Are your travel dreams putting your retirement at risk? In this episode of Savvy Women Talk Money, Catherine and Rachel unpack the vacation-mode mindset that can lead to costly financial mistakes—especially for wealthy retirees. From luxury upgrades and spontaneous spending to hidden fees and unplanned gifts, they share how easily travel can derail even the most well-crafted retirement plan. You’ll learn how to spot the common pitfalls and implement smart strategies to enjoy your adventures without compromising your long-term financial security.

Whether you're planning a European getaway, a cruise, or a cross-country road trip, this episode will show you how to travel with intention, stick to a budget, and calibrate your spending in a responsible way. Get expert tips on building travel into your retirement plan, maximizing rewards points, managing investment withdrawals, and more. Tune in now!

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.

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