Susan and Caitlin have a passion for helping other women find financial security and design lives they love.
Check out a few of their presentations, podcasts, and articles!
Presentations
Forty and Free: How Did They Do It?
Susan and Caitlin team up to share their knowledge on how they became financially free before turning 40 and even some mistakes they made along the way!
Investing 101 Q&A Call
Susan and Caitlin answer your most frequently asked questions about retiring early, creating passive income, navigating your retirement funds, basic tax strategies to lower your tax bill, and much more!
Using Tax Bucket Planning to Save $$
Susan discusses how to visualize your tax obligations using her Tax Bucket Formula method to potentially save thousands each year!
Caitlin's Real Estate Investing Story
Learn how Caitlin built her real estate portfolio to reach financial independence while still in her 30s!
How to Save over $100k in Taxes!
In this enlightening webinar from October 2023, delve into Susan's tax-saving secrets. Master the art of categorizing income into the IRS's three distinct buckets and discover deductions tailor-made for each bucket.
Susan's Story at InvestHER Austin
Learn how Susan lowered her federal tax bill by over $100k using strategic investments! From the October 2022 InvestHER Austin Chapter Meetup
