Beyond Financial Planning
From Money Matters with Deb & Laurie by Deb Christensen & Laurie Hancock
March 13, 2026 · 54 min
About this episode
This episode explores the emotional and financial aspects of retirement planning with a focus on holistic strategies.
This episode explores the emotional and financial aspects of retirement planning, emphasizing the importance of holistic strategies that include emotional well-being, social connections, and financial security. Deb and Laurie share insights on managing identity loss, social isolation, and the role of various financial tools like annuities and Roth conversions. 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
- emotional well-being
- social connections
- financial security
- identity loss
- social isolation
- financial tools
Keywords
- retirement
- financial planning
- emotional aspects
- social connections
- financial security
- annuities
- Roth conversions
Mentioned in this episode
Organizations: GVC Pleasant Grove, omnystudio.com
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