About this episode

Deb and Laurie discuss complex retirement planning topics including executive benefits and the importance of coordinated financial strategies.

In this episode, Deb and Laurie discuss complex retirement planning topics including executive benefits, stock options, charitable giving, inherited IRAs, and the importance of coordinated financial strategies to ensure a secure and tax-efficient 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.

People in this episode

Hosts: Deb Christensen, Laurie Hancock

Topics covered

• retirement planning
• executive benefits
• stock options
• charitable giving
• inherited IRAs
• financial strategies

Keywords

• retirement
• executive benefits
• stock options
• charitable giving
• inherited IRAs
• financial strategies
• tax-efficient retirement

Mentioned in this episode

Organizations: GVC Pleasant Grove

More episodes of Money Matters with Deb & Laurie

• The Biggest Risk · July 10, 2026 · 54 min
• The Longevity Blind Spot · July 3, 2026 · 54 min
• The Forced Retirement Test · June 19, 2026 · 54 min

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