In this episode, Laurie Hancock and Deb Christiansen discuss essential strategies for retirement planning amidst rising costs and market uncertainty. They emphasize the importance of reassessing retirement income plans, managing portfolio risk, and the resurgence of annuities as a reliable income source. The conversation also highlights the evolving role of employers in supporting employees' retirement readiness and concludes with a light-hearted discussion on financial wisdom inspired by Star Wars metaphors. In this engaging conversation, Gary Nolan and Laurie Hancock explore financial planning through the lens of Star Wars metaphors. They discuss the importance of starting early, diversifying investments, and working with a financial advisor. The conversation emphasizes the need for contingency plans, the dangers of relying solely on intuition, and the significance of emergency savings. They also address current market trends, the impact of tariffs on retirement budgets, and share client success stories to illustrate the importance of financial education and 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.