Money Matters with Deb & Laurie

Podkast av Deb Christensen & Laurie Hancock

engelsk

Teknologi og vitenskap

Deretter 99 kr / Måned. Avslutt når som helst.

20 timer lydbøker i måneden
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Les mer Money Matters with Deb & Laurie

We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams. At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals. We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor. To remain objective in an industry that has been dominated by conflicts of interest requires a different business model. By leveraging technology we can increase advisor and client intimacy that complement the traditional face-to-face interactions, providing advice when, where, and how you want it. By delivering a better framework for wealth management in one ecosystem, the client/advisor relations remain paramount and naturally evolve to a fiduciary standard of care. We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams.

Alle episoder

100 Episoder

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.

22. mai 2026 - 53 min

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.

15. mai 2026 - 53 min

Saving in Retirement

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

8. mai 2026 - 52 min

Risk in Retirement

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

1. mai 2026 - 53 min

Portfolio to Paycheck

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

24. april 2026 - 54 min

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