Make Room For Family, Experiences, And Purpose While Designing The Future!

As the year winds down, it's the perfect moment to pause, reflect, and ask a bigger question: Is your money actually supporting the life you want to live? In this Savvy Series episode, Catherine and Rachel dive into Life by Design. A thoughtful conversation about aligning wealth with what truly matters in the year ahead. From family and relationships to travel, career fulfillment, philanthropy, and legacy, this episode explores how intentional planning turns "someday" goals into real-life experiences. You'll hear practical ways to plan meaningful travel (without guilt), give generously with purpose (and smart tax strategies), and ensure your estate and legacy reflect your values before life forces those decisions. This isn't about adding more to your to-do list. It's about clarity. Putting the most important things on the calendar first. Designing a year and a life on purpose, not by default. If you've ever felt busy but misaligned, successful but stretched, or financially secure yet craving more meaning, this episode will resonate deeply. A must-listen for women ready to step into the new year with intention, confidence, and a bigger vision. Date Recorded: 12/18/25 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. savvyup.com | 760.692.5700