In this week’s episode of the Savvy Women Talk Money podcast, we break down what every woman should know before, during, and after a wealth transfer—from how to minimize tax burdens to strategies that preserve assets and honor family intentions. You’ll hear about common missteps to avoid, how to build your team of professional advisors, and what smart planning really looks like for those managing substantial estates. Whether you’re already navigating this path or preparing for it, this episode is a must-listen for women who want to lead with clarity, confidence, and a plan. Managing wealth is not just about numbers, it is about protecting the future you have worked so hard to build.
Date Recorded: 4/23/2025
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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