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Showing episodes and shows of
Catherine Magana
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Savvy Women Talk Money
How Wealthy Women Can Cut Taxes This Summer
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 maximizing retirement contributions (including super-catch-ups) -Savvy Roth...
2025-07-09
17 min
Savvy Women Talk Money
Traveling in Retirement? Avoid These Expensive Mistakes
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 compromising your long-term financial security. Whether you're planning a European getaway, a cruise, or a cross-country road trip, this epis...
2025-07-01
11 min
Savvy Women Talk Money
6 Key Points Every Woman Should Know for Retirement
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 retirement vision still aligns with your goals. Whether you’re nearing retirement or still a few years out, these 6 steps can help...
2025-06-18
14 min
Savvy Women Talk Money
What Wealthy Women Do Differently To Grow Their Money
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 the life that you desire. And remember, saving is just the beginning—real wealth is bu...
2025-06-04
15 min
Savvy Women Talk Money
5 Money Moves for Wealthy Women Before the Summer
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 today’s market. Tune in to take control of your finances before the Summer is here and save your...
2025-05-21
08 min
Savvy Women Talk Money
You Can Balance Motherhood And Success, Here's How
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 of childcare to the long-term impact of stepping away from your career, we unpack the hidden financia...
2025-05-14
15 min
Savvy Women Talk Money
Capital Gains & Your Retirement: Critical Information to Save Your Wealth
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 capital gains exposure. Whether you’re nearing retirement or building your wealth for the future, this episode...
2025-05-07
19 min
Savvy Women Talk Money
Avoid These Costly Wealth Transfer Tax Mistakes
In 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...
2025-04-23
13 min
Savvy Women Talk Money
Top Tax Benefits that Every Wealthy Woman Should Know
Welcome 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...
2025-04-16
19 min
Savvy Women Talk Money
Taxes After Divorce | A Guide For Women
In 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...
2025-04-02
10 min
Savvy Women Talk Money
Female Business Ownership and Taxes
In 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...
2025-03-27
09 min
Savvy Women Talk Money
Romance Scams: How to Spot and Avoid Them
In 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...
2025-03-21
12 min
Savvy Women Talk Money
Talking Money in Relationships
In 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...
2025-03-14
13 min
The WWM Financial Podcast
Stocks During Trade War
In 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...
2025-03-07
25 min
Savvy Women Talk Money
Proactive Wealth Process
Join 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...
2025-03-07
08 min
Savvy Women Talk Money
Keeping A Photo Legacy with Rachel Arbuckle
This 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...
2025-02-28
21 min
Savvy Women Talk Money
Purpose & Goals
In 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...
2025-02-21
10 min
Savvy Women Talk Money
Word of the Year
In 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...
2025-02-14
07 min
Savvy Women Talk Money
Planning into 2025
Join 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...
2025-02-07
10 min
Savvy Women Talk Money
Common Mistakes Women Make With 401(k)'s
In 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...
2025-01-31
11 min
Savvy Women Talk Money
401(k) Mistakes That Can Impact Your Retirement
In 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...
2025-01-24
07 min
Savvy Women Talk Money
Biggest Mistakes Women Make When Retiring from a Job
In 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...
2025-01-17
13 min
Savvy Women Talk Money
Interview With Dr. Manna Semby
In 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...
2025-01-10
23 min
Savvy Women Talk Money
What 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...
2024-12-20
11 min
Savvy Women Talk Money
6 Biggest Mistakes Women Make When Inheriting Large Sums of Money
In 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...
2024-12-13
10 min
Savvy Women Talk Money
Interview with Judge Sherry Thompson-Taylor
In 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...
2024-12-06
43 min
Savvy Women Talk Money
Financial Planning For Divorce
In 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...
2024-11-22
11 min
Savvy Women Talk Money
Tax Related Mistakes When Receiving an Inheritance
Join 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...
2024-11-14
09 min
Savvy Women Talk Money
Taxes on Inheritance & Estate
In 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...
2024-11-01
15 min
Savvy Women Talk Money
2nd Marriage, Estate Planning, Taxes, Insurance
In 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...
2024-10-17
13 min
Savvy Women Talk Money
Navigating Wealth Transfer & Inheritance
In 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...
2024-10-12
10 min
Savvy Women Talk Money
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...
2024-10-02
10 min
The WWM Financial Podcast
How Can The Future Elections Affect The Market
In 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...
2024-09-27
16 min
Savvy Women Talk Money
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 epis...
2024-09-13
24 min
Savvy Women Talk Money
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 i...
2024-09-06
11 min
Savvy Women Talk Money
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...
2024-08-30
10 min
Savvy Women Talk Money
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 genera...
2024-08-23
09 min
Savvy Women Talk Money
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...
2024-08-16
10 min
Savvy Women Talk Money
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 Coll...
2024-08-08
26 min
Savvy Women Talk Money
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...
2024-07-31
11 min
Savvy Women Talk Money
Ignoring Spousal Benefits
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 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...
2024-07-26
09 min
Savvy Women Talk Money
Wage Gap
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 w...
2024-07-12
10 min
Savvy Women Talk Money
Interview with Sharla Fagan, Owner of A Green Salon with a Holistic Approach to Beauty and Balance
Episode: "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...
2024-07-11
26 min
Savvy Women Talk Money
The Financial Perils of Divorce
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 w...
2024-07-03
12 min
Savvy Women Talk Money
Interview 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
2024-06-20
24 min
Savvy Women Talk Money
Unseen 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...
2024-06-14
09 min
Savvy Women Talk Money
Dr. Saphire and Dr. Kirchweger, The Not So Obvious Difference Between Men & Women
Welcome 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...
2024-06-08
29 min
Savvy Women Talk Money
Crystal Clear Mindset
Welcome 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.
2024-05-18
29 min
Savvy Women Talk Money
Money 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...
2024-05-11
09 min
Savvy Women Talk Money
Develop Financial 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 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...
2024-04-20
10 min
Carlsbad: People, Purpose and Impact
Financial Trailblazer: Catherine Magaña's Journey
Are 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...
2024-04-15
21 min
Savvy Women Talk Money
Are 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...
2024-03-29
11 min
Savvy Women Talk Money
Risks of Financial Dependency
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...
2024-03-09
08 min
Savvy Women Talk Money
Longevity Risk
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...
2024-03-02
09 min
Savvy Women Talk Money
Money Priorities
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...
2024-02-24
10 min
Savvy Women Talk Money
Retiring 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...
2024-02-02
08 min
Savvy Women Talk Money
New 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...
2024-01-23
09 min
Savvy Women Talk Money
Powerful 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...
2024-01-12
11 min
Savvy Women Talk Money
Planning 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.
2023-12-22
22 min
Savvy Women Talk Money
Year End Financial Strategies
Welcome 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.
2023-12-08
08 min
The WWM Financial Podcast
Tax Prep for The New Year & Navigating Financial Landscapes
Hosts: 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...
2023-11-22
12 min
Savvy Women Talk Money
3 Big Retirement Planning Questions | Proactive Wealth Process
Welcome 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...
2023-11-20
14 min
Savvy Women Talk Money
WIN, Women's Inclusion Network, Personal Finance Q&A
We 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...
2023-11-15
13 min
The WWM Financial Podcast
3 Big Retirement Planning Questions | Proactive Wealth Process
Welcome 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...
2023-11-13
14 min
The Savvy Doc Podcast
A Conversation About Physician Burnout With Dr. Amruti Borad
Welcome 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...
2023-03-14
27 min
The Original Deadtime Stories
Chapter 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 Crime
2023-01-18
31 min
The Savvy Doc Podcast
Estate Planning - What to Expect in 2022
In 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...
2022-04-29
26 min
The WWM Financial Podcast
Estate Planning - What to Expect in 2022
In 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...
2022-04-29
26 min
The Savvy Doc Podcast
Physician Contract Negotiation From A Former Hospital Administrator
Catherine 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...
2022-03-14
24 min
The Savvy Doc Podcast
What To Expect When You Get Sued As A Physician
Welcome 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...
2022-02-14
27 min
femXadvisor
The Defining Moment for Women Advisors with Catherine M. Magaña
Success 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 More
2022-01-18
30 min
The Savvy Doc Podcast
A Physicians Guide To Learn About Disability Insurance
Robert 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...
2021-11-03
15 min
The Savvy Doc Podcast
A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals
In 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...
2021-08-19
16 min
The Original Deadtime Stories
Chapter 66: The Tribe Has Spoken
We 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...
2021-06-09
32 min
The Original Deadtime Stories
Chapter 63: Scheming of You
Happy 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/DeadtimeThe
2021-05-05
31 min
Vibing in Valentino
Get Your Money Right with Catherine Magana, Certified Financial Manager
Catherine 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.com
2021-03-19
47 min
Reframe, Rewrite, Redesign Empowerment Podcast
Shared Interview with Josefina Magaña - Focus on Young Professionals, Empowering Women and Strengthening Businesses
In 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...
2020-07-27
45 min
The Same Boat
1.17 How We Love Part 2
Catherine 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...
2019-04-04
29 min
The Same Boat
1.16 How We Love Part 1
Licensed 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...
2019-02-28
53 min
North San Diego Business
No One Knows North San Diego Real Estate Like Joscelin Magana
A 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...
2016-02-05
00 min