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…82 clip(s) in playlist
Making Your Money Last
This conversation focuses on the unique challenges and opportunities for retirees in 2025, emphasizing the importance of early planning, evolving income solutions, and the need to address healthcare costs and inflation. The speakers discuss various strategies for managing retirement income, includi…
54:40
How to Replace Your Paycheck
In this conversation, Laurie Hancock and Deb Christianson discuss essential steps for replacing your paycheck in retirement. They emphasize the importance of calculating retirement expenses, assessing savings, and developing a withdrawal strategy. The hosts also decode common money rules, providing…
54:38
Breaking Down Tariffs
This conversation explores the impact of tariffs on retirees, discussing how rising costs and inflation can affect fixed incomes. The hosts delve into the good, bad, and ugly aspects of tariffs, emphasizing the importance of financial planning to mitigate risks. They also discuss the connection bet…
54:16
How the Wealthy Stay Wealthy
In this episode of Money Matters, Deb and Laurie discuss the financial strategies that wealthy individuals employ to secure their retirement. They emphasize the importance of starting early, maximizing tax advantages, diversifying investments, and automating income streams. The conversation also co…
54:49
Rethinking Your Retirement Saving Strategy
In this episode, Deb and Laurie challenge the conventional wisdom surrounding 401k plans and explore alternative strategies for retirement savings. They discuss the implications of 401k contributions on social security benefits, the limitations of the traditional 4% withdrawal rule, and share valua…
54:52
AI and Your Retirement
In this episode, the hosts explore the intersection of AI and retirement planning, discussing various investment strategies, including target date funds, 60-40 stock-bond portfolios, index funds, and income-focused investing. They emphasize the importance of personalized financial planning and the …
54:40
2025 Financial Check Up
In this episode, Laurie Hancock and Deb Christensen discuss essential financial planning tips for the new year, focusing on tracking expenses, establishing a retirement paycheck, and balancing risk and income. They also highlight the importance of learning from financial mistakes, using Al Pacino's…
54:32
Getting Investing Right
In this conversation, Laurie Hancock and Gary Nolan discuss the essential principles of investing and financial planning. They emphasize the importance of understanding compounding interest, diversification, and the risk-reward trade-off. The discussion also covers effective portfolio management st…
54:47
New Year, New You
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 c…
54:23
A Solid Retirement Plan
In this conversation, Laurie Hancock and Gary Nolan discuss the critical aspects of retirement planning, emphasizing the importance of starting early, avoiding common savings mistakes, and navigating unexpected wealth. They explore the balance between enjoying life today and ensuring financial secu…
54:40