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 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 | Apr 1, 2026 | Financial Planning, Liability Management, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Stock options can feel like a reward… until tax season tells a different story. In this episode of the Savvy Series, Catherine and Rachel break down what stock options and RSUs really mean for your financial life—and why so many high earners get caught off guard. From...
by Savvysite | Mar 25, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Tax season isn’t just about filing — it’s a window into your entire financial life. In this episode, Catherine and Rachel break down what your tax return is really telling you… and what most people completely miss. With the deadline fast approaching, they unpack why...
