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

He’s a retired football star, baseball player, TV analyst, author – and newlywed! This week, Gary & Laurel share their recent interview with Tim Tebow. Get his thoughts on everything from starting a family to the best & worst investments he’s made. Plus, learn how you can help Tim change lives worldwide through the Tim Tebow Foundation. Find out more at www.mattso... Read more

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This week, Gary & Laurel explain the relationship they have with their clients at Mattson Financial Services. Plus, a wave of GR police officers are retiring in 2020…we’ll discuss why & what to consider if you’re eligible to retire in your 50’s. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

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You might’ve missed this over the holidays – Congress has approved some major changes to certain retirement rules. We’ll discuss how they might affect you. Plus, talk show host Sean Hannity weighs in on the future of Social Security. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

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January 7, 2020 10 min

Happy New Year! The start of a new year (and a new decade) is a chance to reset your focus financially. Don’t know where to start? Laurel & Taylor will give you some resolutions to consider. Drop us an e-mail with questions for your Money Mentors at www.mattsonfinancial.com.

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December 19, 2019 8 min

2020 is just around the corner – and it will be the start of a new tax year. But have you taken advantage of the newest tax rules that have been in place since 2018? If not, it might be time to make some New Year’s tax resolutions!  Gerald & Laurel explain the changes & why this is the best planning opportunity in years. Drop us an e-mail with questions for your Money Mentors at  Read more

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December 9, 2019 12 min

You can’t escape the political headlines these days, but should you let that interfere with your investment strategy? Brian Kilmeade of “Fox & Friends” weighs in on that. Plus, how can working with a tax-savvy advisor help you keep more money in retirement? Have a question for your Money Mentors? Drop us an e-mail at www.mattsonfinancial.com.

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December 3, 2019 11 min

There’s a lawsuit making headlines that has Gary fuming this week! You won’t believe this one. Plus, why Gary & Gerald are fired up about the market & taxes this time of year. Remember, you can drop us an e-mail with your questions for your Money Mentors online at www.mattsonfinancial.com.

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Remember the shock of getting your first paycheck and realizing it wasn’t all yours? Well, the same shock hits a lot of retirees when it comes to taxes. This week, Gary & Laurel discuss some options on minimizing the tax hit in retirement. Plus, why a downturn in the market in the first few years of retirement can be devastating to your long-term success. Drop us an e-mail with your questions for your Money Mentors online a... Read more

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November 11, 2019 10 min

Gary & Gerald have a little fun this week discussing how they help people cross things off their bucket lists in retirement. Plus, CNBC says some couples are considering a divorce – over taxes! Yes, this really happens! We’ll discuss how you might be able to save without making such a drastic move. Remember, you can drop us an e-mail with your questions for your Money Mentors online at  Read more

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November 5, 2019 6 min

The market’s been good for several years, and paychecks are higher. So is that causing some of us to be overconfident about retirement? Gary & Laurel will discuss it on this week’s show. And remember, if you have a question for your Money Mentors, we’d love to hear from you! Drop us an e-mail at www.mattsonfinancial.com.  

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Gary’s been helping people retire successfully now for 30 years! We’ll talk about how he celebrated this week. Plus, it’s been more than three decades now since President Reagan pushed Congress to make tax reform permanent…but tax rates are still changing today! So how do you prepare for more changes ahead? And we’ll discuss the specific challenges that small business owners face when planning for their retirement. 

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The guys from Journey are taking over the Las Vegas strip for the next few months, with a series of shows at Caesars Palace. Laurel had a chance to catch the show and sit down with Journey’s Jonathan Cain to discuss how he’s branching out in his career in his late 60’s, plus his views on faith and family. You don’t want to miss this! Find more interviews online at www.ma... Read more

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October 14, 2019 7 min

Kiplinger says one of your goals should be to get yourself into the lowest tax bracket possible in retirement. But how do you do that? Gerald and Laurel will explain. Plus, are low interest rates the new norm for retirement savers? If you have a question for your Money Mentors, drop us an e-mail online at www.mattsonfinancial.com.

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October 8, 2019 11 min

The weather is changing, reminding us that this year is flying by quickly! Laurel discusses some of the items you can think about crossing off your year-end financial to-do list before it’s too late. Plus, we’ll let you in on the details of a special celebration planned for Gary later this month!  Have a question for your Money Mentors? Drop us an e-mail online at www.mat... Read more

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Billionaire Carl Icahn has an interesting way to save on taxes – he’s packing up and moving to Florida! Gary & Gerald discuss how you can help minimize your own taxes without moving. Plus, there are plenty of things about the 80’s we’d like to forget, but we might want to remember some of the lessons on inflation & interest rates from that decade. Have questions for your Money Mentors? Drop us an e-mail through ... Read more

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September 23, 2019 8 min

No, the average age for retirement is not 65. It’s actually 59! So how do you prepare yourself to retire that early? Plus, we’ll discuss what your employer might not be able to tell you about your 401(k). Have a question for your Money Mentors? Drop us an e-mail online at www.mattsonfinancial.com.

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President Trump and the talking heads on the financial networks have been buzzing about “negative interest rates.” But what would that mean for your retirement savings? Plus, how much should you have saved for retirement before you call it quits? Have a question for your Money Mentors? Drop us an e-mail online at www.mattsonfinancial.com.

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September 9, 2019 8 min

What are the benefits of doing a Roth conversion? And what difference can that make in your retirement income? Plus, you won’t believe how many Americans are living in their RVs! We’ll discuss the things to think about if you’re considering a retirement on the road. Have a question for your Money Mentors? Drop us an e-mail online at www.mattsonfinancial.com... Read more

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September 2, 2019 9 min

What’s the difference between withdrawing money from an ATM and your 401(k)? Gary & Gerald will explain. Plus, what can you expect Social Security to actually cover in retirement? If you have a question for your Money Mentors, drop us an e-mail online at www.mattsonfinancial.com.

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August 26, 2019 9 min

A new survey puts the so-called “magic number” for retirement at $1.7 million. But do you really need that much? Plus, why the money you’ve saved in your retirement accounts is not really all yours!  Have a question for your Money Mentors? Drop us an e-mail online at www.mattsonfinancial.com.

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