Take Time To Review Your Tax Return And Understand What It Reveals About Your Income
Tax season isn’t just about filing — it’s a window into your entire financial life. In this episode, Catherine and Rachel break down what your tax return is really telling you… and what most people completely miss. With the deadline fast approaching, they unpack why...
Before You Touch Your 401k After Leaving A Job Watch This First
That old 401(k) you’ve been meaning to deal with? It might be one of the most overlooked—and expensive—decisions you’ll make. In this episode, Catherine and Rachel uncover what really happens when you leave a job and why a simple rollover isn’t always so simple....
The Financial Details Most People Miss After Starting A New Job
A job change can feel exciting, stressful, or sometimes unexpected—but financially, it’s one of the biggest transition points people experience. In this Savvy Series conversation, Catherine and Rachel break down why the first 90 days after a job change matter far more...