As the backpacks come out and school bells start ringing, it’s not just your kids who should be hitting the books.
In this episode, Catherine and Rachel share why fall is the perfect season to invest in your own financial education — no pencils required.
They cover:
-Everything from maximizing your 529 plans under the new One Big Beautiful Bill Act
-Brushing up on investment basics
-Estate planning must-dos and long-term care strategies.
Plus, learn how to break down your financial learning into bite-sized, quarterly goals with the Proactive Wealth Process.
Whether retirement is just around the corner or still a few years out, this episode offers practical tips and real client stories to help you plan smarter and feel more confident about your money.
🎯 Bonus: Find out how gold stars, checklists, and a few strategic questions can turn you into a seriously savvy woman.
📞 Ready to run the numbers? Call 760-692-5700 to talk it through with a savvy advisor.
Recorded 7/31/25
Savvy Women Wealth Management is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.