Why The Best Financial Decisions Start With One Simple Question (Recorded: 1/22/26)

The start of a new year isn't about chasing the hottest investment or obsessing over last year's returns—and in this episode, that truth gets a spotlight. The conversation explores how wealthy women approach money with intention, strategy, and clarity, asking smarter questions like "Is my plan still aligned with the life I want?" rather than "Did I beat the market?" You'll hear why diversification, risk alignment, and tax efficiency matter more than reacting to headlines—and how emotional investing can quietly derail. The episode also dives into designing life first, then aligning money to support health, family, experiences, and legacy. From proactive planning and estate organization to treating financial strategy as preventative care, this is a refreshing reminder that confidence comes from having a plan—not perfect timing. If the year is already flying by and financial goals feel fuzzy, this episode offers clarity, calm, and a smarter way forward. It's thoughtful, practical, and empowering—perfect for women who want their money to support their values, not stress them out. Date Recorded: 1/22/26 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