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 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.
Episodes
In this conversation, the focus is on addressing the primary concern of retirees: the fear of running out of money. The discussion emphasizes the importance of having a sustainable income plan that lasts throughout retirement. The host offers a complimentary financial review to help listeners assess their financial situation, including a fee report, risk assessment, and tax analysis, aimed at increasing cash flow and reducing unnec...
This conversation covers essential financial strategies for year-end planning, focusing on retirement savings, tax-saving opportunities, and the importance of emergency funds. The hosts discuss various topics including required minimum distributions (RMDs), charitable donations, Roth conversions, and the significance of having a diversified investment portfolio. They emphasize the need for a sustainable retirement income plan and s...
In this episode of Money Matters, Deb and Laurie discuss the importance of planning for a long and meaningful retirement, addressing the risks of longevity, inflation, and unexpected life changes. They emphasize the need for multiple income streams, long-term care planning, and the integration of personal values and legacy into financial strategies. The conversation also highlights the significance of open communication with family...
In this episode of Money Matters, hosts Deb Christensen and Laurie Hancock, along with guest Bruce Rosenbloom, delve into the complexities of retirement planning, focusing on the critical transition from wealth accumulation to decumulation. They discuss common mistakes retirees make, the importance of structured withdrawal strategies, and the various risks associated with retirement income. The conversation emphasizes the need for ...
The conversation covers significant upcoming tax changes affecting high earners, particularly regarding catch-up contributions to retirement accounts. It discusses the implications of the 2026 tax law changes, strategies for retirement planning, updates on Social Security, and the importance of understanding healthcare costs in retirement. The hosts emphasize the need for proactive financial planning and share success stories from ...
In this episode of Money Matters, Gary Nolan, Deb Christensen, and Laurie Hancock discuss the evolving landscape of retirement planning, focusing on the importance of creating a self-funded pension plan in the absence of traditional pensions. They explore the significance of guaranteed income, the role of annuities, and the necessity of managing time effectively in retirement. The conversation shifts to the concept of 'rewiri...
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 ...
In this episode of Money Matters, hosts Deb and Laurie discuss the critical transition from saving to spending in retirement, emphasizing the importance of having a structured spending plan. They explore strategies for creating a reliable retirement paycheck, navigating the complexities of retirement taxes, and the significance of estate planning to ensure a smooth transfer of wealth and values to future generations. The conversati...
In this episode of Money Matters, the hosts discuss the often-overlooked tax implications of retirement, including how Social Security and RMDs can affect retirees' income. They explore the hidden costs of inheritance and the importance of estate planning to minimize tax burdens on heirs. The conversation shifts to income strategies for retirement, emphasizing the need for a comprehensive plan to replace lost income and manage expe...
This conversation delves into the complexities of retirement planning, focusing on the importance of early preparation, the impending wealth transfer from baby boomers, tax strategies for managing retirement income, and the nuances of social security timing. The hosts emphasize the need for proactive financial planning to avoid common pitfalls and ensure a secure financial future.
Reach out to Deb and Laurie at 800-932-5010 o...
In this episode of Money Matters, the hosts discuss various aspects of financial planning for individuals in their 60s, focusing on gray divorce trends, the importance of emotional identity in financial planning, and the implications of required minimum distributions (RMDs). They introduce the concept of the funded ratio as a new approach to assessing retirement readiness and emphasize the psychological aspects of financial securit...
This conversation delves into the unique challenges and strategies for Generation X as they approach retirement. It highlights the importance of having a comprehensive retirement plan that includes income strategies, healthcare considerations, and emotional aspects of transitioning into retirement. The discussion also addresses the dynamics of staggered retirement for couples and the necessity of open communication. Listener questi...
In this episode of Money Matters, the hosts discuss the importance of giving while living, exploring various strategies for gifting wealth to loved ones and charities. They delve into the benefits of 529 plans for education funding, the joy of enjoying retirement, and the significance of creating a lasting legacy. The conversation also covers the bucket strategy for retirement income, tax-efficient withdrawal strategies, and the ev...
In this episode of Money Matters, the hosts discuss the implications of a federal buyout offer for government employees, including the risks and considerations involved in accepting such an offer. They explore the job market landscape for those who accept the buyout, the importance of understanding annuities in the current financial climate, and the necessity of adapting financial plans to changing life stages. The conversation als...
In this episode of Money Matters, hosts Deb and Lori discuss the evolving landscape of retirement planning, emphasizing the need to rethink traditional strategies. They explore common myths, such as the mortgage payoff myth, and the importance of maintaining liquidity. The conversation also covers the significance of estate planning, understanding estate taxes, and the various types of trusts available. Additionally, they provide i...
In this episode of Money Matters, the hosts discuss essential strategies for retirees to manage their tax burdens and financial planning. They emphasize the importance of understanding tax implications on retirement income, the need for diversified income streams, and the impact of market corrections on retirement savings. The conversation also covers common retirement questions, including the benefits of Roth conversions and the s...
When we think of retirement, we often picture leisure and relaxation. But for many, it’s
also a time of uncertainty—especially when it comes to finances and staying mentally
engaged. Enter ChatGPT: a tool that's quietly becoming a trusted companion for
retirees seeking both cognitive stimulation and financial clarity. From organizing
stargazing schedules to simulating retirement income scenarios, AI is helpi...
In this episode of Money Matters, hosts Deb and Laurie discuss the evolving landscape of retirement planning, particularly for high net worth individuals and business owners. They emphasize the need for personalized strategies that account for tax efficiency, healthcare costs, and estate planning. The conversation also highlights the importance of identifying financial red flags and adapting to market changes. Listeners are encoura...
In this episode of Money Matters, the hosts discuss various investment strategies for wealth preservation, including high-yield savings accounts, fixed annuities, and US Treasury securities. They emphasize the importance of understanding the impact of personal relationships on financial health and the necessity of cultivating healthy habits for long-term security. The conversation also explores signs that may indicate readiness for...
This conversation delves into the essential aspects of retirement planning, emphasizing the importance of being financially prepared for a comfortable retirement. The hosts discuss key indicators of retirement readiness, including debt-free living, diverse income streams, and healthcare preparedness. They also explore unconventional assets that can enhance retirement income and highlight the significance of having a structured plan...
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