True North Money Mavens

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 inhe...

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, satisfyin...

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 cooki...

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 de...

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 l...

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 ...

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 e...

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 sid...

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&m...

Think your 401(k) is the golden ticket to retirement? Think again! In this episode, Gerri Meverden and Tracy Reierson bust common 401(k) myths, uncover alternative wealth-building strategies, and reveal how the ultra-rich—like the Rothschilds—protect and grow their money through diversification, passive income, and estate planning. Packed with insider tips and real-life lessons, this episode will change the way you thin...

In this fun and insightful episode, Gerri Meverden and Tracy Reierson dive into historical wisdom from great minds like Benjamin Franklin and Confucius to reveal financial planning secrets that stand the test of time. From budgeting and saving smartly to avoiding retail therapy pitfalls and preparing for market volatility, they break down practical strategies for building long-term wealth. With tips on diverse investments, annuitie...

In this high-energy episode, Gerri Meverden and Tracy Reierson hosts reveal how staying fit financially is just like staying fit physically—both require smart habits, consistency, and long-term planning! They break down money workouts like contributing to retirement accounts, diversifying investments, and managing financial stress, all while sharing real-life stories of how unexpected life events can shake up your financial f...

In this high-tech episode, Gerri Meverden and Tracy Reierson explore how cutting-edge AI is shaking up traditional retirement planning, from target date funds to the trusted 60/40 portfolio. They reveal why annuities can still offer that oh-so-needed stability while tackling tricky life moments like divorce and those emotional financial decisions we all face. Bottom line? Personalized advice is king—even if a robo-advisor giv...

Al Pacino’s jaw-dropping $50 million loss kicks off a lively True North Money Mavens chat about why it pays to stay on top of your finances—no one else can do it for you! Gerri Meverden and Tracy Reierson spotlight the must-have habits, from proactive planning to regular reviews, that shield you from financial fiascos, whether you’re a Hollywood legend or a future retiree. In just one episode, you’ll discove...

The True North Money Mavens dive into risk tolerance in this episode, unraveling how matching your comfort zone with your investing style can transform your retirement outlook. They then reveal why a top-notch estate plan—complete with updated wills and trusts—is your ticket to avoiding legal nightmares and ensuring your legacy truly lasts. After a whirlwind tour of must-know tips, they wrap it all up with a lively Q&am...

Gerri Meverden and Tracy Reierson spill the beans on everything from harnessing compounding interest to making time in the market your financial superpower—while reminding you that diversification is the ultimate sidekick. They dish out real-world tips on rebalancing your portfolio, tapping short-term investments, and building an emergency fund sturdy enough to weather any storm. Don't miss these critical chats on insurance m...

Financial wizards Gerri Meverden and Tracy Reierson whip up a playful yet powerful guide to retirement savings in this episode, from getting started early to unlocking the superpower of life insurance. They roll out tips on handling surprise windfalls like inheritances, strike the perfect balance between daydreaming and dollar signs, and shine a bright light on annuities. Don't miss the wrap-up Q&A session that tackles your big...

Get ready to gallop into the new year with Gerri Meverden and Tracy Reierson as they harness holiday spirit to boost your financial sleigh-ride to success! In this merry episode, they help you rein in cash flow, beef up retirement contributions, and fine-tune your budget, all while turning insurance and investment insights into a festive frolic. By pairing each of Santa’s trusty reindeer with a key money concept, these savvy ...

Get ready to ride the trillion-dollar tidal wave of generational wealth with Gerri Meverden and Tracy Reierson as they unpack the colossal $90 trillion transfer that’s about to shake up your financial future! In this jam-packed episode, they spill rags-to-riches secrets, reveal how to dodge emotional spending traps, and whip up a blueprint for rocking your retirement. From taming long-term care costs to crafting a bulletproof...