by Savvysite | Jun 17, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM
Retirement is supposed to be the season of life when you finally have the time and freedom to enjoy the experiences you’ve been putting off for years. But how do you make travel a meaningful part of retirement without jeopardizing your financial future? In this...
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 | Jun 3, 2026 | Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Think Non-Qualified Stock Options are just a tax issue? Think again. In this episode of Savvy Women, Catherine and Rachel explore the often-overlooked planning opportunities hidden inside NSOs. While many professionals focus on the immediate tax consequences of...
by Savvysite | May 27, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM
Markets fluctuate. Inflation rises. Headlines create fear. But what if the biggest investment risk isn’t the market itself… it’s misunderstanding risk altogether? In this episode of Savvy Women, Catherine and Rachel break down the different types of financial risk...
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...
