Purpose Meets Planning: How To Give Smart And Save Big

The year's almost over, but your financial goals still have time to shine! 🎉 In this episode of the Savvy Series, Catherine Magaña and Rachel Ivanovich dive into the ultimate fourth-quarter money checkup to help you wrap up 2025 with confidence and clarity. Think of it as your "financial wellness exam." From maximizing retirement contributions to smart tax-loss harvesting, they share timely strategies to boost savings, reduce your tax bill, and set yourself up for success before December 31st hits. You'll also hear tips on donor-advised funds, qualified charitable distributions, and how to use appreciated stock for charitable giving, all while lowering your taxable income. Plus, the duo discusses beneficiary updates, estate plan reviews, and how to avoid costly end-of-year mistakes. And don't miss their exciting announcement about the upcoming Health, Wealth & Legacy event in Carlsbad, a powerhouse afternoon of wellness and financial insight designed just for women. 💡 Finish the year strong, stay savvy, and step into 2026 ready to thrive. Date Recorded: 10/23/25 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 | 760.692.5700