by Savvysite | Dec 3, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Ever notice how the holidays can feel like a whirlwind of traditions, to-do lists, and spending triggers you didn’t see coming? From nostalgic memories to modern-day gift exchanges, this episode unpacks the emotional (and financial) layers that show up the moment the...
by Savvysite | Nov 19, 2025 | Financial Planning, Investing, Investing Basics, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself...
by Savvysite | Aug 21, 2025 | Estate Planning, Financial Planning, Proactive Wealth Process, Retirement Planning, SWWM
🎙️ Back-to-School Isn’t Just for Kids: Level Up Your Financial Education This Fall As the backpacks come out and school bells start ringing, it’s not just your kids who should be hitting the books. In this episode, Catherine and Rachel share why fall is the...
by Savvysite | Jun 18, 2025 | Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
In this episode of Savvy Women Talk Money, we’re breaking down the 6 key mid-year checkpoints every woman should revisit regularly to stay on track for retirement. From leveraging Roth IRAs and understanding catch-up contribution limits, to reviewing your cash flow,...
by Savvysite | Jun 20, 2024 | Savvy Up Podcast, The Savvy Women Show
Welcome to Season 1 Episode 16 of The Savvy Up Podcast. In this episode, Kim Folsom and I discuss her story to becoming a successful serial entrepreneur. She is Founder and CEO of Founders First Capital Partners Inc. and Founders First CDC. Kim Folsom founded her...
