In this episode of Savvy Women Talk Money, we explore the healthy money habits that go beyond budgeting. From understanding the true value of a dollar to knowing who to turn to for sound financial guidance, this conversation is all about developing the mindset and routines that support lasting financial success. Learn how to track your money with purpose, prioritize your time like the asset it is, and take control of your financial future with intention and clarity, while also making time to create the life that you desire. And remember, saving is just the beginning—real wealth is built by knowing how to grow your money.

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Disclosure:

Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

savvyup.com | 760.692.5700

In this episode of Savvy Women Talk Money, we're breaking down the ultimate financial checklist for your Spring cleaning! Every affluent household should consider these elements, from reviewing current expenses and adjusting tax withholdings to making sure your portfolio is still aligned with your goals—summer is the perfect time for a mid-year money checkup. We also cover how to make sure your beneficiaries are up to date after major life events and why asset allocation deserves a fresh look in today’s market. Tune in to take control of your finances before the Summer is here and save yourself from big headaches later.

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Recorded: 5/15/2025

Disclosure:

Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

savvyup.com | 760.692.5700

What if we told you that raising a child could cost you up to $500,000—and that number is still rising? For moms trying to juggle love, life, and legacy, that number hits hard. Whether you're working full-time, staying at home, or somewhere in between, the financial toll of motherhood is real—and often overlooked. In this heartfelt Mother’s Day episode, I’m sharing both personal insights and professional financial strategies to help women make empowered money decisions. From the staggering price tag of childcare to the long-term impact of stepping away from your career, we unpack the hidden financial trade-offs that come with raising kids. You’ll hear stories of resilience, real-world financial planning tips, and a roadmap for balancing motherhood with your wealth-building goals. No guilt, no judgment—just smart, sustainable guidance from two fellow moms and financial experts who get it. If you’ve ever wondered “Am I doing enough to secure my family’s financial future?”—this episode is for you. Tune in now, and don’t forget to subscribe and share. And if you're ready for a deeper conversation, visit savvyup.com to explore personalized financial coaching and resources made just for women like you.

Disclosure:

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700

In this episode of Savvy Women Talk Money, we’re breaking down everything you need to know about Capital Gains Taxes — and why understanding them is so important for protecting your retirement savings. We dive into what’s included in capital gains taxes, the key differences between short-term and long-term gains, and how preferential tax rates could work in your favor. Plus, we explain how smart use of retirement accounts like Roth IRAs and 401(k)s can help you manage — and even minimize — your capital gains exposure. Whether you’re nearing retirement or building your wealth for the future, this episode gives you practical strategies to keep more of what you’ve earned.

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Disclosure:

Savvy Women Wealth Management is an SEC Registered Investment Advisor.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

savvyup.com | 760.692.5700

In this week's episode of the Savvy Women Talk Money podcast, we break down what every woman should know before, during, and after a wealth transfer—from how to minimize tax burdens to strategies that preserve assets and honor family intentions. You'll hear about common missteps to avoid, how to build your team of professional advisors, and what smart planning really looks like for those managing substantial estates. Whether you're already navigating this path or preparing for it, this episode is a must-listen for women who want to lead with clarity, confidence, and a plan. Managing wealth is not just about numbers, it is about protecting the future you have worked so hard to build.

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Date Recorded: 4/23/2025

Disclosure:

Savvy Women Wealth Management is an SEC Registered Investment Advisor. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Welcome to this week's episode of the Savvy Women Podcast. In this episode, Rachel Ivanovich and I discuss Maximizing your tax benefits. So if you want to save money on taxes, avoid costly mistakes , and maximize tax credits so you can lower your tax bill, tune in now!

In this episode, you'll discover:

Maximizing tax benefits

Finding tax credits that wealthy women may miss

Tax efficient investment planning

Correctly filing your W4 Navigating tax filing status, wealth transfer Estate planning

More Information Learn more about how you can improve your results with Tax strategy with savvyup.com

Thanks for listening!

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Date Recorded: 4/10/2025

Disclaimer: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

savvyup.com | 760.692.5700

In this week's episode of the Savvy Up! podcast, Catherine and Rachel talk about filing taxes after a divorce. Divorce is hard enough emotionally, but it can also bring a host of financial and tax surprises. From understanding your new filing status to dealing with alimony, dependents, and asset division, this episode is packed with practical insights to help you avoid costly mistakes and take control of your finances. Whether you're in the middle of a separation or newly single, this conversation is a must-listen to navigate tax season with confidence and clarity.

Disclosure:

Savvy Women Wealth Management Financial is an SEC Registered Investment Advisor.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

savvyup.com | 760.692.5700

In this week's episode, Catherine and Rachel talk about the unique tax considerations a woman will encounter as a business owner. From valuable breaks and potential write-offs to grants and mentorship programs designed specifically for women who run their own business, this conversation is packed with insights to help you keep more of what you earn. Plus, learn how to align your tax strategy with smart retirement planning and long-term financial goals. Tune in to get the practical tips and strategies every woman business owner needs to make the most of her money.

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Disclosure:

Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

savvyup.com | 760.692.5700