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 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 | 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...
