Money Matters with Deb & Laurie
Money Matters with Deb & Laurie
We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams. At Global View Capital,…Social links:
Crisis Proof Your Retirement
In this episode of Money Matters, Deb and Laurie discuss how to crisis-proof your retirement plan against unexpected financial storms, emphasizing the importance of having a solid strategy in place. They delve into behavioral finance, exploring how emotions and biases can impact financial decisions…
54:00
Ready, Set, Retire
Are you on track for a comfortable retirement? Discover the six key indicators that suggest you're financially prepared to enjoy your golden years without stress Reach out to Deb and Laurie at 800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show
53:47
Your Retirement Mix-tape
In this episode of Money Matters, the hosts explore the concept of retirement through the lens of music, discussing how various songs reflect the emotional and practical aspects of transitioning into retirement. They emphasize the importance of gratitude, flexibility, and intentional living while a…
54:14
Avoiding Retirement Mistakes
This conversation delves into the critical aspects of retirement planning, highlighting common mistakes and traps that retirees often fall into. The hosts discuss the importance of having a solid financial plan, understanding tax implications, and the necessity of diversification in investment stra…
54:08
Investing in Retirement
In this episode of Money Matters, the hosts discuss the importance of continuing to invest after retirement, emphasizing the need for growth to combat inflation and unexpected expenses. They explore key questions for asset allocation, strategies for withdrawing funds from retirement accounts, and a…
53:10
One Word : Inflation
In this conversation, the focus is on addressing the primary concern of retirees: the fear of running out of money. The discussion emphasizes the importance of having a sustainable income plan that lasts throughout retirement. The host offers a complimentary financial review to help listeners asses…
54:11
End of Year to do List
This conversation covers essential financial strategies for year-end planning, focusing on retirement savings, tax-saving opportunities, and the importance of emergency funds. The hosts discuss various topics including required minimum distributions (RMDs), charitable donations, Roth conversions, a…
56:10
Building Your Plan
In this episode of Money Matters, Deb and Laurie discuss the importance of planning for a long and meaningful retirement, addressing the risks of longevity, inflation, and unexpected life changes. They emphasize the need for multiple income streams, long-term care planning, and the integration of p…
54:03
Common Retirement Mistakes
In this episode of Money Matters, hosts Deb Christensen and Laurie Hancock, along with guest Bruce Rosenbloom, delve into the complexities of retirement planning, focusing on the critical transition from wealth accumulation to decumulation. They discuss common mistakes retirees make, the importance…
53:19
Decumulation
The conversation covers significant upcoming tax changes affecting high earners, particularly regarding catch-up contributions to retirement accounts. It discusses the implications of the 2026 tax law changes, strategies for retirement planning, updates on Social Security, and the importance of und…
53:19