Money Mentors

As interest rates climb, you may have more options when it comes to funding your retirement. Find out what Gary & Gerald think about those options on this week's episode. Plus, we discuss the factors to consider when looking for a 55+ community or other living arrangements in retirement. Need a second opinion on your plan? Set up a chat at www.MattsonFinancial.com. 

This week, we discuss two retirement scenarios: First, what to do if you want to leave something behind without leaving a huge tax bill to go with it. Secondly, we tackle how to build the type of plan that allows you to spend every dollar for yourself. Need help with either scenario? Connect now at www.MattsonFinancial.com. 

Gary & Laurel are off to a conference with financial advisors, so this week, we ask them "What makes them different?" We also discuss a new survey showing strain among the middle-class, plus what to do if you've benefited from the run-up in real estate prices. If you ever have a question about something on the podcast, feel free to connect with us at www.MattsonFinancial.com. 

As the Federal Reserve meets in July, market watchers are looking for another possible interest rate hike. But what does that mean for retirement savers? Plus - The Magnificent Seven. It's not a superhero movie...it's what's driving the market this summer. Taylor & Laurel discuss what it might mean for your portfolio. Schedule a summer check-up on your investments at www.MattsonFinancial.com. 

These may be the dog days of summer, but it's not a time to get lazy about your finances. This week, Laurel & Taylor dive into what you can be doing to monitor your portfolio & the issues they're watching during the summer months to help retirees enjoy these slower months. It's also the perfect time for a retirement checkup, so schedule yours now at www.MattsonFinancial.com. 

Hard to believe, but we're already halfway through 2023. This week, Gerald & Laurel walk us through 9 steps we can take on our own - or with a fiduciary advisor - to help make sure we're on track at the midway point. Need help with your mid-year checkup? Connect with us now at www.MattsonFinancial.com. 

The bulls have returned on Wall Street, but if this market still confuses you, this week's episode is for you. Laurel & Corey Davis discuss the reasons behind it and why Boomers are spending more, despite some continuing economic concerns. Need a second opinion on your portfolio? Connect with us at www.MattsonFinancial.com. 

Americans have more invested in stocks now than they have in the last 15 years, but is that the best place to invest? And what are the other options? Also on this week's episode, Gary & Laurel dive into what helps people create real and lasting wealth - it may not be as hard as you think! Need a retirement check-up? Connect now at www.MattsonFinancial.com. 

We're excited about a couple of things this week. First, Gary's back on "Money Mentors!" He explains the challenges of the last couple of months. Plus, we discuss the tax sale you can take advantage of - but for a limited time only. Schedule your retirement check-up now at www.MattsonFinancial.com. 

Social Security recipients got a nice bump in benefits in 2023, but the early projections for a cost-of-living increase for 2024 isn't so rosy. This week, Gerald & Laurel discuss other ways to think about giving yourself a raise in retirement, and how to get the most out of your benefits. Have Social Security questions? Connect with our team at www.MattsonFinancial.com. 

After the recent collapse of another small bank, some Americans are expressing concerns about where there money's being held. But what should we question about where our money is saved? And how do we figure out how much risk we should take with our cash? Listen to this week's episode for more and connect now for a second opinion at www.MattsonFinancial.com. 

If you've thought about sitting down with a fiduciary financial advisor, but haven't taken that first step, this episode is for you. This week, Gerald & Laurel discuss their process at Mattson Financial Services as we walk through a typical client scenario, and how the plan takes shape. Ready for that conversation? Connect now at www.MattsonFinancial.com. 

Everyone has a different view of money - and how to invest it. This week, we dive into 4 different personality types when it comes to investing, and how the team at Mattson Financial Services works with each one. And even if you've been a "zombie investor" for years, if it's time to get a second opinion on your plan, connect now at www.MattsonFinancial.com. 

As Washington tries to raise the debt ceiling again, you might wonder how it affects you & your retirement. Laurel & Gerald discuss the real life implications this week, and how to include it in your own financial plan. Plus, the Fed's latest moves could make certain savings accounts more attractive, but is it the best place to save money? Listen for more and schedule your own retirement check-up at www.MattsonFinancial.com. 

If you're within 5 years of retirement, how should your portfolio management strategy change? And are you better off taking less risk? We'll dive into that topic on this week's podcast. We'll also discuss how AI - artificial intelligence - could change the career landscape in the next several years, with a prediction from ChatGPT. Need a second opinion on your retirement plan? Connect now at www.MattsonFinancial.com. 

We continue our special series on the steps to take when you're 5 years or less from retirement. This week, we focus on how your expenses might change as you transition to the next chapter, and how to create a spending plan for your retirement years. Then, a new study from Harvard tells us what people miss most when they do retire. When you're ready to make that decision, connect with us at www.MattsonFinancial.com. 

Wall Street bonuses fell last year, but still topped out at nearly $178,000! This week, we dive into how big bank firms and execs get paid versus the typical fees you'll pay an advisor. We'll also discuss the latest buyouts for GM workers in Michigan, and how to evaluate an offer from your employer. Need a second opinion on fees or buyouts? Connect now at www.MattsonFinancial.com.