On today's show, Deb and Laurie discuss lessons from Warren Buffett's Investor's Playbook and how they can be applied to retirement planning.. They also discuss the value of making the right decisions and avoiding costly mistakes, as well as the need for patience and waiting for the right opportunities. The hosts stress the importance of having a comprehensive financial plan and working with a professional to navigate the stock market. In this conversation, the hosts discuss reverse mortgages and how they can be useful in a financial plan. They introduce special guests, Mike Corrigan and Josh Duke, who provide insights into the benefits and misconceptions of reverse mortgages. The hosts also answer listener questions about minimizing tax liability and opening an investment account for a parent with no retirement savings. They emphasize the importance of saving money, getting out of debt, and making calculated investment decisions. The conversation ends with an offer for a comprehensive financial review for listeners.

Reach out to Deb and Laurie at  800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

On today's show, Deb and Laurie discuss lessons from Warren Buffett's Investor's Playbook and how they can be applied to retirement planning.. They also discuss the value of making the right decisions and avoiding costly mistakes, as well as the need for patience and waiting for the right opportunities. The hosts stress the importance of having a comprehensive financial plan and working with a professional to navigate the stock market. In this conversation, the hosts discuss reverse mortgages and how they can be useful in a financial plan. They introduce special guests, Mike Corrigan and Josh Duke, who provide insights into the benefits and misconceptions of reverse mortgages. The hosts also answer listener questions about minimizing tax liability and opening an investment account for a parent with no retirement savings. They emphasize the importance of saving money, getting out of debt, and making calculated investment decisions. The conversation ends with an offer for a comprehensive financial review for listeners.
Reach out to Deb and Laurie at  800-932-5010 or
<a href="https://www.gvcpleasantgrove.com/money-matters-radio-show">https://www.gvcpleasantgrove.com/money-matters-radio-show</a>

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, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals.

We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor.

To remain objective in an industry that has been dominated by conflicts of interest requires a different business model. By leveraging technology we can increase advisor and client intimacy that complement the traditional face-to-face interactions, providing advice when, where, and how you want it. By delivering a better framework for wealth management in one ecosystem, the client/advisor relations remain paramount and naturally evolve to a fiduciary standard of care.

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.

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, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals.
We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor.
To remain objective in an industry that has been dominated by conflicts of interest requires a different business model. By leveraging technology we can increase advisor and client intimacy that complement the traditional face-to-face interactions, providing advice when, where, and how you want it. By delivering a better framework for wealth management in one ecosystem, the client/advisor relations remain paramount and naturally evolve to a fiduciary standard of care.
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.