Tax stategies are on the agenda for this episode of Money Matters.  The discussion centers around a smarter approach to your tax situation not only for the year ahead but also for the years ahead in your retirement.

Reach Deb and Laurie at 800-932-5010.

Tax stategies are on the agenda for this episode of Money Matters.&nbsp; The discussion centers around a smarter approach to your tax situation not only for the year ahead but also for the years ahead in your retirement.
Reach Deb and Laurie at 800-932-5010.

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

Tax Strategies For Now and the Future

Today we’re talking about one of the biggest financial traps of the social media
era—the pressure to look wealthy instead of actually becoming wealthy. From luxury
vacations and leased cars to “entrepreneur lifestyles” online, are Americans chasing
financial freedom… or just the appearance of success?

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

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

 

Today we&rsquo;re talking about one of the biggest financial traps of the social media era&mdash;the pressure to look wealthy instead of actually becoming wealthy. From luxury vacations and leased cars to &ldquo;entrepreneur lifestyles&rdquo; online, are Americans chasing financial freedom&hellip; or just the appearance of success?
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>
&nbsp;

The Pressure to Look Wealthy 

“Here’s the tricky part about retirement planning—some of the biggest mistakes don’t
look risky at all.”
They feel cautious. Conservative. Even smart.
Until you zoom out and see the long-term impact.
• Why is “playing it too safe” becoming a bigger risk than people realize



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

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

&ldquo;Here&rsquo;s the tricky part about retirement planning&mdash;some of the biggest mistakes don&rsquo;t look risky at all.&rdquo; They feel cautious. Conservative. Even smart. Until you zoom out and see the long-term impact. &bull; Why is &ldquo;playing it too safe&rdquo; becoming a bigger risk than people realize 
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>

Playing it Too Safe?

Explore comprehensive retirement planning strategies with Deb and Laurie, focusing on income management, tax efficiency, and flexible strategies to ensure a secure and confident retirement.

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

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

Explore comprehensive retirement planning strategies with Deb and Laurie, focusing on income management, tax efficiency, and flexible strategies to ensure a secure and confident retirement.
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>

Tax Strategies For Now and the Future

In 1 playlist(s)

Money Matters with Deb & Laurie

Social links

Follow podcast

Recent clips