In this episode, Laurie Hancock and Deb Christiansen discuss the current economic climate and its implications for retirees. They provide insights into navigating market volatility, the importance of healthcare planning, and the complexities of estate planning. The conversation shifts towards holistic retirement planning, emphasizing the integration of financial and non-financial goals to create a fulfilling retirement experience. The hosts encourage listeners to take proactive steps in their financial planning to ensure a secure and meaningful retirement. In this episode, Gary Nolan, Laurie Hancock, and Deb Christensen discuss the implications of bear markets on investment strategies, emphasizing the opportunities that arise during downturns. They explore tax loss harvesting, the benefits of buying during market dips, and the importance of annuities for securing lifetime income. The conversation also covers Roth conversions, financial planning for inflation, and the complexities of Social Security decisions. Additionally, they address rising healthcare costs and share a client success story that highlights the value of comprehensive financial planning.

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 Christiansen discuss the current economic climate and its implications for retirees. They provide insights into navigating market volatility, the importance of healthcare planning, and the complexities of estate planning. The conversation shifts towards holistic retirement planning, emphasizing the integration of financial and non-financial goals to create a fulfilling retirement experience. The hosts encourage listeners to take proactive steps in their financial planning to ensure a secure and meaningful retirement. In this episode, Gary Nolan, Laurie Hancock, and Deb Christensen discuss the implications of bear markets on investment strategies, emphasizing the opportunities that arise during downturns. They explore tax loss harvesting, the benefits of buying during market dips, and the importance of annuities for securing lifetime income. The conversation also covers Roth conversions, financial planning for inflation, and the complexities of Social Security decisions. Additionally, they address rising healthcare costs and share a client success story that highlights the value of comprehensive financial planning.
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.