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Getting on the Same Page

Getting on the Same Page

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In this episode of Money Matters, Deb and Laurie discuss the importance of financial planning for couples, emphasizing the need for regular financial checkups, maximizing retirement contributions, and understanding various retirement options. They highlight the significance of open communication about financial goals and values, and the necessity of creating a comprehensive retirement plan that aligns with both partners' aspirations. The conversation also covers simplifying financial clutter, budgeting for dreams, and the importance of insurance and estate planning. Additionally, they address how to adjust financial strategies based on lifestyle changes and share success stories to illustrate real-life applications of their advice. The episode concludes with actionable steps for listeners to take control of 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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