True North Money Mavens

Retirement Remix: Navigating Finances Across Generations


Listen Later

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 for privacy information.

...more
View all episodesView all episodes
Download on the App Store

True North Money MavensBy Gerri Meverden & Tracy Reierson