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.

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.

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.

In this episode, Deb and Laurie discuss crucial retirement planning strategies including Social Security claiming, tax-efficient withdrawals, Medicare IRMA surcharges, and the importance of a comprehensive financial plan. They emphasize the significance of proactive planning to maximize income and minimize surprises in 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.

Deb and Laurie discuss the latest scams targeting retirees, the impact of AI on fraud, and strategic retirement planning including pension choices, working in retirement, and beneficiary updates. Learn how to protect your assets and make informed decisions for a secure 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.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.