Why Your Future Matters When Family Comes First

Are you juggling aging parents, kids heading to college, and your own retirement goals—all at the same time? Welcome to the Sandwich Generation. In this episode, Catherine Magaña and Rachel Ivanovich dive into the financial, emotional, and time pressures of caring for multiple generations while still trying to plan for the future. From rising college costs and cash flow crunches to helping parents with medical care, the conversation gets real about the triple challenge facing so many women today. You'll hear practical strategies for keeping your retirement on track, setting healthy boundaries, and even using tools like long-term care insurance, dependent care credits, and estate planning to lighten the load. The hosts also share candid stories from their own lives, balancing doctor visits, college applications, and work, all while making sure they don't lose sight of what matters most. Life in the middle isn't easy, but with the right plan and clear conversations, you can navigate it with confidence. Don't just survive the sandwich years—learn how to thrive in them. Date Recorded 9/11/25 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