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...
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...
by Savvysite | Dec 6, 2024 | Savvy Up Podcast, SWWM
In this inspiring video, Judge Sherry Taylor shares her incredible journey from a single mother working at the DA’s office to becoming a San Diego Superior Court Judge. She discusses the challenges and triumphs of advocating for yourself as a woman, the importance of...
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,...
