Blog

Common Mistakes Women Make With 401(k)’s

by Savvysite | Jan 31, 2025 | Retirement Planning, Savvy Up Podcast, SWWM

In this video, Catherine and Rachel highlight the most common mistakes women make when managing their 401(k)s. From overlooking the tax impact of withdrawals to missing out on Roth conversion opportunities, they share insights on how to optimize your retirement...

401(k) Withdrawal Mistakes That Can Impact Your Retirement

by Savvysite | Jan 24, 2025 | Savvy Up Podcast

In this video, Catherine and Rachel dive into the biggest 401k mistakes that could derail your retirement plans. They discuss the risks of withdrawing too much too quickly, the tax consequences of early withdrawals, and the importance of making required...

Biggest Mistakes Women Make When Retiring from a Job

by Savvysite | Jan 17, 2025 | Retirement Planning, Savvy Up Podcast, SWWM

In this episode, Catherine and Rachel dive into the biggest retirement mistakes women make and how to avoid them. From skipping a solid financial plan to claiming Social Security too early, they reveal the hidden pitfalls that could derail your retirement...

Interview With Dr. Manna Semby

by Savvysite | Jan 10, 2025 | Savvy Up Podcast

In this empowering episode, Catherine and Rachel sit down with Dr. Manna Semby, a registered ND, MSCP, IFMCP, and the CEO and founder of Aruna Personalized Medicine. Dr. Semby shares her incredible journey as a mother, cancer survivor, and entrepreneur. Tune in for...

What Should You Do If You Inherit $1M?

by Savvysite | Dec 20, 2024 | Savvy Up Podcast, SWWM

Catherine and Rachel share their top tips on what to do when you inherit $1M. From taxes and paying off debts to building emergency funds and investing for the future, they break it down step by step. With their help, you'll know how to assemble a team of experts,...

6 Biggest Mistakes Women Make When Inheriting Large Sums of Money

by Savvysite | Dec 13, 2024 | Estate Planning, Savvy Up Podcast, SWWM, The Savvy Women Show

In this episode of the Savvy Series, Catherine and Rachel discuss the 6 biggest mistakes women often make when inheriting large sums of money. They cover crucial topics such as failing to account for estate taxes, the importance of understanding capital gains, and the...