HeyJaredMoney Matters with Deb & Laurie
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- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Firewalls Against Fraud (opens the original)
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Deb and Laurie open with fraud and scams-a topic we all need to be vigilant about. They discuss protective firewalls we can all put in place. They are “slow down”, have a trusted contact, and create a household money rule. The conversation then moves into caregiving and how the costs and the mental and physical toll could mount. Call or text 800-932-5010 Global View Capital Advisors See omnystudio.com/listener for privacy information.
The Retirement Moves That Matter Before Your Paycheck Stops (opens the original)
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As retirement gets closer, some of your most important financial decisions happen before your final paycheck ever arrives. In this episode of Money Matters with Deb and Lori , Deb Christensen and Lori Hancock break down the 2026 catch-up contribution rules, Roth requirements for higher earners, and why simply “maxing out” a retirement account may not always be the right answer. They also explore tax diversification, hidden portfolio overlap, rebalancing, emergency savings, withdrawal planning, a
Your Lifestyle Matters in Retirement (opens the original)
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In this episode, Deb and Laurie discuss how to tailor your retirement plan to your lifestyle, the impact of location and healthcare costs, and strategies to prepare for potential Social Security changes. They emphasize the importance of a personalized, adaptable retirement income plan and offer a free consultation 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 fo
The Senior Deduction Filter (opens the original)
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In this episode, Deb and Laurie discuss key retirement planning strategies including tax deductions for seniors, Medicare Part D caps, survivor planning, and the importance of organized financial documents. They provide practical advice to help retirees optimize their income, reduce taxes, and prepare for unexpected life events. 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.
The Number Isn’t the Plan (opens the original)
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In this episode, Deb and Laurie discuss the realities of retirement planning, emphasizing that the magic number isn't enough. They explore how to create personalized strategies that consider expenses, income sources, and market risks to ensure 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.
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