True North Money Mavens

Retirement Remix: Navigating Finances Across Generations

46 min · 29. mar. 2025
episode Retirement Remix: Navigating Finances Across Generations cover

Description

Join hosts Gerri Meverden and Tracy Reierson on True North Money Mavens as they dive into the evolving world of retirement planning, comparing how millennials are outpacing baby boomers in certain savings strategies while boomers excel in tax planning. They explore the importance of financial literacy, diversification, and adapting to changing economic landscapes, offering insights into mortgage decisions and the impact of Roth conversions on Social Security taxation. Tune in for an enlightening discussion that underscores the necessity of personalized, objective financial planning to secure a fulfilling retirement, no matter your generation. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Retirement Remix: Navigating Finances Across Generations artwork

Retirement Remix: Navigating Finances Across Generations

Join hosts Gerri Meverden and Tracy Reierson on True North Money Mavens as they dive into the evolving world of retirement planning, comparing how millennials are outpacing baby boomers in certain savings strategies while boomers excel in tax planning. They explore the importance of financial literacy, diversification, and adapting to changing economic landscapes, offering insights into mortgage decisions and the impact of Roth conversions on Social Security taxation. Tune in for an enlightening discussion that underscores the necessity of personalized, objective financial planning to secure a fulfilling retirement, no matter your generation. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

29. mar. 202546 min