In this episode, Catherine and Rachel dive into the biggest retirement mistakes women make and how to avoid them. From skipping a solid financial plan to claiming Social Security too early, they reveal the hidden pitfalls that could derail your retirement dreams. They explore the importance of accounting for inflation, tax implications, and why low-risk assets might not be the safe haven you think they are.
But it doesn’t stop there! They also break down key lifestyle expenses — like healthcare, travel, and leaving a legacy — and how they’ll impact your retirement budget. Plus, find out whether it’s better to pay off your home or invest, and how to maximize employer benefits to secure your future.
Welcome in for expert tips and strategies to make your retirement plan truly work for YOU!
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.
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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.