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What If This Year Is About Clarity Instead Of Pressure

The start of a new year can feel loud—big resolutions, bold promises, endless to-do lists. In this Savvy Women episode, Catherine and Rachel turn down the noise and focus on what actually lasts: intentional goals, a meaningful word of the year, and the mindset behind every financial decision. You’ll hear how revisiting core values can reshape goals that truly fit this season of life from family time and fitness to career growth and personal fulfillment. The conversation gets personal (and practical) as they share real examples: planning memory-making trips without breaking the budget, setting financial goals that support life—not just spreadsheets—and using a single word like calm or clear to guide daily choices. Most importantly, this episode dives into why mindset comes before money. How past experiences, scarcity thinking, and comparison can quietly sabotage progress and how shifting your perspective can create confidence, clarity, and freedom. If you’re craving a calmer, more intentional start to the year—one where your money supports the life you actually want—this episode is your reset. 🎧✨ Date Recorded: 01/08/26 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