Portfolio to Paycheck

The Executive Benefit Exit

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 [https://www.gvcpleasantgrove.com/money-matters-radio-show] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Forced Retirement Test

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 [https://www.gvcpleasantgrove.com/money-matters-radio-show]   See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Pension Feeling

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 https://www.gvcpleasantgrove.com/money-matters-radio-show [https://www.gvcpleasantgrove.com/money-matters-radio-show] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Inflation Meets Retirement Income

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 [https://www.gvcpleasantgrove.com/money-matters-radio-] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Confidence Needs a Plan

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 [https://www.gvcpleasantgrove.com/money-matters-radio-show] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.