Money Mentors
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!
Episodes
January 22, 2026 • 47 mins
From Venezuela to tariffs to the escalating feud with the Fed, there's no shortage of headlines to fuel more volatility on Wall Street to start the year. But will the January indicator set the tone for 2026? And if so, how do you prepare your portfolio? On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services discuss strategies to help you avoid emotional decisions and stay on track with your goals. The...
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January 15, 2026 • 45 mins
We're about to enter a new tax season, but the new year also brings about some big tax changes for baby boomers. So this week, your Money Mentors at Mattson Financial break down the biggest tax changes baby boomers need to know that could impact their retirement in the years to come - and how to take advantage of lower tax rates while they last. Plus, find out which athlete thinks he can't make it on $100 million in retirement!
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January 8, 2026 • 49 mins
It's 2026...time to set some new retirement goals! This week, Laurel & Taylor Steward of Mattson Financial Services help you get ready to set some of those resolutions (we call them dreams, goals and desires). Plus, we'll discuss different retirement scenarios you might want to consider as you think ahead to the next chapter. Schedule your January visit with our team of fiduciary advisors now at www.MattsonFinancial.com.
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January 1, 2026 • 47 mins
Happy New Year! The changing of the calendar can bring excitement, but also some nervousness about what's ahead. And a new survey sheds some light on what's most concerning to retirees as we head into the new year. This week, Laurel Steward and Gerald Green of Mattson FInancial Services discuss the biggest concerns and how to start setting some realistic goals for your retirement. Find a few minutes to schedule your new year retire...
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December 25, 2025 • 42 mins
A 2.8% cost-of-living adjustment for 2026 sounds helpful, but for many retirees, it may still fall short. On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services break down why the latest Social Security COLA may not keep pace with the expenses that matter most to baby boomers, including healthcare, Medicare premiums, and everyday essentials. We’ll also discuss practical steps you can take to protect y...
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December 18, 2025 • 49 mins
Did you hear about the 88-year-old Michigan man who's finally able to retire thanks to the kindness of strangers? After a social media influencer helped launch a GoFundMe campaign, Ed Bambas' story went viral, shining a light on what can happen when retirement planning falls short.
On this week's episode of "Money Mentors," Taylor Steward and Riley Ruff of Mattson Financial Services break down Ed’s journey, why he ended up working ...
On this week's episode of "Money Mentors," Taylor Steward and Riley Ruff of Mattson Financial Services break down Ed’s journey, why he ended up working ...
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December 11, 2025 • 48 mins
Crypto is sliding - and it’s a reminder that not every hot investment belongs in a retirement portfolio. This week, Laurel & Taylor Steward of Mattson Financial Services break down what the recent crypto drop means for long-term investors and how to stay steady in a volatile 2025 market. Need a second opinion on your strategy? Schedule a chat now at www.MattsonFinancial.com.
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December 4, 2025 • 49 mins
When you’re deciding where to save your retirement dollars, some investments might seem like a “can’t miss.” But even the most familiar names can fade. Think about Sears. At one point, stores were everywhere, now there are only a handful. And real estate? Some years it feels like a gold mine, other years… not so much.
On this week’s episode, Laurel Steward and Gerald Green talk through how they look at investments for retirement and...
On this week’s episode, Laurel Steward and Gerald Green talk through how they look at investments for retirement and...
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November 27, 2025 • 49 mins
As we enter a season of giving, there are also year-end strategies you can use to make the most out of your charitable contributions - or even health expenses. Laurel Steward and Gary Mattson of Mattson Financial Services discuss those steps on this week's episode.
And instead of standing in line for hours for Black Friday deals, we have some other moves that could bring you even more savings! Don't forget to add a visit to Mattson ...
And instead of standing in line for hours for Black Friday deals, we have some other moves that could bring you even more savings! Don't forget to add a visit to Mattson ...
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November 20, 2025 • 49 mins
A new move by the White House could save retirees thousands of dollars on popular weight loss drugs, starting in 2026. But other drug costs are still very high - and unpredictable. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services discuss how they help clients prepare for the unexpected costs when it comes to medical care in retirement. We'll also explore whether it's possible to save too much for re...
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November 13, 2025 • 49 mins
From GM to Amazon to Meta, major companies are announcing thousands of job cuts in the 4th quarter, and whether you're one of those workers or an investor in one of these companies, it can have an impact on you. On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services discuss the impact of these mass layoffs and how to adjust to the changing labor market. We'll also prepare you for the upcoming holiday ...
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November 6, 2025 • 49 mins
A gambling scandal that's rocked the sports world is providing some lessons for average investors: are we risking too much of what we've worked so hard to achieve - when there's no need for that kind of risk? Gary Mattson and Gerald Green dive into that question this week, as well as Medicare surprises - and what you can do with that extra hour you got this week from the time change. Have questions for your Money Mentors? Connect n...
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October 30, 2025 • 48 mins
Just like the weather, some big financial changes are in the air this fall. And if you're unprepared, things like market volatility, a government shutdown, tariffs and layoffs could impact you. On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services discuss how to adapt financially and prepare yourself for what's ahead. Need a year-end financial checkup? Schedule a chat now at www.MattsonFinancial.com....
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October 23, 2025 • 48 mins
Unless you work for the federal government or are doing some traveling right now, how much does the federal government shutdown really impact you? Laurel & Taylor Steward of Mattson Financial Services dig into that topic this week, discussing the potential impact of government gridlock - and how to protect your finances at times like this. We'll also share the results of a new survey from the University of Michigan on which gro...
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October 16, 2025 • 58 mins
The final few months of 2025 bring some unique planning opportunities when it comes to investing and tax planning. On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services break down the plays they're helping their clients make in the 4th quarter, as well as steps you can take to help maximize your retirement income as inflation creeps higher. Schedule your year-end retirement review now at www.MattsonF...
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September 25, 2025 • 9 mins
There are plenty of good things happening financially in 2025 - and some not-so-good things, so it's easy to make mistakes in a year like this one. On this week's episode, Gary Mattson and Laurel Steward of Mattson Financial Services discuss 4 mistakes retirees might be making when it comes to finances - and how to address them before the year is up! Need a year-end check-up on your retirement plan? Schedule a chat now at www.Matts...
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September 18, 2025 • 20 mins
It's easy to make financial mistakes in retirement, but we want to help you avoid them, especially those that can be costly. This week, Laurel Steward and Gary Mattson of Mattson Financial Services continue our series on the potential mistakes that could cost you $100,000 or more in retirement - focusing on some of the tax and legal landmines that sometimes trip up retirees. Have questions about any of these issues? Connect with us...
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September 11, 2025 • 10 mins
We've all made financial mistakes, but hopefully, they've been ones you can recover from quickly. But when it comes to retirement, there are major decisions that could end up costing you hundreds, thousands - potentially even hundreds of thousands of dollars over the course of your retirement. This week, Gary Mattson & Gerald Green of Mattson Financial Services begin our discussion on these costly six-figure mistakes - and how ...
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September 4, 2025 • 10 mins
We all know prices have been going up for the last few years on just about everything, but have you checked out the price of vegetables lately? We'll discuss the dramatic jump in prices in what analysts are calling "veggie-flation," and how to prepare your retirement income plan to handle it. Plus, get a peek inside Gary's past side hustle - as a school bus driver! Find more retirement resources now at www.MattsonFinancial.com.
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August 28, 2025 • 11 mins
Navigating retirement as a couple can be exciting - but also challenging. After all, you might have different ideas or goals, and you might not discover that until you start putting your plan together. So, on this week's episode, Gary Mattson & Laurel Steward of Mattson Financial Services give you 3 questions to think about as you're getting started on your plan. Need help with the conversation? Schedule a chat at www.MattsonFi...
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