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…117 clip(s) in playlist
One Word : Inflation
In this conversation, the focus is on addressing the primary concern of retirees: the fear of running out of money. The discussion emphasizes the importance of having a sustainable income plan that lasts throughout retirement. The host offers a complimentary financial review to help listeners asses…
54:11
End of Year to do List
This conversation covers essential financial strategies for year-end planning, focusing on retirement savings, tax-saving opportunities, and the importance of emergency funds. The hosts discuss various topics including required minimum distributions (RMDs), charitable donations, Roth conversions, a…
56:10
Building Your Plan
In this episode of Money Matters, Deb and Laurie discuss the importance of planning for a long and meaningful retirement, addressing the risks of longevity, inflation, and unexpected life changes. They emphasize the need for multiple income streams, long-term care planning, and the integration of p…
54:03
Common Retirement Mistakes
In this episode of Money Matters, hosts Deb Christensen and Laurie Hancock, along with guest Bruce Rosenbloom, delve into the complexities of retirement planning, focusing on the critical transition from wealth accumulation to decumulation. They discuss common mistakes retirees make, the importance…
53:19
Decumulation
The conversation covers significant upcoming tax changes affecting high earners, particularly regarding catch-up contributions to retirement accounts. It discusses the implications of the 2026 tax law changes, strategies for retirement planning, updates on Social Security, and the importance of und…
53:19
A Reason to Wake Up
In this episode of Money Matters, Gary Nolan, Deb Christensen, and Laurie Hancock discuss the evolving landscape of retirement planning, focusing on the importance of creating a self-funded pension plan in the absence of traditional pensions. They explore the significance of guaranteed income, the…
53:50
What's In Your Retirement Suitcase
In this episode of Money Matters, hosts Deb and Laurie discuss the essential elements of retirement planning, emphasizing the psychological shift from saving to spending, the importance of a solid financial plan, and the need to align personal values with investment strategies. They explore the em…
54:06
No More Paychecks
In this episode of Money Matters, hosts Deb and Laurie discuss the critical transition from saving to spending in retirement, emphasizing the importance of having a structured spending plan. They explore strategies for creating a reliable retirement paycheck, navigating the complexities of retireme…
52:08
You and the IRS
In this episode of Money Matters, the hosts discuss the often-overlooked tax implications of retirement, including how Social Security and RMDs can affect retirees' income. They explore the hidden costs of inheritance and the importance of estate planning to minimize tax burdens on heirs. The conve…
54:01
What's Plan "B" ?
This conversation delves into the complexities of retirement planning, focusing on the importance of early preparation, the impending wealth transfer from baby boomers, tax strategies for managing retirement income, and the nuances of social security timing. The hosts emphasize the need for proacti…
53:30