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Money Matters with Deb & Laurie

Money Matters with Deb & Laurie

By: 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.

2025 Broadcasting Experts, LLC
Episodes
  • Common Retirement Mistakes
    Nov 7 2025

    In this episode of Money Matters, hosts Deb Christensen and Laurie Hancock, along with guest Bruce Rosenbloom, delve into the complexities of retirement planning, focusing on the critical transition from wealth accumulation to decumulation. They discuss common mistakes retirees make, the importance of structured withdrawal strategies, and the various risks associated with retirement income. The conversation emphasizes the need for a well-thought-out decumulation plan, including income floors, savings buckets, and legacy planning. Listeners are encouraged to take proactive steps in their financial planning 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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    53 mins
  • Decumulation
    Oct 31 2025

    The conversation covers significant upcoming tax changes affecting high earners, particularly regarding catch-up contributions to retirement accounts. It discusses the implications of the 2026 tax law changes, strategies for retirement planning, updates on Social Security, and the importance of understanding healthcare costs in retirement. The hosts emphasize the need for proactive financial planning and share success stories from clients who have benefited from their services.

    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.

    Show More Show Less
    53 mins
  • A Reason to Wake Up
    Oct 24 2025

    In this episode of Money Matters, Gary Nolan, Deb Christensen, and Laurie Hancock discuss the evolving landscape of retirement planning, focusing on the importance of creating a self-funded pension plan in the absence of traditional pensions. They explore the significance of guaranteed income, the role of annuities, and the necessity of managing time effectively in retirement. The conversation shifts to the concept of 'rewiring' instead of retiring, emphasizing the need for purpose and fulfillment in this new phase of life. Finally, they delve into tax strategies that can help retirees manage their income and expenses more efficiently, ensuring a secure 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.

    Show More Show Less
    54 mins
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