In this episode, financial experts Laurie Hancock and Deb Christiansen share essential financial planning tips for 2025, covering budgeting, retirement contributions, tax planning, and more. They emphasize the importance of setting clear financial goals and adapting to changing circumstances. The conversation also includes a fun segment where they draw lessons from Santa's reindeer to illustrate key retirement strategies. In this episode, Laurie Hancock and Deb Christensen discuss the evolving landscape of retirement planning, emphasizing the importance of personalized financial strategies. They explore how longevity affects retirement planning, the significance of effective communication within families regarding financial matters, and address listener questions on various retirement concerns, including tax strategies and Social Security benefits. The conversation highlights the need for a solid financial plan tailored to individual needs and goals, ensuring peace of mind for a secure retirement.

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

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

In this episode, financial experts Laurie Hancock and Deb Christiansen share essential financial planning tips for 2025, covering budgeting, retirement contributions, tax planning, and more. They emphasize the importance of setting clear financial goals and adapting to changing circumstances. The conversation also includes a fun segment where they draw lessons from Santa's reindeer to illustrate key retirement strategies. In this episode, Laurie Hancock and Deb Christensen discuss the evolving landscape of retirement planning, emphasizing the importance of personalized financial strategies. They explore how longevity affects retirement planning, the significance of effective communication within families regarding financial matters, and address listener questions on various retirement concerns, including tax strategies and Social Security benefits. The conversation highlights the need for a solid financial plan tailored to individual needs and goals, ensuring peace of mind for a secure retirement.
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.

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