In this conversation, Deb and Laurie discuss the importance of having a proper financial plan and the red flags to watch out for when working with a financial advisor. They emphasize the need for diversification, structure, and detail in a financial plan. They also highlight the significance of personal experiences and circumstances in making investment decisions. The conversation covers topics such as the impact of economic roller coasters, the value of communication and transparency, and the dangers of making quick decisions or falling for promises that sound too good to be true. In this conversation, the hosts discuss various topics related to retirement planning and financial management. They touch on the history of cookie cutters, the importance of seeking professional help for retirement planning, the cost of Medicare and healthcare in retirement, the need for diversification and asset allocation, the misconception of needing $1 million to retire, and the benefits of investing in gold and silver. The hosts also answer questions from listeners about investing in ETFs and the importance of saving and investing for retirement.

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

 

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