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PODCAST

Savvy Women Talk Money

Savvy Women Wealth Management

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

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All Episodes

13:49

What No One Tells You About Income Planning After...

Savvy Women Talk Money ·

2026/02/25

Losing a spouse is emotional. Making financial decisions during that time? Even harder. In this important episode, Catherine and Rachel walk through what really happens to your income after loss — and the surprises many women don't see coming. From Social Security survivor benefits (and why you don't get to keep both checks) to pension elections that can dramatically impact long-term income, timing matters more than most realize. They also unpack the "widow's penalty" — how taxes can actually

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14:30

Are You Coordinating Inherited IRA Decisions With...

Savvy Women Talk Money ·

2026/02/18

When it comes to IRAs, one wrong move can cost you tens—or even hundreds—of thousands of dollars. In this Savvy Series episode, Catherine and Rachel break down the confusing world of spousal vs. non-spousal inherited IRAs, the 10-year rule, RMDs, Roth considerations, and why rushing into a rollover could trigger unintended taxes and penalties If you're a widow, under age 59½, inheriting from a parent, or navigating multiple accounts "all over the place," this conversation is especially for you. The

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11:56

The Costly Financial Mistakes Many Women Make After Loss

Savvy Women Talk Money ·

2026/02/11

In this tender and deeply important episode, Catherine and Rachel walk through what really matters in the first 90 days after losing someone you love. When everything feels urgent, they gently remind listeners that very little actually is. They break down what needs attention right away—death certificates, cash flow, Social Security, pensions, life insurance—and what can (and should) wait. From avoiding impulsive decisions like selling a home or liquidating investments, to understanding the hidden

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27:20

If Life Changed Tomorrow, How Much Control Would You...

Savvy Women Talk Money ·

2026/02/04

What does real independence actually look like—and how do you protect it as life evolves? In this episode, Catherine Magaña and Rachel Ivanovich dive into the often-overlooked financial decisions that quietly shape your freedom, confidence, and control. From being "house-rich and cash-poor" to the risks of outdated estate documents, this conversation shines a light on the difference between wealth on paper and money you can truly access when it matters most. You'll hear real-life stories, thoughtful

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11:18

Why The Best Financial Decisions Start With One...

Savvy Women Talk Money ·

2026/01/28

The start of a new year isn't about chasing the hottest investment or obsessing over last year's returns—and in this episode, that truth gets a spotlight. The conversation explores how wealthy women approach money with intention, strategy, and clarity, asking smarter questions like "Is my plan still aligned with the life I want?" rather than "Did I beat the market?" You'll hear why diversification, risk alignment, and tax efficiency matter more than reacting to headlines—and how emotional investing

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15:03

Financial Conversations Every Woman Should Feel...

Savvy Women Talk Money ·

2026/01/21

Money conversations don't have to be awkward—but avoiding them can be expensive. In this Savvy Series episode of Savvy Women Talk Money, Catherine Magaña and Rachel Ivanovich dive into the financial conversations women tend to avoid—and why January is the perfect time to finally have them. From talking money with a spouse or partner, to navigating aging parents, adult children, and your own long-term security, this episode unpacks where discomfort comes from and how silence can quietly cost you

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18:53

What If This Year Is About Clarity Instead Of Pressure

Savvy Women Talk Money ·

2026/01/14

The start of a new year can feel loud—big resolutions, bold promises, endless to-do lists. In this Savvy Women episode, Catherine and Rachel turn down the noise and focus on what actually lasts: intentional goals, a meaningful word of the year, and the mindset behind every financial decision. You'll hear how revisiting core values can reshape goals that truly fit this season of life from family time and fitness to career growth and personal fulfillment. The conversation gets personal (and practical)

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12:23

Before Another Year Starts, Answer This One Question...

Savvy Women Talk Money ·

2025/12/31

As the year comes to a close, this episode invites you to pause, reflect, and reset, without the pressure of resolutions. Instead, it's about recalibrating confidence around money and stepping into the next chapter with clarity and intention. In this conversation, Catherine and Rachel explore why so many accomplished, successful women still second-guess their financial decisions and how confidence with money is not a personality trait, but a skill that can be learned. They discuss the role education

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13:21

Make Room For Family, Experiences, And Purpose While...

Savvy Women Talk Money ·

2025/12/22

As the year winds down, it's the perfect moment to pause, reflect, and ask a bigger question: Is your money actually supporting the life you want to live? In this Savvy Series episode, Catherine and Rachel dive into Life by Design. A thoughtful conversation about aligning wealth with what truly matters in the year ahead. From family and relationships to travel, career fulfillment, philanthropy, and legacy, this episode explores how intentional planning turns "someday" goals into real-life

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14:03

Are You Dreaming Big Enough For The Life Your Wealth...

Savvy Women Talk Money ·

2025/12/10

What if the real problem isn't that your goals are too big, but that they're nowhere near big enough? In this energizing episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich flip traditional goal-setting on its head and make a compelling case for dreaming at the scale of your wealth. From childhood conditioning to money guilt to the pressure to appear "practical," many affluent women unintentionally downsize their ambitions. Catherine and Rachel open up with relatable, funny, and

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12:42

What Really Drives Your Holiday Spending?

Savvy Women Talk Money ·

2025/11/26

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 lights go up and the calendars fill. Catherine and Rachel share heartfelt stories from childhood school "gift shops" to multigenerational tamale-making, and explore how these traditions shape the way we spend today. They break down why

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13:44

What's Still Possible? Smart Year-End Decisions You...

Savvy Women Talk Money ·

2025/11/19

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 up for a smoother, more strategic 2026. From rebalancing after a volatile (and surprisingly strong) market year to using tax-loss harvesting like a pro, they cover the must-do steps that can save taxes, boost efficiency, and keep your

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10:51

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

Savvy Women Talk Money ·

2025/11/12

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,

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12:22

Purpose Meets Planning: How To Give Smart And Save Big

Savvy Women Talk Money ·

2025/10/30

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

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11:49

How To Be prepared For Next Year On Your Estate Planning

Savvy Women Talk Money ·

2025/10/22

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

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13:23

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

Savvy Women Talk Money ·

2025/10/15

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

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12:19

Life After Divorce: How To Take Control Of Your Finances

Savvy Women Talk Money ·

2025/10/08

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

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13:10

Widowhood and Finances: Steps to Take Now

Savvy Women Talk Money ·

2025/09/26

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

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16:44

Why Your Future Matters When Family Comes First

Savvy Women Talk Money ·

2025/09/17

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

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10:49

Why Your Money Mindset Matters More Than You Think

Savvy Women Talk Money ·

2025/09/10

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

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84 results

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