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...
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 | Nov 12, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning
The holidays are here and so is the frenzy of shopping, gatherings, and gift-giving. But what if this season could feel less frantic and more fulfilling? In this heartwarming and practical episode, Catherine Magaña and Rachel Ivanovich unpack how to celebrate...
