Welcome to 2024! On today’s show Money Matters  with Deb and Laurie we dive into some shocking statistics about financial New Year’s resolutions and offer some suggestions and tips to help you refine your financial planning goals for the year ahead. Plus, we have a few tips to ensure you meet them.  

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

Welcome to 2024! On today’s show Money Matters  with Deb and Laurie we dive into some shocking statistics about financial New Year’s resolutions and offer some suggestions and tips to help you refine your financial planning goals for the year ahead. Plus, we have a few tips to ensure you meet them.  
Reach out to <a href="https://www.gvcpleasantgrove.com/money-matters-radio-show">Deb and Laurie</a> at  800-932-5010

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.

Money Matters with Deb & Laurie

Financial Success in 2024

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>

Baby Boomers Rule 

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>

In this conversation, Laurie Hancock and Deb Christensen discuss the complexities of retirement planning, emphasizing the need for flexibility and adaptability in financial strategies. They explore various themes such as embracing a semi-retirement mindset, diversifying income streams, strategic investment planning, estimating future healthcare needs, and the importance of regular plan reviews. The discussion also creatively connects Hollywood stars to different retirement investment vehicles, illustrating the characteristics of each through relatable examples. In this episode, Laurie Hancock and Gary Nolan discuss the importance of having a sustainable income plan for retirement, especially in light of market volatility and earnings week. They provide insights on how retirees can protect their investments, the significance of portfolio rebalancing, and strategies for navigating dividend stocks. The conversation emphasizes the need for a long-term focus in investing and the value of professional financial advice. Additionally, they offer a complimentary financial review to help listeners assess their retirement plans and address listener questions about real-life financial scenarios.



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

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

In this conversation, Laurie Hancock and Deb Christensen discuss the complexities of retirement planning, emphasizing the need for flexibility and adaptability in financial strategies. They explore various themes such as embracing a semi-retirement mindset, diversifying income streams, strategic investment planning, estimating future healthcare needs, and the importance of regular plan reviews. The discussion also creatively connects Hollywood stars to different retirement investment vehicles, illustrating the characteristics of each through relatable examples. In this episode, Laurie Hancock and Gary Nolan discuss the importance of having a sustainable income plan for retirement, especially in light of market volatility and earnings week. They provide insights on how retirees can protect their investments, the significance of portfolio rebalancing, and strategies for navigating dividend stocks. The conversation emphasizes the need for a long-term focus in investing and the value of professional financial advice. Additionally, they offer a complimentary financial review to help listeners assess their retirement plans and address listener questions about real-life financial scenarios.
 
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>

Financial Success in 2024

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