In this episode of True North Money Mavens, Gerri and Tracy break down today’s wild economic headlines—from inflation spikes to trade drama—and show you how to stay cool, calm, and financially confident. They dive into smart strategies like dollar cost averaging, managing retirement risk, taming impulse spending, and even the surprising connection between fasting and financial discipline. Whether you’re planning for legacy or just trying to stop procrastinating your money moves, this episode is your all-in-one guide to growing wealth and peace of mind!

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In this action-packed episode of True North Money Mavens, Gerri and Tracy break down market turbulence, tariffs, and recession worries—with a healthy dose of clarity and confidence. They dive into the magic of compound interest, the security of annuities, and how smart diversification can help weather any financial storm. From recession-proof strategies to listener Q&As on IRAs and inherited annuities, this episode is your roadmap to financial calm in a chaotic world!

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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!

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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!

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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.

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In this episode, Gerri and Tracy dive into the biggest financial pitfalls baby boomers face — from mismanaging cash flow to underestimating inflation’s impact on retirement savings. They explore smart strategies for navigating homeownership costs, preparing for long-term care expenses, and creating a comprehensive income plan to handle market volatility. Packed with real-life scenarios and expert advice, this episode offers practical tips to help you sidestep common mistakes and retire with confidence!

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Retiring in 2025 comes with its own set of challenges, but with the right strategy, you can turn those hurdles into opportunities! In this episode, Gerri Meverden and Tracy Reierson reveal smart tips for managing market volatility, maximizing Social Security, and conquering debt — all while finding purpose and fulfillment in retirement. Whether you're fine-tuning your plan or starting fresh, this episode will show you how to retire smarter, stress less, and enjoy the retirement you deserve!

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In this heartfelt episode of True North Money Mavens, Gerri Meverden and Tracy Reierson reveal why estate planning is crucial—not just for your money, but for the people (and pets!) you love most. They share surprising stories about legacy planning, the role of executors, and how proactive steps can prevent family headaches down the road. With personal anecdotes and practical advice, this episode shows that estate planning isn’t just about wealth—it’s about protecting what matters most.

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From skyrocketing egg prices to the hidden costs of love, this episode of unpacks how inflation, tariffs, and financial decisions impact retirees and relationships alike. Gerri Meverden and Tracy Reierson dive into real-life money challenges—like cashing out a 401k or choosing the right annuity—while sharing smart strategies to protect your nest egg. Whether you're planning for retirement or navigating the financial side of love, this episode delivers expert advice with a fun, relatable twist!

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In this insight-packed episode of True North Money Mavens, Gerri Meverden and Tracy Reierson unravel the power of ETFs and why they might be a better investment choice than mutual funds. They bust common tax myths, tackle inflation worries, and answer listener questions on annuities, all while dropping expert tips on navigating retirement tax challenges like a pro. Plus, they wrap up with a reminder to give back to your community—because a truly rich life goes beyond just finances!

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