by Savvysite | Mar 4, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, The Savvy Women Show
Money decisions are never purely logical—especially after loss. In this thoughtful episode, Catherine Magaña and Rachel Ivanovich explore the emotional side of financial decision-making after losing a spouse, and why even simple choices can suddenly feel overwhelming....
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 11, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
In this tender and deeply important episode, Catherine and Rachel walk through what really matters in the first 90 days after losing someone you love. When everything feels urgent, they gently remind listeners that very little actually is. They break down what needs...
by Savvysite | Dec 22, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning, The Savvy Women Show
As the year winds down, it’s the perfect moment to pause, reflect, and ask a bigger question: Is your money actually supporting the life you want to live? In this Savvy Series episode, Catherine and Rachel dive into Life by Design. A thoughtful conversation about...
by Savvysite | Dec 3, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Ever notice how the holidays can feel like a whirlwind of traditions, to-do lists, and spending triggers you didn’t see coming? From nostalgic memories to modern-day gift exchanges, this episode unpacks the emotional (and financial) layers that show up the moment the...
