Money Matters with Deb & LaurieMoney Matters with Deb & Laurie

What's In Your Retirement Suitcase

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Money Matters with Deb & Laurie

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 ou 
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In this episode of Money Matters, hosts Deb and Laurie  discuss the essential elements of retirement planning, emphasizing the psychological shift from saving to spending, the importance of a solid financial plan, and the need to align personal values with investment strategies. They explore the emotional aspects of retirement, including the impact of financial clutter and the significance of legacy planning. The conversation also covers practical tips for budgeting travel and ensuring financial security while enjoying retirement.

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

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

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  1. Money Matters with Deb & Laurie

    117 clip(s)

Money Matters with Deb & Laurie

We believe that success is earned each day at a time by how we treat our clients, our advisors, our  
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