Money Matters with Deb & Laurie

Deb and Laurie talk about the hesitancy some new retirees may have in spending due to lack of confidence that the fear of running out of money.  They explain how proper planning and bucketing can help ease those fears and build spending confidence.  The conversation then moves into a discussion on automation in investing as Deb and Laurie explain the difference between the autopilot portfolio and an intentional retirement strategy.  They also answer some listener questions and share a client success story.

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Global View Capital Advisors

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Deb and Laurie open with fraud and scams-a topic we all need to be vigilant about.  They discuss protective firewalls we can all put in place.  They are “slow down”, have a trusted contact, and create a household money rule.  The conversation then moves into caregiving and how the costs and the mental and physical toll could mount. 

Call or text 800-932-5010

Global View Capital Advisors

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As retirement gets closer, some of your most important financial decisions happen before your final paycheck ever arrives. In this episode of Money Matters with Deb and Lori, Deb Christensen and Lori Hancock break down the 2026 catch-up contribution rules, Roth requirements for higher earners, and why simply “maxing out” a retirement account may not always be the right answer.

They also explore tax diversification, hidden portfolio overlap, rebalancing, emergency savings, withdrawal planning, and inherited IRA rules. The big takeaway: retirement planning works best when taxes, investments, income, healthcare, liquidity, and timing are coordinated together—not handled as separate decisions.

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In this episode, Deb and Laurie discuss how to tailor your retirement plan to your lifestyle, the impact of location and healthcare costs, and strategies to prepare for potential Social Security changes. They emphasize the importance of a personalized, adaptable retirement income plan and offer a free consultation to help listeners secure their financial future.

 

 

Reach out to Deb and Laurie at  800-932-5010 or    
https://www.gvcpleasantgrove.com/money-matters-radio-show

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In this episode, Deb and Laurie  discuss key retirement planning strategies including tax deductions for seniors, Medicare Part D caps, survivor planning, and the importance of organized financial documents. They provide practical advice to help retirees optimize their income, reduce taxes, and prepare for unexpected life events.

 

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.

In this episode, Deb and Laurie discuss the realities of retirement planning, emphasizing that the magic number isn't enough. They explore how to create personalized strategies that consider expenses, income sources, and market risks to ensure a secure retirement.

 

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.

In this episode, Deb and Laurie  discuss the critical aspects of retirement planning, including longevity risk, the importance of a written income plan, handling debt, and strategies for early retirement. They emphasize the need for a balanced approach to ensure financial security and peace of mind in retirement.

 

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.

Deb and Laurie discuss the latest scams targeting retirees, the impact of AI on fraud, and strategic retirement planning including pension choices, working in retirement, and beneficiary updates. Learn how to protect your assets and make informed decisions for a secure retirement.

 

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.

In this episode, Deb and Laurie discuss crucial retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Medicare IRMA surcharges, and the importance of a comprehensive financial plan. They emphasize the significance of proactive planning to maximize income and minimize surprises in retirement.

 

 

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.

In this episode, Deb and Laurie discuss critical aspects of retirement planning, including handling 401(k) loans, moving in retirement, and gifting for grandchildren. They provide practical advice to help listeners make informed financial decisions for a secure future.

 

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.