by Savvysite | Apr 29, 2026 | Investing, Savvy Up Podcast, SWWM, Tax Planning
Non-qualified stock options can be powerful, but only if you understand what actually happens to your taxes when you exercise. In this Savvy Series episode, Catherine and Rachel break down the hidden tax trap behind non-qualified stock options—and why timing matters...
by Savvysite | Apr 22, 2026 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Mutual funds are one of the most widely used investments—yet many investors hold them without fully understanding how they work, what they cost, or how they fit into a bigger strategy. In this Savvy Series episode, Catherine and Rachel go back to basics to break down...
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 8, 2026 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM
What if the thing most investors own… is the thing they understand the least? In this Savvy Women Talk Money episode, Catherine and Rachel break down one of the most fundamental building blocks of investing: stocks—and why understanding them can completely change how...
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....
