...
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...
