by Savvysite | Jan 28, 2026 | Estate Planning, Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM
The start of a new year isn’t about chasing the hottest investment or obsessing over last year’s returns—and in this episode, that truth gets a spotlight. The conversation explores how wealthy women approach money with intention, strategy, and clarity, asking smarter...
by Savvysite | Nov 19, 2025 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself...
by Savvysite | Dec 4, 2023 | Investing, Retirement Planning
People often ask when they should start investing. If you have been asking yourself this question then you should click on the image above and watch this video. Schedule Free Consultation FREE Webinar: Becoming a Seriously Savvy Woman Learn what you need to do to...
by Savvysite | Nov 30, 2023 | Investing, Retirement Planning, SWWM
Wondering what you should invest in to retire comfortably? If so you should check out this video. So, if you’re serious about taking control of your finances and you don’t want to run out of money in retirement then you should watch this video. Schedule Free...
by Savvysite | Nov 29, 2023 | Financial Planning, Investing, SWWM
We were honored to be invited to speak at the Women’s Inclusion Network recently. It was a wonderful experience and we particularly enjoyed answering questions at the end of the presentation. In this episode we are going to share some of the questions and answers that...
by Savvysite | Sep 6, 2019 | Investing, SWWM
Click on the image above to watch this Savvy Minute video. How To Survive Stock Market Volatility The stock market movement is nothing new. One of the best ways to beat market volatility is through diversification. The more you understand your overall asset allocation...
