Live Your Life Connnected
Our VIDEOS will help you stay current with the latest FINANCIAL NEWS.
Estate Planning – What to Expect in 2022
Click on the image above to view this video. In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the...
Stock Market Update 8/4/2021
Click on the video above to watch August's Market Update. Stock Market Update 8/4/2021 In this informative yet brief market update, Steve Wolff discusses amazing stock earnings, the Delta Variant and mortgage rates. Transcript below: This is Steve Wolff, and we're...
Investing in the Tech Era
Click on the image above to watch the podcast. In this episode: Steve Wolff discusses how excided he is about the investing opportunities in this techno-digital revolution. Full transcription below: Steve Wolff: Hello everyone, this is Steve Wolff with another...
Market Outlook & Tax Planning Strategies for 2021
Click on the image above to watch this video. Market Outlook & Tax Planning Strategies For 2021 This is the replay of our live virtual client appreciation event hosted on February 17, 2021. Managing Partner Steve Wolff discusses the market outlook for 2021. Guest...
What Do You Do With Your Old 401k When You Leave a Company?
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....
Student Loan Management
Click on the image above to view this Proactive Wealth video In this Proactive Wealth Education episode Carter Davis and Anita Algunos of Hope Credit educate us about student loan forgiveness and repayment plans. Yes... there is Hope. If you have more questions for...
How to Negotiate a Raise
Rebecca Zung, Divorce Transformation Strategist, Best Lawyer in America honoree and best selling author talks with Catherine Magaña, CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California about how to negotiate a...
Interview with Rebecca Ealy, Certified Mortgage Planner and Living Donor
We had the honor of interviewing Rebecca Ealy. A Certified Mortgage Planning Specialist, dynamic woman and more importantly an amazing human being. Rebecca is a big advocate for "Living Donor", an incredible way to give the ultimate gift and save a life. We talk...
Working While Collecting Social Security Benefits
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How to Vet Investments
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Diversified asset allocation
Access to top professional money managers
Retirement planning, including traditional IRAs, Roth IRAs, education IRAs and rollovers of company retirement plans
Employee stock option analysis
Long-term care planning
Estate preservation services, including succession planning, estate tax minimization and asset protection
Whole life policies
Second-to-die insurance for estate taxes
Deferred compensation plans
Executive financial services
Stock plan services