by Savvysite | Jul 15, 2026 | Financial Planning, Investing, Savvy Up Podcast, SWWM, Tax Planning
It seems like there’s always a new “must-own” investment making headlines. But is it truly right for you, or are you just feeling the pressure to keep up? In this episode of Savvy Women, Catherine and Rachel explore how the fear of missing out (FOMO)...
by Savvysite | Jul 8, 2026 | Financial Planning, Savvy Up Podcast, SWWM, Tax Planning
A great company doesn’t automatically make a great investment. Join Catherine and Rachel as they reveal how smart investors evaluate valuation, expectations, and long-term fit to determine whether an IPO is truly worth it. With new IPOs regularly capturing...
by Savvysite | Jun 24, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Most families don’t realize the true cost of passing down a home until years after the decision has been made. In this episode of Savvy Women, Catherine and Rachel explore the hidden cost of passing down a family home and why some of the most well-intentioned...
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...
