by Savvysite | Sep 16, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
When it comes to a Roth conversion, the amount matters. Should you convert $25,000, $50,000, $100,000—or could converting too much at once create a bigger tax impact than you expected? In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich unpack one of...
by Savvysite | Aug 26, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Having millions doesn’t automatically mean feeling confident about retirement. Even financially successful retirees can find themselves asking the same question: Will my money really last? In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore...
by Savvysite | Aug 19, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Retirement changes more than your daily routine—it changes where your income comes from. After decades of receiving a regular paycheck, suddenly you’re responsible for creating one yourself. So when that employer paycheck stops, what replaces it? In this episode of...
by Savvysite | Aug 12, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
There’s no magic number when it comes to retirement income. While rules like the 4% withdrawal rule can offer a starting point, your retirement deserves more than a one-size-fits-all formula. In this episode, Catherine Magaña and Rachel Ivanovich explain why...
by Savvysite | Aug 5, 2026 | Financial Planning, Investing, Savvy Up Podcast, SWWM, Tax Planning
When someone recommends a stock, crypto opportunity, or the latest hot investment, should that conversation become your next investment decision? More importantly, are you following your plan—or theirs? In this episode of Savvy Women, Catherine Magaña and Rachel...
