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Oct 31, 2024

In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries, and how stepped-up basis laws can impact what...


Oct 16, 2024

In this episode, we dive into the unique financial complexities that come with second marriages. We cover essential topics like estate and tax planning, handling debts, wills, and healthcare directives. How should couples manage finances—combine assets or keep accounts separate? What about family heirlooms and...


Oct 11, 2024

In this video, Catherine and Rachel navigate the importance of planning for inheritance and wealth transfers for women. Join them to empower yourself with the knowledge you need to navigate these important decisions confidently.

If you want to understand what's going on in the economy, get better insight into the...


Oct 2, 2024

In this episode, we explore the fascinating differences between how men and women approach investing.

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life.

Savvy Women Wealth Management is an SEC Registered Investment Advisor

The opinions expressed in...


Sep 13, 2024

Episode: "Interview with Michele Amoranto, Co-Owner of Bio-One"

 

Welcome to Season 1 Episode 28 of The Savvy Up Podcast.

 

In this episode, Michele Amoranto, Rachel Ivanovich, and I dive into Bio-One, a leading force in crime scene cleanup and biohazard decontamination services for the community.

 

So if you want to...