Being Prepared for Retirement

About this episode

Deb and Laurie discuss retirement planning, focusing on new Trump accounts and the emotional aspects of managing finances for retirement.

In this episode of Money Matters, Deb and Laurie discuss the newly introduced Trump accounts, which are tax-deferred investment accounts for children under 18. They explore the benefits of these accounts for estate planning and wealth transfer, emphasizing the importance of understanding the rules and potential impacts on family finances. The conversation shifts to the emotional aspects of retirement planning, highlighting the gap between retirement math and reality, and the need for flexibility in financial strategies. They also address the challenges of managing surprise expenses, the significance of structure in retirement, and the complexities of money conversations between couples. Overall, the episode provides valuable insights into effective retirement planning and the emotional dynamics that come into play. 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.

People in this episode

Hosts: Deb Christensen, Laurie Hancock

Topics covered

• retirement planning
• Trump accounts
• estate planning
• wealth transfer
• financial strategies
• money conversations
• surprise expenses

Keywords

• retirement
• Trump accounts
• tax-deferred
• wealth transfer
• financial strategies
• surprise expenses
• money conversations

Mentioned in this episode

Organizations: Trump accounts, GVC Pleasant Grove, Money Matters

More episodes of Money Matters with Deb & Laurie

• The Pension Feeling · June 12, 2026 · 54 min
• Inflation Meets Retirement Income · June 5, 2026 · 54 min
• Confidence Needs a Plan · May 29, 2026 · 54 min
• The Pressure to Look Wealthy · May 22, 2026 · 54 min
• Playing it Too Safe? · May 15, 2026 · 54 min
• Saving in Retirement · May 8, 2026 · 52 min