In this episode, Laurie Hancock and Deb Christensen discuss essential strategies for retirement planning amidst market volatility. They emphasize the importance of working longer, adding guaranteed income, adjusting spending based on market performance, and building a cash buffer. The conversation also delves into long-term care planning, tax implications of withdrawals, and the benefits of Roth conversions. The hosts encourage listeners to take proactive steps in their financial planning to ensure a secure retirement. In this episode of Money Matters, hosts Gary Nolan, Lori Hancock, and Deb Christensen discuss the parallels between melanoma awareness and financial planning. They explore the ABCDEs of melanoma and their financial equivalents, emphasizing the importance of proactive financial planning, identifying fatal financial mistakes, and preparing for retirement and long-term care costs. The conversation also covers tax strategies related to company stock and highlights client success stories, reinforcing the need for regular financial check-ups and adjustments to ensure financial security.

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

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

In this episode, Laurie Hancock and Deb Christensen discuss essential strategies for retirement planning amidst market volatility. They emphasize the importance of working longer, adding guaranteed income, adjusting spending based on market performance, and building a cash buffer. The conversation also delves into long-term care planning, tax implications of withdrawals, and the benefits of Roth conversions. The hosts encourage listeners to take proactive steps in their financial planning to ensure a secure retirement. In this episode of Money Matters, hosts Gary Nolan, Lori Hancock, and Deb Christensen discuss the parallels between melanoma awareness and financial planning. They explore the ABCDEs of melanoma and their financial equivalents, emphasizing the importance of proactive financial planning, identifying fatal financial mistakes, and preparing for retirement and long-term care costs. The conversation also covers tax strategies related to company stock and highlights client success stories, reinforcing the need for regular financial check-ups and adjustments to ensure financial security.
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.