This week, we sit down with Catherine and Rachel to highlight savvy entrepreneurial women making an impact. Our guest, Rachel Arbuckle, is the owner of 2000 Paces Photo Organizing, where she helps clients organize, protect, and preserve their cherished photos and memorabilia.

Rachel shares the inspiring story of how she started her business during the fires, her professional background, and her passion for preserving legacies. Alongside Catherine and Rachel, she discusses the importance of helping clients safeguard the memories that matter most. Join us for a powerful conversation on work-life balance, the journey of entrepreneurship, and the impact of running a business with purpose. Don’t miss this insightful discussion with a group of strong, business-savvy women!

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

In this episode, hosts Catherine and Rachel delve into the importance of setting purposeful goals at the start of the year. They break down how goals in key areas—finance, work-life balance, health, relationships, education, and personal growth—can set the stage for success. They emphasize the power of writing down your goals, revealing how this simple step can significantly increase your chances of achieving them. Plus, for those looking to dive deeper, Savvy offers a workshop designed to help you take actionable steps toward your goals. Tune in for actionable tips to kickstart your year with purpose and direction!

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

In this episode of SavvyUp!, Catherine and Rachel explore the power of choosing a Word of the Year to set the tone for your goals, mindset, and financial future. They discuss how journaling, reflecting on past experiences, and defining aspirations can help you align with your chosen word and stay focused throughout the year.

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Disclaimer:

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

Join Catherine and Rachel in this insightful episode as they dive into how to take control of your finances in 2025! Whether you're looking to build a strong financial foundation or refine your money management strategies, they've got you covered. They discuss essential steps like tracking your spending patterns, setting aside savings, reviewing current debts, and maximizing your 401k and Roth contributions. Plus, they break down how to plan for your kids' college fund and tackle both short-term and long-term financial goals. Don’t miss out on their expert tips and details about upcoming Savvy Workshop events designed to help you take charge of your financial future!

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Disclaimer:

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

In this video, Catherine and Rachel highlight the most common mistakes women make when managing their 401(k)s. From overlooking the tax impact of withdrawals to missing out on Roth conversion opportunities, they share insights on how to optimize your retirement strategy.

They also discuss the benefits of working longer, staying ahead of inflation, and why regularly rebalancing your portfolio is crucial to staying on track. Plus, they cover the risks of holding too much company stock and the dangers of cashing out your entire 401(k) early.

Tune in to understand how these missteps can affect your financial future and learn actionable strategies to protect your retirement savings! In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life.

Tune in to learn how to make better financial decisions, and get the most from your money.

Disclaimer:

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

In this video, Catherine and Rachel dive into the biggest 401k mistakes that could derail your retirement plans. They discuss the risks of withdrawing too much too quickly, the tax consequences of early withdrawals, and the importance of making required contributions. Plus, they explain how qualified charitable distributions (QCDs) can benefit your retirement strategy and why proper planning is essential to avoid the costly sequence of returns risk. Don’t miss these key insights to protect your financial future!

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

In this episode, Catherine and Rachel dive into the biggest retirement mistakes women make and how to avoid them. From skipping a solid financial plan to claiming Social Security too early, they reveal the hidden pitfalls that could derail your retirement dreams. They explore the importance of accounting for inflation, tax implications, and why low-risk assets might not be the safe haven you think they are.

But it doesn't stop there! They also break down key lifestyle expenses — like healthcare, travel, and leaving a legacy — and how they’ll impact your retirement budget. Plus, find out whether it’s better to pay off your home or invest, and how to maximize employer benefits to secure your future.

Welcome in for expert tips and strategies to make your retirement plan truly work for YOU!

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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

In this empowering episode, Catherine and Rachel sit down with Dr. Manna Semby, a registered ND, MSCP, IFMCP, and the CEO and founder of Aruna Personalized Medicine. Dr. Semby shares her incredible journey as a mother, cancer survivor, and entrepreneur. Tune in for insights on the importance of representation in women’s health, career resilience, and navigating brain health. Don’t miss this inspiring conversation!

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.

Disclaimer:

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 provided education about the financial industry and how we may be able to assist. 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. As always please remember investing involves risk and possible loss of principal capital. 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