Savvy Women Talk Money

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...

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...

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...

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 thi...

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 informationa...

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...

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...

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...

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...

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 ...

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 on...

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 di...

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 int...

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 on...

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...

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...

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...

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 on...

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...

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...

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...

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...

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. ·       ...

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 seamle...

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 i...