Savvy Women Wealth Management

10/17/2026

Roth vs. Traditional Rules Explained

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: 10/08/2026

10/17/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

10/16/2026

Paying Off Debt? Beware The Tax Hit!

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: 10/08/2026

10/15/2026

Inherited 401(k) Tax Trap!

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: 10/08/2026

10/15/2026

Golf is one of our favorite family activities. Since we are all very busy with work and school we usually just squeeze in 9 holes, sometimes 5 if we run short on time or the sun sets. We call it 5 of Friday. The most important thing is that we get some time together outdoors and we get to chat, crack jokes and goof around a bit. Phoenix usually joins us but he’s working with his grandma at the pumpkin patch on the weekends this month.

10/14/2026

Can You Retire Early After an Inheritance?

Could an unexpected inheritance be your ticket to retire early? Before you trade your work schedule for a beach chair, there are some important financial decisions that could make or break your early retirement plans!

Receiving an inheritance can open exciting possibilities, but what happens when inherited IRA rules, unexpected taxes, and required withdrawals enter the picture? That extra money might not go as far as you think!

In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore how an inheritance could impact your retirement timeline and what you need to know before making any big financial moves.

In this episode, discover:
• Can you retire early after receiving an inheritance?
• How inherited IRAs could affect your retirement income
• The differences between inherited Roth IRAs and traditional IRAs
• The 10-year inheritance rule and required minimum distributions (RMDs)
• How to avoid costly inheritance tax and withdrawal mistakes
• Why a financial plan matters before retiring early

Could your inheritance unlock early retirement, or could one wrong move cost you?

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: 10/08/26

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.

10/13/2026

Inherited Accounts & RMDs

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: 10/01/2026

10/13/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

10/12/2026

Inheritance And Your Future

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: 10/01/2026

10/11/2026

Inherited Real Estate & Taxes

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: 10/01/2026