by Savvysite | Jun 10, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Retirement can last 20, 30, or even 40 years—but how do you know if your money can keep up? The reality is that many retirees aren’t worried because they’re spending too much. They’re worried because they don’t know if they’re spending...
by Savvysite | Jun 3, 2026 | Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Think Non-Qualified Stock Options are just a tax issue? Think again. In this episode of Savvy Women, Catherine and Rachel explore the often-overlooked planning opportunities hidden inside NSOs. While many professionals focus on the immediate tax consequences of...
by Savvysite | May 20, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
What happens when a promotion changes not just your paycheck—but your entire tax strategy? In this episode of Savvy Women Talk Money, Catherine and Rachel break down the hidden complexity behind incentive stock options (ISOs) and non-qualified stock options (NSOs)—and...
by Savvysite | Apr 29, 2026 | Investing, Savvy Up Podcast, SWWM, Tax Planning
Non-qualified stock options can be powerful, but only if you understand what actually happens to your taxes when you exercise. In this Savvy Series episode, Catherine and Rachel break down the hidden tax trap behind non-qualified stock options—and why timing matters...
by Savvysite | Apr 22, 2026 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Mutual funds are one of the most widely used investments—yet many investors hold them without fully understanding how they work, what they cost, or how they fit into a bigger strategy. In this Savvy Series episode, Catherine and Rachel go back to basics to break down...
by Savvysite | Apr 15, 2026 | Financial Planning, Investing, Investing Basics, Savvy Up Podcast, SWWM, Tax Planning
How do bonds actually generate income—and are they as “safe” as you think? In this episode of Savvy Women, Catherine and Rachel go back to basics to break down one of the most commonly owned—but least understood—investments: bonds. They explain how bonds really work,...
