In this episode, Deb and Laurie discuss the importance of financial spring cleaning. They provide tips on reviewing spending, handling outstanding debt, building an emergency fund, and organizing finances. They also emphasize the need to put money to work and discuss options such as fixed indexed annuities. Additionally, they highlight the importance of reviewing insurance coverage, beneficiaries, trust, and estate plans. The episode concludes with a discussion on financial planning and its relation to college basketball. The conversation covers various retirement planning scenarios and their solutions. The hosts discuss the importance of considering different scenarios and making informed decisions. They emphasize the need for a great financial coach and the parallels between basketball coaching and retirement 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.

Celebrities often face financial challenges that require the assistance of a financial advisor to help manage their wealth and long-term financial stability. In this conversation, cautionary tales from Hollywood are discussed to learn what not to do with money. The chapters cover topics such as the importance of estate planning, tax planning, and beneficiary designations. The conversation emphasizes the need for a comprehensive financial plan and the involvement of a trustworthy financial advisor. The conversation covers various financial topics, including probate and court issues, failing to diversify investments, lack of financial transparency, the importance of a financial advisor, the 4% rule and customized retirement plans, seeking financial advice from friends and family, minimizing tax liability, and the tax implications of Roth IRA and pre-tax 401k

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.

The conversation discusses retirement planning and trends, including the importance of creating a clear retirement plan, having emergency savings, and balancing risk in investment portfolios. It also highlights the need for two kinds of income in retirement and the challenges of relying solely on pensions. The conversation emphasizes the importance of understanding healthcare costs and long-term care insurance. It also addresses the gender disparity in retirement savings and the factors that shape retirement today. Lastly, it emphasizes the need to assess savings and investments to ensure a comfortable retirement. In this conversation, the hosts discuss various aspects of retirement planning and offer advice on how to ensure a comfortable 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 of Money Matters with Deb and Laurie, the hosts discuss strategies to help listeners retire successfully. They draw parallels between football and financial retirement planning, emphasizing the importance of having a plan and understanding goals. The offensive plays include creating a budget, learning about investment vehicles, and building wealth. The hosts also cover defensive plays such as preventing gaps in the plan and creating an emergency fund. Additionally, they discuss special teams plays like managing charitable giving and optimizing social security benefits. The episode concludes with a reminder to work with a team and take action to achieve a successful retirement.

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

Money Matters

See omnystudio.com/listener for privacy information.

On today's show, Deb and Laurie discuss important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining how much is enough for retirement, deciding when to take Social Security, reevaluating long-term care needs, consolidating retirement accounts, starting retirement savings early, creating a personal pension, understanding the importance of 59 and a half, diversifying income sources, implementing tax-efficient strategies, healthcare considerations, and investment allocation at age 59 and a half. The conversation covers various topics related to retirement planning and investment strategies. 

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.

On today's show, Deb and Laurie discuss important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining how much is enough for retirement, deciding when to take Social Security, reevaluating long-term care needs, consolidating retirement accounts, starting retirement savings early, creating a personal pension, understanding the importance of 59 and a half, diversifying income sources, implementing tax-efficient strategies, healthcare considerations, and investment allocation at age 59 and a half. The conversation covers various topics related to retirement planning and investment strategies. The main themes include maximizing retirement savings, long-term care and estate planning, creating an income plan for retirement, investing options for overwhelmed investors, diversification and growth in retirement, maximizing 401(k) contributions, investing inheritance funds, the benefits of fixed index annuities, and the offer of a complimentary financial review.

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.

Welcome to 2024! On today’s show Money Matters  with Deb and Laurie we dive into some shocking statistics about financial New Year’s resolutions and offer some suggestions and tips to help you refine your financial planning goals for the year ahead. Plus, we have a few tips to ensure you meet them.  

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

See omnystudio.com/listener for privacy information.

On today’s show  Money Matter with Deb and Laurie they'll cover the ten biggest and most common retirement planning mistakes ,and offering tips to avoid them. In addition, when you have a big life change, you may consider speaking with a spouse, doctor, attorney, or take to your social media page for advice.. but there are plenty of life events that you should speak with your financial advisor about.  

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.

We’re always talking about the written plan and just how vital it is for a successful retirement.  On today’s show Money Matters with Deb and Laurie we’re going to go over a step by step guide to create a plan for your golden years. Also, as you enter the financial red zone it’s really important to really understand what’s in our portfolio and to make sure it’s protected and ready to help get us to and through 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.

On today’s show Money Matters with  Deb and Laurie we’ll break down five potentially costly mistakes in retirement. Things you should try to avoid, even if it feels like it’s what you should do. Also, why it might be a good time to start a business 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.