Five Smart Strategies

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 listeners to take proactive steps in their financial planning to ensure a secure retirement. In this episode of Money Matters, hosts Gary Nolan, Lori Hancock, and Deb Christensen discuss the parallels between melanoma awareness and financial planning. They explore the ABCDEs of melanoma and their financial equivalents, emphasizing the importance of proactive financial planning, identifying fatal financial mistakes, and preparing for retirement and long-term care costs. The conversation also covers tax strategies related to company stock and highlights client success stories, reinforcing the need for regular financial check-ups and adjustments to ensure financial security.

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

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

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