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,...
by Savvysite | Apr 1, 2026 | Financial Planning, Liability Management, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Stock options can feel like a reward… until tax season tells a different story. In this episode of the Savvy Series, Catherine and Rachel break down what stock options and RSUs really mean for your financial life—and why so many high earners get caught off guard. From...
by Savvysite | Mar 25, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Tax season isn’t just about filing — it’s a window into your entire financial life. In this episode, Catherine and Rachel break down what your tax return is really telling you… and what most people completely miss. With the deadline fast approaching, they unpack why...
by Savvysite | Mar 18, 2026 | Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
That old 401(k) you’ve been meaning to deal with? It might be one of the most overlooked—and expensive—decisions you’ll make. In this episode, Catherine and Rachel uncover what really happens when you leave a job and why a simple rollover isn’t always so simple....
by Savvysite | Mar 11, 2026 | Estate Planning, Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
A job change can feel exciting, stressful, or sometimes unexpected—but financially, it’s one of the biggest transition points people experience. In this Savvy Series conversation, Catherine and Rachel break down why the first 90 days after a job change matter far more...
by Savvysite | Mar 6, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning
You built the wealth. But have you built the income plan? Many successful women assume that once they stop working, their portfolio will naturally provide the paycheck they need. After all, you saved consistently, invested wisely, and built substantial assets. But...
