In this episode, Deb and Laurie discuss critical aspects of retirement planning, including handling 401(k) loans, moving in retirement, and gifting for grandchildren. They provide practical advice to help listeners make informed financial decisions for a secure future.

 

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 discuss critical aspects of retirement planning, including handling 401(k) loans, moving in retirement, and gifting for grandchildren. They provide practical advice to help listeners make informed financial decisions for a secure future.
&nbsp;
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

The Loan Left Behind

In this episode, Deb and Laurie  discuss the hidden risks in retirement planning, including taxes, healthcare, market volatility, and emotional decision-making. They provide practical strategies to build a resilient retirement plan that adapts to life's uncertainties.

 

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&nbsp; discuss the hidden risks in retirement planning, including taxes, healthcare, market volatility, and emotional decision-making. They provide practical strategies to build a resilient retirement plan that adapts to life's uncertainties.
&nbsp;
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 Biggest Risk

In this episode, Deb and Laurie discuss essential retirement planning topics including longevity, pension options, health savings accounts, and the importance of comprehensive financial reviews to ensure a secure and enjoyable retirement.

 

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 discuss essential retirement planning topics including longevity, pension options, health savings accounts, and the importance of comprehensive financial reviews to ensure a secure and enjoyable retirement.
&nbsp;
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 Longevity Blind Spot

In this episode, Deb and Laurie discuss complex retirement planning topics including executive benefits, stock options, charitable giving, inherited IRAs, and the importance of coordinated financial strategies to ensure a secure and tax-efficient retirement.

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 discuss complex retirement planning topics including executive benefits, stock options, charitable giving, inherited IRAs, and the importance of coordinated financial strategies to ensure a secure and tax-efficient 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>

The Loan Left Behind

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