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 conversation emphasizes the need for comprehensive financial planning to ensure a secure retirement and the creation of a lasting financial legacy for future generations. In this conversation, the hosts discuss various aspects of retirement planning, focusing on the importance of preparing for longevity, creating multi-generational legacies, understanding tax implications, and teaching financial responsibility to heirs. They also explore the role of life insurance in estate planning and the need for digital estate planning in the context of cryptocurrency. The conversation emphasizes the significance of financial education and the evaluation of investment options such as sector-specific ETFs versus broader market ETFs.

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

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

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 conversation emphasizes the need for comprehensive financial planning to ensure a secure retirement and the creation of a lasting financial legacy for future generations. In this conversation, the hosts discuss various aspects of retirement planning, focusing on the importance of preparing for longevity, creating multi-generational legacies, understanding tax implications, and teaching financial responsibility to heirs. They also explore the role of life insurance in estate planning and the need for digital estate planning in the context of cryptocurrency. The conversation emphasizes the significance of financial education and the evaluation of investment options such as sector-specific ETFs versus broader market ETFs.
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.

Advertisement