by Savvysite | Feb 20, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
When it comes to IRAs, one wrong move can cost you tens—or even hundreds—of thousands of dollars. In this Savvy Series episode, Catherine and Rachel break down the confusing world of spousal vs. non-spousal inherited IRAs, the 10-year rule, RMDs, Roth considerations,...
by Savvysite | Feb 11, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
In this tender and deeply important episode, Catherine and Rachel walk through what really matters in the first 90 days after losing someone you love. When everything feels urgent, they gently remind listeners that very little actually is. They break down what needs...
by Savvysite | Jan 28, 2026 | Estate Planning, Financial Planning, Investing, Retirement Planning, Savvy Up Podcast, SWWM
The start of a new year isn’t about chasing the hottest investment or obsessing over last year’s returns—and in this episode, that truth gets a spotlight. The conversation explores how wealthy women approach money with intention, strategy, and clarity, asking smarter...
by Savvysite | Jan 14, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM
The start of a new year can feel loud—big resolutions, bold promises, endless to-do lists. In this Savvy Women episode, Catherine and Rachel turn down the noise and focus on what actually lasts: intentional goals, a meaningful word of the year, and the mindset behind...
by Savvysite | Dec 22, 2025 | Financial Planning, Retirement Planning, Savvy Up Podcast, Tax Planning, The Savvy Women Show
As the year winds down, it’s the perfect moment to pause, reflect, and ask a bigger question: Is your money actually supporting the life you want to live? In this Savvy Series episode, Catherine and Rachel dive into Life by Design. A thoughtful conversation about...
