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Avoid These Costly Wealth Transfer Tax Mistakes
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...
Top Tax Benefits that Every Wealthy Woman Should Know
In this episode of Savvy Women Talk Money, Catherine and Rachel break down how women can strategically approach tax season and putting a smart plan in place for the future. From maximizing deductions to aligning investments with tax goals, they explain how to keep...
Taxes After Divorce? | Guide for Women Filing Alone
In this week's episode of the Savvy Up! podcast, Catherine and Rachel talk about filing taxes after a divorce. Divorce is hard enough emotionally, but it can also bring a host of financial and tax surprises. From understanding your new filing status to dealing with...
Understanding Taxes As a Woman Business Owner
In this week's episode, Catherine and Rachel talk about the unique tax considerations a woman will encounter as a business owner. From valuable breaks and potential write-offs to grants and mentorship programs designed specifically for women who run their own...
Romance Scams: How to Spot and Avoid Them
In this episode, Catherine and Rachel talk about romance scams—what they are, how they work, and why smart, successful women are increasingly being targeted. They dive into the emotional tactics scammers use, the most common red flags to watch for, and real-world...
Talking Money in Relationships
In this episode, Catherine and Rachel dive into the important topic of discussing finances in a relationship. Rachel starts by emphasizing the importance of aligning financial goals, followed by real-life client scenarios that highlight different money dynamics. Are...
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