In this episode, the hosts explore the intersection of AI and retirement planning, discussing various investment strategies, including target date funds, 60-40 stock-bond portfolios, index funds, and income-focused investing. They emphasize the importance of personalized financial planning and the emerging trends in retirement solutions, including the role of AI and the expansion of 401k auto features. The conversation also touches on the need for financial education and resources for pre-retirees, as well as the complexities of managing retirement accounts during divorce. In this episode, Gary Nolan, Laurie Hancock, and Deb Christensen discuss the complexities of dividing retirement accounts during divorce, emphasizing the importance of proper legal documentation and the role of financial advisors. They explore the financial vulnerabilities that arise post-divorce, particularly for retirees, and provide actionable steps to safeguard finances during this transition. The conversation also highlights the significance of comprehensive financial planning for retirement and addresses listener questions regarding retirement concerns, including 401k management and investment strategies

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

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

In this episode, the hosts explore the intersection of AI and retirement planning, discussing various investment strategies, including target date funds, 60-40 stock-bond portfolios, index funds, and income-focused investing. They emphasize the importance of personalized financial planning and the emerging trends in retirement solutions, including the role of AI and the expansion of 401k auto features. The conversation also touches on the need for financial education and resources for pre-retirees, as well as the complexities of managing retirement accounts during divorce. In this episode, Gary Nolan, Laurie Hancock, and Deb Christensen discuss the complexities of dividing retirement accounts during divorce, emphasizing the importance of proper legal documentation and the role of financial advisors. They explore the financial vulnerabilities that arise post-divorce, particularly for retirees, and provide actionable steps to safeguard finances during this transition. The conversation also highlights the significance of comprehensive financial planning for retirement and addresses listener questions regarding retirement concerns, including 401k management and investment strategies
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.