by Savvysite | Jul 9, 2025 | Savvy Up Podcast, SWWM, Tax Planning
Summer’s heating up… and so are your financial opportunities! 🌞 Before you get swept away by vacations and poolside plans, it’s the perfect time to give your wealth and tax strategy a midyear tune-up. In this episode, Catherine Magaña and Rachel Ivanovich break down...
