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, annuities, and tax-smart retirement planning, this episode is packed with financial wisdom to help you thrive—no matter the era!
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