Savvy Women Talk Money

Savvy Women Wealth Management
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You've spent a lifetime using your strengths as a woman to make smart decisions about life. Isn't it time to apply those same strengths to making financial decisions and investing? Listen in and learn how to apply your natural strengths as a woman to managing your finances and investing so you can accomplish more with your money. Without giving up lattes, wine or mani-pedis. Hosted by Catherine Magaña, CFP® & Rachel Ivanovich, EA, MBA Savvy Women Wealth Management is an SEC Registered Investment Advisor

  1. The Cost Of Connection: Why Time May Be The Best Gift

    4D AGO

    The Cost Of Connection: Why Time May Be The Best Gift

    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 intentionally, without overspending or overstretching yourself. From setting a "joy budget" to creating experiences that matter more than things, they share real-life stories (and a few laughs) about how to make the most of this season, financially and emotionally. You'll hear how Catherine balances her love for hosting and giving with mindful spending, and how Rachel swaps shopping lists for shared family adventures. Discover tips on aligning your holiday habits with your core values, pausing before purchases, and planning ahead for a smoother start to the new year. Because abundance isn't about excess, it's about joy, gratitude, and connection. 🎧 Tune in for thoughtful ideas to make this your most intentional holiday season yet, and a gentle reminder to "Savvy Up" before the year wraps up! Date Recorded: 11/06/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

    11 min
  2. Purpose Meets Planning: How To Give Smart And Save Big

    OCT 30

    Purpose Meets Planning: How To Give Smart And Save Big

    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 it as your "financial wellness exam." From maximizing retirement contributions to smart tax-loss harvesting, they share timely strategies to boost savings, reduce your tax bill, and set yourself up for success before December 31st hits. You'll also hear tips on donor-advised funds, qualified charitable distributions, and how to use appreciated stock for charitable giving, all while lowering your taxable income. Plus, the duo discusses beneficiary updates, estate plan reviews, and how to avoid costly end-of-year mistakes. And don't miss their exciting announcement about the upcoming Health, Wealth & Legacy event in Carlsbad, a powerhouse afternoon of wellness and financial insight designed just for women. 💡 Finish the year strong, stay savvy, and step into 2026 ready to thrive. Date Recorded: 10/23/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

    12 min
  3. How To Be prepared For Next Year On Your Estate Planning

    OCT 22

    How To Be prepared For Next Year On Your Estate 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 estate plan is airtight before 2026 arrives. The duo unpacks what the new $15 million lifetime exclusion really means, how annual gifts work (and when you need to file a gift tax return), and the often-overlooked details, like titling accounts correctly, that can make or break your plan. They also share real client stories, explain why reviewing your trust and power of attorney matters more than ever, and highlight smart charitable giving strategies like donor-advised funds and charitable trusts. If your estate plan hasn't been reviewed in the last few years, or if you're not sure how the new law affects you, this episode will give you clarity, confidence, and a few laughs along the way. 🎧 Tune in to get savvy, stay protected, and prepare your wealth for what's ahead. Date Recorded: 10/16/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

    12 min
  4. Love, Family, and Finances: Talking About Money That Matters

    OCT 15

    Love, Family, and Finances: Talking About Money That Matters

    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 lot easier. From childhood money messages to budgeting with your partner and teaching your kids about saving and investing, this episode is packed with real stories, relatable laughs, and practical tips. Discover how to turn money talks from tension-filled to teamwork-driven and how to bring more confidence and maybe even fun into the mix. They'll share how to: 💡 Turn financial fights into constructive discussions  👨‍👩‍👧 Teach kids healthy money habits early on 💬 Communicate openly and confidently with your advisor  🎧Tune in and learn how to build stronger, smarter financial relationships, one conversation at a time. 👉 Listen now and start making your money talks a little less awkward, and a lot more empowering. Date Recorded: 10/09/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

    13 min
  5. Life After Divorce: How To Take Control Of Your Finances

    OCT 8

    Life After Divorce: How To Take Control Of Your Finances

    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 financial plan that reflects your life today. They share real client stories about women who faced tough choices—like keeping the family home or downsizing for freedom—and explain how to avoid costly post-divorce mistakes. Discover the importance of updating wills and beneficiaries, understanding tax impacts, rebuilding credit, and investing with purpose. You'll also hear practical advice for shifting from "survival mode" to a confident, intentional approach to money. Whether you're in the middle of a divorce or starting your next chapter, this conversation offers guidance, hope, and a plan to help you move forward—one smart decision at a time. 💡 Ready to rebuild your financial foundation? Call Savvy Women Wealth Management or visit us online to schedule your strategy session. Date Recorded: 10/02/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

    12 min
  6. Widowhood and Finances: Steps to Take Now

    SEP 26

    Widowhood and Finances: Steps to Take Now

    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 widowhood with confidence and clarity. From changes in income and taxes to decisions about pensions, Social Security, and even the family home, they walk through the key financial considerations that can make a world of difference. Just as important, they highlight the emotional side of this transition, why it's essential to build support systems, know your advisors, and avoid making rushed decisions in the midst of grief. You'll discover practical steps to take now, like understanding where accounts are held, updating beneficiaries, organizing key documents, and starting conversations with your spouse and family. This episode isn't about fear, it's about empowerment. By preparing emotionally and financially before life changes, you can protect your legacy, maintain stability, and move forward with greater peace of mind. 🎧 Listen in and learn how to face widowhood prepared, supported, and financially secure. Date Recorded 9/25/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

    13 min
  7. Why Your Future Matters When Family Comes First

    SEP 17

    Why Your Future Matters When Family Comes First

    Are you juggling aging parents, kids heading to college, and your own retirement goals—all at the same time? Welcome to the Sandwich Generation. In this episode, Catherine Magaña and Rachel Ivanovich dive into the financial, emotional, and time pressures of caring for multiple generations while still trying to plan for the future. From rising college costs and cash flow crunches to helping parents with medical care, the conversation gets real about the triple challenge facing so many women today. You'll hear practical strategies for keeping your retirement on track, setting healthy boundaries, and even using tools like long-term care insurance, dependent care credits, and estate planning to lighten the load. The hosts also share candid stories from their own lives, balancing doctor visits, college applications, and work, all while making sure they don't lose sight of what matters most. Life in the middle isn't easy, but with the right plan and clear conversations, you can navigate it with confidence. Don't just survive the sandwich years—learn how to thrive in them. Date Recorded 9/11/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

    17 min
  8. Why Your Money Mindset Matters More Than You Think

    SEP 10

    Why Your Money Mindset Matters More Than You Think

    When you think of self-care, images of facials, yoga, or a spa day probably come to mind. But what about financial self-care? In this episode, Catherine Magaña and Rachel Ivanovich pull back the curtain on how money habits impact your health, confidence, and overall well-being—and why tending to your finances is one of the best acts of self-love. From simple daily check-ins (yes, even a quick balance peek over coffee) to weekly reflections on spending, you'll learn how to make money management less stressful and more empowering. Catherine and Rachel share client stories, practical routines, and even some creative ideas—like using round-up savings apps to help you celebrate wins instead of focusing only on the stress. They'll also guide you through the importance of annual financial checkups, journaling about your money mindset, and reframing the way you think about wealth so it feels more like nourishment than punishment. If you've ever felt anxious about money even when you "have enough" this conversation will leave you with tools, perspective shifts, and the encouragement to treat financial planning like wellness for your future self. Date Recorded: 9/04/25 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

    11 min
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About

You've spent a lifetime using your strengths as a woman to make smart decisions about life. Isn't it time to apply those same strengths to making financial decisions and investing? Listen in and learn how to apply your natural strengths as a woman to managing your finances and investing so you can accomplish more with your money. Without giving up lattes, wine or mani-pedis. Hosted by Catherine Magaña, CFP® & Rachel Ivanovich, EA, MBA Savvy Women Wealth Management is an SEC Registered Investment Advisor

Information

  • Creator
    Savvy Women Wealth Management
  • Years Active
    2023 - 2025
  • Episodes
    71
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    Savvy Women Talk Money