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...
by Savvysite | Oct 30, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
The year’s almost over, but your financial goals still have time to shine! 🎉 In this episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich dive into the ultimate fourth-quarter money checkup to help you wrap up 2025 with confidence and clarity. Think of...
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 | Oct 8, 2025 | Estate Planning, Financial Planning, Savvy Up Podcast, SWWM, Tax Planning
When life takes an unexpected turn, your financial world can feel upside down. In this empowering episode, Catherine Magaña and Rachel Ivanovich dive into the realities of money after divorce, from protecting assets and rebuilding confidence to creating a new...
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...
