by Savvysite | Jul 8, 2026 | Financial Planning, Savvy Up Podcast, SWWM, Tax Planning
A great company doesn’t automatically make a great investment. Join Catherine and Rachel as they reveal how smart investors evaluate valuation, expectations, and long-term fit to determine whether an IPO is truly worth it. With new IPOs regularly capturing...
by Savvysite | Jul 1, 2026 | Financial Planning, Investing, Savvy Up Podcast, SWWM
High-profile IPOs (Initial Public Offerings) often generate excitement, headlines, and fear of missing out—but does buying on day one really make sense? In this episode of Savvy Women, Catherine and Rachel explore when an IPO actually becomes a good investment and why...
by Savvysite | Jun 24, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Most families don’t realize the true cost of passing down a home until years after the decision has been made. In this episode of Savvy Women, Catherine and Rachel explore the hidden cost of passing down a family home and why some of the most well-intentioned...
by Savvysite | Jun 10, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Retirement can last 20, 30, or even 40 years—but how do you know if your money can keep up? The reality is that many retirees aren’t worried because they’re spending too much. They’re worried because they don’t know if they’re spending...
by Savvysite | May 20, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
What happens when a promotion changes not just your paycheck—but your entire tax strategy? In this episode of Savvy Women Talk Money, Catherine and Rachel break down the hidden complexity behind incentive stock options (ISOs) and non-qualified stock options (NSOs)—and...
