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
You just received an inheritance. Now comes the question you may not have expected: What should you actually do with it?
When you're nearing retirement, an inheritance can open new possibilities—but it can also create decisions about taxes, investments, retirement income, and when you can retire. And before making any big moves, there's an even more important question: "I Inherited What?"
In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore what to do after inheriting money near retirement and why the type of asset you receive can make a big difference.
You'll discover:
Why your first move may be to slow down
How an inheritance could change your retirement plan
Why cash, investments, IRAs, and property require different considerations
Tax questions to consider before making decisions
How inherited wealth can fit into your retirement income strategy
Why the bigger picture matters before you spend, invest, or make major changes
An inheritance may change what's possible. The important part is deciding what happens next.
Click on the following link to schedule a free consultation. https://savvyup.com/consultation/
Date Recorded 10/01/26
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.
savvyup.com (http://savvyup.com/) | 760.692.5700
30 Sept 2026
Can A Roth Conversion Increase Your Medicare Premiums?
You may know a Roth conversion can affect your taxes—but what about your Medicare premiums?
In this episode, Catherine Magaña and Rachel Ivanovich break down the important connection between Medicare and Roth conversions. A Roth conversion increases taxable income, which could push you into a higher IRMAA bracket and increase what you pay for Medicare. And because Medicare generally looks back at income from two years earlier, the impact may not show up right away.
But does a higher Medicare premium mean you shouldn't convert? Not necessarily. The key is looking beyond one year and understanding how a Roth conversion fits into your overall retirement and tax strategy.
In this episode:
How Roth conversions can increase Medicare premiums
How Medicare IRMAA works
Why the two-year lookback matters
Other income that can affect your planning
Why spreading Roth conversions over time may make sense
How Medicare costs compare with potential long-term benefits
Before making a Roth conversion, know how Medicare, taxes, and retirement income can all work together.
Click on the following link to schedule a free consultation. https://savvyup.com/consultation/
Date Recorded 9/24/26
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.
savvyup.com (http://savvyup.com/) | 760.692.5700
23 Sept 2026
What Should You Know About Roth Conversion Taxes?
Would you ever choose to pay more in taxes today if it could put you in a better position tomorrow?
That's the question behind Roth conversion planning—and the answer isn't always as simple as "pay less tax now."
In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore what you should know about Roth conversion taxes and why looking beyond this year's tax bill can be so important. From changing tax brackets and retirement income to RMDs and Medicare premiums, a decision that looks expensive today may look very different when viewed over your lifetime.
In this episode:
Why Roth conversion decisions shouldn't be based on one tax year
How your tax situation can change throughout retirement
Why lower-income years may create Roth conversion opportunities
How RMDs can affect future taxable income
Why Medicare premiums and other retirement considerations matter
How Roth conversions can fit into a broader, long-term tax strategy
When it comes to Roth conversions, the bigger question may not be "What will this cost today?" but "What could my taxes look like tomorrow?"
Click on the following link to schedule a free consultation. https://savvyup.com/consultation/
Date Recorded 9/17/26
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.
savvyup.com (http://savvyup.com/) | 760.692.5700
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Apple Podcasts (US)
5.0 / 5
1 ratings
Podcast Authority Score: 33 / 100
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Quality
55
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YouTube
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Engagement
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Questions about Savvy Women Talk Money
Who hosts Savvy Women Talk Money?
Catherine and Rachel host the show. Published by Savvy Women Wealth Management.
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