by Savvysite | Nov 22, 2024 | Savvy Up Podcast, SWWM
In this insightful conversation, Catherine and Rachel dive into the complexities of navigating divorce. They discuss everything from the financial aspects—like money dependency, separating assets, and understanding mortgages and taxes—to creating a post-divorce budget...
by Savvysite | Nov 14, 2024 | Savvy Up Podcast, SWWM, Tax Planning
In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...
by Savvysite | Oct 31, 2024 | Savvy Up Podcast, SWWM, Tax Planning
In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...
by Savvysite | Oct 16, 2024 | Estate Planning, Financial Planning, Savvy Up Podcast
In this episode, we dive into the unique financial complexities that come with second marriages. We cover essential topics like estate and tax planning, handling debts, wills, and healthcare directives. How should couples manage finances—combine assets or keep...
by Savvysite | Oct 11, 2024 | Savvy Up Podcast
In this episode, Catherine and Rachel navigate the importance of planning for inheritance and wealth transfers for women. Join them to empower yourself with the knowledge you need to navigate these important decisions confidently. In the Savvy Up! podcast we share...
