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!

Episodes

May 19, 2022 11 min
Tired of the swings of the market? It might be time for a different approach! This week, Gary & Gerald discuss the investment philosophy at Mattson Financial Services and how it works during a volatile market. Plus, we'll discuss the latest comments from the Fed and how that might impact your plans in the coming months. Schedule a second opinion on your portfolio at www.MattsonFinancial.com.  See omnystudio.com/listener fo...
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It's turning out to be a volatile Spring on Wall Street. So what does that mean for your investment strategy in the coming months? This week, Gary & Laurel also discuss Fidelity's plans to add crypto options to 401(k)s. Have a question about your portfolio? Schedule a checkup now at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.
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May begins the way that April ended on Wall Street...with more volatility. This week, Laurel & Taylor explain how that might trigger some changes to your asset allocation and they'll break down the difference between stock picking and the Mattson Financial investment philosophy. Need a second opinion on your portfolio? Schedule a chat now at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.
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Family budgets & small business owners are feeling the squeeze of higher inflation. Listen this week to find out how some of our listeners are coping, and the strategies that can help you keep your portfolio growing. Laurel & Gerald also discuss the steps they take with someone who's reorganizing their financial life after the loss of a spouse. Need a retirement checkup? Schedule a time now at www.MattsonFinancial.com. ...
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April 21, 2022 11 min
By now, you know the real life impact of inflation...but what might not be as noticeable is what's called shrinkflation. This week, Laurel & Taylor break down what it means for you...and that bag of potato chips you're snacking on! Need a plan that helps you keep up with inflation? Schedule a checkup now at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.
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Don't forget - Monday, April 18th is Tax Day! If you're doing your taxes this weekend or you already have your tax return in hand, it might be a good time to assess the health of your overall financial plan. This week, Gary & Laurel discuss what those numbers can show you. Need a retirement tax checkup? Schedule a chat at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.
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April 7, 2022 8 min
The word "recession" is coming up a lot on the financial networks these days, as the Fed tries to fight inflation with interest rate hikes, and consumers start to rethink purchases. On this week's episode, Taylor and Laurel discuss how the headlines might affect your portfolio strategies over the next few quarters. Need a portfolio checkup? Connect now at www.MattsonFinancial.com.  See omnystudio.com/listener for priva...
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Interest rates are going up, affecting everything from mortgage rates to car loans and even bonds. This week, Gerald & Laurel break down how it could impact the amount of risk you take in your portfolio as well. Need a portfolio checkup? Schedule a time for a chat at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.
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March 24, 2022 13 min
Our local housing market has been on fire for quite awhile now, but will interest rate hikes cool things down at all? And what do you need to know if you're trying to buy or sell a home in this market? Join special guest Josh Yskes of Five Star Real Estate for more insight on this week's episode. Have a question about how your home purchase or sale might affect your retirement? Connect with us at www.MattsonFinancial.com.  ...
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There are plenty of distractions in the 24/7 news cycle, so this week Gerald puts the focus back on what you can do to help insulate your portfolio from the threat of more volatility and higher inflation. Plus, we'll share some rare good news from the IRS that may benefit early retirees. Have a question for your Money Mentors? Connect with us at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.
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Russia's decision to invade Ukraine has had a ripple effect on the markets & global economy. This week, Laurel & Gerald discuss how it's affecting everything from Wall Street to the price at the pump. Plus, we'll discuss the reasons you might outgrow your advisor when you're close to retirement. Need a retirement or portfolio checkup? Schedule a chat at www.MattsonFinancial.com.  See omnystudio.com/listener...
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March 3, 2022 10 min
Super stressed about situations in life - or the market? It's OK to ask for help! This week, Gary & Gerald discuss why so many are struggling right now. And we'll share a great article from The Atlantic on how to save in your "Happiness 401(k)." Schedule a chat about starting a plan that helps you build a happy retirement now at www.MattsonFinancial.com.   See omnystudio.com/listener for privacy information.
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Heads up if you're paid for services or products via popular cash apps like Venmo or PayPal, sell your stuff on Etsy, or use many popular apps for making income. The IRS will know more this tax season about those transactions. Find out how it might affect you, and the positive steps you can take by evaluating your tax returns. Find out more with a retirement tax check-up at www.MattsonFinancial.com.  See omnystudio.com/listene...
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February 17, 2022 7 min
Instead of stressing out over market dips, what if you got excited instead? That's what happens for Gary when the market falls. This week, he explains why - and how to look for opportunities when Wall Street gets a little shaky. Think your risk tolerance has changed in 2022? Check your personalized risk score now at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.
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February 10, 2022 12 min
CNBC says Tesla's Elon Musk lost a whopping $54 billion in January. Meanwhile, Warren Buffett managed to squeak out some gains on Wall Street, despite the market volatility. This week, Gary & Laurel discuss the lessons we can take away from how the world's wealthiest people invest. And we'll discuss the small "leaks" from your 401(k) that can also add up to big losses. Need a portfolio checkup? Schedule a ch...
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February 3, 2022 9 min
If the old adage "As goes January, so goes the year" holds true in 2022, we're in for quite a bit of market volatility! This week, Gary & Laurel discuss the so-called January barometer and how to help position yourself to react to market changes, rather than try to predict the future. Wondering how much risk you should have in your portfolio? Get your personalized risk score now at www.MattsonFinancial.com.  See om...
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January 27, 2022 10 min
A growing number of baby boomers are retiring during "The Great Resignation," prompting one former CEO to warn of a labor market catastrophe ahead. And if you are retiring, how do you plan for rising health care costs? We'll talk about the what-ifs. Need a retirement checkup? Schedule a chat now at www.MattsonFinancial.com.    See omnystudio.com/listener for privacy information.
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January 20, 2022 17 min
We've come a long way, baby! "Money Mentors" is celebrating its 10th anniversary this month. Gary takes us back to his very first radio show, and discusses how much has changed in just a decade. Plus, we discuss how the labor market continues to change this year, and why finances are such a stressful issue for Americans. Check out more about your Money Mentors at www.MattsonFinancial.com.  See omnystudio.com/listener f...
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January 13, 2022 8 min
We always love getting your questions on Money Mentors, and this week's listener question focuses on Roths. Gary & Laurel discuss the difference between Roth contributions & conversions, and what to consider as you're deciding where to save your retirement dollars. Plus, we'll discuss what kind of communication to expect from your financial advisor. Submit your questions anytime at www.MattsonFinancial.com.   S...
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Good riddance, 2021! It's time to move on to new goals in the new year, and if retirement is one of those goals for you in 2022, Gary has some tips on this week's podcast about the financial resolutions you might want to make for the new year. Of course, you can always schedule a retirement check-up at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.
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