True North Money Mavens

Goodbye Grind, Hello Good Life! Secrets to Retire Rich & Happy...

46 min · 12. apr. 2025
episode Goodbye Grind, Hello Good Life! Secrets to Retire Rich & Happy... cover

Description

Ready to swap stress for sunshine and business suits for beach shorts? Join Gerri and Tracy on True North Money Mavens as they spill the beans on ditching debt, valuing your business smartly, and discovering purpose (and plenty of fun!) in retirement. Tune in for the ultimate blueprint on smoothly shifting from boss-mode to bliss-mode, and set yourself up for a retirement that's secure, satisfying, and seriously enjoyable! See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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38 episodes

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