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Romance Scams: How to Spot and Avoid Them
Mar 21, 2025
In this episode, Catherine and Rachel talk about romance scams—what they are, how they work, and why smart, successful women are increasingly being targeted. They dive into the emotional tactics scammers use, the most common red flags to watch for, and real-world examples of how these scams unfold. You'll also...
Talking Money in Relationships
Mar 14, 2025
In this episode, Catherine and Rachel dive into the important topic of discussing finances in a relationship. Rachel starts by emphasizing the importance of aligning financial goals, followed by real-life client scenarios that highlight different money dynamics. Are you combining or keeping finances separate? You...
Proactive Wealth Process
Mar 7, 2025
Join Catherine and Rachel on SavvyUp as they break down the Proactive Wealth Process in a way that’s fun, simple, and stress-free! In their latest workshop, they’re diving deep into the four key pillars of smart financial planning—Asset Management, Liabilities, Estate Planning, and Protective Strategies....
Keeping A Photo Legacy with Rachel Arbuckle
Feb 28, 2025
This week, we sit down with Catherine and Rachel to highlight savvy entrepreneurial women making an impact. Our guest, Rachel Arbuckle, is the owner of 2000 Paces Photo Organizing, where she helps clients organize, protect, and preserve their cherished photos and memorabilia.
Rachel shares the inspiring story of how she...
Purpose & Goals
Feb 21, 2025
In this episode, hosts Catherine and Rachel delve into the importance of setting purposeful goals at the start of the year. They break down how goals in key areas—finance, work-life balance, health, relationships, education, and personal growth—can set the stage for success. They emphasize the power of writing down...