Beyond Financial Planning

Beyond Financial Planning

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.

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