Savvy Women Wealth Management

Savvy Women Wealth Management We run a Savvy Women Wealth Practice. Most of our clients are fun, engaging women who are driven to succeed. Savvy Up!!

Savvy Women Wealth Management is an SEC Registered Investment Advisor. Savvy Women Wealth Management is dedicated to financial education for women. We want women to feel comfortable about investing whether the topic is about financial planning, investing for retirement, stocks, bonds, long term care or any other investment subject. The opinions expressed on this page 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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.

06/23/2026

More Than A Vacation

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: 06/09/2026

Consider a bucket plan to go with your bucket list.
06/23/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

06/22/2026

Retire & Explore

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: 06/09/2026

06/21/2026

Making Your Savings Last Longer!

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: 06/09/2026

06/20/2026

Meaningful Experiences Over Possessions

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: 06/09/2026

Extended care refers to services needed by those who have a chronic illness or disability.
06/20/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

It Was An Honor And A Pleasure To Attend Dr. Sunny Cooke’s Retirement Celebration.
06/18/2026

It Was An Honor And A Pleasure To Attend Dr. Sunny Cooke’s Retirement Celebration.

06/18/2026

Flexibility, Not Fear

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: 06/09/2026

How To Make Travel A Meaningful Part Of Retirement Before It's Too LateRetirement is supposed to be the season of life w...
06/17/2026

How To Make Travel A Meaningful Part Of Retirement Before It's Too Late

Retirement is supposed to be the season of life when you finally have the time and freedom to enjoy the experiences you've been putting off for years. But how do you make travel a meaningful part of retirement without jeopardizing your financial future?

In this episode, Catherine Magaña and Rachel Ivanovich explore why so many retirees struggle to balance their desire for adventure with concerns about spending, market volatility, and making their money last. They discuss how intentional planning can help transform travel from an occasional expense into a purposeful part of a well-designed retirement.

You'll discover:
• Why the early years of retirement may be your most valuable travel years
• How to build travel into your retirement plan instead of treating it as an afterthought
• Ways to align travel goals with your retirement income strategy
• How to navigate market downturns without letting fear derail your plans
• Why meaningful experiences often create more lasting value than possessions

If you've ever wondered whether now is the right time to take the trip, visit family more often, or finally check off a bucket-list destination, this conversation will help you think differently about retirement, travel, and making the most of the years that matter most. ✈️🌎

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: 6/09/26

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.

Behind Every Confident Financial Plan Is A Meaningful Conversation.Interested in learning how we can help? Click the fol...
06/17/2026

Behind Every Confident Financial Plan Is A Meaningful Conversation.

Interested in learning how we can help? Click the following link to take a listen to find out more…https://savvyup.com/podcast/

Address

2131 Palomar Airport Road, Suite 330
Carlsbad, CA
92011

Opening Hours

Monday 6:30am - 5pm
Tuesday 6:30am - 5pm
Wednesday 6:30am - 5pm
Thursday 6:30am - 5pm
Friday 6:30am - 5pm

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