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:
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
The Longevity Blind Spot
In this episode, Deb and Laurie discuss essential retirement planning topics including longevity, pension options, health savings accounts, and the importance of comprehensive financial reviews to ensure a secure and enjoyable retirement. Reach out to Deb and Laurie at 800-932-5010 or https:/…
54:27
The Executive Benefit Exit
In this episode, Deb and Laurie discuss complex retirement planning topics including executive benefits, stock options, charitable giving, inherited IRAs, and the importance of coordinated financial strategies to ensure a secure and tax-efficient retirement. Reach out to Deb and Laurie at 800-932…
53:50
The Forced Retirement Test
This episode features Deb and Laurie discussing essential retirement planning topics including home costs, caregiving, and creating a reliable income stream. They share practical strategies to help listeners prepare for a secure and confident retirement. Reach out to Deb and Laurie at 800-932-501…
53:41
The Pension Feeling
This episode of Money Matters with Deb and Laurie covers essential retirement planning topics including guaranteed income, longevity risk, fraud prevention, and the importance of a comprehensive financial plan. Deb and Laurie share expert insights, practical strategies, and client success stories t…
54:23
Inflation Meets Retirement Income
Retirees are facing a strange mix of confidence and pressure: higher costs, bigger health care bills, Social Security uncertainty, and one question that keeps coming up — will the income plan hold? Reach out to Deb and Laurie at 800-932-5010 or https://www.gvcpleasantgrove.com/money-matters…
53:59
Confidence Needs a Plan
Retirement confidence is slipping, Medicare costs are higher, and 2026 is shaping up to be a year when retirees need more than account balances — they need coordinated advice. Reach out to Deb and Laurie at 800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show
53:58
The Pressure to Look Wealthy
Today we’re talking about one of the biggest financial traps of the social media era—the pressure to look wealthy instead of actually becoming wealthy. From luxury vacations and leased cars to “entrepreneur lifestyles” online, are Americans chasing financial freedom… or just the appearance of succe…
53:37
Playing it Too Safe?
“Here’s the tricky part about retirement planning—some of the biggest mistakes don’t look risky at all.” They feel cautious. Conservative. Even smart. Until you zoom out and see the long-term impact. • Why is “playing it too safe” becoming a bigger risk than people realize Reach out to Deb and L…
53:35