True North Money Mavens

Market-Proof Your Retirement: Cooking Up Financial Confidence!

47 min · 5. april 2025
episode Market-Proof Your Retirement: Cooking Up Financial Confidence! cover

Beskrivelse

Grab your aprons—Gerri and Tracy are in the retirement kitchen whipping up tasty financial strategies to help you weather any market downturn! They'll show you the perfect blend of budget trimming, smart withdrawal plans, and secret spices like life insurance and tax-saving tips to ensure your financial recipe never flops. Say goodbye to robo-advisors and hello to personalized planning that'll keep your retirement feast cooking for years to come! See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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episode Retirement Remix: Navigating Finances Across Generations cover

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. mars 202546 min