Savvy Women Talk Money cover art

All Episodes

Savvy Women Talk Money — 110 episodes

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Title
1

What Should You Know About Roth Conversion Taxes?

2

How Much Is Too Much To Put Into A Roth IRA?

3

Should You Do A Roth Conversion Before You Retire?

4

Why Millionaires Still Question If Their Money Will Last

5

When Your Paycheck Stops At Retirement, What Replaces It?

6

You Need A Retirement Income Plan, Not A Rule!

7

Should A Conversation Ever Become An Investment decision?

8

The Costly Mistake Of Missing Your Employer Match

9

Are You Following A Plan Or The Crowd?

10

How Smart Investors Decide If An IPO Is Worth Buying

11

When Does An IPO Actually Become A Good Investment?

12

The Hidden Cost Of Passing Down A Family Home

13

How To Make Travel A Meaningful Part Of Retirement Before It's Too Late

14

How Long Will Your Retirement Money Really Last?

15

NSOs And The Planning Advantage Most People Never Discover

16

What Affluent Women Need To Understand About Risk!

17

How High-Earning Women Can Avoid The Hidden Tax Traps Behind ISOs, NSOs, And Promotions

18

What Is Diversification And Why Portfolios Need It!

19

Hidden Cost Of Waiting And Timing Your Non Qualified Stock Options!

20

What Is A Mutual Fund And When Should You Actually Use One?

21

What Is A Bond And How Does It Create Income?

22

What Is A Stock And How It Really Works

23

Stock Options In A New Job: What Most People Get Wrong And How To Get It Right

24

Take Time To Review Your Tax Return And Understand What It Reveals About Your Income

25

Before You Touch Your 401k After Leaving A Job Watch This First

26

The Financial Details Most People Miss After Starting A New Job

27

The First Financial Decisions After Loss: What Matters Most

28

What No One Tells You About Income Planning After Losing A Spouse

29

Are You Coordinating Inherited IRA Decisions With Your Wealth And Tax Strategy?

30

The Costly Financial Mistakes Many Women Make After Loss

31

If Life Changed Tomorrow, How Much Control Would You Really Have?

32

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

33

Financial Conversations Every Woman Should Feel Confident Having At Any Stage of Life

34

What If This Year Is About Clarity Instead Of Pressure

35

Before Another Year Starts, Answer This One Question About Your Money

36

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

37

Are You Dreaming Big Enough For The Life Your Wealth Can Create, Or Is It Time To Expand?

38

What Really Drives Your Holiday Spending?

39

What's Still Possible? Smart Year-End Decisions You Can Make Right Now

40

The Cost Of Connection: Why Time May Be The Best Gift

41

Purpose Meets Planning: How To Give Smart And Save Big

42

How To Be prepared For Next Year On Your Estate Planning

43

Love, Family, and Finances: Talking About Money That Matters

44

Life After Divorce: How To Take Control Of Your Finances

45

Widowhood and Finances: Steps to Take Now

46

Why Your Future Matters When Family Comes First

47

Why Your Money Mindset Matters More Than You Think

48

Protect Your Retirement from Health Care Costs

49

Retired… Now What? Build a Life That Inspires You

50

How Women Can Level Up This Fall!

51

Vacation Home Dreams? Don't Buy Until You Listen To This!

52

How Wealthy Women Can Cut Taxes This Summer

53

Traveling in Retirement? Avoid These Expensive Mistakes

54

6 Key Points Every Woman Should Know for Retirement

55

What Wealthy Women Do Differently To Grow Their Money

56

5 Money Moves for Wealthy Women Before the Summer

57

You Can Balance Motherhood And Success, Here's How

58

Capital Gains & Your Retirement: Critical Information to Save Your Wealth

59

Avoid These Costly Wealth Transfer Tax Mistakes

60

Top Tax Benefits that Every Wealthy Woman Should Know

61

Taxes After Divorce | A Guide For Women

62

Female Business Ownership and Taxes

63

Romance Scams: How to Spot and Avoid Them

64

Talking Money in Relationships

65

Proactive Wealth Process

66

Keeping A Photo Legacy with Rachel Arbuckle

67

Purpose & Goals

68

Word of the Year

69

Planning into 2025

70

Common Mistakes Women Make With 401(k)'s

71

401(k) Mistakes That Can Impact Your Retirement

72

Biggest Mistakes Women Make When Retiring from a Job

73

Interview With Dr. Manna Semby

74

What Should You Do If You Inherit $1M?

75

6 Biggest Mistakes Women Make When Inheriting Large Sums of Money

76

Interview with Judge Sherry Thompson-Taylor

77

Financial Planning For Divorce

78

Tax Related Mistakes When Receiving an Inheritance

79

Taxes on Inheritance & Estate

80

2nd Marriage, Estate Planning, Taxes, Insurance

81

Navigating Wealth Transfer & Inheritance

82

Men vs Women, Investing

83

Interview with Michele Amoranto, Co-Owner of Bio-One

84

Avoid This Common Retirement Mistake: Failing To Plan For Long-term Care

85

Assessing Finances In Second Marriages: Budgeting, Bill Pay, And Goal Setting

86

Navigating the Money Talk In Your Second Marriage

87

The Hidden Costs of Not Seeking Professional Financial Advice

88

Interview With Valerie Lynn and Andria Taylor, from The Mentors Collective

89

Financial Pitfall: Career Interrupted Due to Caregiving

90

Ignoring Spousal Benefits

91

Wage Gap

92

Interview with Sharla Fagan, Owner of A Green Salon with a Holistic Approach to Beauty and Balance

93

The Financial Perils of Divorce

94

Interview with Kim Folsom Serial Entrepreneur

95

Unseen Financial Risks: Losing a Spouse

96

Dr. Saphire and Dr. Kirchweger, The Not So Obvious Difference Between Men & Women

97

Crystal Clear Mindset

98

Money Mistake: Ignoring Workplace Retirement Plans

99

Develop Financial Confidence

100

Are You Saving Enough?

101

Risks of Financial Dependency

102

Longevity Risk

103

Money Priorities

104

Retiring By Design

105

New Year Finance Review

106

Powerful Words For 2024

107

Planning for The New Year & Setting Goals

108

Year End Financial Strategies

109

3 Big Retirement Planning Questions | Proactive Wealth Process

110

WIN, Women's Inclusion Network, Personal Finance Q&A