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
Forget $1 million. A new survey says many Americans now think it will take $1.8 million in order to retire comfortably! On this week's episode, Laurel & Gerald discuss why that may - or may not - be the case, and how to get closer to your own comfortable number. Plus, we celebrate the 94th birthday of one of the world's most well-known investors. Need a second opinion on your retirement or investment strategy? Connect now at ww...
There's a lot of economic data coming our way right now, but it turns out the government got it wrong (really wrong!) on one big piece of the economic picture. So, who do we trust? And what if that data leads to interest rate cuts this fall? Laurel & Taylor discuss it on this week's episode, but if you need an analysis of your own economic data, connect now at www.MattsonFinancial.com.
We all want a cash cushion to help with life's emergencies, but how much should we put away in that retirement fund...especially if we're retired? Gary & Marcus discuss the numbers on this week's episode, and how they approach dividing up your assets into easy-to-understand options for retirement. Need help with questions like this? Set up a chat now at www.MattsonFinancial.com.
Chances are, your questions about retirement are similar to many others we receive on "Money Mentors." So, this week, Laurel & Taylor delve into a retirement scenario for a hypothetical couple, Jim & Wendy. We'll walk step-by-step through the Mattson Financial process for helping people solve their own retirement puzzles. See if one of your questions comes up - and feel free to reach out for a personalized consultation at w...
While all the talk is about who wins the White House in 2024, we're preparing for tax changes (no matter who's in office) in the next 2 years. This week, Laurel & Taylor Steward of Mattson Financial Services explain why good savers and retirees need to circle 2026 on their calendars - and start some forward tax planning during this calendar year. Find out what your retirement tax bill might look like at www.MattsonFinancial.com...
Many investors see red arrows on Wall Street and panic, but at Mattson Financial Services, we look at it as an opportunity. Take a peek inside our investment philosophy on this week's episode with Laurel & Taylor Steward. And if you need a second opinion on your investment strategy, connect with us at www.MattsonFinancial.com.
While President Biden prepares to call it quits after this term, he stands to make more as a retiree than he did as Commander in Chief! This week, Laurel Steward & Corey Davis of Mattson Financial Services discuss whether you might be able to structure your retirement the same way. Plus, find out how the political changes might impact your investment strategy. Get a complimentary second opinion on your retirement plans at www.M...
The political events of the last few weeks may not shake the markets - but they may shake our confidence. On this week's episode, Gary Mattson & Corey Davis of Mattson FInancial Services explain how the uncertainty may impact your investment decisions from here. We'll also discuss how traditional 60/40 portfolios may be outdated - and what to consider instead. Need a portfolio check-up? Connect with your Money Mentors at www.Ma...
I bonds are paying less than they were a couple of years ago, but interest rates are still high, so this week Laurel & Gerald discuss options for the more conservative side of your portfolio that you may want to consider. And if you're thinking of a move just to save on taxes - hold up. We'll discuss the pros & cons. Have a question for your Money Mentors? Ask it in person at our August First Friday event. Just RSVP here: h...
A new survey by Vanguard reveals how much 401(k) savers are contributing each year...so how do your numbers compare? Gary & Corey discuss the keys to saving successfully in your retirement accounts, plus what to do if you have FOMO with the current market. Need a second opinion on your 401(k)? Check out www.Mattson401k.com.
Ideally, you've been planning for retirement for years. But what if you have to make that decision in a hurry? This week, Gary & Corey discuss the steps you might want to take if your retirement is just days, weeks or a few months away. We'll also discuss how to do a mid-year review of your finances and investments in 2024. Need help with that? Connect now at www.MattsonFinancial.com.
Successful investing is much more than just luck - or picking the right stocks. This week, we discuss the one component that even successful investors don't talk about, and how it can make a difference for both you & your family. Gerald and Corey also discuss how to create a withdrawal strategy for retirement when you have multiple accounts. Need help with your questions? Connect with your Money Mentors at www.MattsonFinancial....
The Federal Reserve is still struggling to reach its inflation target, and the real life impact on us is higher prices for just about everything we buy. But is there an upside to inflation and higher interest rates for retirement savers? Laurel & Gerald discuss that on this week's episode. Plus, our Summer Savings Series continues with lessons on how even spouses who don't work outside the home can save more for retirement. Hav...
Think of all the fees you pay in your daily life. From streaming services to concert tickets to airline fares...they're everywhere! But some of the biggest fees you'll ever pay may be hiding in the fine print on your investments or even your 401(k). As part of our Summer Savings Series on "Money Mentors," Laurel and Taylor discuss the importance of knowing what you're paying in fees when planning for retirement. Connect now at www....
All kinds of questions come up when you make the decision to retire, but are you asking the right ones? This week, Gary & Laurel discuss 5 key questions to consider to help you plan for life after work...and they're not all financial. Need help with any one of these questions? Connect to set up a visit with your Money Mentors at www.MattsonFinancial.com.
Meme stocks are back in the headlines, but should these social media-driven investments cause you any concern? Gary & Laurel dive into this topic this week, as well as the latest projections for a Social Security cost-of-living raise in 2025. Have questions about something in the headlines? Drop us an e-mail at www.MattsonFinancial.com.
Retirement is full of surprises, but you also want to keep those to a minimum - especially as you settle in to your next chapter. This week, Taylor & Gerald discuss the common surprises that come up in the first 6 months of retirement. We'll also discuss why so many people don't know if they can retire. If that's a question in your mind, connect now for a chat at www.MattsonFinancial.com.
Graduations aren't just for your kids & grandkids. Depending on how much you've saved for retirement, you may also be ready to graduate to a different level of investing. On this week's episode, Laurel & Gerald talk about when you might want to leave certain strategies behind - and why new levels of savings might mean more options for retirement investing. Need a second opinion on your plan? Connect now at www.MattsonFinanc...
Certain changes are on hold when it comes to inherited retirement accounts, so if you've been the recipient of someone's IRA, 401(k) or other account in the last few years, you'll want to catch this week's episode. Laurel & Taylor also discuss an important May 17th deadline for taxpayers - and this one could help put more money in your pocket! Need some help with the tax rules for your retirement? Check out our resources at www...
Should you retire at the top of your game - or when things are on the decline career-wise or health-wise? Making that decision is a struggle, even for top athletes like Tiger Woods. This week, Laurel & Gerald discuss some of the non-financial factors that go into that decision. Plus, we'll preview our May First Friday event. Find the details at www.MattsonFinancial.com.
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