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Catherine Magana

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Savvy Women Talk MoneySavvy Women Talk MoneyHow Wealthy Women Can Cut Taxes This SummerSummer’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 maximizing retirement contributions (including super-catch-ups) -Savvy Roth...2025-07-0917 minSavvy Women Talk MoneySavvy Women Talk MoneyTraveling in Retirement? Avoid These Expensive MistakesAre 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 compromising your long-term financial security. Whether you're planning a European getaway, a cruise, or a cross-country road trip, this epis...2025-07-0111 minSavvy Women Talk MoneySavvy Women Talk Money6 Key Points Every Woman Should Know for RetirementIn 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 retirement vision still aligns with your goals. Whether you’re nearing retirement or still a few years out, these 6 steps can help...2025-06-1814 minSavvy Women Talk MoneySavvy Women Talk MoneyWhat Wealthy Women Do Differently To Grow Their MoneyIn 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 the life that you desire. And remember, saving is just the beginning—real wealth is bu...2025-06-0415 minSavvy Women Talk MoneySavvy Women Talk Money5 Money Moves for Wealthy Women Before the SummerIn 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 today’s market. Tune in to take control of your finances before the Summer is here and save your...2025-05-2108 minSavvy Women Talk MoneySavvy Women Talk MoneyYou Can Balance Motherhood And Success, Here's HowWhat 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 of childcare to the long-term impact of stepping away from your career, we unpack the hidden financia...2025-05-1415 minSavvy Women Talk MoneySavvy Women Talk MoneyCapital Gains & Your Retirement: Critical Information to Save Your WealthIn 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 capital gains exposure. Whether you’re nearing retirement or building your wealth for the future, this episode...2025-05-0719 minSavvy Women Talk MoneySavvy Women Talk MoneyAvoid These Costly Wealth Transfer Tax MistakesIn this week's episode of the Savvy Women Talk Money podcast, we break down what every woman should know before, during, and after a wealth transfer—from how to minimize tax burdens to strategies that preserve assets and honor family intentions. You'll hear about common missteps to avoid, how to build your team of professional advisors, and what smart planning really looks like for those managing substantial estates. Whether you're already navigating this path or preparing for it, this episode is a must-listen for women who want to lead with clarity, confidence, and a plan. Managing wealth is not ju...2025-04-2313 minSavvy Women Talk MoneySavvy Women Talk MoneyTop Tax Benefits that Every Wealthy Woman Should KnowWelcome to this week's episode of the Savvy Women Podcast. In this episode, Rachel Ivanovich and I discuss Maximizing your tax benefits. So if you want to save money on taxes, avoid costly mistakes , and maximize tax credits so you can lower your tax bill, tune in now! In this episode, you'll discover: Maximizing tax benefits Finding tax credits that wealthy women may miss Tax efficient investment planning Correctly filing your W4 Navigating tax filing status, wealth transfer Estate planning More Information Learn more about how you...2025-04-1619 minSavvy Women Talk MoneySavvy Women Talk MoneyTaxes After Divorce | A Guide For WomenIn this week's episode of the Savvy Up! podcast, Catherine and Rachel talk about filing taxes after a divorce. Divorce is hard enough emotionally, but it can also bring a host of financial and tax surprises. From understanding your new filing status to dealing with alimony, dependents, and asset division, this episode is packed with practical insights to help you avoid costly mistakes and take control of your finances. Whether you're in the middle of a separation or newly single, this conversation is a must-listen to navigate tax season with confidence and clarity. Disclosure: Savvy...2025-04-0210 minSavvy Women Talk MoneySavvy Women Talk MoneyFemale Business Ownership and TaxesIn this week's episode, Catherine and Rachel talk about the unique tax considerations a woman will encounter as a business owner. From valuable breaks and potential write-offs to grants and mentorship programs designed specifically for women who run their own business, this conversation is packed with insights to help you keep more of what you earn. Plus, learn how to align your tax strategy with smart retirement planning and long-term financial goals. Tune in to get the practical tips and strategies every woman business owner needs to make the most of her money.  In the Savvy Up! p...2025-03-2709 minSavvy Women Talk MoneySavvy Women Talk MoneyRomance Scams: How to Spot and Avoid ThemIn this episode, Catherine and Rachel talk about romance scams—what they are, how they work, and why smart, successful women are increasingly being targeted. They dive into the emotional tactics scammers use, the most common red flags to watch for, and real-world examples of how these scams unfold. You'll also hear practical advice on how to protect yourself while dating online and what steps to take if you or someone you know may be at risk. Tune in and learn how to protect your wealth and your heart! In the Savvy Up! podcast we share ideas to...2025-03-2112 minSavvy Women Talk MoneySavvy Women Talk MoneyTalking Money in RelationshipsIn this episode, Catherine and Rachel dive into the important topic of discussing finances in a relationship. Rachel starts by emphasizing the importance of aligning financial goals, followed by real-life client scenarios that highlight different money dynamics. Are you combining or keeping finances separate? You can’t assume whether your partner is a saver or a spender! They also explore lifestyle choices, how Catherine manages money in her own relationship, and the benefits of designating one partner to take the lead in financial matters. Plus, they discuss how to prepare financially in case something unexpected happens to your partner. Tu...2025-03-1413 minThe WWM Financial PodcastThe WWM Financial PodcastStocks During Trade WarIn the latest episode of Market Talks, Catherine, Steve, Vince, and Greg break down the market’s latest twists and turns, tackling volatility head-on! With the S&P 500’s drawdown at around 5-6%, they dive into historical trends and why staying focused on long-term financial goals is key. They discuss the importance of reviewing portfolios, managing risk, and staying diversified—especially for those nearing retirement. Plus, is the U.S. market really the strongest, or should investors be looking beyond? Don’t miss this fast-paced, insightful conversation on staying steady in an unpredictable market! If you want to under...2025-03-0725 minSavvy Women Talk MoneySavvy Women Talk MoneyProactive Wealth ProcessJoin Catherine and Rachel on SavvyUp as they break down the Proactive Wealth Process in a way that’s fun, simple, and stress-free! In their latest workshop, they’re diving deep into the four key pillars of smart financial planning—Asset Management, Liabilities, Estate Planning, and Protective Strategies. By focusing on one pillar each quarter, they make financial goals feel easy and achievable—whether it's saving for a big trip, paying off loans, or planning for your future. This year, they're shining a spotlight on Required Minimum Distributions (RMDs) to help you make the most of your retirement savings. Get read...2025-03-0708 minSavvy Women Talk MoneySavvy Women Talk MoneyKeeping A Photo Legacy with Rachel ArbuckleThis week, we sit down with Catherine and Rachel to highlight savvy entrepreneurial women making an impact. Our guest, Rachel Arbuckle, is the owner of 2000 Paces Photo Organizing, where she helps clients organize, protect, and preserve their cherished photos and memorabilia. Rachel shares the inspiring story of how she started her business during the fires, her professional background, and her passion for preserving legacies. Alongside Catherine and Rachel, she discusses the importance of helping clients safeguard the memories that matter most. Join us for a powerful conversation on work-life balance, the journey of entrepreneurship, and the impact...2025-02-2821 minSavvy Women Talk MoneySavvy Women Talk MoneyPurpose & GoalsIn this episode, hosts Catherine and Rachel delve into the importance of setting purposeful goals at the start of the year. They break down how goals in key areas—finance, work-life balance, health, relationships, education, and personal growth—can set the stage for success. They emphasize the power of writing down your goals, revealing how this simple step can significantly increase your chances of achieving them. Plus, for those looking to dive deeper, Savvy offers a workshop designed to help you take actionable steps toward your goals. Tune in for actionable tips to kickstart your year with purpose and dire...2025-02-2110 minSavvy Women Talk MoneySavvy Women Talk MoneyWord of the YearIn this episode of SavvyUp!, Catherine and Rachel explore the power of choosing a Word of the Year to set the tone for your goals, mindset, and financial future. They discuss how journaling, reflecting on past experiences, and defining aspirations can help you align with your chosen word and stay focused throughout the year. 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 make better financial decisions, and get the most from your money.  Disclaimer: S...2025-02-1407 minSavvy Women Talk MoneySavvy Women Talk MoneyPlanning into 2025Join Catherine and Rachel in this insightful episode as they dive into how to take control of your finances in 2025! Whether you're looking to build a strong financial foundation or refine your money management strategies, they've got you covered. They discuss essential steps like tracking your spending patterns, setting aside savings, reviewing current debts, and maximizing your 401k and Roth contributions. Plus, they break down how to plan for your kids' college fund and tackle both short-term and long-term financial goals. Don’t miss out on their expert tips and details about upcoming Savvy Workshop events designed to help yo...2025-02-0710 minSavvy Women Talk MoneySavvy Women Talk MoneyCommon Mistakes Women Make With 401(k)'sIn this video, Catherine and Rachel highlight the most common mistakes women make when managing their 401(k)s. From overlooking the tax impact of withdrawals to missing out on Roth conversion opportunities, they share insights on how to optimize your retirement strategy. They also discuss the benefits of working longer, staying ahead of inflation, and why regularly rebalancing your portfolio is crucial to staying on track. Plus, they cover the risks of holding too much company stock and the dangers of cashing out your entire 401(k) early. Tune in to understand how these missteps can...2025-01-3111 minSavvy Women Talk MoneySavvy Women Talk Money401(k) Mistakes That Can Impact Your RetirementIn this video, Catherine and Rachel dive into the biggest 401k mistakes that could derail your retirement plans. They discuss the risks of withdrawing too much too quickly, the tax consequences of early withdrawals, and the importance of making required contributions. Plus, they explain how qualified charitable distributions (QCDs) can benefit your retirement strategy and why proper planning is essential to avoid the costly sequence of returns risk. Don’t miss these key insights to protect your financial future! In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun ou...2025-01-2407 minSavvy Women Talk MoneySavvy Women Talk MoneyBiggest Mistakes Women Make When Retiring from a JobIn this episode, Catherine and Rachel dive into the biggest retirement mistakes women make and how to avoid them. From skipping a solid financial plan to claiming Social Security too early, they reveal the hidden pitfalls that could derail your retirement dreams. They explore the importance of accounting for inflation, tax implications, and why low-risk assets might not be the safe haven you think they are. But it doesn't stop there! They also break down key lifestyle expenses — like healthcare, travel, and leaving a legacy — and how they’ll impact your retirement budget. Plus, find out whether it’s b...2025-01-1713 minSavvy Women Talk MoneySavvy Women Talk MoneyInterview With Dr. Manna SembyIn this empowering episode, Catherine and Rachel sit down with Dr. Manna Semby, a registered ND, MSCP, IFMCP, and the CEO and founder of Aruna Personalized Medicine. Dr. Semby shares her incredible journey as a mother, cancer survivor, and entrepreneur. Tune in for insights on the importance of representation in women’s health, career resilience, and navigating brain health. Don’t miss this inspiring conversation! 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 make better financial decisions, and get...2025-01-1023 minSavvy Women Talk MoneySavvy Women Talk MoneyWhat Should You Do If You Inherit $1M?Catherine and Rachel share their top tips on what to do when you inherit $1M. From taxes and paying off debts to building emergency funds and investing for the future, they break it down step by step. With their help, you'll know how to assemble a team of experts, review your beneficiaries, and plan for your estate. If you're facing an inheritance, they’ve got you covered! 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 make better financial de...2024-12-2011 minSavvy Women Talk MoneySavvy Women Talk Money6 Biggest Mistakes Women Make When Inheriting Large Sums of MoneyIn this episode of the Savvy Series, Catherine and Rachel discuss the 6 biggest mistakes women often make when inheriting large sums of money. They cover crucial topics such as failing to account for estate taxes, the importance of understanding capital gains, and the impact of neglecting charitable contributions. Tune in for expert tips on how to avoid these common pitfalls and manage inherited wealth with confidence. 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 make better financial decisions...2024-12-1310 minSavvy Women Talk MoneySavvy Women Talk MoneyInterview with Judge Sherry Thompson-TaylorIn this inspiring video, Judge Sherry Taylor shares her incredible journey from a single mother working at the DA’s office to becoming a San Diego Superior Court Judge. She discusses the challenges and triumphs of advocating for yourself as a woman, the importance of education and perseverance, and her passion for family and Girl Scouts. Tune in for valuable insights on career growth, self-empowerment, and balancing family life! 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 make be...2024-12-0643 minSavvy Women Talk MoneySavvy Women Talk MoneyFinancial Planning For DivorceIn this insightful conversation, Catherine and Rachel dive into the complexities of navigating divorce. They discuss everything from the financial aspects—like money dependency, separating assets, and understanding mortgages and taxes—to creating a post-divorce budget and expense plan. They also explore the emotional and logistical challenges women often face during separation, offering practical tips for managing finances, filing taxes, and ensuring financial independence. Whether you're facing a divorce or just want to understand the process better, this video provides crucial insights for women navigating life after separation. In the Savvy Up! podcast we share ideas to help...2024-11-2211 minSavvy Women Talk MoneySavvy Women Talk MoneyTax Related Mistakes When Receiving an InheritanceJoin Catherine and Rachel as they discuss common tax mistakes people make when receiving an inheritance, handling donor funds, and missing out on charitable deductions. They also break down the differences between living trusts and irrevocable trusts, and share key tips for effective retirement planning. Don’t miss these valuable insights to help you avoid costly tax errors and plan for a secure financial future! 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 make better financial decisions, and ge...2024-11-1409 minSavvy Women Talk MoneySavvy Women Talk MoneyTaxes on Inheritance & EstateIn this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries, and how stepped-up basis laws can impact what heirs receive. 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 make better financial decisions, and get the most from your money. Disclaimer: Savvy Women Wealth Management is an SEC...2024-11-0115 minSavvy Women Talk MoneySavvy Women Talk Money2nd Marriage, Estate Planning, Taxes, InsuranceIn this episode, we dive into the unique financial complexities that come with second marriages. We cover essential topics like estate and tax planning, handling debts, wills, and healthcare directives. How should couples manage finances—combine assets or keep accounts separate? What about family heirlooms and reviewing beneficiaries? We also explore critical questions around filing taxes—separately or jointly—managing former spouse tax debts, and whether to sell your home to buy one together. Plus, don’t miss tips on updating life insurance policies and healthcare coverage to ensure your loved ones are protected. Join us for e...2024-10-1713 minSavvy Women Talk MoneySavvy Women Talk MoneyNavigating Wealth Transfer & InheritanceIn this video, Catherine and Rachel navigate the importance of planning for inheritance and wealth transfers for women. Join them to empower yourself with the knowledge you need to navigate these important decisions confidently. If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Date Recorded: 10/03/2024 Disclaimer: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are...2024-10-1210 minSavvy Women Talk MoneySavvy Women Talk MoneyMen vs Women, InvestingIn 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...2024-10-0210 minThe WWM Financial PodcastThe WWM Financial PodcastHow Can The Future Elections Affect The MarketIn this episode, Steve, Catherine, Vince, and Greg discuss how upcoming elections could shape the financial landscape. Join us as we discuss the potential impacts on bonds and market volatility. If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Recorded: 9/26/24 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...2024-09-2716 minSavvy Women Talk MoneySavvy Women Talk MoneyInterview with Michele Amoranto, Co-Owner of Bio-OneEpisode: "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 epis...2024-09-1324 minSavvy Women Talk MoneySavvy Women Talk MoneyAvoid This Common Retirement Mistake: Failing To Plan For Long-term CareIn 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 i...2024-09-0611 minSavvy Women Talk MoneySavvy Women Talk MoneyAssessing Finances In Second Marriages: Budgeting, Bill Pay, And Goal SettingIn 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...2024-08-3010 minSavvy Women Talk MoneySavvy Women Talk MoneyNavigating the Money Talk In Your Second MarriageIn 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 genera...2024-08-2309 minSavvy Women Talk MoneySavvy Women Talk MoneyThe Hidden Costs of Not Seeking Professional Financial AdviceIn 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...2024-08-1610 minSavvy Women Talk MoneySavvy Women Talk MoneyInterview With Valerie Lynn and Andria Taylor, from The Mentors CollectiveWelcome 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 Coll...2024-08-0826 minSavvy Women Talk MoneySavvy Women Talk MoneyFinancial Pitfall: Career Interrupted Due to CaregivingIn 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...2024-07-3111 minSavvy Women Talk MoneySavvy Women Talk MoneyIgnoring Spousal BenefitsIn 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 spousal benefits you might be ignoring, how to make better financial decisions, and get the most from your money.  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 e...2024-07-2609 minSavvy Women Talk MoneySavvy Women Talk MoneyWage GapIn 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 make better financial decisions and get the most from your money.  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 w...2024-07-1210 minSavvy Women Talk MoneySavvy Women Talk MoneyInterview with Sharla Fagan, Owner of A Green Salon with a Holistic Approach to Beauty and BalanceEpisode: "Interview with Sharla Fagan, Owner of A Green Salon with a Holistic Approach to Beauty and Balance"   Welcome to Season 1 Episode 18 of The Savvy Up Podcast.   In this episode, Sharla Fagan and I discuss what Shear Karma is all about — a Green Salon offering a holistic experience that focuses on self-care and rejuvenation.   So, if you want to learn about Shear Karma’s holistic approach to beauty and balance, how hair holds energy, the importance of cutting it, as well as the challenges of entrepreneurship tune in now...2024-07-1126 minSavvy Women Talk MoneySavvy Women Talk MoneyThe Financial Perils of DivorceIn 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 make better financial decisions and get the most from your money.  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 w...2024-07-0312 minSavvy Women Talk MoneySavvy Women Talk MoneyInterview with Kim Folsom Serial Entrepreneur Welcome to Season 1 Episode 16 of The Savvy Up Podcast. In this episode, Kim Folsom and I discuss her story to becoming a successful serial entrepreneur. She is Founder and CEO of Founders First Capital Partners Inc. and Founders First CDC. Kim Folsom founded her seventh company to help entrepreneurs grow their business with the use of curriculums, coaching, and resources. So if you want to learn about a successful woman and leader in entrepreneurship, gain entrepreneurial advice, and grow your business tune in now! In this episode, you'll discover: "Interview With Kim Folsom Serial Entrepreneur " ·         Who is Kim Folsom 2024-06-2024 minSavvy Women Talk MoneySavvy Women Talk MoneyUnseen Financial Risks: Losing a Spouse 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 make better financial decisions and get the most from your money. 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...2024-06-1409 minSavvy Women Talk MoneySavvy Women Talk MoneyDr. Saphire and Dr. Kirchweger, The Not So Obvious Difference Between Men & WomenWelcome to Season 1 Episode 15 of The Savvy Women Show. In this episode, Erica Ollmann Saphire, P.h.D., MBA & Gina Kirchweger, Ph.D., Rachel and I discuss the immune system and the not so obvious difference between women and men. So if you want to hear the stories of 2 incredibly successful women in science, how The La Jolla Institute for Immunology is making a difference in the world and the differences between men and women's immune systems, tune in now! In this episode, you'll discover: “The Not So Obvious Difference Between Me...2024-06-0829 minSavvy Women Talk MoneySavvy Women Talk MoneyCrystal Clear MindsetWelcome to this episode of the Savvy Women Show In this episode, Crystal Lynn Privett, Rachel Ivanovich and I discuss releasing stress, anxiety and overwhelm. So if you want to achieve clarity ,calmness, and improve communication so you can foster healthy relationships and supreme success, tune in now! In this episode, you'll discover: “Crystal Clear Mindset” ·         Turning pain and trauma into power. ·         Getting out of a negative loop. ·         The Cycle of Consciousness ·         The biggest myth business owners have about building a business. ·         The 17 second rule. 2024-05-1829 minSavvy Women Talk MoneySavvy Women Talk MoneyMoney Mistake: Ignoring Workplace Retirement Plans 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 make better financial decisions and get the most from your money. 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...2024-05-1109 minSavvy Women Talk MoneySavvy Women Talk MoneyDevelop Financial ConfidenceIn 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 make better financial decisions and get the most from your money. 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...2024-04-2010 minCarlsbad: People, Purpose and ImpactCarlsbad: People, Purpose and ImpactFinancial Trailblazer: Catherine Magaña's JourneyAre you ready to dive deep into the world of finance and find out how one woman is changing the game for female empowerment in the industry? Welcome to episode 110 of Carlsbad: People, Purpose, and Impact! I am your host, Bret Schanzenbach, and today we're sitting down with the phenomenal Catherine Magaña, managing partner of WWM Financial.Catherine's journey is nothing short of inspiring—from her early days learning the ropes in a male-dominated field to launching Savvy Woman Wealth Management, a division aimed at educating women on all things fiscal. Join us as we e...2024-04-1521 minSavvy Women Talk MoneySavvy Women Talk MoneyAre You Saving Enough?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 make better financial decisions and get the most from your money. 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...2024-03-2911 minSavvy Women Talk MoneySavvy Women Talk MoneyRisks of Financial DependencyIn 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 make better financial decisions and get the most from your money. 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...2024-03-0908 minSavvy Women Talk MoneySavvy Women Talk MoneyLongevity RiskIn 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 make better financial decisions and get the most from your money. 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...2024-03-0209 minSavvy Women Talk MoneySavvy Women Talk MoneyMoney PrioritiesIn 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 make better financial decisions and get the most from your money. 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 d...2024-02-2410 minSavvy Women Talk MoneySavvy Women Talk MoneyRetiring By Design 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 make better financial decisions and get the most from your money. 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...2024-02-0208 minSavvy Women Talk MoneySavvy Women Talk MoneyNew Year Finance Review 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 make better financial decisions and get the most from your money.  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 d...2024-01-2309 minSavvy Women Talk MoneySavvy Women Talk MoneyPowerful Words For 2024 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 make better financial decisions and get the most from your money.  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 d...2024-01-1211 minSavvy Women Talk MoneySavvy Women Talk MoneyPlanning for The New Year & Setting Goals Welcome to Savvy Up, your guide to financial wisdom and life strategies. Segment 1: Year-End Reflection ·         Review last year's goals: ·         Celebrate successes and learn from challenges. Segment 2: Preparing for Next Year ·         College funding strategies. ·         Prioritize big projects efficiently. Segment 3: Managing Emergencies ·         Building an emergency fund. 2023-12-2222 minSavvy Women Talk MoneySavvy Women Talk MoneyYear End Financial StrategiesWelcome to Savvy Up, your go-to for simplified financial insights. In today's episode, we're covering key year-end strategies for a financially sound future. Let's dive in! Segment 1: Gifting for the Holidays – Smart Down Payments As the holidays approach, clients consider unique gifts like down payments. We explore tax implications, and the importance of understanding exclusion amounts for seamless gifting. Segment 2: Charitable Donations – Impactful Giving Year-end is prime time for charitable donations. Learn about tax advantages and the importance of documentation. Maximize the impact of your contributions while optimizing your tax position. 2023-12-0808 minThe WWM Financial PodcastThe 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 minSavvy Women Talk MoneySavvy 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 minSavvy Women Talk MoneySavvy Women Talk MoneyWIN, Women's Inclusion Network, Personal Finance Q&AWe were honored to be invited to speak at the Women’s Inclusion Network recently. It was a wonderful experience and we particularly enjoyed answering questions at the end of the presentation. In this episode we are going to share some of the questions and answers that came up at that event.  How to create a budget? What should I be doing at age 27, retirement seems so far out? What is the best investment option in my 401k? Which is better, a Roth or traditional IRA? How do I talk about money with my kids? Are women or men...2023-11-1513 minThe WWM Financial PodcastThe WWM Financial Podcast3 Big Retirement Planning Questions | Proactive Wealth ProcessWelcome To The Proactive Wealth Process. In this episode, Rachel Ivanovich and Catherine Magaña 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 retire comfort...2023-11-1314 minThe Savvy Doc PodcastThe Savvy Doc PodcastA Conversation About Physician Burnout With Dr. Amruti BoradWelcome to the The Savvy Doc Podcast . In this episode, Dr. Amruti Borad and Catherine Magaña, CFP® have a conversation about physician burnout. If you want to overcome burnout, develop a strategy to address it, and achieve greater satisfaction in your work and life then please tune in. In this episode, you'll discover: “A Conversation About Physician Burnout” ·         Dr. Borad's burnout story. ·         Burnout Syndrome. ·         Symptoms to recognize. ·         How to ask for help ·         The difference between coaching, therapy, and mentoring. ·         Unique challenges for women in medici...2023-03-1427 minThe Original Deadtime StoriesThe Original Deadtime StoriesChapter 63: Scheming of You (Rebroadcast)This week our new show Cereal Killerz explores the murder of Selena. To get pumped for that new episode on Friday, take a listen to our dramatized version of Selena's tragic story.Written by Jordan Katcher, narrated by Schuyler Fastenau and executive produced by Daniel Jones. Additional voices by Allyn Anthony Moriyon, Sophia Sassone, Marissa Pistone, Juan Magana, Taylor Shurte, and Daniel Jones. Cover artwork by Catherine Fastenau. Theme music by Tracy Zales.Follow us on:PatreonInstagramFacebookTiktokTwitterCheck out our other shows:The AftermathCereal KillerzCocktail BallerinaTrue Crime False Crime2023-01-1831 minThe Savvy Doc PodcastThe Savvy Doc PodcastEstate Planning - What to Expect in 2022In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now! In this episode, you'll discover: Estate Planning Tips For 2022 Gift and Estate Federal Tax Exemption Updates Annual Gift Tax Exclusions Step Up in Basis for Assets Importance of Titling Beneficiary Designations A Misconception of Estate Planning...2022-04-2926 minThe WWM Financial PodcastThe WWM Financial PodcastEstate Planning - What to Expect in 2022In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now! In this episode, you'll discover: Estate Planning Tips For 2022 Gift and Estate Federal Tax Exemption Updates Annual Gift Tax Exclusions Step Up in Basis for Assets Importance of Titling Beneficiary Designations A Misconception of Estate...2022-04-2926 minThe Savvy Doc PodcastThe Savvy Doc PodcastPhysician Contract Negotiation From A Former Hospital AdministratorCatherine Magaña CFP®, Steve Wolff and Ethan Nkana J.D., MBA discuss the importance of contract review, his passion for assisting physicians in earning their full value and gives examples as to how doctors have left money on the table. Furthermore, they discuss the leverage and timeframe that physicians could utilize when going over their contracts, either with the same hospital, or when changing locations. Ethan Nkana, J.D., MBA (Founder of Rocky Mountain Physician Agency) advocates for physicians to get the value they have earned in their base salary, benefits and bonuses by using the same industry-leading ph...2022-03-1424 minThe Savvy Doc PodcastThe Savvy Doc PodcastWhat To Expect When You Get Sued As A PhysicianWelcome to Episode 12 of the Savvy Doc Podcast. Malpractice litigation does not have to be your downfall. Dr. Gita Pensa, Catherine Magaña, CFP® and Steve Wolff discuss the stressors, how to handle the process and resources for physicians should they be in this process. About Dr. Pensa: Emergency Medical Physician Associate Professor at Brown University Host of the podcast: “Doctors and Litigation: The L Word” Thanks for turning in. Do not forget to subscribe to receive automatic updates for “The Savvy Doc Podcast!” Thanks for listening! --------------- FREE Webinar: How Doctors Can Reduce Their Taxes Get your free...2022-02-1427 minfemXadvisorfemXadvisorThe Defining Moment for Women Advisors with Catherine M. MagañaSuccess as a female advisor is not only about long hours and elbow grease.  Great success is often a result of a defining moment in our lives—a moment when we choose to go our own way, and begin to carve out our own path, defying industry pressures, because it feels right and is what authenticity … Read More Read More2022-01-1830 minThe Savvy Doc PodcastThe Savvy Doc PodcastA Physicians Guide To Learn About Disability InsuranceRobert Charron, CFP®, Catherine Magaña, CFP® and Steve Wolff discuss disability insurance specifically for doctors. How can you protect your most valuable asset? Your ability to make money. Dive into this conversation and learn about some features that could be included in your disability insurance contract. Free Webinar: 10 Ways To Hang Up The White Coat & Generate Income Are you wanting to reconnect with your passion, your family and the things that bring you pleasure? Join us to explore 10 ways to replace your clinical income with side gigs that could become your main gig...2021-11-0315 minThe Savvy Doc PodcastThe 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 minThe Original Deadtime StoriesThe Original Deadtime StoriesChapter 66: The Tribe Has SpokenWe know I am OBSESSED with competition reality shows so when I can marry those with true crime, I'm one happy fan boy. Survivor may have been postponed due to COVID-19 but that won't stop us from gossiping about it and the drama that went on behind the scenes with one of their producers, his wife, and a trip to Mexico. Can they outwit, outplay, and outlast the resort and Mexican government? Find out tonight on...The Original Deadtime Stories! Season three finale.Written and narrated by Schuyler Fastenau and executive produced by Daniel Jones. Additional voices...2021-06-0932 minThe Original Deadtime StoriesThe Original Deadtime StoriesChapter 63: Scheming of YouHappy Cinco de Mayo! In honor of the holiday, we wanted to celebrate an icon and the queen of Tejano music, Selena Quintanilla.Written by Jordan Katcher, narrated by Schuyler Fastenau and executive produced by Daniel Jones. Additional voices by Allyn Anthony Moriyon, Sophia Sassone, Marissa Pistone, Juan Magana, Taylor Shurte, and Daniel Jones. Cover artwork by Catherine Fastenau. Theme music by Tracy Zales.Follow us on:Patreon: https://www.patreon.com/OGDeadtimeInstagram: https://www.instagram.com/theoriginaldeadtimestories/Facebook: https://www.facebook.com/DeadtimeStoriesPodcast/Twitter: https://twitter.com/DeadtimeThe2021-05-0531 minVibing in ValentinoVibing in ValentinoGet Your Money Right with Catherine Magana, Certified Financial ManagerCatherine Magana, certified financial planner and managing partner of Savvy Women Wealth Management, in on VIV this week to talk about how you can get your account in check. We talk taxes, student loans, and how to start investing! Is a Birkin bag or a Cartier bracelet a good investment? How to get started investing in stocks? Find out here.  Follow Catherine: @savvyupdotcom www.savvyup.com Follow Nicole: @nicolenamxo @bodybyvibingco www.vibinginvalentino.com2021-03-1947 minReframe, Rewrite, Redesign Empowerment PodcastReframe, Rewrite, Redesign Empowerment PodcastShared Interview with Josefina Magaña - Focus on Young Professionals, Empowering Women and Strengthening BusinessesIn this podcast episode, Dr. Catherine and Josefina Magaña interview one another and discuss their similar approaches, passions, and services. Josefina focuses on helping young professionals identify their values, find and build on their passions, and focus on their strengths as they look for new careers. Dr. Catherine's links:  Profitable Alignment web site: https://profitablealignment.com Reframe, Rewrite, Redesign Empowerment Group (Facebook): https://www.facebook.com/groups/DrCatherine/ Dr. Catherine on LinkedIn: https://LinkedIn.com/in/CatherineWiberg Podcast: https://anchor.fm/dr-catherine-wiberg Schedule a...2020-07-2745 minThe Same BoatThe Same Boat1.17 How We Love Part 2Catherine Morrill, Susette Magana and I wrap up our discussion of the book "How We Love" by Milan and Kay Yerkovich. We talk about the concept of Secure Connection as the antidote to the 5 unhealthy love styles that we all tend to find ourselves repeating. Some of the topics we cover: What does it mean to securely connect with another person? If I don’t naturally connect with others, can I get better? If so, how? Is there a better way for me to be understood by others? Why are emotions important, and wh...2019-04-0429 minThe Same BoatThe Same Boat1.16 How We Love Part 1Licensed MFTs Catherine Morrill (www.soulrestorationproject.org/catherine-morrill) and Susette Magana (www.susettemagana.com) and I discuss the relationship book "How We Love" by Milan and Kay Yerkovich. Chances are that you can relate to at least one of these statements: Why do people get so emotional, why can't they just move on? My spouse has communication issues. Sometimes I tell white lies to avoid conflict. I have trouble saying no. When people apologize to me, it's often too little too late. I want to feel deep connection, I want to...2019-02-2853 minNorth San Diego BusinessNorth San Diego BusinessNo One Knows North San Diego Real Estate Like Joscelin MaganaA home is not a home because of its room dimensions or the color of the walls. It is about how you feel when you walk through the front door. And the way you can instantly envision your life unfolding there. This is about more than real estate. It is about your life and your dreams. Joscelin Magana is your North County Real Estate Connection. A Realtor with Keller Williams Realty in Carlsbad Joscelin specializes in helping people buy, sell and invest in residential real estate in North County. He grew up in a small town called...2016-02-0500 min