Are you on track for a comfortable retirement? Discover the six key indicators
that suggest you're financially prepared to enjoy your golden years without stress

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

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

Are you on track for a comfortable retirement? Discover the six key indicators that suggest you're financially prepared to enjoy your golden years without stress
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.

Money Matters with Deb & Laurie

Ready, Set, Retire

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 and potential impacts on family finances. The conversation shifts to the emotional aspects of retirement planning, highlighting the gap between retirement math and reality, and the need for flexibility in financial strategies. They also address the challenges of managing surprise expenses, the significance of structure in retirement, and the complexities of money conversations between couples. Overall, the episode provides valuable insights into effective retirement planning and the emotional dynamics that come into play.

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

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

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 and potential impacts on family finances. The conversation shifts to the emotional aspects of retirement planning, highlighting the gap between retirement math and reality, and the need for flexibility in financial strategies. They also address the challenges of managing surprise expenses, the significance of structure in retirement, and the complexities of money conversations between couples. Overall, the episode provides valuable insights into effective retirement planning and the emotional dynamics that come into play.
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>

Being Prepared for Retirement 

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 advisors. They explore various biases that affect financial decisions, the necessity of automation in managing investments, and the importance of legacy planning to ensure wealth is passed down effectively. The discussion also highlights the need for a written plan and the benefits of having a financial advisor to guide individuals through their retirement journey.

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

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

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 advisors. They explore various biases that affect financial decisions, the necessity of automation in managing investments, and the importance of legacy planning to ensure wealth is passed down effectively. The discussion also highlights the need for a written plan and the benefits of having a financial advisor to guide individuals through their retirement journey.
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>

Best Financial Strategies 

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 market volatility. The conversation also includes real-life scenarios and Q&A, providing listeners with practical insights into effective retirement planning.

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

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

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 market volatility. The conversation also includes real-life scenarios and Q&amp;A, providing listeners with practical insights into effective retirement planning.
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>

Ready, Set, Retire

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