Money Mentors

Money Mentors

Your Money Mentors – Gary Mattson, Laurel 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!... Show More

Episodes

October 19, 2020 9 min

The chill in the air reminds us that 2020 is winding down, but there’s still time to make some financial moves before the end of the year. This week, Gary, Laurel & Taylor discuss the tax & Medicare decisions you might want to make soon – plus why it might make sense to refinance your mortgage. Schedule a time to go over your questions at www.mattsonfinancial.com.

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USA Today says the recent reports on President Trump’s tax returns have some Americans wondering what they’re doing wrong when it comes to their taxes. This week, Gary & Gerald explain how you can take advantage of the tax rules to keep more of your money in retirement. Have a question about your retirement tax strategy? Request our tax guide at www.mattsonfinancial.com.

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Let’s face it…we didn’t get much new information out of last week’s Presidential debate, but we do know what the candidates have proposed. So this week Gary & Laurel break down former VP Joe Biden’s tax proposal and what it could mean for your retirement. Want to know more about how the upcoming election could affect your finances? Register for our October 6th webinar at https://mattsonfinancial.com/events/

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September 28, 2020 8 min

You probably have your own opinions about who you’d like to win in November, but what would Wall Street prefer? We’ll hear market historian Sam Stovall’s take on this episode, plus Gary & Laurel offer some perspective on how the election could affect us financially.  This is also the topic of our October webinar. Be sure to register at https://mattsonfinancial.com/events/

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September 21, 2020 11 min

By now, most of us have had enough of 2020, but one analyst says next year could be one of the best economic years in U.S. history. So how can we position ourselves for a better 2021, especially with an election coming up? Gary & Laurel discuss that, as well as offer some perspective on politics & your finances. Don’t forget – this is also the topic of our October webinar. Sign up at https://mattsonfinancial.com/events/

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September 14, 2020 14 min

Could you give up coffee, shopping or even the family pet in order to retire early? Gary & Gerald discuss the results of a new survey on what we’d be willing to sacrifice. Plus, does playing poker make you a better investor? Forbes says it might! Find out how much of a risk-taker you are. Get your personalized risk score at www.mattsonfinancial.com.

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August 31, 2020 11 min

You won’t believe the latest tax proposal in California. Some lawmakers want to tax the wealthy – even if they move out of state! Gary & Gerald discuss how to protect your savings from all the crazy ways that politicians want to tax us in the future. Plus, there’s a new fee coming soon when you refinance. We’ll discuss the math you need to consider if you’re refinancing or updating your home. Have a question? Drop us an e-mail ...

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August 24, 2020 10 min

Did you know there’s a difference between being rich and being wealthy? Gary & Laurel explain that this week. But first…some big news for the Mattson family! Grandma is returning home to Michigan at the age of 96. Hear how her retirement journey has changed. Plus, we’ll share some good news about our retirement accounts during the pandemic. Get started on your Retirement Roadmap at www.mattsonfinancial.com.

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August 17, 2020 8 min

The whole “Men are from Mars, Women are from Venus” thing may be true when it comes to finances. This week, Laurel & Ally discuss why women’s needs are different in retirement. Want to learn more? Join us for this week’s “Smart Women, Smart Retirement” webinar. It’s free when you register online at www.mattsonfinancial.com/events.

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August 10, 2020 8 min

The U.S. just recorded its worst economic slide since World War II, but how’s your personal economy holding up in 2020? Gary & Laurel add some perspective to the headlines. Plus, is retirement planning easier for high-income earners? Maybe not!  Schedule a call to go over your questions at www.mattsonfinancial.com.

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“What would a Biden presidency mean for my retirement?” It’s a common question we’re getting at Mattson Financial Services right now…so this week Gary & Gerald discuss some of the Democratic presidential candidate’s policies and how that could affect your taxes. Plus, how can you protect your personal economy during the pandemic? Schedule a call to go over your questions at www.mattsonfinancial.com.

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July 27, 2020 7 min

What will health care really cost you in retirement? The National Bureau of Economic Research put a number to it…we’ll tell you what it is! Plus, we’ll tell you what shoe shopping has to do with your retirement planning.  Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

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July 20, 2020 10 min

A new study says due to the pandemic, the average person now forgets what day it is at least 5 times per week! Gary & Laurel discuss why that’s always been an issue for retirees, and how to plan for all that free time when you stop working. Plus, pension problems are growing worse, so what should you do if you’re worried about your future benefits? Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial....

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Every single July, retired baseball star Bobby Bonilla receives a paycheck for more than $1 million from the New York Mets! Gerald & Taylor discuss how you can set up a Bonilla-style income plan for your retirement. Plus, with interest rates so low…how can you still get the income you need for retirement without taking more risk in the market? Have a question you’d like us to address on the podcast? Reach out to us at www.matts...

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June 29, 2020 11 min

You might feel limited with what you can do during the pandemic, but that doesn’t mean you can’t dream! This week, Gary & Laurel discuss how to start building a retirement plan that covers more than just the basics, plus some of the “bucket list” things people have shared with them over the years. Share your bucket list with us at www.mattsonfinancial.com!

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June 22, 2020 6 min

Did you know that New York charges you a tax if someone pre-slices your bagel? And in Maryland, you pay a “flush tax” for water? You may not believe all the creative ways that governments have decided to tax us, but did you know there are ways to take more control over your taxes in retirement? Gary & Laurel discuss why that can be a difference maker in this week’s episode. Have questions for your Money Mentors? Set up a 15-min...

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A Bankrate survey estimates that 31 million Americans have taken – or plan to take – early withdrawals from their retirement accounts during this financial crisis. But what are the long-term effects of borrowing from your savings?  Plus, what if you get an early retirement or buyout offer? Gary & Laurel discuss what you might want to consider. Have questions for your Money Mentors? Set up a 15-minute phone call at www.mattsonfi...

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June 8, 2020 10 min

Stocks have rebounded nicely from their March lows, but is the worst behind us? Gary & Gerald explain why there may be more rough months ahead and how to prepare yourself for that. Plus, we’ll discuss the things your H.R. department may not be able to tell you about your 401(k). Talk to your Money Mentors about your questions by setting up a 15-minute phone call at www.mattsonfinancial.com.

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Expect to see more buyouts & early retirement offers in the next few months as companies deal with the fallout from the coronavirus crisis. This week, Gary & Laurel discuss what to consider if you get one of those offers. Plus, many businesses are passing on a “COVID-19 surcharge” to their customers. You might notice that, but have you paid attention to some of the hidden fees within your investments? Send us your questions...

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It’s been a tough week for Gary, but Gerald’s return to the office is helping to brighten his mood. And let’s face it – these are tough times for all of us, but how can you make it through the financial crisis? Gary & Gerald discuss the strategies that can help you enjoy your retirement, even during a down market. Have more questions for us? Drop us an e-mail at www.mattsonfinancial.com.

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