Savvy Women Wealth Management

09/03/2026

The AHLF knows how to host a disco. Here we are in full effect at their disco gala.

The Agua Hedionda Lagoon Foundation is special. I remember my first visit to the Discovery Center with my son and his Cub Scout den when he was in first grade. It was the beginning of his journey exploring and appreciating nature and some of it’s creatures. There is almost nothing like it with their birds, reptiles, fishes and now Bingo the little pot belly pig. The beautiful view if the lagoon, especially at sunset is always a reminder of how special our natural wonders are, right in our backyard. They do wonderful job as stewards of the Agua Hedionda Lagoon but seeing all of the little kids learning about nature and developing an appreciation for our natural resources through a close up tactile experience is amazing.

09/01/2026

Financial Peace

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 provide 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.

Date Recorded: 08/20/2026

09/01/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

08/31/2026

Don't Outlive Your Money

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 provide 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.

Date Recorded: 08/20/2026

08/30/2026

Prepare For The Uncertainty

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 provide 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.

Date Recorded: 08/20/2026

08/29/2026

Financial Security vs. Confidence

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 provide 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.

Date Recorded: 08/20/2026

08/29/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

08/28/2026

When Saving Stops

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 provide 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.

Date Recorded: 08/20/2026

08/27/2026

Managing Retirement Uncertainty

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 provide 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.

Date Recorded: 08/20/2026

08/26/2026

Why Millionaires Still Question If Their Money Will Last

Having millions doesn’t automatically mean feeling confident about retirement. Even financially successful retirees can find themselves asking the same question: Will my money really last?

In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore why millions meet reality when the steady paycheck stops and retirement begins. From longer lifespans and rising costs to market uncertainty and unexpected family or healthcare needs, having wealth is only part of the retirement equation.

You’ll hear insights on:
• Why successful savers can struggle to become confident spenders
• How inflation, longevity, and healthcare can affect retirement
• Why affluent retirees often underspend—even when they can afford more
• How multiple retirement income sources fit together
• The difference between financial security and financial confidence
• Why your retirement plan needs to adapt as life changes

Having millions may look like financial security, but retirement brings new questions about spending, longevity, and the unexpected. The goal isn’t to predict every twist and turn—it’s to have a plan that can adjust with you, so you can make decisions with greater clarity, enjoy what you’ve built, and feel more confident about the years ahead.

Tune in by clicking the following link. https://savvyup.com/podcast/

Click on the following link to schedule a free consultation. https://savvyup.com/consultation/

Date Recorded: 8/20/26

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 provide education about the financial industry. 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. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.