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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

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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14:16

Protect Your Retirement from Health Care Costs

Savvy Women Talk Money ·

2025/09/03

Health care costs may not be the most glamorous part of retirement planning—but ignoring them could wreck your golden years. In this episode, Catherine Magaña and Rachel Ivanovich dive into what every woman needs to know about preparing for one of the biggest retirement expenses: medical care. From Medicare basics (and the parts that don’t get covered) to the hidden price tags of dental work, hearing aids, and long-term care, Catherine and Rachel break down the often-overlooked realities that can

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12:10

Retired… Now What? Build a Life That Inspires You

Savvy Women Talk Money ·

2025/08/27

What's Your Retirement Vision? It's Time to Design a Life You Love Retirement isn't just about money, it's about meaning. In this episode, Catherine Magaña and Rachel Ivanovich go beyond the spreadsheets and dive into what really matters when planning your next chapter. Spoiler: It's not just about when you can stop working, it's about what lights you up once you do. You'll learn: Why your core values should shape your retirement goals How to align your spending with what truly brings you joy

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12:17

How Women Can Level Up This Fall!

Savvy Women Talk Money ·

2025/08/15

🎙️ Back-to-School Isn't Just for Kids: Level Up Your Financial Education This Fall As the backpacks come out and school bells start ringing, it’s not just your kids who should be hitting the books. In this episode, Catherine and Rachel share why fall is the perfect season to invest in your own financial education — no pencils required. They cover everything from maximizing your 529 plans under the new One Big Beautiful Bill Act, to brushing up on investment basics, estate planning must-dos, and

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13:50

Vacation Home Dreams? Don’t Buy Until You Listen To...

Savvy Women Talk Money ·

2025/08/14

Is That Dream Vacation Home a Financial Trap? In this savvy episode, Catherine and Rachel unpack the real costs—and hidden benefits—of owning a second home in retirement. From the emotional pull of lakefront views and mountain escapes to the unexpected tax headaches and maintenance bills, this conversation lays out what every retiree really needs to consider before taking the plunge. You'll learn: How the IRS defines personal use of vacation homes (and why it matters) The truth about tax

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Update Your Will Before You Chill

Savvy Women Talk Money ·

2025/08/02

🎙️ Summer Estate Planning Essentials for Savvy Women The beach isn't the only thing you should be checking out this summer! In this episode of Savvy Women Talk Money, Catherine Magaña and Rachel Ivanovich dive into the must-do estate planning moves every woman should tackle—before the next vacation, wedding, or family reunion. They share real-life stories (including how a spontaneous vacation sparked a last-minute trust update), highlight crucial updates from the new "One Big Beautiful Bill Act"

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17:12

How Wealthy Women Can Cut Taxes This Summer

Savvy Women Talk Money ·

2025/07/09

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 the smartest summer tax moves every affluent woman should be thinking about right now—so you can stay one step ahead all year long. They cover: -Midyear tax withholding checkups (don’t risk underpayment penalties) -The art of

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11:13

Traveling in Retirement? Avoid These Expensive Mistakes

Savvy Women Talk Money ·

2025/07/01

Are your travel dreams putting your retirement at risk? In this episode of Savvy Women Talk Money, Catherine and Rachel unpack the vacation-mode mindset that can lead to costly financial mistakes—especially for wealthy retirees. From luxury upgrades and spontaneous spending to hidden fees and unplanned gifts, they share how easily travel can derail even the most well-crafted retirement plan. You’ll learn how to spot the common pitfalls and implement smart strategies to enjoy your adventures without

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14:41

6 Key Points Every Woman Should Know for Retirement

Savvy Women Talk Money ·

2025/06/18

In this episode of Savvy Women Talk Money, we’re breaking down the 6 key midyear checkpoints every woman should revisit regularly to stay on track for retirement. From leveraging Roth IRAs and understanding catch-up contribution limits, to reviewing your cash flow, spending habits, and investment portfolio, we cover the essentials that make a difference. We also dive into proactive tax planning, how major life changes can impact your retirement outlook, and why it's important to check if your

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15:37

What Wealthy Women Do Differently To Grow Their Money

Savvy Women Talk Money ·

2025/06/04

In this episode of Savvy Women Talk Money, we explore the healthy money habits that go beyond budgeting. From understanding the true value of a dollar to knowing who to turn to for sound financial guidance, this conversation is all about developing the mindset and routines that support lasting financial success. Learn how to track your money with purpose, prioritize your time like the asset it is, and take control of your financial future with intention and clarity, while also making time to create

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08:31

5 Money Moves for Wealthy Women Before the Summer

Savvy Women Talk Money ·

2025/05/21

In this episode of Savvy Women Talk Money, we're breaking down the ultimate financial checklist for your Spring cleaning! Every affluent household should consider these elements, from reviewing current expenses and adjusting tax withholdings to making sure your portfolio is still aligned with your goals—summer is the perfect time for a mid-year money checkup. We also cover how to make sure your beneficiaries are up to date after major life events and why asset allocation deserves a fresh look in

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15:57

You Can Balance Motherhood And Success, Here's How

Savvy Women Talk Money ·

2025/05/14

What if we told you that raising a child could cost you up to $500,000—and that number is still rising? For moms trying to juggle love, life, and legacy, that number hits hard. Whether you're working full-time, staying at home, or somewhere in between, the financial toll of motherhood is real—and often overlooked. In this heartfelt Mother’s Day episode, I’m sharing both personal insights and professional financial strategies to help women make empowered money decisions. From the staggering price tag

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19:31

Capital Gains & Your Retirement: Critical Information...

Savvy Women Talk Money ·

2025/05/07

In this episode of Savvy Women Talk Money, we’re breaking down everything you need to know about Capital Gains Taxes — and why understanding them is so important for protecting your retirement savings. We dive into what’s included in capital gains taxes, the key differences between short-term and long-term gains, and how preferential tax rates could work in your favor. Plus, we explain how smart use of retirement accounts like Roth IRAs and 401(k)s can help you manage — and even minimize — your

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72 results

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