In this episode of Money Matters, Deb and Laurie discuss the financial strategies that wealthy individuals employ to secure their retirement. They emphasize the importance of starting early, maximizing tax advantages, diversifying investments, and automating income streams. The conversation also covers the benefits of fixed indexed annuities (FIAs) as a tool for retirement income, highlighting their protection against market downturns and tax advantages. The hosts encourage listeners to adopt a long-term focus and to work with financial professionals to create a comprehensive retirement plan. In this episode of Money Matters, Deb and Laurie discuss the complexities of taxes in retirement, emphasizing the importance of tax planning and diversification. They explore common pitfalls retirees face, such as unexpected tax liabilities and the impact of Social Security and Medicare on taxes. The hosts also provide strategies for managing tax brackets effectively and answer listener questions about retirement planning, including the pros and cons of various annuities and RMDs.

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

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

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In this episode of Money Matters, Deb and Laurie discuss the financial strategies that wealthy individuals employ to secure their retirement. They emphasize the importance of starting early, maximizing tax advantages, diversifying investments, and automating income streams. The conversation also covers the benefits of fixed indexed annuities (FIAs) as a tool for retirement income, highlighting their protection against market downturns and tax advantages. The hosts encourage listeners to adopt a long-term focus and to work with financial professionals to create a comprehensive retirement plan. In this episode of Money Matters, Deb and Laurie discuss the complexities of taxes in retirement, emphasizing the importance of tax planning and diversification. They explore common pitfalls retirees face, such as unexpected tax liabilities and the impact of Social Security and Medicare on taxes. The hosts also provide strategies for managing tax brackets effectively and answer listener questions about retirement planning, including the pros and cons of various annuities and RMDs.
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>
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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.