You’ve received an inheritance, and suddenly that dream vacation, home renovation, or helping your family financially feels possible. But before you start spending, there’s one important question: How much of your inheritance can you actually spend without putting your retirement at risk?
In this episode of Savvy Women, Catherine Magaña and Rachel Ivanovich discuss how to enjoy your inheritance while protecting your long-term financial security.
Discover:
• Why the amount you inherit isn’t always the amount you can spend.
• How inherited IRAs, real estate, and taxes can impact your financial decisions.
• Three smart ways to divide your inheritance between retirement, personal enjoyment, and helping loved ones.
• Why one-time purchases and ongoing expenses can affect your retirement differently. • How to spend your inheritance without guilt or jeopardizing your financial future.
Can I Spend It? The answer depends on more than your bank balance!
Tune in to learn how thoughtful inheritance planning can help you enjoy your money today while protecting your retirement tomorrow.
Date Recorded: 10/22/26
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.