In this episode, Laurie Hancock and Deb Christensen discuss the pressing financial concerns facing retirees and pre-retirees, including market volatility, tariffs, and the importance of having a solid financial plan. They emphasize the emotional aspect of money, the need for guaranteed income, and strategies for maximizing savings and investments. The conversation also covers the significance of diversification, staying informed about economic changes, and planning for longevity in retirement. In this conversation, Gary Nolan and Laurie Hancock discuss the critical aspects of financial advising, focusing on identifying red flags, understanding investment risks, and the importance of transparency. They emphasize the need for proper documentation, the dangers of high-pressure sales tactics, and the significance of having a solid financial plan for retirement. The discussion also covers special needs planning and the importance of teaching financial literacy to the next generation through real-life success stories.

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

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

In this episode, Laurie Hancock and Deb Christensen discuss the pressing financial concerns facing retirees and pre-retirees, including market volatility, tariffs, and the importance of having a solid financial plan. They emphasize the emotional aspect of money, the need for guaranteed income, and strategies for maximizing savings and investments. The conversation also covers the significance of diversification, staying informed about economic changes, and planning for longevity in retirement. In this conversation, Gary Nolan and Laurie Hancock discuss the critical aspects of financial advising, focusing on identifying red flags, understanding investment risks, and the importance of transparency. They emphasize the need for proper documentation, the dangers of high-pressure sales tactics, and the significance of having a solid financial plan for retirement. The discussion also covers special needs planning and the importance of teaching financial literacy to the next generation through real-life success stories.
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.