Playing it Too Safe?

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.

The Pressure to Look Wealthy

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.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.

Playing it Too Safe?

“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.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.