by Savvysite | Apr 1, 2026 | Financial Planning, Liability Management, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Stock options can feel like a reward… until tax season tells a different story. In this episode of the Savvy Series, Catherine and Rachel break down what stock options and RSUs really mean for your financial life—and why so many high earners get caught off guard. From...
by Savvysite | Mar 25, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Tax season isn’t just about filing — it’s a window into your entire financial life. In this episode, Catherine and Rachel break down what your tax return is really telling you… and what most people completely miss. With the deadline fast approaching, they unpack why...
by Savvysite | Mar 11, 2026 | Estate Planning, Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
A job change can feel exciting, stressful, or sometimes unexpected—but financially, it’s one of the biggest transition points people experience. In this Savvy Series conversation, Catherine and Rachel break down why the first 90 days after a job change matter far more...
by Savvysite | Feb 20, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
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,...
by Savvysite | Feb 4, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning
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...
