Best Catherine Magana Podcasts (2025)

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How Wealthy Women Can Cut Taxes This Summer 17:12

Play Pause

14d ago17:12

17:12

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 n…

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Traveling in Retirement? Avoid These Expensive Mistakes 11:13

22d ago11:13

11:13

Are your travel dreams putting your retirement at risk? In this episode of Savvy Women Talk Money, Catherine and Rachel unpack the vacation-mode mindset that can lead to costly financial mistakes—especially for wealthy retirees. From luxury upgrades and spontaneous spending to hidden fees and unplanned gifts, they share how easily travel can derail…

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6 Key Points Every Woman Should Know for Retirement 14:41

1M ago14:41

14:41

In this episode of Savvy Women Talk Money, we’re breaking down the 6 key midyear checkpoints every woman should revisit regularly to stay on track for retirement. From leveraging Roth IRAs and understanding catch-up contribution limits, to reviewing your cash flow, spending habits, and investment portfolio, we cover the essentials that make a diffe…

1
What Wealthy Women Do Differently To Grow Their Money 15:37

2M ago15:37

15:37

In this episode of Savvy Women Talk Money, we explore the healthy money habits that go beyond budgeting. From understanding the true value of a dollar to knowing who to turn to for sound financial guidance, this conversation is all about developing the mindset and routines that support lasting financial success. Learn how to track your money with p…

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5 Money Moves for Wealthy Women Before the Summer 8:31

2M ago8:31

8:31

In this episode of Savvy Women Talk Money, we're breaking down the ultimate financial checklist for your Spring cleaning! Every affluent household should consider these elements, from reviewing current expenses and adjusting tax withholdings to making sure your portfolio is still aligned with your goals—summer is the perfect time for a mid-year mon…

1
You Can Balance Motherhood And Success, Here's How 15:57

2M ago15:57

15:57

What if we told you that raising a child could cost you up to $500,000—and that number is still rising? For moms trying to juggle love, life, and legacy, that number hits hard. Whether you're working full-time, staying at home, or somewhere in between, the financial toll of motherhood is real—and often overlooked. In this heartfelt Mother’s Day epi…

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Capital Gains & Your Retirement: Critical Information to Save Your Wealth 19:31

3M ago19:31

19:31

In this episode of Savvy Women Talk Money, we’re breaking down everything you need to know about Capital Gains Taxes — and why understanding them is so important for protecting your retirement savings. We dive into what’s included in capital gains taxes, the key differences between short-term and long-term gains, and how preferential tax rates coul…

1
Avoid These Costly Wealth Transfer Tax Mistakes 13:37

3M ago13:37

13:37

In this week's episode of the Savvy Women Talk Money podcast, we break down what every woman should know before, during, and after a wealth transfer—from how to minimize tax burdens to strategies that preserve assets and honor family intentions. You'll hear about common missteps to avoid, how to build your team of professional advisors, and what sm…

1
Top Tax Benefits that Every Wealthy Woman Should Know 19:08

3M ago19:08

19:08

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 th…

1
Taxes After Divorce | A Guide For Women 10:56

4M ago10:56

10:56

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 insig…

1
Female Business Ownership and Taxes 9:39

4M ago9:39

9:39

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…

1
Romance Scams: How to Spot and Avoid Them 12:38

4M ago12:38

12:38

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 protec…

1
Talking Money in Relationships 13:22

4M ago13:22

13:22

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 i…

1
Proactive Wealth Process 8:24

5M ago8:24

8:24

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…

1
Keeping A Photo Legacy with Rachel Arbuckle 21:38

5M ago21:38

21:38

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 …

1
Purpose & Goals 10:46

5M ago10:46

10:46

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 si…

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Word of the Year 7:03

5M ago7:03

7:03

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! podcas…

1
Planning into 2025 10:47

6M ago10:47

10:47

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 cu…

1
Common Mistakes Women Make With 401(k)'s 11:12

6M ago11:12

11:12

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, …

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401(k) Mistakes That Can Impact Your Retirement 7:32

6M ago7:32

7:32

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…

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Biggest Mistakes Women Make When Retiring from a Job 13:48

6M ago13:48

13:48

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…

1
Interview With Dr. Manna Semby 23:04

6M ago23:04

23:04

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, a…

1
What Should You Do If You Inherit $1M? 11:43

7M ago11:43

11:43

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,…

1
6 Biggest Mistakes Women Make When Inheriting Large Sums of Money 10:57

7M ago10:57

10:57

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 …

1
Interview with Judge Sherry Thompson-Taylor 43:34

8M ago43:34

43:34

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 fo…

1
Financial Planning For Divorce 11:19

8M ago11:19

11:19

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…

1
Tax Related Mistakes When Receiving an Inheritance 9:41

8M ago9:41

9:41

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 y…

1
Taxes on Inheritance & Estate 15:36

9M ago15:36

15:36

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! pod…

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2nd Marriage, Estate Planning, Taxes, Insurance 13:26

9M ago13:26

13:26

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 explo…

1
Navigating Wealth Transfer & Inheritance 10:00

9M ago10:00

10:00

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…

1
Men vs Women, Investing 10:05

10M ago10:05

10:05

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…

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Interview with Michele Amoranto, Co-Owner of Bio-One 24:26

10M ago24:26

24:26

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…

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Avoid This Common Retirement Mistake: Failing To Plan For Long-term Care 11:59

11M ago11:59

11:59

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. h…

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Assessing Finances In Second Marriages: Budgeting, Bill Pay, And Goal Setting 10:28

11M ago10:28

10:28

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 Sa…

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Navigating the Money Talk In Your Second Marriage 9:53

11M ago9:53

9:53

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, expe…

1
The Hidden Costs of Not Seeking Professional Financial Advice 10:34

11M ago10:34

10:34

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 Sav…

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Interview With Valerie Lynn and Andria Taylor, from The Mentors Collective 26:31

12M ago26:31

26:31

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 netw…

1
Financial Pitfall: Career Interrupted Due to Caregiving 11:33

12M ago11:33

11:33

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 expr…

1
Ignoring Spousal Benefits 9:38

12M ago9:38

9:38

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 In…

1
Wage Gap 10:04

1y ago10:04

10:04

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 thi…

1
Interview with Sharla Fagan, Owner of A Green Salon with a Holistic Approach to Beauty and Balance 26:23

1y ago26:23

26:23

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 …

1
The Financial Perils of Divorce 12:11

1y ago12:11

12:11

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 thi…

1
Interview with Kim Folsom Serial Entrepreneur 24:51

1y ago24:51

24:51

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,…

1
Unseen Financial Risks: Losing a Spouse 9:44

1y ago9:44

9:44

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…

1
Dr. Saphire and Dr. Kirchweger, The Not So Obvious Difference Between Men & Women 29:14

1y ago29:14

29:14

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 Immunolog…

1
Crystal Clear Mindset 29:36

1y ago29:36

29:36

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 Cle…

1
Money Mistake: Ignoring Workplace Retirement Plans 9:43

1y ago9:43

9:43

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…

1
Develop Financial Confidence 10:36

1+ y ago10:36

10:36

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 progra…

1
Are You Saving Enough? 11:54

1+ y ago11:54

11:54

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 progra…

1
Risks of Financial Dependency 8:35

1+ y ago8:35

8:35

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 progra…