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Savvy Up!

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Jan 17, 2025

In this episode, Catherine and Rachel dive into the biggest retirement mistakes women make and how to avoid them. From skipping a solid financial plan to claiming Social Security too early, they reveal the hidden pitfalls that could derail your retirement dreams. They explore the importance of accounting for...


Jan 10, 2025

In this empowering episode, Catherine and Rachel sit down with Dr. Manna Semby, a registered ND, MSCP, IFMCP, and the CEO and founder of Aruna Personalized Medicine. Dr. Semby shares her incredible journey as a mother, cancer survivor, and entrepreneur. Tune in for insights on the importance of representation in...


Dec 20, 2024

Catherine and Rachel share their top tips on what to do when you inherit $1M. From taxes and paying off debts to building emergency funds and investing for the future, they break it down step by step. With their help, you'll know how to assemble a team of experts, review your beneficiaries, and plan for your estate....


Dec 13, 2024

In this episode of the Savvy Series, Catherine and Rachel discuss the 6 biggest mistakes women often make when inheriting large sums of money. They cover crucial topics such as failing to account for estate taxes, the importance of understanding capital gains, and the impact of neglecting charitable contributions....


Dec 6, 2024

In this inspiring video, Judge Sherry Taylor shares her incredible journey from a single mother working at the DA’s office to becoming a San Diego Superior Court Judge. She discusses the challenges and triumphs of advocating for yourself as a woman, the importance of education and perseverance, and her passion...