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:
Firewalls Against Fraud
Deb and Laurie open with fraud and scams-a topic we all need to be vigilant about. They discuss protective firewalls we can all put in place. They are “slow down”, have a trusted contact, and create a household money rule. The conversation then moves into caregiving and how the costs and the men…
44:21
The Retirement Moves That Matter Before Your Paycheck Stops
As retirement gets closer, some of your most important financial decisions happen before your final paycheck ever arrives. In this episode of Money Matters with Deb and Lori, Deb Christensen and Lori Hancock break down the 2026 catch-up contribution rules, Roth requirements for higher earners, and …
28:09
Your Lifestyle Matters in Retirement
In this episode, Deb and Laurie discuss how to tailor your retirement plan to your lifestyle, the impact of location and healthcare costs, and strategies to prepare for potential Social Security changes. They emphasize the importance of a personalized, adaptable retirement income plan and offer a f…
28:17
The Senior Deduction Filter
In this episode, Deb and Laurie discuss key retirement planning strategies including tax deductions for seniors, Medicare Part D caps, survivor planning, and the importance of organized financial documents. They provide practical advice to help retirees optimize their income, reduce taxes, and pre…
54:36
The Number Isn’t the Plan
In this episode, Deb and Laurie discuss the realities of retirement planning, emphasizing that the magic number isn't enough. They explore how to create personalized strategies that consider expenses, income sources, and market risks to ensure a secure retirement. Reach out to Deb and Laurie at…
54:33
The Longevity Fear Gap
In this episode, Deb and Laurie discuss the critical aspects of retirement planning, including longevity risk, the importance of a written income plan, handling debt, and strategies for early retirement. They emphasize the need for a balanced approach to ensure financial security and peace of mind…
54:28
The Scam Stress Test
Deb and Laurie discuss the latest scams targeting retirees, the impact of AI on fraud, and strategic retirement planning including pension choices, working in retirement, and beneficiary updates. Learn how to protect your assets and make informed decisions for a secure retirement. Reach out to …
53:51
The Claiming Age Reality Check
In this episode, Deb and Laurie discuss crucial retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Medicare IRMA surcharges, and the importance of a comprehensive financial plan. They emphasize the significance of proactive planning to maximize income and …
54:35
The Loan Left Behind
In this episode, Deb and Laurie discuss critical aspects of retirement planning, including handling 401(k) loans, moving in retirement, and gifting for grandchildren. They provide practical advice to help listeners make informed financial decisions for a secure future. Reach out to Deb and Laur…
54:43
The Biggest Risk
In this episode, Deb and Laurie discuss the hidden risks in retirement planning, including taxes, healthcare, market volatility, and emotional decision-making. They provide practical strategies to build a resilient retirement plan that adapts to life's uncertainties. Reach out to Deb and Lauri…
53:54