by Savvysite | Jun 18, 2025 | Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
In this episode of Savvy Women Talk Money, we’re breaking down the 6 key mid-year checkpoints every woman should revisit regularly to stay on track for retirement. From leveraging Roth IRAs and understanding catch-up contribution limits, to reviewing your cash flow,...
by Savvysite | Jun 4, 2025 | Proactive Wealth Process, Savvy Up Podcast, SWWM, The Savvy Women Show
In this episode of Savvy Women Talk Money, we explore the healthy money habits that go beyond budgeting. From understanding the true value of a dollar to knowing who to turn to for sound financial guidance, this conversation is all about developing the mindset and...
by Savvysite | May 21, 2025 | Financial Planning, Savvy Up Podcast, SWWM
In this episode of Savvy Women Talk Money, we’re breaking down the ultimate financial checklist for your Spring cleaning! Every affluent household should consider these elements, from reviewing current expenses and adjusting tax withholdings to making sure your...
by Savvysite | May 14, 2025 | Savvy Up Podcast
What if we told you that raising a child could cost you up to $500,000—and that number is still rising? For moms trying to juggle love, life, and legacy, that number hits hard. Whether you’re working full-time, staying at home, or somewhere in between, the...
by Savvysite | Apr 23, 2025 | Savvy Up Podcast, SWWM
In this episode of Savvy Women Talk Money, we’re breaking down everything you need to know about Capital Gains Taxes — and why understanding them is so important for protecting your retirement savings. We dive into what’s included in capital gains taxes, the key...
by Savvysite | Apr 16, 2025 | Savvy Up Podcast, SWWM
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...
