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 Planning, and Protective Strategies. By focusing on one pillar each quarter, they make financial goals feel easy and achievable—whether it’s saving for a big trip, paying off loans, or planning for your future. This year, they’re shining a spotlight on Required Minimum Distributions (RMDs) to help you make the most of your retirement savings. Get ready to take control of your wealth—one step at a time!
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.
FREE Webinar: Becoming a Seriously Savvy Woman
Learn what you need to do to become financially empowered… so you can accomplish more with your money. Without living on bread and water or giving up everything that brings joy to your life.
1) The Four Rules of Money for Women
2) The Five Steps to Financial Empowerment
3) The Five Secrets to Becoming a Seriously Savvy Woman
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.