Money Matters with Deb & Laurie
Claim This Podcastby Deb Christensen & Laurie Hancock
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Podcast Overview
<p>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.</p> <p>At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals.</p> <p>We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor.</p> <p>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.</p> <p>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.</p> <p>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.</p>
Language
🇺🇲
Publishing Since
6/30/2023
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Recent Episodes
August 7, 2026
The Scam Stress Test
<p>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.</p> <p> </p> <p>Reach out to Deb and Laurie at 800-932-5010 or</p> <p><a href="https://www.gvcpleasantgrove.com/money-matters-radio-show">https://www.gvcpleasantgrove.com/money-matters-radio-show</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
July 31, 2026
The Claiming Age Reality Check
<p>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.</p> <p> </p> <p> </p> <p>Reach out to Deb and Laurie at 800-932-5010 or</p> <p><a href="https://www.gvcpleasantgrove.com/money-matters-radio-show">https://www.gvcpleasantgrove.com/money-matters-radio-show</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
July 24, 2026
The Loan Left Behind
<p>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.</p> <p> </p> <p>Reach out to Deb and Laurie at 800-932-5010 or</p> <p><a href="https://www.gvcpleasantgrove.com/money-matters-radio-show">https://www.gvcpleasantgrove.com/money-matters-radio-show</a></p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
146 total episodes available
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Gary Nolan
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Frequently asked questions
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- What is Money Matters with Deb & Laurie?
<p>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.</p> <p>At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals.</p> <p>We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor.</p> <p>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.</p> <p>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.</p> <p>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.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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