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

Savvy Women Talk Money

We were honored to be invited to speak at the Women’s Inclusion Network recently. It was a wonderful experience and we particularly enjoyed answering questions at the end of the presentation. In this episode we are going to share some of the questions and answers that came up at that event.

• How to create a budget?
• What should I be doing at age 27, retirement seems so far out?
• What is the best investment option in my 401k?
• Which is better, a Roth or traditional IRA?
• How do I talk about money with my kids?
• Are women or men better investors?

Your Hosts:

Catherine Magaña, CERTIFIED FINANCIAL PLANNER

Rachel Ivanovich, EA, MBA, Wealth Advisor & Tax Strategist

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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. Tax considerations presented may not be appropriate for every individual circumstance. A Tax Professional Should be consulted before making any decisions about your tax liability.