by Savvysite | Feb 21, 2025 | Savvy Up Podcast, SWWM
In this episode, hosts Catherine and Rachel delve into the importance of setting purposeful goals at the start of the year. They break down how goals in key areas—finance, work-life balance, health, relationships, education, and personal growth—can set the stage for...
by Savvysite | Feb 14, 2025 | Savvy Up Podcast, SWWM
In this episode of SavvyUp!, Catherine and Rachel explore the power of choosing a Word of the Year to set the tone for your goals, mindset, and financial future. They discuss how journaling, reflecting on past experiences, and defining aspirations can help you align...
by Savvysite | Feb 7, 2025 | Savvy Up Podcast
Join Catherine and Rachel in this insightful episode as they dive into how to take control of your finances in 2025! Whether you’re looking to build a strong financial foundation or refine your money management strategies, they’ve got you covered. They...
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...
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...
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...
