As the year winds down, it's the perfect moment to pause, reflect, and ask a bigger question: Is your money actually supporting the life you want to live? In this Savvy Series episode, Catherine and Rachel dive into Life by Design. A thoughtful conversation about aligning wealth with what truly matters in the year ahead.

From family and relationships to travel, career fulfillment, philanthropy, and legacy, this episode explores how intentional planning turns "someday" goals into real-life experiences. You'll hear practical ways to plan meaningful travel (without guilt), give generously with purpose (and smart tax strategies), and ensure your estate and legacy reflect your values before life forces those decisions.

This isn't about adding more to your to-do list. It's about clarity. Putting the most important things on the calendar first. Designing a year and a life on purpose, not by default.

If you've ever felt busy but misaligned, successful but stretched, or financially secure yet craving more meaning, this episode will resonate deeply. A must-listen for women ready to step into the new year with intention, confidence, and a bigger vision.

Date Recorded: 12/18/25

Disclosure:

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 appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

savvyup.com | 760.692.5700

What if the real problem isn't that your goals are too big, but that they're nowhere near big enough? In this energizing episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich flip traditional goal-setting on its head and make a compelling case for dreaming at the scale of your wealth.

From childhood conditioning to money guilt to the pressure to appear "practical," many affluent women unintentionally downsize their ambitions. Catherine and Rachel open up with relatable, funny, and eye-opening stories, from goals that didn't quite land to dreams that weren't written boldly enough, to shine a light on how easy it is to settle for "good enough" when our lives can support so much more.

Their reflections remind us that dreaming bigger isn't about extravagance, it's about matching our vision to the freedom, resources, and opportunities we've worked hard to create. You'll learn why small goals create financial and personal plateaus, how wealth can buy back time (and freedom), and how to align bigger dreams with your core values and financial plan. Expect laughter, a few challenges, and plenty of aha moments about what "life by design" can actually look like.

If you're ready to stretch your imagination, elevate your lifestyle goals, and make next year your most intentional one yet, this episode is your spark.

Date Recorded: 12/04/25

Disclosure:

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 appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

savvyup.com | 760.692.5700

Ever notice how the holidays can feel like a whirlwind of traditions, to-do lists, and spending triggers you didn't see coming? From nostalgic memories to modern-day gift exchanges, this episode unpacks the emotional (and financial) layers that show up the moment the lights go up and the calendars fill.

Catherine and Rachel share heartfelt stories from childhood school "gift shops" to multigenerational tamale-making, and explore how these traditions shape the way we spend today. They break down why holiday budgets can spiral, how to avoid over-giving out of guilt, and simple ways to create meaning without overspending.

You'll hear smart strategies for navigating gift exchanges, hosting responsibilities, family expectations, and the pressure to buy for everyone. Plus, ideas for new traditions that cost little but bring big connection: baking days, movie nights, storytelling, and shared experiences that matter more than what's under the tree.

Whether this season feels joyful, overwhelming, or a bit of both, this episode offers perspective and practical tips to help you move through the holidays with intention and protect your financial peace.

Ready to align your money with your mindset? Call us at 760-692-5700 to schedule a strategy session.

Date Recorded: 11/18/25

Disclosure:

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 appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

savvyup.com | 760.692.5700