Romance Scams: How to Spot and Avoid Them
In this episode, Catherine and Rachel talk about romance scams—what they are, how they work, and why smart, successful women are increasingly being targeted. They dive into the emotional tactics scammers use, the most common red flags to watch for, and real-world...
Talking Money in Relationships
In this episode, Catherine and Rachel dive into the important topic of discussing finances in a relationship. Rachel starts by emphasizing the importance of aligning financial goals, followed by real-life client scenarios that highlight different money dynamics. Are...
Proactive Wealth Process
Join Catherine and Rachel on SavvyUp as they break down the Proactive Wealth Process in a way that’s fun, simple, and stress-free! In their latest workshop, they’re diving deep into the four key pillars of smart financial planning—Asset Management, Liabilities, Estate...