Savvy Women Talk Money

By: Savvy Women Wealth Management
  • Summary

  • You’ve spent a lifetime using your strengths as a woman to make smart decisions about life. Isn’t it time to apply those same strengths to making financial decisions and investing? Listen in and learn how to apply your natural strengths as a woman to managing your finances and investing, so you can accomplish more with your money. Without giving up lattes, wine or mani-pedis. Hosted by Catherine Magaña, CFP® & Rachel Ivanovich, EA, MBA Savvy Women Wealth Management is an SEC Registered Investment Advisor
    2023
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Episodes
  • Keeping A Photo Legacy with Rachel Arbuckle
    Feb 28 2025

    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 passion for preserving legacies. Alongside Catherine and Rachel, she discusses the importance of helping clients safeguard the memories that matter most. Join us for a powerful conversation on work-life balance, the journey of entrepreneurship, and the impact of running a business with purpose. Don’t miss this insightful discussion with a group of strong, business-savvy women!

    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.

    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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

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    22 mins
  • Purpose & Goals
    Feb 21 2025

    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 of achieving them. Plus, for those looking to dive deeper, Savvy offers a workshop designed to help you take actionable steps toward your goals. Tune in for actionable tips to kickstart your year with purpose and direction!

    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.

    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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

    Show more Show less
    11 mins
  • Word of the Year
    Feb 14 2025

    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 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.

    Disclaimer:

    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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

    Show more Show less
    7 mins

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