In this episode of Money Matters, Deb and Laurie discuss essential strategies for retirement planning, emphasizing the importance of a tailored financial playbook. They explore the significance of estate planning, the necessity of beneficiary designations, and the impact of tax strategies on retirement income. The hosts also provide insights into managing market volatility and the importance of proactive financial organization. Listener questions highlight real-life scenarios, reinforcing the need for comprehensive financial reviews and planning.

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

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

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