Blog
Traveling in Retirement? Avoid These Expensive Mistakes
Are your travel dreams putting your retirement at risk? In this episode of Savvy Women Talk Money, Catherine and Rachel unpack the vacation-mode mindset that can lead to costly financial mistakes—especially for wealthy retirees. From luxury upgrades and spontaneous spending to hidden fees and unplanned gifts, they share how easily travel can derail even the most well-crafted retirement plan…
6 Key Points Every Woman Should Know for Retirement
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,...
What Wealthy Women Do Differently To Grow Their Money
In this episode of Savvy Women Talk Money, we explore the healthy money habits that go beyond budgeting. From understanding the true value of a dollar to knowing who to turn to for sound financial guidance, this conversation is all about developing the mindset and...
Essential Steps for Effective Retirement Planning
Essential Steps for Effective Retirement Planning Retirement planning involves setting aside enough money to live comfortably after you stop working. This process includes estimating your future expenses, setting savings goals, and choosing the right investment...
5 Money Moves for Wealthy Women Before the Summer
In this episode of Savvy Women Talk Money, we're breaking down the ultimate financial checklist for your Spring cleaning! Every affluent household should consider these elements, from reviewing current expenses and adjusting tax withholdings to making sure your...
You Can Balance Motherhood And Success, Here’s How
What if we told you that raising a child could cost you up to $500,000—and that number is still rising? For moms trying to juggle love, life, and legacy, that number hits hard. Whether you're working full-time, staying at home, or somewhere in between, the financial...
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