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Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to...
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Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!
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Episodi & Post
Episodi
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25 SET 2026 · AI volatility, changing markets and economic uncertainty can make retirement investors wonder whether it’s time to rethink their portfolios. This week, Gary Mattson & Laurel Steward of Mattson Financial Services look at how to cut through the noise surrounding AI and determine whether portfolio changes are actually warranted.
We also explore the surprising return of corporate pensions and what to do if you don’t have one, the health care costs that can make or break an early-retirement or buyout decision, and why diversification matters more than ever. Plus, we revisit Warren Buffett’s lessons on risk and explain how to estimate and plan for taxes once you start paying yourself in retirement.
If it's time for a second opinion on your investment strategy for retirement, schedule a chat with our team at www.MattsonFinancial.com.
17 SET 2026 · What separates the most successful retirement savers from everyone else? It may have less to do with investment genius and more to do with discipline, planning and the financial habits they build over time. This week, Gary Mattson & Laurel Steward of Mattson Financial Services break down the strategies common among top retirement savers - from maximizing contributions and managing taxes to maintaining cash reserves, delaying Social Security and keeping estate plans up to date.
Plus, we look at what the S&P 500’s rapid rise could mean for the next 20 years, whether $40 trillion in national debt should concern retirees, why families struggle to talk about money, and the health care costs you need to consider before accepting an early-retirement or buyout offer.
Have questions for your Money Mentors? Connect now at www.MattsonFinancial.com.
3 SET 2026 · Saving a seven-figure retirement portfolio is a major accomplishment (and one that should be celebrated!), but it doesn’t mean you can simply set it and forget it. On this episode, Laurel Steward of Mattson FInancial Services examines why today’s bond market matters to retirees, how to make sure your portfolio is built for both income and growth, and the hidden tax and Medicare costs that can catch even wealthy retirees off guard.
We’ll also talk about spending your money on the experiences you’ve worked for, using strategies like tax-loss harvesting. And we'll tackle the four questions to ask before making a move during a volatile market. Because in retirement, it’s not just how much you’ve saved - it’s how well you put that money to work for you.
Schedule a retirement conversation with our team at www.MattsonFinancial.com.
28 AGO 2026 · A new University of Michigan policy is giving freshmen something many of us could use more of at any age: time to adjust. The pass/no-credit approach recognizes that stepping into a new chapter can take time - and retirement is no different.
On this episode of Money Mentors, Gerald Green of Mattson Financial Services looks at why giving yourself time to adjust can make for a more successful retirement. We’ll also tackle whether today’s market highs should make investors skeptical, and how to determine your personal retirement number. Plus, why some retirees may actually be underspending, the key ages and milestones that can affect your retirement strategy, and why a taxable investment account may deserve a bigger role in your plan.
Make time to get serious about your retirement goals. Schedule a chat at www.MattsonFinancial.com.
21 AGO 2026 · What does it really take to stay financially secure in retirement? In this episode, Gerald Green of Mattson Financial Services takes a closer look at the numbers behind today’s biggest retirement-planning challenges - from inflation and emergency savings to Social Security, 401(k) rollovers, RMDs and health care costs.We’ll discuss how retirees can plan for rising expenses when their income may not keep pace, how much cash they may want in an emergency fund, and what to consider before rolling a 401(k) into an IRA.
Have questions about your reirement - or a topic you'd like us to cover? Connect now at www.MattsonFinancial.com.
13 AGO 2026 · Back-to-school season can bring a surprising milestone: for some parents, there’s no longer anyone heading back to school. When the last child leaves home, the emotional transition can be significant - but so can the financial opportunity.
This week, your Money Mentors at Mattson Financial Services explore how empty nesters can put newly available cash flow to work for their own future, from boosting retirement savings and catch-up contributions to tax planning, estate strategies, and helping adult children in ways that support their own financial security.
We’ll also tackle some of the biggest retirement-planning questions facing investors today: Are you taking too much risk as you approach retirement? Which sources of retirement income might you be overlooking? And should you really trust the retirement-income estimate printed on your 401(k) statement?
Have more questions for us? Connect now at www.MattsonFinancial.com.
7 AGO 2026 · Choosing a financial advisor can feel overwhelming - but does the size of the firm really make a difference? In this episode, Gary Mattson & Laurel Steward of Mattson Financial Services explore the pros and cons of large firms versus smaller independent advisors, what really matters when choosing someone to guide your retirement, and the questions every investor should ask before making a decision.
We also uncover the so-called "Widow Tax" -- a series of financial and tax challenges that can catch surviving spouses by surprise - and discuss strategies that can help families prepare before those difficult transitions occur.
Plus, we break down Wall Street's "dumb money" label and why everyday investors buying market dips may be changing the investing landscape.
Schedule a time to chat with your Money Mentors about your retirement questions at www.MattsonFinancial.com.
30 LUG 2026 · Retirement isn't just about saving enough - it's about making smart decisions along the way. In this episode, Gary Mattson and Laurel Steward of Mattson Financial Services answer questions many retirees and pre-retirees are asking:
- Is a Roth conversion right for me?
- Should couples retire together or separately?
- What's really happening with AI stocks and the "Magnificent 7"?
- How do I know when I'm truly ready to retire?
We'll also cover the practical side of retirement - from Medicare and income planning to creating a strategy that gives you confidence through every stage of retirement. Have retirement questions? Connect now with our team in West Michigan at www.MattsonFinancial.com.
24 LUG 2026 · What do Lionel Messi and retirement planning have in common? More than you might think. Even the greatest soccer player of all time has struggled with one of the game's simplest moments - the penalty kick. It's a reminder that doing almost everything right doesn't guarantee success if you overlook the fundamentals.
In this episode of Money Mentors, Gerald Green of Mattson Financial Services explores the surprisingly common retirement "penalty kicks" that can trip up even diligent savers, from missed tax strategies and Social Security missteps to poor diversification and costly legacy planning mistakes.We'll also discuss whether now is the right time to lock in CD rates, what it really takes to retire comfortably as a middle-class American, and why the stock market's evolution over the past 50 years reinforces the importance of diversification.
Want to suggest a topic for a future episode? Connect with us and drop us a question at www.MattsonFinancial.com.
16 LUG 2026 · Alan Greenspan's famous warning about "irrational exuberance" is back in the spotlight - but what does it really mean for today's AI-driven market? Laurel Steward of Mattson Financial Services helps separate hype from history and discusses how investors can stay focused without getting caught up in market emotions.
Plus, could your own bank statements reveal the retirement income you actually need? We explain a surprisingly simple budgeting exercise and why it's only the beginning of a solid retirement plan. We also discuss the debate over proposed taxes on billionaires and why tax policy matters even if you're nowhere near billionaire status.
Have a question about your retirement? Connect for a chat at www.MattsonFinancial.com.
Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to...
mostra di più
Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!
mostra meno
Informazioni
| Autore | Matt Copeland |
| Organizzazione | AE Media |
| Categorie | Economia |
| Sito | www.spreaker.com |
| moneymentorsradio@gmail.com |
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