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…131 clip(s) in playlist
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
A 30 Year Retirement
This conversation delves into the evolving landscape of retirement planning, emphasizing the need for updated strategies to accommodate longer lifespans and changing economic conditions. The hosts discuss the importance of tax strategies, healthcare planning, and the demographic shift known as 'Pea…
53:10
Being Prepared for Retirement
In this episode of Money Matters, Deb and Laurie discuss the newly introduced Trump accounts, which are tax-deferred investment accounts for children under 18. They explore the benefits of these accounts for estate planning and wealth transfer, emphasizing the importance of understanding the rules …
53:46
Best Financial Strategies
This conversation delves into the intricacies of behavioral finance and its significant impact on retirement planning. Deb and Laurie discuss how emotional decision-making can derail even the best financial strategies, emphasizing the importance of mindset, structured planning, and the role of advi…
53:45
Behavioral Finance
In this episode, Deb and Laurie delve into the intricacies of behavioral finance, exploring how emotions can lead to poor financial decisions. They discuss the importance of automation in managing investments, the impact of health and relationships on retirement, and strategies for navigating marke…
53:23
Getting on the Same Page
In this episode of Money Matters, Deb and Laurie discuss the importance of financial planning for couples, emphasizing the need for regular financial checkups, maximizing retirement contributions, and understanding various retirement options. They highlight the significance of open communication ab…
54:18
The Big Game is Coming
In this episode of Money Matters, Deb and Laurie discuss essential strategies for retirement planning, emphasizing the importance of a tailored financial playbook. They explore the significance of estate planning, the necessity of beneficiary designations, and the impact of tax strategies on retire…
53:01
Evolving Retirement
In this episode of Money Matters, Deb and Laurie discuss the evolving landscape of retirement planning, emphasizing the importance of proactive strategies to address inflation, healthcare costs, and market volatility. They highlight the necessity of a dynamic retirement plan that adapts to changing…
53:53
Crisis Proof Your Retirement
In this episode of Money Matters, Deb and Laurie discuss how to crisis-proof your retirement plan against unexpected financial storms, emphasizing the importance of having a solid strategy in place. They delve into behavioral finance, exploring how emotions and biases can impact financial decisions…
54:00