『Money Matters with Deb & Laurie』のカバーアート

Money Matters with Deb & Laurie

Money Matters with Deb & Laurie

著者: Deb Christensen & Laurie Hancock
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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.

2026 Broadcasting Experts, LLC
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  • The Longevity Blind Spot
    2026/07/03

    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 privacy information.

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    54 分
  • The Biggest Risk
    2026/07/10

    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

    See omnystudio.com/listener for privacy information.

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    54 分
  • The Loan Left Behind
    2026/07/24

    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 omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    55 分
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