Money Matters with Deb & LaurieMoney Matters with Deb & Laurie

Make No Assumptions

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Money Matters with Deb & Laurie

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 ou 
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On today's show, Deb and Laurie discuss five financial planning assumptions to avoid on the journey to retirement. They emphasize the importance of not assuming that retirement means never working again, as many people are choosing to work past the age of 65. They also highlight the need to plan for a longer lifespan, as life expectancy is increasing. Additionally, they caution against underestimating how much you'll spend in retirement and assuming that you'll spend less than when you were working. Finally, they stress the importance of considering taxes in retirement and creating a comprehensive retirement budget. In this conversation, the hosts discuss various quotes related to retirement and financial planning.The hosts emphasize the need for a comprehensive financial plan and offer a complimentary financial review to help individuals achieve their retirement goals.

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

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

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  1. Money Matters with Deb & Laurie

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Money Matters with Deb & Laurie

We believe that success is earned each day at a time by how we treat our clients, our advisors, our  
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