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:
Baby Boomers Rule
This conversation explores the impending great wealth transfer from baby boomers to younger generations, highlighting the financial challenges faced by Gen X and millennials. It emphasizes the importance of financial literacy and effective risk management in retirement planning, while also learning…
55:05
Baby Boomers Rule
In this episode, the hosts discuss the financial landscape for Baby Boomers, who collectively hold a significant portion of U.S. wealth. They explore strategies for wealth transfer, the importance of planning for longevity risk, and the rising healthcare costs associated with aging. The conversatio…
54:32
What Can Go Wrong
In this conversation, Laurie Hancock and Deb Christensen discuss the complexities of retirement planning, emphasizing the need for flexibility and adaptability in financial strategies. They explore various themes such as embracing a semi-retirement mindset, diversifying income streams, strategic in…
54:23
Running Out of Money
In this episode of Money Matters, hosts Laurie Hancock and Gary Nolan discuss practical strategies for reviving retirement savings, including maximizing employer contributions, understanding different types of IRAs, and the importance of catch-up contributions for those over 50. They emphasize the …
54:49
Saving For Retirement
This conversation explores the evolving landscape of retirement savings, emphasizing the importance of financial literacy, the gig economy, and the impact of economic uncertainty. The hosts draw parallels between superheroes and financial strategies, highlighting the need for early saving, diversif…
54:47
AI in Retirement Planning
In this conversation, the hosts discuss the role of AI in retirement planning and whether it can replace human financial advisors. They explore various strategies for maximizing retirement savings, the importance of diversification, and the need for personalized financial advice. Through case studi…
54:32
Scary Movies-Retirement Decisions
In this episode, Laurie, Deb and Gary explore the intersection of scary movies and financial planning, drawing parallels between impulsive decisions in horror films and the mistakes that can jeopardize retirement plans.. The episode also addresses the characteristics of bad financial advisors and t…
54:32
Six Green Flags of the Perfect Financial Partner
In this episode, the hosts discuss the essential traits of a perfect financial partner, likening them to the qualities of a soulmate. They explore the importance of future orientation, conflict resolution skills, emotional intelligence, and communication in financial relationships. The conversation…
54:22
The Fed Lowered Interest Rates
In this episode, Laurie Hancock and Deb Christensen discuss the implications of the Federal Reserve's interest rate changes on retirement savings, covering various aspects such as bond yields, stock market volatility, savings accounts, real estate investments, and pension funds. They also debunk co…
54:40
Financial Deep Cleaning
In this episode, Laurie Hancock and Deb Christensen discuss the importance of maintaining a tidy financial house as part of retirement planning. They explore various strategies for decluttering finances, managing risks, and ensuring a comfortable retirement. The conversation emphasizes the need for…
54:43