Savvy Women Talk Money

Savvy Women Wealth Management
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Savvy Women Talk Money

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. Men vs Women, Investing

    5 DAYS AGO

    Men vs Women, Investing

    In this episode, we explore the fascinating differences between how men and women approach investing. In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. 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. savvyup.com | 760.692.5700

    10 min

  2. SEP 13

    Interview with Michele Amoranto, Co-Owner of Bio-One

    Episode: "Interview with Michele Amoranto, Co-Owner of Bio-One"   Welcome to Season 1 Episode 28 of The Savvy Up Podcast.   In this episode, Michele Amoranto, Rachel Ivanovich, and I dive into Bio-One, a leading force in crime scene cleanup and biohazard decontamination services for the community.   So if you want to learn about Michele's entrepreneurial journey, the intriguing aspects of running a crime scene cleanup and biohazard decontamination business, and the impact of leading in these essential services within the community, tune in now!   In this episode, you'll discover: "Interview With Michele Amoranto, Co-Owner Of Bio-One" Michele’s Entrepreneurial Journey A Common Business Mistake to Avoid The Start of Bio-One Bio-One’s Services Bio-One’s Community Impact Common Business Misconceptions Working with Your Partner Who Bio-One Serves What Michele does for fun? Bio-One's Contact Information   About Us Michele Amoranto, Co-Owner of Bio-One is an accomplished entrepreneur with a diverse background, whose achievements include: Marketing Director and Co-Owner, Bio-One of Oceanside and Bio-One South OC Owner, Little Cakes Kitchen @ Gelson's Markets Owner, Amoranto's Elementary School Teacher, Vista Unified School District Reading Intervention Teacher, Oceanside Unified School District Master’s Degree in Reading/Language Arts, California State University, Fresno B.A. in Liberal Arts and Sciences/Liberal Studies, California State University, Fresno Catholic Parents Community Leader, Mission San Luis Rey Parish   More Information To learn more or contact Bio-One, call 760-429-0729, email info@biooneoceanside.com, or visit biooneoceanside.com.   Thanks for Tuning In! Thanks so much for being with us this week.   If you enjoyed this episode on Bio-One, please share it with your friends.   Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Savvy Up Podcast!"   Thanks for listening!   savvyup.com | 760.692.5700   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.

    24 min
  3. Avoid This Common Retirement Mistake: Failing To Plan For Long-term Care

    SEP 6

    Avoid This Common Retirement Mistake: Failing To Plan For Long-term Care

    In this episode of the Savvy Up! podcast, we explore the importance of incorporating long-term care into your retirement planning, the different types of care, the risk factors that might affect your need for it, and factors to consider when planning for long-term care. Tune in to learn how to prepare financially and ensure a well-planned future. http://savvyup.com | (760) 692-5700  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.

    12 min
  4. Assessing Finances In Second Marriages: Budgeting, Bill Pay, And Goal Setting

    AUG 29

    Assessing Finances In Second Marriages: Budgeting, Bill Pay, And Goal Setting

    In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to build a strong foundation for a happy and successful second marriage by evaluating assets and liabilities, and exploring budgeting, bill payment, and goal setting.  http://savvyup.com | (760) 692-5700  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.

    10 min
  5. Navigating the Money Talk In Your Second Marriage

    AUG 22

    Navigating the Money Talk In Your Second Marriage

    In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to lay the groundwork for a happy and successful second marriage by having open and honest money conversations from the beginning. We’ll cover key aspects of the money talk, including financial goals, expenses, children, housing, and retirement, ensuring you address what’s truly important to you.  http://savvyup.com | (760) 692-5700  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.

    10 min
  6. The Hidden Costs of Not Seeking Professional Financial Advice

    AUG 16

    The Hidden Costs of Not Seeking Professional Financial Advice

    In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn why consulting financial planners and advisors is crucial for major life events, creating a personalized plan, avoiding common mistakes, and establishing accountability.  http://savvyup.com | (760) 692-5700  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.

    11 min

  7. AUG 8

    Interview With Valerie Lynn and Andria Taylor, from The Mentors Collective

    Welcome to Season 1 Episode 23 of The Savvy Up Podcast.   In this episode, Valerie Lynn and Andria Taylor, Rachel Ivanovich and I discuss the Mentors Collective, igniting the power of women through mentorship and community.   So, if you want to learn about the importance of creating a community for women, why mentorship matters, and the power of a network in entrepreneurship, tune in now!   In this episode, you'll discover:   "Interview With Valerie Lynn and Andria Taylor, from The Mentors Collective " What is Mentor's Collective? Valerie and Andria's background Target women/industries Takeaways from launching a business The power of a network in entrepreneurship Mentors vs. mentees Importance of a community Things you would do different in your business Balancing life and business The future of Mentor's Collective Contact info   About Us Valerie Lynn and Andria Taylor are leaders passionate about helping and empowering other women. Their accomplishments include:   Valerie Lynn: B.S. in Business Administration and Management, Eastern Washington University Podcast Producer for "The Women on Top" Certified Nutrition and Wellness Consultant Chairwoman of the Women's Resource Group Board Member of Operation Gift   Andria Taylor: B.A. in Political Science, University of California, San Diego Master of Education, North Carolina State University Political Science studies at The American University in Cairo Chief Talent Officer of TalentXponential Regional Director of Talent and Organizational Effectiveness, Providence St. Joseph Health Senior Leader at Kaiser Permanente Senior Learning Consultant at Kaiser Permanente Principal at Starting Point Associates President of the Napa Valley Mothers of Twins Club   More Information For more information on The Mentors Collective, visit their Instagram @thisisthementorscollective or email Andria Taylor at andria@thementorscollective.com. Learn more about the empowering of women with Valerie Lynn's podcast 'The Women on Top’.   Thanks for Tuning In! Thanks so much for being with us this week. If you enjoyed this episode, please share it with your friends. Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Savvy Up Podcast!" Thanks for listening! savvyup.com | 760.692.5700 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.

    27 min
  8. Financial Pitfall: Career Interrupted Due to Caregiving

    JUL 31

    Financial Pitfall: Career Interrupted Due to Caregiving

    In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn about mistakes to avoid in retirement planning, how to make better financial decisions, and get the most from your money. 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.   http://savvyup.com/ | (760) 692-5700

    12 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 - 2024
  • Episodes
    29
  • Rating
    Clean
  • Copyright
    © 2023
  • Show Website
    Savvy Women Talk Money

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