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. The hosts encourage listeners to take proactive steps in their financial planning to ensure a secure and meaningful retirement. In this episode, Gary Nolan, Laurie Hancock, and Deb Christensen discuss the implications of bear markets on investment strategies, emphasizing the opportunities that arise during downturns. They explore tax loss harvesting, the benefits of buying during market dips, and the importance of annuities for securing lifetime income. The conversation also covers Roth conversions, financial planning for inflation, and the complexities of Social Security decisions. Additionally, they address rising healthcare costs and share a client success story that highlights the value of comprehensive financial planning.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
See omnystudio.com/listener for privacy information.
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