Money Mentors

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

Does Size Matter When It Comes to Choosing a Financial Advisor?

August 6, 2026 • 45 mins
Choosing a financial advisor can feel overwhelming - but does the size of the firm really make a difference? In this episode, Gary Mattson & Laurel Steward of Mattson Financial Services explore the pros and cons of large firms versus smaller independent advisors, what really matters when choosing someone to guide your retirement, and the questions every investor should ask before making a decision.

We also uncover the so...
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Retirement Regrets & Roth Opportunities

July 30, 2026 • 43 mins
Retirement isn't just about saving enough - it's about making smart decisions along the way. In this episode, Gary Mattson and Laurel Steward of Mattson Financial Services answer questions many retirees and pre-retirees are asking:
  • Is a Roth conversion right for me?
  • Should couples retire together or separately?
  • What's really happening with AI stocks and the "Magnificent 7"?
  • How do I know when I'm truly ready to retire?
We'l...
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The Retirement Penalty Kick: Avoiding Simple Mistakes That Could Cost You Big Time

July 24, 2026 • 46 mins
What do Lionel Messi and retirement planning have in common? More than you might think. Even the greatest soccer player of all time has struggled with one of the game's simplest moments - the penalty kick. It's a reminder that doing almost everything right doesn't guarantee success if you overlook the fundamentals.

In this episode of Money Mentors, Gerald Green of Mattson Financial Services explores the surprisingly common r...
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Irrational Exuberance, Retirement Reality & Planning for the Unexpected

July 16, 2026 • 44 mins
Alan Greenspan's famous warning about "irrational exuberance" is back in the spotlight - but what does it really mean for today's AI-driven market? Laurel Steward of Mattson Financial Services helps separate hype from history and discusses how investors can stay focused without getting caught up in market emotions.

Plus, could your own bank statements reveal the retirement income you actually need? We explain a surprisingly ...
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Your Mid-Year Retirement Checkup

July 9, 2026 • 44 mins

Halfway through the year is the perfect time to take a fresh look at your retirement plan. On this week's episode, Gary Mattson and Laurel Steward of Mattson Financial Services walk us through a practical mid-year financial checkup - from rebalancing investments and increasing retirement savings to updating your financial plan and preparing for changing expenses.

They also discuss whether semi-retirement makes sense, how...
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Memories Over Money: When Is It OK to Splurge in Retirement?

June 25, 2026 • 44 mins
How do you know when it's time to stop saving and start spending? On this week's episode of Money Mentors, Taylor Steward and Gerald Green of Mattson FInancial Services discuss one of the biggest challenges retirees face: giving themselves permission to enjoy the money they've worked so hard to accumulate. From expensive sporting events and dream vacations to major purchases and bucket-list experiences, they'll explain how to deter...
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Taking Retirement for a Test Drive

June 18, 2026 • 45 mins
Just like that paycheck that hit your bank account while you were working, you want the same type of consistency in retirement. On this week's episode, Gary Mattson and Gerald Green of Mattson Financial Services discuss how Social Security, pensions, and other guaranteed income sources can help cover essential expenses and provide additional peace of mind during volatile times.

Plus, before you hand in your retirement papers...
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How to Build a Retirement Plan When Time Isn't on Your Side

June 11, 2026 • 43 mins
Hearing about layoffs can feel a lot like hearing the theme from Jaws: you know something big could be coming, but you're not sure when or how it will affect you. With companies announcing workforce reductions and buyouts across the country, many baby boomers may find themselves facing an unexpected early retirement. On this episode, Corey Davis and Gerald Green of Mattson Financial Services discuss the financial steps to take if y...
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Sell in May - or Stay in the Market?

June 4, 2026 • 48 mins
You've probably heard the old Wall Street saying: "Sell in May and go away." But does that advice still hold up in today's markets? On this week's episode of Money Mentors, Gary Mattson and Laurel Steward of Mattson Financial Services explore whether seasonal investing strategies are fact or fiction. With recent research showing investors who stepped out of the market may have missed meaningful summer gains, they'll discuss why try...
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How Does Your Financial Advisor Get Paid?

May 28, 2026 • 44 mins

You’ve worked hard to build your retirement savings, but are hidden fees slowly eating away at the wealth you’ve accumulated? On this week’s episode, Laurel Steward of Mattson Financial Services breaks down the often-overlooked costs buried inside retirement accounts, mutual funds, and investment strategies that can quietly cost high net worth retirees thousands of dollars every year. We’ll discuss why e...
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Rocky Markets & Retirement Risks

May 21, 2026 • 45 mins
Despite some ups & downs in the markets, many Americans are still heavily invested in their 401(k)s  - and that could create unexpected risks as retirement gets closer. On this week’s episode, Laurel & Taylor Steward of Mattson Financial Services discuss why having a large balance doesn’t always mean you’re protected, and how retirees and pre-retirees can avoid some of the biggest mistakes tied to ove...
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How to Keep Your Money Working For You

May 14, 2026 • 48 mins
Many Americans are doing the hard part - saving for retirement - but a surprising number are making one critical mistake: leaving that money sitting in cash instead of properly invested for long-term growth. On this week’s episode, financial advisors Gary Mattson and Laurel Steward of Mattson Financial Services discuss why this happens, the risks it can create for your retirement future, and the steps you can take to mak...
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The Danger of Sitting on the Sidelines with Your Retirement Savings

May 7, 2026 • 43 mins
If the economy is making you nervous, it might be tempting to sit on the sidelines with your investments. But on this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services discuss why this strategy to deal with volatility can hurt long-term retirement success and why sitting entirely in cash may not be the safe move many think it is. We also tackle a problem many retirees don’t realize they have: negle...
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Recession-Proof Your Retirement Income

April 30, 2026 • 44 mins
The word “recession” is everywhere right now thanks to fuel prices, global tensions, tariffs, and market uncertainty. But how should you respond, especially if you’re already in or nearing retirement? This week, Gerald Green and Corey Davis of Mattson Financial Services break down practical, real-world strategies to help baby boomers protect their retirement income - no matter what the economy does next. From buil...
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Winning the Tax Game in Retirement

April 23, 2026 • 42 mins
We just finished up two very important seasons: tax season & basketball season. And both might have you thinking about bracket strategies! On this week's episode, Laurel Steward of Mattson Financial Services helps break down how upcoming 2026 tax changes could impact your retirement income and share practical strategies to help you potentially stay in a lower bracket without sacrificing your lifestyle. You’ll hear how sma...
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    Retirement Lessons from Your Tax Return

    April 16, 2026 • 46 mins
    Tax Day is almost here - but before you file and forget, your return could hold valuable clues about your financial future. In this episode, Gary Mattson of Mattson Financial Services breaks down how to use your tax return as a planning tool, not just paperwork, and explore strategies the wealthy use to legally reduce taxes and build long-term wealth. We also tackle today’s volatile market environment.  Learn how differe...
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    The Secrets of Retirement Planning: Smart Advice, Millionaire Habits & Roth Strategies

    April 9, 2026 • 48 mins
    What if you could crack the code on a successful retirement with just a few easy steps? On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services reveal the powerful “secrets” behind smarter financial planning and how the right guidance can make a meaningful difference over time.

    We start with a deep dive into the real value of working with a financial advisor and how that can help you...
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    Safe Havens or Mixed Signals? Navigating Market Confusion, Taxes, and Retirement Decisions

    April 2, 2026 • 44 mins
    Are the traditional “safe havens” still safe? In this week's episode, Gerald Green of Mattson Financial Services breaks down the surprising market reactions to the ongoing Iran conflict, including why gold is falling, oil is rising, and stocks aren’t behaving the way many expected. More importantly, we explain what it means for your retirement - and how a disciplined, fiduciary-driven plan can help you avoid costl...
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    Avoiding Costly Mistakes in a Volatile Market

    March 26, 2026 • 48 mins
    When markets get rocky and headlines turn alarming, it’s easy to feel like you need to do something - and fast. But according to experts, the biggest mistake investors make during volatile times is often the simplest: getting out of the market at the wrong moment. In this episode, Laurel Steward and Gerald Green of Mattson Financial Services break down why emotional decisions can cost you, and how a disciplined strategy can h...
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    Don’t Bust Your Bracket: Smart Tax Moves for Retirement

    March 19, 2026 • 47 mins
    Everyone’s filling out basketball brackets this time of year, but are you paying enough attention to your tax bracket? In this episode, Laurel Steward of Mattson Financial Services breaks down why your tax bracket could have a bigger impact on your retirement than you think. We also discuss a hidden tax surprise affecting many retirees: recent Social Security changes that boosted benefits, but also triggered higher taxes. Plu...
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