In this episode of Money Matters, Deb and Laurie discuss the importance of financial planning for couples, emphasizing the need for regular financial checkups, maximizing retirement contributions, and understanding various retirement options. They highlight the significance of open communication about financial goals and values, and the necessity of creating a comprehensive retirement plan that aligns with both partners' aspirations. The conversation also covers simplifying financial clutter, budgeting for dreams, and the importance of insurance and estate planning. Additionally, they address how to adjust financial strategies based on lifestyle changes and share success stories to illustrate real-life applications of their advice. The episode concludes with actionable steps for listeners to take control of their financial future.

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

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

In this episode of Money Matters, Deb and Laurie discuss the importance of financial planning for couples, emphasizing the need for regular financial checkups, maximizing retirement contributions, and understanding various retirement options. They highlight the significance of open communication about financial goals and values, and the necessity of creating a comprehensive retirement plan that aligns with both partners' aspirations. The conversation also covers simplifying financial clutter, budgeting for dreams, and the importance of insurance and estate planning. Additionally, they address how to adjust financial strategies based on lifestyle changes and share success stories to illustrate real-life applications of their advice. The episode concludes with actionable steps for listeners to take control of their financial future.
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.