Should A Conversation Ever Become An Investment decision?

When someone recommends a stock, crypto opportunity, or the latest hot investment, should that conversation become your next investment decision? More importantly, are you following your plan—or theirs? In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich explore why even intelligent investors can be influenced by social proof, fear of missing out, and the confidence of others. Learn why disciplined investors don't ignore new ideas—they evaluate them through the lens of their financial plan before taking action. Whether the conversation starts at a barbecue, on the golf course, or over coffee, you'll discover how to separate great conversations from smart investment decisions while keeping your plan at the center of every financial choice. In this episode, you'll learn: Why investment conversations can quietly influence your decisions. The difference between curiosity and commitment. Questions successful investors ask before investing. How social proof and FOMO can impact your judgment. Why every investment should fit your financial plan, goals, and risk tolerance. Before your next investment conversation turns into an investment decision, watch this episode and make sure your financial plan—not someone else's opinion—is leading the way. Click on the following link to schedule a free consultation. https://savvyup.com/consultation/ Date Recorded 7/30/26 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