Savvy Women Talk Money

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...

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 con...

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...

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 t...

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 lifestyl...

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—whe...

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 pa...

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...

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...

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 con...

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 cr...

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 es...

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...

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 inspir...

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...

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 w...

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-empower...

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...

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 f...

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 financial...

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—separate...

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 financi...

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...

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...

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 We...