Money Matters with Deb & LaurieBeyond Financial Planning
Money Matters with Deb & Laurie
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 ou…131 clip(s)
Loading playlist
This episode explores the emotional and financial aspects of retirement planning, emphasizing the importance of holistic strategies that include emotional well-being, social connections, and financial security. Deb and Laurie share insights on managing identity loss, social isolation, and the role of various financial tools like annuities and Roth conversions.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
