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 from the financial failures of notable figures. The discussion underscores the need for comprehensive planning to navigate legal and personal risks in financial management. In this episode, Laurie Hancock and Gary Nolan discuss the critical aspects of retirement planning, focusing on the fears retirees face, such as market volatility and the adequacy of their income. They explore potential policy changes that could impact Social Security and Medicare, as well as the importance of having a comprehensive financial plan. The conversation also covers practical advice for listeners, including strategies for managing healthcare costs and long-term care, and answers to listener questions about retirement savings and tax implications.

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

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

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 from the financial failures of notable figures. The discussion underscores the need for comprehensive planning to navigate legal and personal risks in financial management. In this episode, Laurie Hancock and Gary Nolan discuss the critical aspects of retirement planning, focusing on the fears retirees face, such as market volatility and the adequacy of their income. They explore potential policy changes that could impact Social Security and Medicare, as well as the importance of having a comprehensive financial plan. The conversation also covers practical advice for listeners, including strategies for managing healthcare costs and long-term care, and answers to listener questions about retirement savings and tax implications.
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.

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