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...
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 22, 2025 | Estate Planning, Financial Planning, Savvy Up Podcast, SWWM, Tax Planning
Big changes are coming to estate planning, and Catherine and Rachel are breaking it all down in this lively, must-listen episode of The Savvy Series! With the “One Big Beautiful Bill Act” shaking up exemption limits and gifting rules, now is the time to make sure your...
