In this episode, Laurie Hancock and Deb Christensen discuss essential financial planning tips for the new year, focusing on tracking expenses, establishing a retirement paycheck, and balancing risk and income. They also highlight the importance of learning from financial mistakes, using Al Pacino's experience as a cautionary tale. In this episode of Money Matters, Gary Nolan, Laurie Hancock, and Deb Christensen discuss essential strategies for retirement planning, focusing on the importance of simplifying investments, understanding J.L. Collins' investment philosophy, managing risk, and the role of debt. They emphasize that it's never too late to start investing and provide insights on life insurance gifting, REITs as an inflation hedge, and evaluating 401k rollovers. The conversation highlights the need for personalized financial planning to ensure a secure retirement.

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

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

In this episode, Laurie Hancock and Deb Christensen discuss essential financial planning tips for the new year, focusing on tracking expenses, establishing a retirement paycheck, and balancing risk and income. They also highlight the importance of learning from financial mistakes, using Al Pacino's experience as a cautionary tale. In this episode of Money Matters, Gary Nolan, Laurie Hancock, and Deb Christensen discuss essential strategies for retirement planning, focusing on the importance of simplifying investments, understanding J.L. Collins' investment philosophy, managing risk, and the role of debt. They emphasize that it's never too late to start investing and provide insights on life insurance gifting, REITs as an inflation hedge, and evaluating 401k rollovers. The conversation highlights the need for personalized financial planning to ensure a secure retirement.
Reach out to Deb and Laurie at&nbsp; 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.