Proactive Wealth Process | Retirement Planning

Nov 21, 2023

Welcome To The Proactive Wealth Process.

In this episode, Rachel Ivanovich, EA, MBA and Catherine Magaña, CFP® discuss 3 big questions.

So if you want to know how much to save, what to invest in, and when to start investing so you can avoid running out of money in retirement, tune in now!

In this episode, you’ll discover:

“3 Big Retirement Planning Questions ”

· How much money do I need in retirement?

· What investments should I be in?

· When you should I start investing for retirement?

Learn more about how you can retire comfortably and remain comfortably retired at wwmfinancial.com

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WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this content 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.

Can You Roll a 401(k) Into an IRA Without Penalty?

Oct 2, 2020

Click on the image above to view this Savvy Minute video.

In this Savvy Minute Episode Catherine will answer the question, “Can you rollover a 401(k) into an IRA without penalty?”

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California.

P: 760-692-5700

Top 20 Financial Planning Hacks, Tips 6-10

Sep 3, 2020

Click on the image above to view tips 6-10 of this webinar series.

Free Financial Planning Webinar Series

Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
Actionable information and guidelines to get/keep your finances on track
Easy to understand explanations with evidence-based supporting materials

Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.

Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.

WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.

Should I Rollover My 401(k) Or Leave It?

Sep 3, 2020

Click on the image above to view this Savvy Minute Video.

What Do You Do With Your Old 401k When You Leave a Company?

Jul 30, 2020

Click on the image above to view this Savvy Minute video.

In this video Catherine explains what you can do with your 401k when you leave a company.

Want to Accomplish More With Your Money?

Click on the link below to get your FREE Money 101 video.

savvyupnow.com/money101

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER ^TMand Managing Partner at Savvy Women Wealth Management in Carlsbad California.

We help women invest wisely and create custom financial plans for their way of living so they can enjoy a fulfilling retirement with peace of mind…

…without giving up their lifestyle.

htts://savvyup.com | P: 760.692.5700

Savvy Women Wealth Management is a division of WWM Financial an SEC – Registered Investment Adviser.

Interview with Marie Hines, Realtor™ | Senior Specialist

Jan 2, 2020

Click on the image above to watch this episode of The Savvy Women Show

Interview with Carlsbad Realtor™ Marie Hines

Marie specializes in helping seniors with their unique real estate needs. You can reach Marie at 760-458-8722 or marie.hines@exprealty.com.

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California.

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