Savvy Up!

Planning for The New Year & Setting Goals

Dec 22, 2023

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...

Year End Financial Strategies

Dec 8, 2023

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...

3 Big Retirement Planning Questions | Proactive Wealth Process

Nov 20, 2023

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,...

WIN, Women's Inclusion Network, Personal Finance Q&A

Nov 15, 2023

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?