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 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...
In this episode of Money Matters, the hosts discuss how to crisis-proof your retirement plan against unexpected financial challenges. They delve into behavioral finance, exploring how emotions and biases can impact financial decisions. The conversation also highlights the versatility of life insurance as a financial tool for retirement planning. Finally, the hosts answer listener questions, providing expert insights on various fina...
This conversation delves into the financial stress faced by many Americans, particularly retirees, as highlighted by the Edelman Financial Engines report. The hosts discuss the importance of understanding personal financial situations, the pressures of homeownership, and the necessity of having a comprehensive financial plan. They provide practical tips for managing debt, planning for retirement, and the significance of regular fin...
n this episode of Money Matters, Gary Nolan, Deb Hancock, and Laurie Christensen discuss essential financial truths for retirement planning. They emphasize the importance of having a written financial plan, understanding inflation's impact on retirement savings, navigating taxes, and preparing for longevity. The hosts also debunk common financial myths passed down from parents and provide modern strategies for financial success. In...
In this conversation, Laurie Hancock and Deb Christiansen discuss the importance of adapting retirement income strategies in light of long-term care events. They emphasize the need for careful planning around required minimum distributions (RMDs), tax implications, and the necessity of having a comprehensive income plan that includes emergency savings and income layering. The discussion also contrasts AAA rated retirement plans wit...
In this episode, the hosts discuss the essential elements of retirement planning, emphasizing the importance of health and financial stability. They break down retirement into phases: the active 'go-go' years, the slower 'slow-go' years, and the more sedentary 'no-go' years, each with unique financial and health considerations. The conversation also covers strategies for generating reliable retirement income, managing healthcare co...
In this episode, Laurie Hancock and Deb Christensen discuss essential strategies for retirement planning amidst market volatility. They emphasize the importance of working longer, adding guaranteed income, adjusting spending based on market performance, and building a cash buffer. The conversation also delves into long-term care planning, tax implications of withdrawals, and the benefits of Roth conversions. The hosts encourage lis...
In this episode, Laurie Hancock and Deb Christiansen discuss the current economic climate and its implications for retirees. They provide insights into navigating market volatility, the importance of healthcare planning, and the complexities of estate planning. The conversation shifts towards holistic retirement planning, emphasizing the integration of financial and non-financial goals to create a fulfilling retirement experience. ...
In this episode, Laurie Hancock and Deb Christiansen discuss essential strategies for retirement planning amidst rising costs and market uncertainty. They emphasize the importance of reassessing retirement income plans, managing portfolio risk, and the resurgence of annuities as a reliable income source. The conversation also highlights the evolving role of employers in supporting employees' retirement readiness and concludes with ...
In this episode, Laurie Hancock and Deb Christensen discuss the pressing financial concerns facing retirees and pre-retirees, including market volatility, tariffs, and the importance of having a solid financial plan. They emphasize the emotional aspect of money, the need for guaranteed income, and strategies for maximizing savings and investments. The conversation also covers the significance of diversification, staying informed ab...
In this episode, Laurie Hancock and Gary Nolan discuss the implications of tariffs and trade wars on retirement planning. They explore how these economic factors can affect market volatility, retirement income, and investment strategies. The conversation emphasizes the importance of reassessing risk, diversifying investments, and maintaining a solid financial plan as one approaches retirement. The hosts also highlight the potential...
In this conversation, Laurie Hancock and Deb Christianson discuss the implications of tariffs on retirement planning, emphasizing the importance of understanding market volatility and inflation. They highlight strategies for managing investments during uncertain economic times, including the need for guaranteed income and diversification. The discussion also touches on the potential for recession and its impact on retirees, urging ...
In this episode of Money Matters, hosts Laurie Hancock and Deb Christensen discuss essential strategies for defending wealth, managing debt, and planning for retirement. They emphasize the importance of having a comprehensive financial plan that includes insurance, estate planning, and strategies to combat inflation. The conversation also touches on the evolving nature of retirement, the benefits of continued work, and the signific...
In this episode, the hosts discuss essential strategies for navigating retirement challenges, emphasizing the importance of financial stability, budgeting, and investment diversification. They explore practical steps to reassess budgets, cut unnecessary expenses, and prepare for emergencies. The conversation also highlights the significance of building a legacy and enjoying retirement through careful planning and consistent saving....
In this episode of Money Matters, hosts Laurie Hancock and Deb Christensen discuss critical financial topics affecting retirees and pre-retirees. They cover the impact of tariffs and trade wars, the global economic slowdown, energy price fluctuations, and Federal Reserve policies. The conversation emphasizes the importance of strategic financial planning to manage retirement risks, inflation, and market volatility, providing action...
This conversation delves into the current financial landscape affecting retirement savings, focusing on inflation, tariffs, and generational differences in retirement planning. Laurie Hancock and Deb Christensen provide insights on how retirees can navigate these challenges and the importance of having a solid financial plan in place. In this episode, Laurie Hancock and Gary Nolan discuss essential topics in financial planning, inc...
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