Money Matters with Deb & Laurie
Money Matters with Deb & Laurie
Playlist by Money Matters with Deb & LaurieWe 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, indepe…139 clip(s) in playlist
The Pressure to Look Wealthy
Today we’re talking about one of the biggest financial traps of the social media era—the pressure to look wealthy instead of actually becoming wealthy. From luxury vacations and leased cars to “entrepreneur lifestyles” online, are Americans chasing financial freedom… or just the appearance of succe…
53:37
Playing it Too Safe?
“Here’s the tricky part about retirement planning—some of the biggest mistakes don’t look risky at all.” They feel cautious. Conservative. Even smart. Until you zoom out and see the long-term impact. • Why is “playing it too safe” becoming a bigger risk than people realize Reach out to Deb and L…
53:35
Saving in Retirement
Explore comprehensive retirement planning strategies with Deb and Laurie, focusing on income management, tax efficiency, and flexible strategies to ensure a secure and confident retirement. Reach out to Deb and Laurie at 800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show
52:21
Risk in Retirement
Deb and Laurie discuss the nuances of retirement planning, emphasizing the importance of balancing risk, growth, and safety. They explore strategies like bucket planning, managing inflation, and the significance of proactive financial management to ensure a secure retirement. Reach out to Deb a…
53:26
Portfolio to Paycheck
You’ve built the portfolio—but how do you turn it into a paycheck that actually lasts? Because in retirement, income doesn’t just happen… it has to be designed. Reach out to Deb and Laurie at 800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show
54:00
Tax Strategies For Now and the Future
Tax stategies are on the agenda for this episode of Money Matters. The discussion centers around a smarter approach to your tax situation not only for the year ahead but also for the years ahead in your retirement. Reach Deb and Laurie at 800-932-5010.
53:51
All About Cash
For years, cash has felt like a safe haven for retirees. With interest rates finally providing some returns, many are tempted to move their savings into cash. But is this really a smart decision? In this post, we’ll explore the risks associated with holding too much cash in retirement and what you …
54:09
Myth Busters
Deb and Laurie bust common retirement myths, discuss strategic planning, and share insights on maximizing retirement income, social security, taxes, and healthcare. Perfect for those planning their future and seeking expert advice. Reach out to Deb and Laurie at 800-932-5010 or https://www.gv…
54:01
Beyond Financial Planning
This episode explores the emotional and financial aspects of retirement planning, emphasizing the importance of holistic strategies that include emotional well-being, social connections, and financial security. Deb and Laurie share insights on managing identity loss, social isolation, and the role …
54:16
Paycheck Replacement Plan
In this episode of Money Matters, Deb and Laurie discuss the evolving landscape of retirement planning, emphasizing the importance of structured decumulation, tax strategies, and finding purpose post-retirement. They explore the implications of IRMA surcharges, RMDs, and the benefits of Roth conver…
54:22