Money Matters with Deb & Laurie

In this episode, Deb and Laurie  discuss the hidden risks in retirement planning, including taxes, healthcare, market volatility, and emotional decision-making. They provide practical strategies to build a resilient retirement plan that adapts to life's uncertainties.   Reach out to Deb and Laurie at  800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show   S...

In this episode, Deb and Laurie discuss essential retirement planning topics including longevity, pension options, health savings accounts, and the importance of comprehensive financial reviews to ensure a secure and enjoyable 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 priv...

In this episode, Deb and Laurie discuss complex retirement planning topics including executive benefits, stock options, charitable giving, inherited IRAs, and the importance of coordinated financial strategies to ensure a secure and tax-efficient retirement. Reach out to Deb and Laurie at  800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show See omnystudio.com/listener fo...

This episode features Deb and Laurie discussing essential retirement planning topics including home costs, caregiving, and creating a reliable income stream. They share practical strategies to help listeners prepare for a secure and confident retirement. Reach out to Deb and Laurie at  800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show   See omnystudio.com/listener...

This episode of Money Matters with Deb and Laurie covers essential retirement planning topics including guaranteed income, longevity risk, fraud prevention, and the importance of a comprehensive financial plan. Deb and Laurie share expert insights, practical strategies, and client success stories to help listeners secure their financial future. Reach out to Deb and Laurie at  800-932-5010 or...

Retirees are facing a strange mix of confidence and pressure: higher costs, bigger health care bills, Social Security uncertainty, and one question that keeps coming up — will the income plan hold? 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.

Retirement confidence is slipping, Medicare costs are higher, and 2026 is shaping up to be a year when retirees need more than account balances — they need coordinated advice.   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.

Today we’re talking about one of the biggest financial traps of the social media era—the pressure to look wealthy instead of actually becoming wealthy. From luxury vacations and leased cars to “entrepreneur lifestyles” online, are Americans chasing financial freedom… or just the appearance of success? Reach out to Deb and Laurie at  800-932-5010 or https://www.g...

“Here’s the tricky part about retirement planning—some of the biggest mistakes don’t look risky at all.” They feel cautious. Conservative. Even smart. Until you zoom out and see the long-term impact. • Why is “playing it too safe” becoming a bigger risk than people realize Reach out to Deb and Laurie at  800-932-5010 or https://www.gvcpleasantgro...

Explore comprehensive retirement planning strategies with Deb and Laurie, focusing on income management, tax efficiency, and flexible strategies to ensure a secure and confident 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 nuances of retirement planning, emphasizing the importance of balancing risk, growth, and safety. They explore strategies like bucket planning, managing inflation, and the significance of proactive financial management 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 o...

You’ve built the portfolio—but how do you turn it into a paycheck that actually lasts? Because in retirement, income doesn’t just happen… it has to be designed. 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.

Tax stategies are on the agenda for this episode of Money Matters.  The discussion centers around a smarter approach to your tax situation not only for the year ahead but also for the years ahead in your retirement. Reach Deb and Laurie at 800-932-5010. See omnystudio.com/listener for privacy information.

For years, cash has felt like a safe haven for retirees. With interest rates finally providing some returns, many are tempted to move their savings into cash. But is this really a smart decision? In this post, we’ll explore the risks associated with holding too much cash in retirement and what you can do to ensure your retirement savings last. Reach out to Deb and Laurie at  800-932-501...

Deb and Laurie bust common retirement myths, discuss strategic planning, and share insights on maximizing retirement income, social security, taxes, and healthcare. Perfect for those planning their future and seeking expert advice.   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 informatio...

This episode explores the emotional and financial aspects of retirement planning, emphasizing the importance of holistic strategies that include emotional well-being, social connections, and financial security. Deb and Laurie share insights on managing identity loss, social isolation, and the role of various financial tools like annuities and Roth conversions. Reach out to Deb and Laurie at ...

In this episode of Money Matters, Deb and Laurie discuss the evolving landscape of retirement planning, emphasizing the importance of structured decumulation, tax strategies, and finding purpose post-retirement. They explore the implications of IRMA surcharges, RMDs, and the benefits of Roth conversions, while also addressing the challenges and opportunities of running a business in retirement. Th...

This conversation delves into the evolving landscape of retirement planning, emphasizing the need for updated strategies to accommodate longer lifespans and changing economic conditions. The hosts discuss the importance of tax strategies, healthcare planning, and the demographic shift known as 'Peak 65', which highlights the increasing number of retirees. They also address real-life challenges fac...

In this episode of Money Matters, Deb and Laurie discuss the newly introduced Trump accounts, which are tax-deferred investment accounts for children under 18. They explore the benefits of these accounts for estate planning and wealth transfer, emphasizing the importance of understanding the rules and potential impacts on family finances. The conversation shifts to the emotional aspects of retirem...

This conversation delves into the intricacies of behavioral finance and its significant impact on retirement planning. Deb and Laurie discuss how emotional decision-making can derail even the best financial strategies, emphasizing the importance of mindset, structured planning, and the role of advisors. They explore various biases that affect financial decisions, the necessity of automation in man...

In this episode, Deb and Laurie delve into the intricacies of behavioral finance, exploring how emotions can lead to poor financial decisions. They discuss the importance of automation in managing investments, the impact of health and relationships on retirement, and strategies for navigating market volatility. The conversation also includes real-life scenarios and Q&A, providing listeners wit...

In this episode of Money Matters, Deb and Laurie discuss the importance of financial planning for couples, emphasizing the need for regular financial checkups, maximizing retirement contributions, and understanding various retirement options. They highlight the significance of open communication about financial goals and values, and the necessity of creating a comprehensive retirement plan that al...

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 pr...

In this episode of Money Matters, Deb and Laurie discuss the evolving landscape of retirement planning, emphasizing the importance of proactive strategies to address inflation, healthcare costs, and market volatility. They highlight the necessity of a dynamic retirement plan that adapts to changing circumstances, the significance of understanding RMDs and tax implications, and the value of social...

In this episode of Money Matters, Deb and Laurie discuss how to crisis-proof your retirement plan against unexpected financial storms, emphasizing the importance of having a solid strategy in place. They delve into behavioral finance, exploring how emotions and biases can impact financial decisions. The conversation also highlights the versatility of life insurance as a financial tool for retireme...