Money Matters with Deb & Laurie

Deb and Laurie open the podcast with a discussion of the retirement saving catch-up years and the opportunities available post age 50 and extra saving opportunities for those between the ages of 60 and 63.  They also cover the many Social Security claiming strategies, answer listeners questions, and share very relatable retirement planning listener stories. Call or text 800-932-5010 Global Vi...

The conversation opens with the special saving consideration given to those ages 60 to 63 and whether or not Roth can be incorporated.  Deb and Laurie know many people have questions about Social Security.  They address one they hear a lot concerning claiming Social Security while you’re still working.  Deb and Laurie also delve into the different strategies necessary for taxe...

In this episode, Deb and Laurie discuss how to effectively allocate and manage retirement savings, emphasizing the importance of giving your retirement money specific jobs to ensure financial security and enjoyment in later years.  They also cover the necessary loss of spouse contingency planning for the loss of a spouse.  Call or text 800-932-5010 Global View Capital Advisors See omnyst...

In this episode, Deb and Laurie from Global View Capital Advisors discuss the complexities of Medicare premiums, beneficiary planning, and managing unexpected expenses in retirement. They provide practical advice to help listeners make informed decisions and avoid surprises that can impact their financial security. 800-932-5010 You can call or text Global View Capital Advisors See omnystudio.com/l...

In this episode, Deb and Laurie discuss the importance of precise retirement timing, covering key considerations like taxes, healthcare, and social security. They emphasize that retirement date should be a strategic decision, not just based on age. 800-932-5010 Global View Capital Advisors See omnystudio.com/listener for privacy information.

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 port...

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...

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 al...

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...

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 htt...

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.co...

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.gvcpleas...

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...

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...

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 omnystud...

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.