As the year winds down, it’s the perfect moment to pause, reflect, and ask a bigger question: Is your money actually supporting the life you want to live? In this Savvy Series episode, Catherine and Rachel dive into Life by Design. A thoughtful conversation about aligning wealth with what truly matters in the year ahead.
From family and relationships to travel, career fulfillment, philanthropy, and legacy, this episode explores how intentional planning turns “someday” goals into real-life experiences. You’ll hear practical ways to plan meaningful travel (without guilt), give generously with purpose (and smart tax strategies), and ensure your estate and legacy reflect your values before life forces those decisions.
This isn’t about adding more to your to-do list. It’s about clarity. Putting the most important things on the calendar first. Designing a year and a life on purpose, not by default.
If you’ve ever felt busy but misaligned, successful but stretched, or financially secure yet craving more meaning, this episode will resonate deeply. A must-listen for women ready to step into the new year with intention, confidence, and a bigger vision.
Date Recorded: 12/18/25
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