With summer in full swing, it is an easy period to allow your financial strategy to put on the back burner, but in reality, it is a great time to revisit your annual plans and shore up any shortcomings to date. Within P&G, restructuring talks have been heating up over the last quarter, and with this conversation comes a very hot topic: Packages. Whether you are hoping for a package or are having your role eliminated unexpectedly, your financial plan merits revisiting to make sure you are adequately prepared.
In this edition of
Bounty of Wealth, we are excited to share a new white paper that is catered to the P&G Community, specifically those considering or facing retirement:
P&G Retirement Playbook
Walk through the careful considerations that need to be taken in advance of separating from the company.
P&G Earnings
Procter & Gamble reported earnings for the fourth quarter of their Fiscal Year 2025 on 7/29/2025. We will be breaking this report up into three segments:
Q4 2025 in Review,
Looking forward to the 2026 Fiscal Year, and
Watch-Board Items for the company as it enters an upcoming period of change and restructuring.
Read the Full Overview Here
New Resources for 2025
In Case You Missed It
In June, our CEO, Ritik Malhotra, co-hosted a webinar with Keith Lawrence, a former P&G Executive and author of the best-selling book
Your Retirement Quest: 10 Secrets for Creating and Living a Fulfilling Retirement. Keith and Ritik’s conversation centered around the less-talked-about non-financial side of retirement, and making a plan for your time.
Watch the Recording
Take Back Control of Your Future
No matter where you may be on your financial journey – whether you are in the accumulation phase or prepping for retirement – our team is here to guide you and curate a plan specific to your stage in life. With decades of experience working with the P&G Community, we are ready to help create a plan for you.
Schedule a Call Today
Disclosures
- Savvy Wealth, Inc. (“Savvy Wealth”) is a tech company and the parent company of Savvy Advisors, Inc, (“Savvy Advisors”). All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). For the purposes of this blog article, Savvy Wealth and Savvy Advisors may be referred to together as “Savvy”.
- The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.
- Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy.
- It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations.
- To learn more about Savvy, its conflicts of interest, fees and other important disclosures, see our Form ADV Part 2A.
