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:
Concern and Confusion,
In this conversation, Deb and Laurie discuss the importance of properly managing and organizing estate planning documents, particularly in relation to businesses and investment properties. They emphasize the need for matching documents for both individuals and businesses, as well as the importance …
54:48
Retirement Crisis
The conversation focuses on the retirement crisis and the future of Social Security. The hosts provide tips for restoring financial order and regaining confidence in retirement. They discuss the concerns and fears surrounding retirement, including running out of money and the impact of inflation. T…
54:43
Common Retirement Questions
On this episode of Money Matters with Deb and Laurie, the hosts answer common retirement planning questions. They discuss topics such as inflation, the importance of budgeting, and the cost of healthcare in retirement. They also explore alternative options for long-term care insurance, including li…
55:23
Struggling with Personal Finance?
A study reveals that many Americans struggle with personal finance concepts due to a lack of formal education. The limitations of financial education in schools and the lack of conversations about money in families contribute to this problem. Social media, particularly TikTok, has become a popular …
53:51
Phasing Into Retirement With Semi-Retirement
Semi-retirement, also known as partial or phased retirement, is a popular approach for younger individuals who want to maintain a work-life balance. It allows them to work part-time while still enjoying the benefits of retirement. However, transitioning into semi-retirement requires careful financi…
54:50
Financial Planning “Rules of Thumb , Outdated?
In this conversation, Laurie Hancock and Deb Christensen discuss the retirement planning rules of thumb that may no longer be applicable in today's economy. They cover topics such as the 60-40 stock-bond rule, the magic retirement age of 65, the Rule of 72, the Rule of 100, and the 4% rule. They ex…
54:43
This Is Not Your Father's Retirement
The conversation discusses the changes in retirement planning over the past 20 years and provides tips for a successful retirement. The main themes include the shift from traditional pensions to personal responsibility for retirement income, the need to plan for a longer retirement, the importance …
54:32
Make No Assumptions
On today's show, Deb and Laurie discuss five financial planning assumptions to avoid on the journey to retirement. They emphasize the importance of not assuming that retirement means never working again, as many people are choosing to work past the age of 65. They also highlight the need to plan fo…
54:26
10,000 Baby Boomers a Day Turning 65
Investing in retirement can be complicated and often misunderstood. This conversation aims to clear up some of the misunderstandings and provide guidance on important topics such as emergency savings, retirement as a new beginning, the cost of financial advisors, distribution plans, maximizing tax …
54:22
Financial Wellness of the Economy
Investing in retirement can be complicated and often misunderstood. This conversation aims to clear up some of the misunderstandings and provide guidance on important topics such as emergency savings, retirement as a new beginning, the cost of financial advisors, distribution plans, maximizing tax …
54:34