The Costly Financial Mistakes Many Women Make After Loss

In this tender and deeply important episode, Catherine and Rachel walk through what really matters in the first 90 days after losing someone you love. When everything feels urgent, they gently remind listeners that very little actually is. They break down what needs attention right away—death certificates, cash flow, Social Security, pensions, life insurance—and what can (and should) wait. From avoiding impulsive decisions like selling a home or liquidating investments, to understanding the hidden tax traps around inherited IRAs and Roth accounts, this conversation is both practical and compassionate. You'll hear: Why grief impacts decision-making more than you realize The critical paperwork to prioritize in the first 30–60 days Costly inheritance mistakes to avoid under the SECURE Act Why large gifts, big purchases, and major investment changes should pause A simple month-by-month framework: stabilize, organize, clarify If you or someone you love is navigating loss, this episode offers calm guidance during a chaotic time. Download the "First 90 Days After Loss" checklist here: https://savvyup.com/wp-content/uploads/2026/02/first_90_days_checklist.pdf A thoughtful, steady conversation for when you need it most. Date Recorded: 02/05/26 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