In this episode of Savvy Women Talk Money, we’re breaking down the 6 key mid-year checkpoints every woman should revisit regularly to stay on track for retirement. From leveraging Roth IRAs and understanding catch-up contribution limits, to reviewing your cash flow, spending habits, and investment portfolio, we cover the essentials that make a difference. We also dive into proactive tax planning, how major life changes can impact your retirement outlook, and why it’s important to check if your retirement vision still aligns with your goals. Whether you’re nearing retirement or still a few years out, these 6 steps can help you retire with clarity and confidence.
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.
Recorded: 6/5/2025
FREE Webinar: Becoming a Seriously Savvy Woman
Learn what you need to do to become financially empowered… so you can accomplish more with your money. Without living on bread and water or giving up everything that brings joy to your life.
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.