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 up for a smoother, more strategic 2026.

From rebalancing after a volatile (and surprisingly strong) market year to using tax-loss harvesting like a pro, they cover the must-do steps that can save taxes, boost efficiency, and keep your plan aligned with your goals. They also dive into the new 2026 tax landscape, inherited property surprises, wash-sale traps, charitable-giving opportunities, and whether a late-year Roth conversion still makes sense.

You'll also hear practical reminders about retirement-plan limits, pay-stub checkups, non-cash donations, estate-plan updates, and the little-known pitfalls that can derail even the most organized investor.

If you want to end the year confident instead of scrambling, this is your go-to guide. Pour a peppermint latte, grab your checklist, and tune in.

Date Recorded: 11/13/25

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.

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