Shows
The WWM Financial PodcastTax Prep for The New Year & Navigating Financial LandscapesHosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor), Rachel Ivanovich (Tax Strategist and Wealth Advisor). Episode Highlights: What does the $1.8 billion Realtor lawsuit mean for real estate? - The hosts dive into a discussion about the recent Realtor lawsuit concerning real estate fees, exploring its implications for the industry and potential impacts on the real estate market. Interest Rates: - The team analyzes current interest rate trends and their effects on the market. Economic Slowdown and Possible Recession: - An...2023-11-2212 min
Savvy Women Talk Money3 Big Retirement Planning Questions | Proactive Wealth ProcessWelcome To The Proactive Wealth Process. In this episode, Rachel Ivanovich, EA, MBA and Catherine Magaña, CFP® discuss 3 big questions. So if you want to know how much to save, what to invest in, and when to start investing so you can avoid running out of money in retirement, tune in now! In this episode, you'll discover: “3 Big Retirement Planning Questions ” · How much money do I need in retirement? · What investments should I be in? · When you should I start investing for retirement? Learn more about how you can r...2023-11-2014 min
The Savvy Doc PodcastA Conversation About The 2021 Biden Tax Plan and Federal Tax ProposalsIn this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more. Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Doc Financial Planners in Carlsbad California. Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010. You can learn more abou...2021-08-1916 min