🎙️ Back-to-School Isn't Just for Kids: Level Up Your Financial Education This Fall

As the backpacks come out and school bells start ringing, it’s not just your kids who should be hitting the books. In this episode, Catherine and Rachel share why fall is the perfect season to invest in your own financial education — no pencils required.

They cover everything from maximizing your 529 plans under the new One Big Beautiful Bill Act, to brushing up on investment basics, estate planning must-dos, and long-term care strategies. Plus, learn how to break down your financial learning into bite-sized, quarterly goals with the Proactive Wealth Process.

Whether retirement is just around the corner or still a few years out, this episode offers practical tips and real client stories to help you plan smarter and feel more confident about your money.

🎯 Bonus: Find out how gold stars, checklists, and a few strategic questions can turn you into a seriously savvy woman.

👉 Subscribe now, schedule a free consultation

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

Is That Dream Vacation Home a Financial Trap?

In this savvy episode, Catherine and Rachel unpack the real costs—and hidden benefits—of owning a second home in retirement. From the emotional pull of lakefront views and mountain escapes to the unexpected tax headaches and maintenance bills, this conversation lays out what every retiree really needs to consider before taking the plunge.

You'll learn:

• How the IRS defines personal use of vacation homes (and why it matters)

• The truth about tax deductions, rental income, and mortgage limits

• Why renting for 14 days or fewer can be a secret tax win

• What to consider before turning your dream home into an Airbnb

• How second homes fit into estate planning—and how to avoid family drama

Whether you’ve been browsing Zillow during vacation or seriously considering a second property, this episode offers must-hear advice to make sure your “slice of paradise” doesn’t become a financial pitfall.

📞 Ready to run the numbers? Call 760-692-5700 to talk it through with a savvy advisor.

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

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 conversion strategies—and how timing can impact your Medicare premiums

-Charitable giving that doubles as a tax-saver (QCDs, appreciated stock, and more)

-Portfolio reviews and tax-loss harvesting (why you shouldn’t wait until December)

-Gifting strategies to help family—without triggering tax surprises

-Coordinating tax and financial advisors to avoid costly missteps

-Plus—common mistakes many affluent women make (and how to sidestep them), and why proactive planning now can save big later.

Whether you’ve had a life change this year (divorce, inheritance, retirement?) or you simply want to optimize your tax picture, this summer episode is your go-to guide.

👉 Ready for a personalized strategy session? Call 760-692-5700 and get savvy about your finances today.

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