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education
Hosted by Deb Christensen & Laurie Hancock · education · EN-US · 100 episodes
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 ecosyst
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Signup to Generate a PitchMoney Matters with Deb & Laurie is a education podcast hosted by Deb Christensen & Laurie Hancock, with 100 episodes on record and a Required Pod Score of 80.
Deb Christensen & Laurie Hancock hosts Money Matters with Deb & Laurie, a education show with 100 episodes published.
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Money Matters with Deb & Laurie
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.
Money Matters with Deb & Laurie
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 portfolio and an intentional retirement strategy. They also answer some listener questions and share a client success story. Call of text 800-932-5010 email: investmentinfo@gvcaponline.com Global View Capital Advisors See omnystudio.com/listener for privacy information.
Money Matters with Deb & Laurie
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 View Capital Advisors See omnystudio.com/listener for privacy information.
Money Matters with Deb & Laurie
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 also explore tax diversification, hidden portfolio overlap, rebalancing, emergency savings, withdrawal planning, and inherited IRA rules. The big takeaway: retirement planning works best when taxes, investments, income, healthcare, liquidity, and timing are coordinated together—not handled as separate decisions. See omnystudio.com/listener for privacy information.
Money Matters with Deb & Laurie
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 Laurie at 800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-show See omnystudio.com/listener for privacy information.
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