https://www.spreaker.com/podcast/money-mentors--6745438enBusinessCopyright Laurel Stewardhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/a85b80edf096a9f220b3ead8daa1719a.jpghttps://www.spreaker.com/podcast/money-mentors--6745438Fri, 28 Aug 2026 03:02:10 +0000Laurel StewardLaurel Stewardfeeds@spreaker.comYour 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...false59a0c11d-8e40-5bfe-bebb-737c5dac721aepisodichttps://www.spreaker.com/episode/what-college-freshmen-can-teach-us-about-retirement--74727956
On this episode of Money Mentors, Gerald Green of Mattson Financial Services looks at why giving yourself time to adjust can make for a more successful retirement. We’ll also tackle whether today’s market highs should make investors skeptical, and how to determine your personal retirement number. Plus, why some retirees may actually be underspending, the key ages and milestones that can affect your retirement strategy, and why a taxable investment account may deserve a bigger role in your plan.

Make time to get serious about your retirement goals. Schedule a chat at www.MattsonFinancial.com. 
]]>https://api.spreaker.com/episode/74727956Fri, 28 Aug 2026 03:01:02 +0000Laurel StewardA new University of Michigan policy is giving freshmen something many of us could use more of at any age: time to adjust. The pass/no-credit approach recognizes that stepping into a new chapter can take time - and retirement is no different. On this...
On this episode of Money Mentors, Gerald Green of Mattson Financial Services looks at why giving yourself time to adjust can make for a more successful retirement. We’ll also tackle whether today’s market highs should make investors skeptical, and how to determine your personal retirement number. Plus, why some retirees may actually be underspending, the key ages and milestones that can affect your retirement strategy, and why a taxable investment account may deserve a bigger role in your plan.

Make time to get serious about your retirement goals. Schedule a chat at www.MattsonFinancial.com. 
]]>2836falsefullhttps://www.spreaker.com/episode/retirement-reality-check-social-security-inflation-health-care-more--74428198
Have questions about your reirement - or a topic you'd like us to cover? Connect now at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/74428198Fri, 21 Aug 2026 01:19:13 +0000Laurel StewardWhat does it really take to stay financially secure in retirement? In this episode, Gerald Green of Mattson Financial Services takes a closer look at the numbers behind today’s biggest retirement-planning challenges - from inflation and emergency...
Have questions about your reirement - or a topic you'd like us to cover? Connect now at www.MattsonFinancial.com. ]]>2801falsefullhttps://www.spreaker.com/episode/empty-nest-full-opportunity-turning-life-s-transitions-into-a-stronger-retirement--73944335
This week, your Money Mentors at Mattson Financial Services explore how empty nesters can put newly available cash flow to work for their own future, from boosting retirement savings and catch-up contributions to tax planning, estate strategies, and helping adult children in ways that support their own financial security.

We’ll also tackle some of the biggest retirement-planning questions facing investors today: Are you taking too much risk as you approach retirement? Which sources of retirement income might you be overlooking? And should you really trust the retirement-income estimate printed on your 401(k) statement? 

Have more questions for us? Connect now at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/73944335Thu, 13 Aug 2026 22:57:55 +0000Laurel StewardBack-to-school season can bring a surprising milestone: for some parents, there’s no longer anyone heading back to school. When the last child leaves home, the emotional transition can be significant - but so can the financial opportunity. This week,...
This week, your Money Mentors at Mattson Financial Services explore how empty nesters can put newly available cash flow to work for their own future, from boosting retirement savings and catch-up contributions to tax planning, estate strategies, and helping adult children in ways that support their own financial security.

We’ll also tackle some of the biggest retirement-planning questions facing investors today: Are you taking too much risk as you approach retirement? Which sources of retirement income might you be overlooking? And should you really trust the retirement-income estimate printed on your 401(k) statement? 

Have more questions for us? Connect now at www.MattsonFinancial.com. ]]>2790falsefullhttps://www.spreaker.com/episode/does-size-matter-when-it-comes-to-choosing-a-financial-advisor--73587083
We also uncover the so-called "Widow Tax" -- a series of financial and tax challenges that can catch surviving spouses by surprise - and discuss strategies that can help families prepare before those difficult transitions occur.

Plus, we break down Wall Street's "dumb money" label and why everyday investors buying market dips may be changing the investing landscape. 

Schedule a time to chat with your Money Mentors about your retirement questions at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/73587083Fri, 07 Aug 2026 01:29:25 +0000Laurel StewardChoosing 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...
We also uncover the so-called "Widow Tax" -- a series of financial and tax challenges that can catch surviving spouses by surprise - and discuss strategies that can help families prepare before those difficult transitions occur.

Plus, we break down Wall Street's "dumb money" label and why everyday investors buying market dips may be changing the investing landscape. 

Schedule a time to chat with your Money Mentors about your retirement questions at www.MattsonFinancial.com. ]]>2746falsefullhttps://www.spreaker.com/episode/retirement-regrets-roth-opportunities--73247793

• 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'll also cover the practical side of retirement - from Medicare and income planning to creating a strategy that gives you confidence through every stage of retirement. Have retirement questions? Connect now with our team in West Michigan at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/73247793Thu, 30 Jul 2026 10:00:02 +0000Laurel StewardRetirement 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...

• 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'll also cover the practical side of retirement - from Medicare and income planning to creating a strategy that gives you confidence through every stage of retirement. Have retirement questions? Connect now with our team in West Michigan at www.MattsonFinancial.com. ]]>2609falsefullhttps://www.spreaker.com/episode/the-retirement-penalty-kick-avoiding-simple-mistakes-that-could-cost-you-big-time--73158444
In this episode of Money Mentors, Gerald Green of Mattson Financial Services explores the surprisingly common retirement "penalty kicks" that can trip up even diligent savers, from missed tax strategies and Social Security missteps to poor diversification and costly legacy planning mistakes.We'll also discuss whether now is the right time to lock in CD rates, what it really takes to retire comfortably as a middle-class American, and why the stock market's evolution over the past 50 years reinforces the importance of diversification.  

Want to suggest a topic for a future episode? Connect with us and drop us a question at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/73158444Fri, 24 Jul 2026 22:05:41 +0000Laurel StewardWhat 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...
In this episode of Money Mentors, Gerald Green of Mattson Financial Services explores the surprisingly common retirement "penalty kicks" that can trip up even diligent savers, from missed tax strategies and Social Security missteps to poor diversification and costly legacy planning mistakes.We'll also discuss whether now is the right time to lock in CD rates, what it really takes to retire comfortably as a middle-class American, and why the stock market's evolution over the past 50 years reinforces the importance of diversification.  

Want to suggest a topic for a future episode? Connect with us and drop us a question at www.MattsonFinancial.com. ]]>2787falsefullhttps://www.spreaker.com/episode/irrational-exuberance-retirement-reality-planning-for-the-unexpected--72981134
Plus, could your own bank statements reveal the retirement income you actually need? We explain a surprisingly simple budgeting exercise and why it's only the beginning of a solid retirement plan. We also discuss the debate over proposed taxes on billionaires and why tax policy matters even if you're nowhere near billionaire status. 

Have a question about your retirement? Connect for a chat at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/72981134Thu, 16 Jul 2026 11:00:02 +0000Laurel StewardAlan 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...
Plus, could your own bank statements reveal the retirement income you actually need? We explain a surprisingly simple budgeting exercise and why it's only the beginning of a solid retirement plan. We also discuss the debate over proposed taxes on billionaires and why tax policy matters even if you're nowhere near billionaire status. 

Have a question about your retirement? Connect for a chat at www.MattsonFinancial.com. ]]>2666falsefullhttps://www.spreaker.com/episode/your-mid-year-retirement-checkup--72859660Halfway 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 today's Social Security challenges could affect future retirees, and answer a question about Roth vs. traditional 401(k) contributions. Plus, learn a simple exercise that can help estimate how much you'll actually need to spend in retirement - and why many people get that number wrong.

Block out some time for your summer financial checkup. Schedule it now at www.MattsonFinancial.com. 
]]>https://api.spreaker.com/episode/72859660Thu, 09 Jul 2026 11:00:03 +0000Laurel StewardHalfway 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...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 today's Social Security challenges could affect future retirees, and answer a question about Roth vs. traditional 401(k) contributions. Plus, learn a simple exercise that can help estimate how much you'll actually need to spend in retirement - and why many people get that number wrong.

Block out some time for your summer financial checkup. Schedule it now at www.MattsonFinancial.com. 
]]>2674falsefullhttps://www.spreaker.com/episode/memories-over-money-when-is-it-ok-to-splurge-in-retirement--72681208
Plus, inflation continues to impact everyday expenses, so we'll discuss how retirees can protect their purchasing power and why a second opinion on your income strategy may be more valuable than ever. We'll also also tackle the unique financial conversations that come with dating, remarriage, and blended families later in life. 

Need help building a retirement plan that balances confidence, income, and enjoyment? Visit MattsonFinancial.com or request your complimentary Money Mentors Toolkit today.]]>https://api.spreaker.com/episode/72681208Thu, 25 Jun 2026 11:00:03 +0000Laurel StewardHow 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...
Plus, inflation continues to impact everyday expenses, so we'll discuss how retirees can protect their purchasing power and why a second opinion on your income strategy may be more valuable than ever. We'll also also tackle the unique financial conversations that come with dating, remarriage, and blended families later in life. 

Need help building a retirement plan that balances confidence, income, and enjoyment? Visit MattsonFinancial.com or request your complimentary Money Mentors Toolkit today.]]>2646falsefullhttps://www.spreaker.com/episode/taking-retirement-for-a-test-drive--72543507
Plus, before you hand in your retirement papers, should you take your future lifestyle for a test drive? We'll explore why more pre-retirees are practicing retirement before they leave work, and how testing your budget, travel plans, living arrangements, and daily routines can help you avoid costly surprises.

We'll also examine new investment accounts designed for children and grandchildren, discuss the power of starting early with long-term investing, and explain how families can help younger generations build wealth over time. Finally, how do you know if your financial advisor is truly serving your best interests? We'll review several warning signs that may indicate it's time for a second opinion and explain what you should expect from a fiduciary advisor relationship.

If you'd like help creating a retirement income plan, evaluating your investments, or building a lasting legacy for your family, visit MattsonFinancial.com to schedule a chat today. ]]>https://api.spreaker.com/episode/72543507Thu, 18 Jun 2026 11:00:02 +0000Laurel StewardJust 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,...
Plus, before you hand in your retirement papers, should you take your future lifestyle for a test drive? We'll explore why more pre-retirees are practicing retirement before they leave work, and how testing your budget, travel plans, living arrangements, and daily routines can help you avoid costly surprises.

We'll also examine new investment accounts designed for children and grandchildren, discuss the power of starting early with long-term investing, and explain how families can help younger generations build wealth over time. Finally, how do you know if your financial advisor is truly serving your best interests? We'll review several warning signs that may indicate it's time for a second opinion and explain what you should expect from a fiduciary advisor relationship.

If you'd like help creating a retirement income plan, evaluating your investments, or building a lasting legacy for your family, visit MattsonFinancial.com to schedule a chat today. ]]>2759falsefullhttps://www.spreaker.com/episode/how-to-build-a-retirement-plan-when-time-isn-t-on-your-side--72409547
You'll also learn why rushing to claim Social Security could be a costly mistake, when retroactive benefits might come into play, and how a well-designed retirement spending plan can help protect your long-term financial security. If retirement arrives sooner than expected, this conversation can help you make smart decisions instead of emotional ones. Facing an unexpected transtiion to retirement? Reach out to our team for a second opinion at www.MattsonFinancial.com. 
]]>https://api.spreaker.com/episode/72409547Thu, 11 Jun 2026 16:10:02 +0000Laurel StewardHearing 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...
You'll also learn why rushing to claim Social Security could be a costly mistake, when retroactive benefits might come into play, and how a well-designed retirement spending plan can help protect your long-term financial security. If retirement arrives sooner than expected, this conversation can help you make smart decisions instead of emotional ones. Facing an unexpected transtiion to retirement? Reach out to our team for a second opinion at www.MattsonFinancial.com. 
]]>2632falsefullhttps://www.spreaker.com/episode/sell-in-may-or-stay-in-the-market--72357695
Then, if retirement is five years away or less, what should you be doing right now? Gary and Laurel break down the key moves pre-retirees should consider, including income planning, maximizing retirement accounts, reducing debt, preparing for healthcare costs, and testing your future retirement lifestyle before making the leap.  

Need a review of your retirement plan? Connect now at www.MattsonFinancial.com. 

























































]]>https://api.spreaker.com/episode/72357695Fri, 05 Jun 2026 01:58:48 +0000Laurel StewardYou'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...
Then, if retirement is five years away or less, what should you be doing right now? Gary and Laurel break down the key moves pre-retirees should consider, including income planning, maximizing retirement accounts, reducing debt, preparing for healthcare costs, and testing your future retirement lifestyle before making the leap.  

Need a review of your retirement plan? Connect now at www.MattsonFinancial.com. 

























































]]>2890falsefullhttps://www.spreaker.com/episode/how-does-your-financial-advisor-get-paid--72217376You’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 even small percentage fees can have a massive long-term impact on your retirement income and legacy, how to evaluate whether you’re truly getting value for the fees you pay, and the questions every investor should be asking their advisor right now.

Plus, we’ll explore how taxes, charitable giving strategies, and smart portfolio management all work together to help affluent retirees keep more of what they’ve earned - both for themselves and for the next generation. If protecting your nest egg is just as important as growing it, this episode will help you uncover the costs that may be hiding in plain sight.




Check out more of our retirement resources at www.MattsonFinancial.com. 




























]]>https://api.spreaker.com/episode/72217376Fri, 29 May 2026 01:17:21 +0000Laurel StewardYou’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...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 even small percentage fees can have a massive long-term impact on your retirement income and legacy, how to evaluate whether you’re truly getting value for the fees you pay, and the questions every investor should be asking their advisor right now.

Plus, we’ll explore how taxes, charitable giving strategies, and smart portfolio management all work together to help affluent retirees keep more of what they’ve earned - both for themselves and for the next generation. If protecting your nest egg is just as important as growing it, this episode will help you uncover the costs that may be hiding in plain sight.




Check out more of our retirement resources at www.MattsonFinancial.com. 




























]]>2669falsefullhttps://www.spreaker.com/episode/rocky-markets-retirement-risks--72099702
Plus, we’ll explain why diversification matters more than ever and how to build a strategy designed to weather both market volatility and long retirements. If your nest egg is concentrated in a 401(k), this episode will help you think beyond account balances and focus on creating a retirement income plan that works for your individual dreams, goals and desires. Connect with our team for a retirement review at www.MattsonFinancial.com. 


























]]>https://api.spreaker.com/episode/72099702Thu, 21 May 2026 16:13:16 +0000Laurel StewardDespite 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...
Plus, we’ll explain why diversification matters more than ever and how to build a strategy designed to weather both market volatility and long retirements. If your nest egg is concentrated in a 401(k), this episode will help you think beyond account balances and focus on creating a retirement income plan that works for your individual dreams, goals and desires. Connect with our team for a retirement review at www.MattsonFinancial.com. 


























]]>2717falsefullhttps://www.spreaker.com/episode/how-to-keep-your-money-working-for-you--72007305
Plus, once you’ve spent decades building your nest egg, how do you confidently shift from saving to spending in retirement? Gary and Laurel share strategies to help retirees create sustainable income while still protecting their wealth. 

Need help making smart retirement investing decisions? Visit MattsonFinancial.com for more retirement resources.]]>https://api.spreaker.com/episode/72007305Thu, 14 May 2026 15:53:30 +0000Laurel StewardMany 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...
Plus, once you’ve spent decades building your nest egg, how do you confidently shift from saving to spending in retirement? Gary and Laurel share strategies to help retirees create sustainable income while still protecting their wealth. 

Need help making smart retirement investing decisions? Visit MattsonFinancial.com for more retirement resources.]]>2882falsefullhttps://www.spreaker.com/episode/the-danger-of-sitting-on-the-sidelines-with-your-retirement-savings--71917412
Plus, if you’ve accumulated between $500,000 and $5 million for retirement, you may face a unique set of planning challenges. We’ll discuss why this “mass affluent” stage often requires more advanced tax planning, liquidity strategies, and protection against longevity risk.

Text KIT to 616-288-2909 to receive your complimentary Money Mentors Toolkit and start building a more confident retirement plan today. ]]>https://api.spreaker.com/episode/71917412Fri, 08 May 2026 03:31:36 +0000Laurel StewardIf 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...
Plus, if you’ve accumulated between $500,000 and $5 million for retirement, you may face a unique set of planning challenges. We’ll discuss why this “mass affluent” stage often requires more advanced tax planning, liquidity strategies, and protection against longevity risk.

Text KIT to 616-288-2909 to receive your complimentary Money Mentors Toolkit and start building a more confident retirement plan today. ]]>2581falsefullhttps://www.spreaker.com/episode/recession-proof-your-retirement-income--71792481
Then, inspired by the excitement around the latest moon mission, we explore a different kind of frontier: your investment options. Is your portfolio truly diversified beyond stocks and bonds? And how should your strategy evolve as you move through your 60s and beyond? We also tackle a growing reality for many retirees - helping children and grandchildren financially in an era where raising a child can cost nearly $300,000. How can you support family without sacrificing your own retirement security?  

Let us help you customize a retirement plan based on your specific goals. Connect anytime at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/71792481Thu, 30 Apr 2026 19:47:00 +0000Laurel StewardThe 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...
Then, inspired by the excitement around the latest moon mission, we explore a different kind of frontier: your investment options. Is your portfolio truly diversified beyond stocks and bonds? And how should your strategy evolve as you move through your 60s and beyond? We also tackle a growing reality for many retirees - helping children and grandchildren financially in an era where raising a child can cost nearly $300,000. How can you support family without sacrificing your own retirement security?  

Let us help you customize a retirement plan based on your specific goals. Connect anytime at www.MattsonFinancial.com. ]]>2675falsefullhttps://www.spreaker.com/episode/winning-the-tax-game-in-retirement--71591066

• What’s a fair fee for financial advice—and how are advisors really paid?
• Should you gift assets now or leave a legacy later?
• Is “staying the course” always the best strategy for your retirement savings?

If you want to maximize income, minimize taxes, and make smarter decisions in an unpredictable market, this episode is for you. Check out more retirement resources at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/71591066Thu, 23 Apr 2026 14:57:06 +0000Laurel StewardWe 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...

• What’s a fair fee for financial advice—and how are advisors really paid?
• Should you gift assets now or leave a legacy later?
• Is “staying the course” always the best strategy for your retirement savings?

If you want to maximize income, minimize taxes, and make smarter decisions in an unpredictable market, this episode is for you. Check out more retirement resources at www.MattsonFinancial.com. ]]>2575falsefullhttps://www.spreaker.com/episode/retirement-lessons-from-your-tax-return--71394503
If you want to keep more of what you worked so hard to earn and save, this episode is for you! Find out more about your Money Mentors at www.MattsonFinancial.com. 









]]>https://api.spreaker.com/episode/71394503Fri, 17 Apr 2026 03:49:43 +0000Laurel StewardTax 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...
If you want to keep more of what you worked so hard to earn and save, this episode is for you! Find out more about your Money Mentors at www.MattsonFinancial.com. 









]]>2799falsefullhttps://www.spreaker.com/episode/the-secrets-of-retirement-planning-smart-advice-millionaire-habits-roth-strategies--71211062
We start with a deep dive into the real value of working with a financial advisor and how that can help you avoid costly mistakes like overtrading and emotional decision-making.

Next, we uncover the habits of everyday millionaires. From consistent saving and living below their means to leveraging tax-advantaged strategies, you’ll learn what separates top retirement savers from the rest.

Then, we unlock the “secret power” of Roth accounts. Learn how tax-free growth, flexible withdrawals, and strategic conversions can play a major role in building and protecting your retirement income.

Finally, we explore one of the most overlooked aspects of financial planning: your legacy. If you’re ready to take control of your financial future, this episode is packed with insights you don’t want to miss.

Don't keep us a secret! Share this episode with family & friends, and connect anytime for a chat about your retirement plan at www.MattsonFinancial.com. 




















]]>https://api.spreaker.com/episode/71211062Thu, 09 Apr 2026 14:05:53 +0000Laurel StewardWhat 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...
We start with a deep dive into the real value of working with a financial advisor and how that can help you avoid costly mistakes like overtrading and emotional decision-making.

Next, we uncover the habits of everyday millionaires. From consistent saving and living below their means to leveraging tax-advantaged strategies, you’ll learn what separates top retirement savers from the rest.

Then, we unlock the “secret power” of Roth accounts. Learn how tax-free growth, flexible withdrawals, and strategic conversions can play a major role in building and protecting your retirement income.

Finally, we explore one of the most overlooked aspects of financial planning: your legacy. If you’re ready to take control of your financial future, this episode is packed with insights you don’t want to miss.

Don't keep us a secret! Share this episode with family & friends, and connect anytime for a chat about your retirement plan at www.MattsonFinancial.com. 




















]]>2892falsefullhttps://www.spreaker.com/episode/safe-havens-or-mixed-signals-navigating-market-confusion-taxes-and-retirement-decisions--71056026
Learn how to help protect your portfolio, reduce taxes and make more confident decisions by scheduling a chat with your Money Mentors at www.MattsonFinancial.com.  







]]>https://api.spreaker.com/episode/71056026Thu, 02 Apr 2026 05:27:27 +0000Laurel StewardAre 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...
Learn how to help protect your portfolio, reduce taxes and make more confident decisions by scheduling a chat with your Money Mentors at www.MattsonFinancial.com.  







]]>2698falsefullhttps://www.spreaker.com/episode/avoiding-costly-mistakes-in-a-volatile-market--70898795
If you’re nearing retirement or already there, this episode is packed with practical insights to help you stay confident, avoid costly mistakes, and make smarter financial decisions - no matter what the market throws your way. Schedule a retirement check-up now at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/70898795Thu, 26 Mar 2026 15:38:00 +0000Laurel StewardWhen 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...
If you’re nearing retirement or already there, this episode is packed with practical insights to help you stay confident, avoid costly mistakes, and make smarter financial decisions - no matter what the market throws your way. Schedule a retirement check-up now at www.MattsonFinancial.com. ]]>2882falsefullhttps://www.spreaker.com/episode/don-t-bust-your-bracket-smart-tax-moves-for-retirement--70746267
In the time it takes you to watch a basketball game, you could be setting up your financial plan! Start now at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/70746267Thu, 19 Mar 2026 13:20:27 +0000Laurel StewardEveryone’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...
In the time it takes you to watch a basketball game, you could be setting up your financial plan! Start now at www.MattsonFinancial.com. ]]>2827falsefullhttps://www.spreaker.com/episode/global-headlines-market-jitters-and-the-new-60-40-what-retirees-should-know--70625050
We also tackle a big debate happening on Wall Street right now: Is the classic 60/40 portfolio outdated?

If you’re wondering how to protect your portfolio from uncertainty without sacrificing the returns needed to fund retirement, this episode will help you cut through the noise and focus on what truly matters. Still have concerns? Connect for a chat at www.MattsonFinancial.com.  





]]>https://api.spreaker.com/episode/70625050Fri, 13 Mar 2026 15:32:53 +0000Laurel StewardGlobal headlines can make investors uneasy, especially when conflict erupts overseas and markets react in real time. In this episode, Laurel Steward and Gerald Green of Mattson Financial Services break down what rising tensions in the Middle East...
We also tackle a big debate happening on Wall Street right now: Is the classic 60/40 portfolio outdated?

If you’re wondering how to protect your portfolio from uncertainty without sacrificing the returns needed to fund retirement, this episode will help you cut through the noise and focus on what truly matters. Still have concerns? Connect for a chat at www.MattsonFinancial.com.  





]]>2789falsefullhttps://www.spreaker.com/episode/a-gold-medal-retirement-why-defense-wins-championships--70443338
Learn how to build a strong defensive strategy around your portfolio so you can protect what you’ve worked so hard to earn and retire with greater confidence. Schedule a complimentary retirement review at www.MattsonFinancial.com.  ]]>https://api.spreaker.com/episode/70443338Thu, 05 Mar 2026 12:00:02 +0000Laurel StewardWhat do championship hockey teams and successful retirees have in common? They know that defense wins. This week, Gerald Green and Corey Davis of Mattson Financial Services in West Michigan break down the same principles that lead to gold medals in...
Learn how to build a strong defensive strategy around your portfolio so you can protect what you’ve worked so hard to earn and retire with greater confidence. Schedule a complimentary retirement review at www.MattsonFinancial.com.  ]]>2784falsefullhttps://www.spreaker.com/episode/from-pink-slips-to-portfolios-navigating-a-changing-labor-market--70293430
If you're looking for the kind of plan that helps you make confident decisions instead of emotional ones when it comes to your financial strategy, reach out to our team at www.MattsonFinancial.com. 
 ]]>https://api.spreaker.com/episode/70293430Thu, 26 Feb 2026 05:18:11 +0000Laurel StewardLayoffs aren’t just headlines - they’re personal. For baby boomers nearing retirement, today’s shifting labor market can feel unsettling. On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services break down the latest...
If you're looking for the kind of plan that helps you make confident decisions instead of emotional ones when it comes to your financial strategy, reach out to our team at www.MattsonFinancial.com. 
 ]]>2648falsefullhttps://www.spreaker.com/episode/dow-50-000-now-what--70143019
Need a second opinion on your investment strategy before the next market downturn? Schedule a chat with our team at www.MattsonFinancial.com. 
]]>https://api.spreaker.com/episode/70143019Thu, 19 Feb 2026 05:59:38 +0000Laurel StewardThe Dow Jones Industrial Average reaching 50,000 is a historic market milestone, but what does it mean for retirement investors? And how do we keep reaching these milestones when there's still uncertainty in the economy? On this week's episode, Gary...
Need a second opinion on your investment strategy before the next market downturn? Schedule a chat with our team at www.MattsonFinancial.com. 
]]>2747falsefullhttps://www.spreaker.com/episode/when-the-paycheck-stops-protecting-your-retirement-after-a-layoff--70015886
Need help when that paycheck stops? Schedule a second opinion at www.MattsonFinancial.com. 
 ]]>https://api.spreaker.com/episode/70015886Thu, 12 Feb 2026 15:49:25 +0000Laurel StewardMajor corporations are cutting jobs, and for many workers who are close to retirement, a layoff doesn’t just mean losing a paycheck - it can feel like losing the plan they’ve spent decades building. In this episode, Gary Mattson & Laurel Steward...
Need help when that paycheck stops? Schedule a second opinion at www.MattsonFinancial.com. 
 ]]>2791falsefullhttps://www.spreaker.com/episode/tax-prep-time-how-tax-efficient-is-your-investment-portfolio--69786654
Whether you need help preparing your tax return or want to work with an advisor to help with tax efficiency, start a conversation that will help you think more strategically about taxes and investing. Connect now at www.MattsonFinancial.com.  ]]>https://api.spreaker.com/episode/69786654Thu, 05 Feb 2026 13:15:02 +0000Laurel StewardTax season isn’t just about gathering 1099 forms. It’s also a great time to take a closer look at how tax-efficient your investment portfolio really is. In this episode, Taylor Steward and Gerald Green of Mattson Financial Services unpack insights on...
Whether you need help preparing your tax return or want to work with an advisor to help with tax efficiency, start a conversation that will help you think more strategically about taxes and investing. Connect now at www.MattsonFinancial.com.  ]]>2752falsefullhttps://www.spreaker.com/episode/could-rising-health-care-costs-complicate-your-early-retirement-strategy--69668499
Whether it's health care, taxes, Social Security, estate planning, investments or income, let us help you find more clarity and confidence in your plan. Learn more at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/69668499Thu, 29 Jan 2026 16:42:50 +0000Laurel StewardWhile we wait for Congress to deal with the issue of health care subsidies, a lot of our listeners who planned to retire before 65 may wonder whether they can afford health care premiums before Medicare kicks in. On this week's episode, Laurel &...
Whether it's health care, taxes, Social Security, estate planning, investments or income, let us help you find more clarity and confidence in your plan. Learn more at www.MattsonFinancial.com. ]]>2977falsefullhttps://www.spreaker.com/episode/as-goes-january-so-goes-the-year--69548431
Need a second opinion on your retirement portfolio? Connect with our team at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/69548431Thu, 22 Jan 2026 17:13:52 +0000Laurel StewardFrom Venezuela to tariffs to the escalating feud with the Fed, there's no shortage of headlines to fuel more volatility on Wall Street to start the year. But will the January indicator set the tone for 2026? And if so, how do you prepare your...
Need a second opinion on your retirement portfolio? Connect with our team at www.MattsonFinancial.com. ]]>2857falsefullhttps://www.spreaker.com/episode/2026-tax-changes-that-could-impact-your-retirement--69463523
Need a second opinion on your retirement plan? Connect now at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/69463523Fri, 16 Jan 2026 04:58:35 +0000Laurel StewardWe're about to enter a new tax season, but the new year also brings about some big tax changes for baby boomers. So this week, your Money Mentors at Mattson Financial break down the biggest tax changes baby boomers need to know that could impact their...
Need a second opinion on your retirement plan? Connect now at www.MattsonFinancial.com. ]]>2732falsefullhttps://www.spreaker.com/episode/new-year-new-retirement-goals--69366998https://api.spreaker.com/episode/69366998Fri, 09 Jan 2026 04:58:44 +0000Laurel StewardIt's 2026...time to set some new retirement goals! This week, Laurel & Taylor Steward of Mattson Financial Services help you get ready to set some of those resolutions (we call them dreams, goals and desires). Plus, we'll discuss different...2959falsefullhttps://www.spreaker.com/episode/resolution-rebound-what-concerns-retirees-the-most-about-2026--69274938
]]>https://api.spreaker.com/episode/69274938Fri, 02 Jan 2026 04:55:40 +0000Laurel StewardHappy New Year! The changing of the calendar can bring excitement, but also some nervousness about what's ahead. And a new survey sheds some light on what's most concerning to retirees as we head into the new year. This week, Laurel Steward and Gerald...
]]>2851falsefullhttps://www.spreaker.com/episode/why-a-2-8-social-security-cola-won-t-cut-it--69201718
Find out how to build a plan that keeps up with your real cost of living. Schedule a chat now at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/69201718Thu, 25 Dec 2025 06:19:53 +0000Laurel StewardA 2.8% cost-of-living adjustment for 2026 sounds helpful, but for many retirees, it may still fall short. On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services break down why the latest Social Security COLA may not keep...
Find out how to build a plan that keeps up with your real cost of living. Schedule a chat now at www.MattsonFinancial.com. ]]>2568falsefullhttps://www.spreaker.com/episode/the-gofundme-retirement-crisis--69112306
On this week's episode of "Money Mentors," Taylor Steward and Riley Ruff of Mattson Financial Services break down Ed’s journey, why he ended up working well past traditional retirement age, and the planning mistakes many of us make. Most importantly, they share practical steps you can take now to avoid a similar situation. Need help building a retirement plan you can rely on? Connect with our team at MattsonFinancial.com.]]>https://api.spreaker.com/episode/69112306Thu, 18 Dec 2025 06:49:03 +0000Laurel StewardDid you hear about the 88-year-old Michigan man who's finally able to retire thanks to the kindness of strangers? After a social media influencer helped launch a GoFundMe campaign, Ed Bambas' story went viral, shining a light on what can happen when...
On this week's episode of "Money Mentors," Taylor Steward and Riley Ruff of Mattson Financial Services break down Ed’s journey, why he ended up working well past traditional retirement age, and the planning mistakes many of us make. Most importantly, they share practical steps you can take now to avoid a similar situation. Need help building a retirement plan you can rely on? Connect with our team at MattsonFinancial.com.]]>2994falsefullhttps://www.spreaker.com/episode/a-reality-check-on-crypto-what-market-volatility-is-telling-us--68994248https://api.spreaker.com/episode/68994248Thu, 11 Dec 2025 17:51:42 +0000Laurel StewardCrypto is sliding - and it’s a reminder that not every hot investment belongs in a retirement portfolio. This week, Laurel & Taylor Steward of Mattson Financial Services break down what the recent crypto drop means for long-term investors and how...2919falsefullhttps://www.spreaker.com/episode/built-to-last-evaluating-investments-and-real-estate-for-retirement--68884477
On this week’s episode, Laurel Steward and Gerald Green talk through how they look at investments for retirement and the practical steps they use at Mattson Financial Services to help clients keep their plans on track. It’s a relaxed, honest conversation about what really matters when you’re trying to protect your lifestyle and make smart choices with the wealth you’ve built. If you’d like a second opinion on your retirement portfolio, you can always schedule a chat at www.MattsonFinancial.com.]]>https://api.spreaker.com/episode/68884477Thu, 04 Dec 2025 17:31:41 +0000Laurel StewardWhen you’re deciding where to save your retirement dollars, some investments might seem like a “can’t miss.” But even the most familiar names can fade. Think about Sears. At one point, stores were everywhere, now there are only a handful. And real...
On this week’s episode, Laurel Steward and Gerald Green talk through how they look at investments for retirement and the practical steps they use at Mattson Financial Services to help clients keep their plans on track. It’s a relaxed, honest conversation about what really matters when you’re trying to protect your lifestyle and make smart choices with the wealth you’ve built. If you’d like a second opinion on your retirement portfolio, you can always schedule a chat at www.MattsonFinancial.com.]]>2941falsefullhttps://www.spreaker.com/episode/the-season-of-giving-smart-moves-to-maximize-your-tax-savings--68771391
And instead of standing in line for hours for Black Friday deals, we have some other moves that could bring you even more savings! Don't forget to add a visit to Mattson Financial to your year-end to-do list. Connect now at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/68771391Thu, 27 Nov 2025 15:05:52 +0000Laurel StewardAs we enter a season of giving, there are also year-end strategies you can use to make the most out of your charitable contributions - or even health expenses. Laurel Steward and Gary Mattson of Mattson Financial Services discuss those steps on this...
And instead of standing in line for hours for Black Friday deals, we have some other moves that could bring you even more savings! Don't forget to add a visit to Mattson Financial to your year-end to-do list. Connect now at www.MattsonFinancial.com. ]]>2941falsefullhttps://www.spreaker.com/episode/preparing-for-prescription-drug-costs-in-retirement--68656759too much for retirement. Snag one of our final year-end slots for a review of your retirement plan at www.MattsonFinancial.com. ]]>https://api.spreaker.com/episode/68656759Thu, 20 Nov 2025 15:36:31 +0000Laurel StewardA new move by the White House could save retirees thousands of dollars on popular weight loss drugs, starting in 2026. But other drug costs are still very high - and unpredictable. On this week's episode, Laurel & Taylor Steward of Mattson...too much for retirement. Snag one of our final year-end slots for a review of your retirement plan at www.MattsonFinancial.com. ]]>2941falsefullhttps://www.spreaker.com/episode/the-impact-of-mass-layoffs--68554704https://api.spreaker.com/episode/68554704Thu, 13 Nov 2025 16:19:32 +0000Laurel StewardFrom GM to Amazon to Meta, major companies are announcing thousands of job cuts in the 4th quarter, and whether you're one of those workers or an investor in one of these companies, it can have an impact on you. On this week's episode, Laurel Steward...2970falsefullhttps://www.spreaker.com/episode/are-you-gambling-with-your-retirement--68448572https://api.spreaker.com/episode/68448572Thu, 06 Nov 2025 15:51:11 +0000Laurel StewardA gambling scandal that's rocked the sports world is providing some lessons for average investors: are we risking too much of what we've worked so hard to achieve - when there's no need for that kind of risk? Gary Mattson and Gerald Green dive into...2941falsefullhttps://www.spreaker.com/episode/dealing-with-financial-changes-this-fall--68351103https://api.spreaker.com/episode/68351103Thu, 30 Oct 2025 15:48:43 +0000Laurel StewardJust like the weather, some big financial changes are in the air this fall. And if you're unprepared, things like market volatility, a government shutdown, tariffs and layoffs could impact you. On this week's episode, Laurel Steward and Gerald Green...2881falsefullhttps://www.spreaker.com/episode/the-government-shutdown-s-impact-on-you--68254118https://api.spreaker.com/episode/68254118Thu, 23 Oct 2025 15:20:13 +0000Laurel StewardUnless you work for the federal government or are doing some traveling right now, how much does the federal government shutdown really impact you? Laurel & Taylor Steward of Mattson Financial Services dig into that topic this week, discussing the...2882falsefullhttps://www.spreaker.com/episode/fourth-quarter-moves-to-improve-your-finances--68164220https://api.spreaker.com/episode/68164220Thu, 16 Oct 2025 13:16:04 +0000Laurel StewardThe final few months of 2025 bring some unique planning opportunities when it comes to investing and tax planning. On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services break down the plays they're helping their clients...3481falsefullhttps://www.spreaker.com/episode/4-things-retirees-might-be-getting-wrong-this-year--68049392www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/5f79ae20-2c46-38e6-a7be-b4ce22e9544aThu, 25 Sep 2025 16:01:00 +0000Laurel StewardThere are plenty of good things happening financially in 2025 - and some not-so-good things, so it's easy to make mistakes in a year like this one. On this week's episode, Gary Mattson and Laurel Steward of Mattson Financial Services discuss 4...www.MattsonFinancial.com. ]]>577false131fullhttps://www.spreaker.com/episode/potential-six-figure-retirement-mistakes-part-2--67897877www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/5c2f5425-e945-35ae-8036-594002b46bafThu, 18 Sep 2025 14:58:00 +0000Laurel StewardIt's easy to make financial mistakes in retirement, but we want to help you avoid them, especially those that can be costly. This week, Laurel Steward and Gary Mattson of Mattson Financial Services continue our series on the potential mistakes that...www.MattsonFinancial.com. ]]>1243false130fullhttps://www.spreaker.com/episode/potential-six-figure-retirement-mistakes-part-1--67852526www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/d37e14bc-0b7a-3cf4-943b-aa170c78be7bFri, 12 Sep 2025 02:50:00 +0000Laurel StewardWe've all made financial mistakes, but hopefully, they've been ones you can recover from quickly. But when it comes to retirement, there are major decisions that could end up costing you hundreds, thousands - potentially even hundreds of thousands of...www.MattsonFinancial.com. ]]>626false129fullhttps://www.spreaker.com/episode/veggie-flation-planning-for-increasing-costs-in-retirement--67852527www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/c8cd481a-76e0-327d-96dd-fcf7ddde457dThu, 04 Sep 2025 15:03:00 +0000Laurel StewardWe all know prices have been going up for the last few years on just about everything, but have you checked out the price of vegetables lately? We'll discuss the dramatic jump in prices in what analysts are calling "veggie-flation," and how to prepare...www.MattsonFinancial.com. ]]>627false128fullhttps://www.spreaker.com/episode/3-important-retirement-questions-for-couples--67852540www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/9f70f16b-011b-3230-b017-fe55c7401e74Fri, 29 Aug 2025 02:34:00 +0000Laurel StewardNavigating retirement as a couple can be exciting - but also challenging. After all, you might have different ideas or goals, and you might not discover that until you start putting your plan together. So, on this week's episode, Gary Mattson &...www.MattsonFinancial.com. ]]>708false127fullhttps://www.spreaker.com/episode/am-i-missing-out-on-the-ai-boom--67852545www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/b96e5fdc-5762-308c-bd15-06ba18cd50e8Thu, 21 Aug 2025 17:43:00 +0000Laurel StewardAnother company just joined the $4 trillion club, just weeks after Nvidia became the first to do so. So, what's driving these eye-popping numbers? Artificial intelligence! On this week's episode, Gerald Green and Corey Davis of Mattson Financial...www.MattsonFinancial.com. ]]>419false126fullhttps://www.spreaker.com/episode/private-equity-your-401-k--67852528www.Mattson401k.com. ]]>moneymentorsradio.podbean.com/e2828030-4bc2-3a44-8db7-caae34960cc6Thu, 14 Aug 2025 17:27:00 +0000Laurel StewardThe White House just made it easier for 401(k) plans to offer riskier investment choices, like private equity. But how do you know if it's too risky for your retirement goals? Gary Mattson and Taylor Steward break down the issue this week, as well as...www.Mattson401k.com. ]]>601false125fullhttps://www.spreaker.com/episode/more-big-beautiful-tax-perks-for-retirees--67852550www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/59cb1738-bb8a-359d-bbbf-8cdd01a9fc19Thu, 07 Aug 2025 20:52:00 +0000Laurel StewardThis week, we continue our discussion about the big changes under the One Big Beautiful Act - specifically, the tax cut extensions and what that means from a planning perspective for the next few years. And that's not the only thing Congress has been...www.MattsonFinancial.com. ]]>853false124fullhttps://www.spreaker.com/episode/what-the-one-big-beautiful-act-means-for-retirees-pre-retirees--67852536www.MattsonFinancial.com.  ]]>moneymentorsradio.podbean.com/d2a2075f-c235-38bb-81c8-d2bf60ded529Thu, 31 Jul 2025 16:47:00 +0000Laurel StewardYou've heard it's big and beautiful - and yes, it's thousands of pages long...but what does the new law passed by Congress mean for you & your retirement? The team at Mattson Financial Services has been digging into the details, and on this week's...www.MattsonFinancial.com.  ]]>826false123fullhttps://www.spreaker.com/episode/putting-your-lazy-money-to-work-for-you-this-summer--67852561www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/e33db176-2729-3717-ade2-f6ef11f6d7e1Thu, 24 Jul 2025 18:45:00 +0000Laurel StewardThese might be the lazy days of summer, but that doesn't mean your money can take a snooze. On this week's episode, Gary Mattson and Gerald Green of Mattson Financial Services discuss the ways your money could still be working for you while you unplug...www.MattsonFinancial.com. ]]>533false122fullhttps://www.spreaker.com/episode/why-most-of-us-fail-to-plan-for-long-term-care--67852566www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/a7d3e39a-52d3-3388-892d-6a089212d99dThu, 17 Jul 2025 22:49:00 +0000Laurel StewardIf you've avoided the conversation about long-term care, you're certainly not alone. A new University of Michigan study sheds some light on just how many people put off the planning. On this week's episode, Laurel Steward and Corey Davis discuss why -...www.MattsonFinancial.com. ]]>545false121fullhttps://www.spreaker.com/episode/investing-for-the-long-term--67852532www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/19c2f695-e369-3c13-950c-fca6c35a57e6Thu, 10 Jul 2025 22:29:00 +0000Laurel StewardA new survey has some surprising results on what Americans think are the best long-term investments (hint: it's not stocks!). This week, Laurel & Taylor Steward of Mattson Financial Services discuss the results and how they help clients invest for...www.MattsonFinancial.com. ]]>620false120fullhttps://www.spreaker.com/episode/your-mid-year-financial-checkup--67852553www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/30d33509-47ba-3fa7-987b-aaa37765138bThu, 03 Jul 2025 21:28:00 +0000Laurel StewardJust like your regular doctor's visits, it's always good to check up on your financial health - and the mid-way point of 2025 is a great chance to do that. On this week's episode, Laurel Steward and Corey Davis of Mattson Financial Services walk...www.MattsonFinancial.com. ]]>691false119fullhttps://www.spreaker.com/episode/focusing-on-what-matters-vs-market-volatility--67852565www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/7c6038e2-f123-304a-acf2-e51830a85173Thu, 26 Jun 2025 22:24:00 +0000Laurel StewardAt a time when we should be focusing on summer vacations and family time, some of us may be more worried about where the economy and market are headed from here. But on this week's episode, Gary Mattson & Laurel Steward of Mattson Financial...www.MattsonFinancial.com. ]]>610false118fullhttps://www.spreaker.com/episode/tough-questions-to-ask-yourself-about-retirement--67852541www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/fb315cdd-177f-3f9d-870d-07fd686dfda7Thu, 19 Jun 2025 15:57:00 +0000Laurel StewardNo one ever said retirement would be easy, but in order to make it easier, it helps to address the tough questions ahead of time. On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services discuss the difficult questions...www.MattsonFinancial.com. ]]>770false117fullhttps://www.spreaker.com/episode/lessons-from-the-vanderbilts-how-to-lose-your-wealth-in-3-generations--67852542www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/ca985495-1cc5-383b-9c48-1e187dcfc4faThu, 12 Jun 2025 20:53:00 +0000Laurel StewardHow did one of America's richest families manage to lose billions of dollars in just 3 generations? Gerald Green of Mattson Financial Services dives into the story of Cornelius Vanderbilt on this week's episode, and discusses ways you can help educate...www.MattsonFinancial.com. ]]>477false116fullhttps://www.spreaker.com/episode/facing-a-layoff-here-s-what-to-do-next--67852587www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/d675db0e-fa9c-3d7b-962e-94f4c8e43906Thu, 05 Jun 2025 21:06:00 +0000Laurel StewardWe're entering a period where more pink slips are going out, even at major employers, as the economy begins to slow down. But if your job is impacted, what steps do you need to take to help secure your financial future? And how do you know if you can...www.MattsonFinancial.com. ]]>708false115fullhttps://www.spreaker.com/episode/sell-in-may-and-go-away-no-way--67852563www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/5bfd152a-ccac-3b3c-ac37-92c23c9e3a1bThu, 29 May 2025 19:22:00 +0000Laurel StewardAfter a volatile few months on Wall Street, it might be tempting to follow the old saying and just sell in May - and go away for the summer. But on this week's episode, Laurel and Taylor Steward of Mattson Financial Services explain why it's never...www.MattsonFinancial.com. ]]>502false114fullhttps://www.spreaker.com/episode/why-earning-the-maximum-possible-social-security-check-isn-t-so-easy--67852567www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/3bb151d9-6045-3699-b4c2-716ad7eb0a59Thu, 22 May 2025 23:39:00 +0000Laurel StewardThe maximum benefit from Social Security in 2025 tops $5,000 a month - but there are a number of factors that you have to meet in order to reach that top tier benefit. So this week, Gary Mattson & Laurel Steward of Mattson Financial Services...www.MattsonFinancial.com. ]]>544false113fullhttps://www.spreaker.com/episode/lessons-from-warren-buffett-s-retirement--67852535www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/70acc800-b8d4-3368-9ca6-7910d63dfbfdThu, 15 May 2025 16:55:00 +0000Laurel StewardThe Oracle of Omaha has finally decided to retire - at 94! This week, Gary Mattson & Laurel Steward of Mattson Financial Services discuss his financial legacy & what lessons we can take away from the world's most well-known investor. We'll...www.MattsonFinancial.com. ]]>619false112fullhttps://www.spreaker.com/episode/recession-proof-investing-which-asset-classes-tend-to-perform-well-during-downturns--67852570www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/55d18b37-d508-3e91-8e83-87ff02b06831Thu, 08 May 2025 21:25:46 +0000Laurel StewardIf stocks feel a little risky for you right now, where do you turn to invest your retirement dollars? There are a world of options, but on this week's episode, Gary Mattson of Mattson Financial Services discusses which investments tend to perform...www.MattsonFinancial.com. ]]>612false111fullhttps://www.spreaker.com/episode/navigating-market-volatility-as-a-retiree-or-pre-retiree--67852548www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/c6810790-3134-3ef4-a086-4e0139e2c392Thu, 01 May 2025 20:46:00 +0000Laurel StewardNavigating market volatility at any age is a challenge, but it's especially daunting when you're already retired or about to make the move to retirement, and your paycheck is largely dependent on your investment portfolio. On this week's episode,...www.MattsonFinancial.com. ]]>606false110fullhttps://www.spreaker.com/episode/the-underwear-lipstick-connection-to-a-recession--67852564www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/06c266e9-e0ce-3dbb-a807-f42ac907d21eThu, 24 Apr 2025 23:34:00 +0000Laurel StewardWhile the 24/7 news channels are talking about a recession, how do we really know if we're in one? Believe it or not - lipstick and underwear could provide some early clues! On this week's episode, Gary Mattson & Laurel Steward of Mattson...www.MattsonFinancial.com. ]]>712false109fullhttps://www.spreaker.com/episode/three-surprising-things-it-s-ok-to-spend-money-on-in-retirement--67852573www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/294cbe27-7639-3b87-8faa-f3ec55af4be3Thu, 17 Apr 2025 20:04:00 +0000Laurel StewardGo ahead, give yourself permission to spend in retirement. After all, you worked hard for it, right? But where are some of the best places to spend your money? This week, Laurel & Taylor Steward of Mattson Financial Services dive into an...www.MattsonFinancial.com. ]]>726false108fullhttps://www.spreaker.com/episode/case-study-he-s-worried-about-the-market-but-he-doesn-t-want-her-to-worry--67852572www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/2598fafd-811e-3f7c-b8fd-95059ef4633fThu, 10 Apr 2025 19:33:00 +0000Laurel StewardIt's not unusual for one spouse or the other to handle most of the investment decisions in the relationship, but when markets get rocky, that can cause a lot of pressure. On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial...www.MattsonFinancial.com. ]]>532false107fullhttps://www.spreaker.com/episode/the-tariff-tizzy-it-s-not-all-bad-news--67852574www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/af789550-1660-3e31-bc36-cf5f006cd187Thu, 03 Apr 2025 20:20:00 +0000Laurel StewardSure, it might seem like the sky is falling if you're listening to the 24/7 news channels, but if you're looking for perspective on the tariff talk and the market downturn, this week's episode is for you. Gary Mattson & Gerald Green of Mattson...www.MattsonFinancial.com. ]]>512false106fullhttps://www.spreaker.com/episode/retirement-doesn-t-mean-cutting-back--67852589www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/ab1fe1a8-37ca-3bf9-8eeb-834975b539c5Thu, 27 Mar 2025 16:38:00 +0000Laurel StewardYes, all the talk of tariffs and rising prices might make people a little nervous about retirement, but a new survey says people are also tired of being told to "cut back." On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial...www.MattsonFinancial.com. ]]>676false105fullhttps://www.spreaker.com/episode/the-biggest-tax-surprises-in-retirement--67852530www.MattsonFinancial.com/Events.]]>moneymentorsradio.podbean.com/fc67a3fb-74dd-3a9d-a180-bda0629c0963Thu, 20 Mar 2025 23:06:00 +0000Laurel StewardTaxes don't go away in retirement. In fact, they can cause a few surprises. On this week's episode, Gary & Laurel discuss what surprises people the most - and how to avoid the common mistakes that can cost you money. Plus, does it make sense to...www.MattsonFinancial.com/Events.]]>543false104fullhttps://www.spreaker.com/episode/enjoying-a-six-figure-lifestyle-in-retirement--67852537www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/b8eb83f7-a61c-3ef0-a614-ef061e38e391Thu, 13 Mar 2025 22:53:00 +0000Laurel StewardMore and more individuals and couples are making six-figure incomes today, but that puts pressure on them to also create a six-figure income for retirement. On this week's episode, Gerald Green and Marcus Grost of Mattson Financial Services discuss...www.MattsonFinancial.com. ]]>615false103fullhttps://www.spreaker.com/episode/lessons-from-the-oracle-of-omaha--67852595www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/4fe38047-bea6-321e-b3af-8e72abf01d87Thu, 06 Mar 2025 16:39:00 +0000Laurel StewardWarren Buffett's annual letter to shareholders is out - and it includes a few takeaways for retirement investors. On this week's episode, Gerald Green and Marcus Grost of Mattson Financial Services break down some of Warren's classic lessons on...www.MattsonFinancial.com. ]]>580false102fullhttps://www.spreaker.com/episode/case-study-should-i-take-a-buyout-offer--67852538www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/e7b7957a-ba52-312f-a904-af58b8765674Thu, 27 Feb 2025 22:43:00 +0000Laurel StewardFrom big corporations to the federal government, we're hearing more and more about buyout offers in the headlines. But before you accept that severance package or early retirement offer, there are some steps to consider. On this week's episode, Gary...www.MattsonFinancial.com. ]]>471false101fullhttps://www.spreaker.com/episode/the-retirement-tax-iou--67852578www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/4ea421fa-6062-3549-be24-4b6ae2fbfd5fThu, 20 Feb 2025 17:22:00 +0000Laurel StewardYou've been saving for years in your retirement savings accounts, whether that's a 401(k), IRA, TSP or 403(b). But did you know you have a silent partner waiting for their share when it's time to start spending that money? This week, Laurel Steward...www.MattsonFinancial.com. ]]>488false100fullhttps://www.spreaker.com/episode/federal-buyouts-new-social-security-benefits-for-public-servants--67852543www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/e21954f2-91a2-39ae-b07b-a4e0811ced36Thu, 13 Feb 2025 17:19:00 +0000Laurel StewardIf you're a federal employee or a public servant - whether that be a firefighter, teacher, or other government worker - there are some recent changes that may impact your retirement planning. On this week's episode, Laurel Steward and Corey Davis of...www.MattsonFinancial.com. ]]>506false99fullhttps://www.spreaker.com/episode/trump-tariffs-taxes--67852580www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/5283e1ec-7e8c-3367-b649-b023126a6545Thu, 06 Feb 2025 23:07:00 +0000Laurel StewardThe first few weeks of the new Trump administration has included a flurry of economic activity - but what does the threat of new tariffs and the possibility of extended tax cuts mean for your bottom line? Laurel Steward of Mattson Financial Services...www.MattsonFinancial.com. ]]>640false98fullhttps://www.spreaker.com/episode/retirement-milestones-from-your-50s-to-your-70s--67852585www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/f0a85382-e356-36dc-8441-2f5802122572Thu, 30 Jan 2025 23:03:00 +0000Laurel StewardWe think retirement planning should be important at all stages of life, but there are certain ages when key decisions could help determine just how successful you are when you're ready to stop working. This week, Laurel & Taylor Steward of Mattson...www.MattsonFinancial.com. ]]>863false97fullhttps://www.spreaker.com/episode/special-tax-series-tax-forms-roth-conversions--67852583www.MattsonFinancial.com by clicking on the calendar button. ]]>moneymentorsradio.podbean.com/93db726b-d787-34ee-b44b-a64239b43d94Thu, 23 Jan 2025 22:46:00 +0000Laurel StewardWe kick off our special series on taxes this tax season on what your tax forms might help you address about your retirement tax strategy. Plus, Laurel & Taylor Steward of Mattson Financial Services tackle a question about Roth conversions and...www.MattsonFinancial.com by clicking on the calendar button. ]]>585false96fullhttps://www.spreaker.com/episode/5-issues-that-could-impact-middle-class-retirees-in-2025--67852586www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/4232cb0d-a59a-3da8-a554-1a6c8840eb0eThu, 16 Jan 2025 21:27:00 +0000Laurel StewardFrom continuing high inflation to rising taxes, there's a lot coming at us in 2025. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services break down 5 issues that could impact middle-class retirees the most this year, and...www.MattsonFinancial.com. ]]>772false95fullhttps://www.spreaker.com/episode/financial-resolutions-for-2025--67852588www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/d551b9c8-26d2-3e50-9e50-0383742fa73fThu, 09 Jan 2025 23:24:00 +0000Laurel StewardMade any financial resolutions for the new year? Fidelity says most Americans who have plan to 'live practically,' and are worried about unexpected expenses. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services discuss why...www.MattsonFinancial.com. ]]>710false94fullhttps://www.spreaker.com/episode/retirement-do-s-and-don-ts-and-one-never--67852575www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/12a85e61-0b1f-3432-b506-f46ebde07839Thu, 02 Jan 2025 22:16:00 +0000Laurel StewardThere are all kinds of things to remember when it comes to retirement, but on this week's list, Laurel Steward and Gerald Green of Mattson Financial Services discuss Kiplinger's list of the 4 Do's and Don'ts of Retirement - plus the one thing they say...www.MattsonFinancial.com. ]]>1170false93fullhttps://www.spreaker.com/episode/social-security-s-full-retirement-age-how-it-s-changing-in-2025--67852576www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/8e030823-6500-3adb-a937-75391dcba451Thu, 26 Dec 2024 20:26:00 +0000Laurel StewardOne of the most common questions about retirement is often "When should I claim my Social Security benefits?" On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services discuss the program's full retirement age, how it's...www.MattsonFinancial.com. ]]>512false92fullhttps://www.spreaker.com/episode/portfolio-lessons-from-2024-to-carry-into-the-new-year--67852599www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/a541c879-1d5c-3641-9b6a-8a31541158e1Fri, 20 Dec 2024 02:33:00 +0000Laurel StewardDespite uncertainty about inflation, interest rates and the election, the market's been pretty resilient in 2024. On this episode, Gerald Green and Corey Davis of Mattson Financial Services discuss the lessons we can take away from Wall Street in 2024...www.MattsonFinancial.com. ]]>574false91fullhttps://www.spreaker.com/episode/planning-to-live-to-100--67852534www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/d1a38b9c-c263-364b-a581-aa3d64932ea2Fri, 13 Dec 2024 00:12:00 +0000Laurel StewardLiving to 100 is not out of the question these days. Just ask Laurel's grandma! On this week's episode, your Money Mentors from Mattson Financial Services discuss the possibility and how to plan for it financially. Need a plan that gets you through...www.MattsonFinancial.com. ]]>524false90fullhttps://www.spreaker.com/episode/from-tariffs-to-taxes-financial-planning-for-the-next-4-years-under-the-trump-administration--67852591www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/48466632-97a5-30c9-b828-8e1536c06740Thu, 05 Dec 2024 17:47:00 +0000Laurel StewardNow that we know the outcome of the election, it's time to plan ahead for what might be coming financially under the new administration. This week, Laurel and Taylor Steward of Mattson Financial Services discuss 4 changes that could be coming under...www.MattsonFinancial.com. ]]>709false89fullhttps://www.spreaker.com/episode/the-not-so-free-steak-dinner--67852603www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/5f043152-5a4f-3fed-9c77-6aeb9c04d284Thu, 28 Nov 2024 05:11:00 +0000Laurel StewardOnce you reach your 50's and 60's, you get invitations in the mail all the time to steak dinners offering to teach you about various financial topics. But before you accept that next invitation, listen to this week's episode, which includes a...www.MattsonFinancial.com. ]]>538false88fullhttps://www.spreaker.com/episode/retirement-goal-setting--67852552www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/81afd60c-c658-3bc9-a626-3283be1f41a9Thu, 21 Nov 2024 15:54:00 +0000Laurel StewardIf you're already in goal setting mode for 2025, this week's episode is for you. Laurel & Taylor Steward of Mattson Financial Services discuss some of the changes the IRS has announced for tax and retirement planning purposes for the new year that...www.MattsonFinancial.com. ]]>609false87fullhttps://www.spreaker.com/episode/your-year-end-financial-checklist--67852611www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/46090e5f-76d4-3dfb-af05-73e32579b4b9Thu, 14 Nov 2024 17:33:00 +0000Laurel Steward2024 is quickly coming to a close, but there's still time to make a few financial changes. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services walk you through some financial steps you might want to take to finish strong...www.MattsonFinancial.com. ]]>803false86fullhttps://www.spreaker.com/episode/click-to-cancel-how-to-get-out-of-a-bad-financial-relationship--67852626www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/7abbb960-c1cc-30df-8829-5be035039c39Thu, 07 Nov 2024 16:45:00 +0000Laurel StewardThe FTC has a new rule to make it easier for consumers to cancel recurring subscriptions and memberships called 'Click-to-Cancel.' But how hard is it to cancel a financial service, product - or even advisor relationship - that's not working for you?...www.MattsonFinancial.com. ]]>677false85fullhttps://www.spreaker.com/episode/the-u-s-gets-a-c-for-retirement-what-about-you--67852590www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/39b0be13-5030-33c4-8b06-1faf60e404e2Thu, 31 Oct 2024 04:13:00 +0000Laurel StewardA new international survey gives The United States a C+ grade for its retirement system. But Gerald Green and Marcus Grost, your Money Mentors at Mattson Financial Services, take issue with some of the survey's rankings. Find out why on this week's...www.MattsonFinancial.com. ]]>589false84fullhttps://www.spreaker.com/episode/7-challenges-you-may-encounter-in-the-first-decade-of-retirement--67852592www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/64a7a8ce-58e6-3ccf-bfe0-35c6313cff40Thu, 24 Oct 2024 22:10:00 +0000Laurel StewardWhile your Money Mentors at Mattson Financial Services have been through retirement hundreds of times through their clients, we know that for you - it's likely the first, and only time you'll ever go through it. So this week, Laurel Steward and Corey...www.MattsonFinancial.com. ]]>795false83fullhttps://www.spreaker.com/episode/retirement-doesn-t-have-to-be-scary--67852549www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/79aa14f2-735c-3fc6-abcb-69170784e508Thu, 17 Oct 2024 21:30:00 +0000Laurel StewardA new survey finds most Americans fear retirement more than they fear - dying! On this week's episode, your Money Mentors Laurel Steward and Marcus Grost of Mattson Financial Services discuss why so many people are scared of retirement, as well as the...www.MattsonFinancial.com. ]]>505false82fullhttps://www.spreaker.com/episode/facing-retirement-when-you-re-suddenly-single--67852629www.MattsonFinancial.com.   ]]>moneymentorsradio.podbean.com/c4f5890a-18fd-3657-9cc8-9abe1c7a2fd2Thu, 10 Oct 2024 03:58:00 +0000Laurel StewardWhether you've lost a spouse, you never got married or perhaps you're divorced, this week's episode is for you. Our case study with your Money Mentors, Laurel & Taylor Steward, focuses on a hypothetical scenario of someone approaching retirement...www.MattsonFinancial.com.   ]]>758false81fullhttps://www.spreaker.com/episode/financial-plays-for-the-4th-quarter--67852602www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/130879f7-3250-3e09-9995-43f0a6e072d9Thu, 03 Oct 2024 03:51:00 +0000Laurel StewardJust like a football game, the 4th quarter is very important when it comes to whether you 'win or lose' the year financially. This week, Laurel & Taylor Steward of Mattson Financial Services discuss the 4th quarter plays you may want to consider...www.MattsonFinancial.com. ]]>528false80fullhttps://www.spreaker.com/episode/how-washington-s-debt-problem-affects-you--67852593www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/2f37de2a-5cf5-30fa-ad99-b0c1208aac6bThu, 26 Sep 2024 21:55:00 +0000Laurel StewardEvery few months, Congress has to race to avoid a government shutdown as lawmakers fail to reach a deal on a new spending plan. But this kicking the can down the road will likely have an impact on all of us as taxpayers in the future. On this week's...www.MattsonFinancial.com. ]]>640false79fullhttps://www.spreaker.com/episode/what-your-parents-never-told-you-about-money--67852613https://www.amazon.com/What-Parents-Never-About-Money/dp/B0D8KDSHKX  ]]>moneymentorsradio.podbean.com/16f9e08f-1ceb-3818-9c73-1d5ff838392cThu, 19 Sep 2024 20:47:00 +0000Laurel StewardAfter more than three decades of helping people retire successfully, Mattson Financial Services founder Gary Mattson has finally put that experience on paper. This week, learn about his new book, "What Your Parents Never Told You About Money," and how...https://www.amazon.com/What-Parents-Never-About-Money/dp/B0D8KDSHKX  ]]>735false78fullhttps://www.spreaker.com/episode/does-it-really-take-1-8-million-to-retire-comfortably--67852604www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/5e176514-c4ce-3df9-8b8e-cadf3bd864d3Thu, 12 Sep 2024 16:45:00 +0000Laurel StewardForget $1 million. A new survey says many Americans now think it will take $1.8 million in order to retire comfortably! On this week's episode, Laurel & Gerald discuss why that may - or may not - be the case, and how to get closer to your own...www.MattsonFinancial.com. ]]>633false77fullhttps://www.spreaker.com/episode/fuzzy-math-should-we-trust-the-data--67852554www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/6afe523f-b194-30af-890f-e33f690fabdfThu, 05 Sep 2024 19:24:00 +0000Laurel StewardThere's a lot of economic data coming our way right now, but it turns out the government got it wrong (really wrong!) on one big piece of the economic picture. So, who do we trust? And what if that data leads to interest rate cuts this fall? Laurel...www.MattsonFinancial.com. ]]>602false76fullhttps://www.spreaker.com/episode/how-much-should-i-stash-in-my-emergency-fund--67852558www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/3fed7d3c-6c0f-3e3a-bfd7-1e1695f36ab4Thu, 29 Aug 2024 17:03:00 +0000Laurel StewardWe all want a cash cushion to help with life's emergencies, but how much should we put away in that retirement fund...especially if we're retired? Gary & Marcus discuss the numbers on this week's episode, and how they approach dividing up your...www.MattsonFinancial.com. ]]>587false75fullhttps://www.spreaker.com/episode/common-retirement-scenarios-jim-wendy--67852596www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/81ef63e2-21b1-3293-be74-ed9fc2d8b4dbThu, 22 Aug 2024 22:32:00 +0000Laurel StewardChances are, your questions about retirement are similar to many others we receive on "Money Mentors." So, this week, Laurel & Taylor delve into a retirement scenario for a hypothetical couple, Jim & Wendy. We'll walk step-by-step through the...www.MattsonFinancial.com. ]]>591false74fullhttps://www.spreaker.com/episode/why-2026-is-on-our-tax-radar--67852621www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/fef4cc4c-fd41-3a96-96d5-9b2c6f547c06Thu, 15 Aug 2024 19:45:00 +0000Laurel StewardWhile all the talk is about who wins the White House in 2024, we're preparing for tax changes (no matter who's in office) in the next 2 years. This week, Laurel & Taylor Steward of Mattson Financial Services explain why good savers and retirees...www.MattsonFinancial.com. ]]>555false73fullhttps://www.spreaker.com/episode/why-we-don-t-sweat-market-volatility--67852607www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/7b455ab9-dd75-33b5-8f09-46fb1a5f84f9Thu, 08 Aug 2024 21:22:00 +0000Laurel StewardMany investors see red arrows on Wall Street and panic, but at Mattson Financial Services, we look at it as an opportunity. Take a peek inside our investment philosophy on this week's episode with Laurel & Taylor Steward. And if you need a second...www.MattsonFinancial.com. ]]>599false72fullhttps://www.spreaker.com/episode/a-presidential-retirement-vs-your-retirement--67852555www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/796d6f54-cc03-33ee-9ae5-c9a34bf979a5Thu, 01 Aug 2024 19:40:00 +0000Laurel StewardWhile President Biden prepares to call it quits after this term, he stands to make more as a retiree than he did as Commander in Chief! This week, Laurel Steward & Corey Davis of Mattson Financial Services discuss whether you might be able to...www.MattsonFinancial.com. ]]>750false71fullhttps://www.spreaker.com/episode/politics-your-portfolio--67852600www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/d251f29e-25c4-3a00-bad7-7d5987b78284Thu, 25 Jul 2024 04:14:00 +0000Laurel StewardThe political events of the last few weeks may not shake the markets - but they may shake our confidence. On this week's episode, Gary Mattson & Corey Davis of Mattson FInancial Services explain how the uncertainty may impact your investment...www.MattsonFinancial.com. ]]>562false70fullhttps://www.spreaker.com/episode/i-bonds-are-less-attractive-now-what--67852633https://mattsonfinancial.com/events/index.html  ]]>moneymentorsradio.podbean.com/9faafd4f-8a38-30b3-828a-bf9631a7067cThu, 18 Jul 2024 21:45:00 +0000Laurel StewardI bonds are paying less than they were a couple of years ago, but interest rates are still high, so this week Laurel & Gerald discuss options for the more conservative side of your portfolio that you may want to consider. And if you're thinking of...https://mattsonfinancial.com/events/index.html  ]]>672false69fullhttps://www.spreaker.com/episode/fomo-your-401-k--67852609www.Mattson401k.com. ]]>moneymentorsradio.podbean.com/0783900c-8dd5-3df6-9319-0588fc58d87dThu, 11 Jul 2024 04:18:00 +0000Laurel StewardA new survey by Vanguard reveals how much 401(k) savers are contributing each year...so how do your numbers compare? Gary & Corey discuss the keys to saving successfully in your retirement accounts, plus what to do if you have FOMO with the...www.Mattson401k.com. ]]>593false68fullhttps://www.spreaker.com/episode/retiring-in-a-rush--67852616www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/22cfae1b-cfb0-3ce9-ad8a-e3f44e3738d5Thu, 04 Jul 2024 15:39:00 +0000Laurel StewardIdeally, you've been planning for retirement for years. But what if you have to make that decision in a hurry? This week, Gary & Corey discuss the steps you might want to take if your retirement is just days, weeks or a few months away. We'll also...www.MattsonFinancial.com. ]]>712false67fullhttps://www.spreaker.com/episode/the-investing-secret-no-one-talks-about--67852597www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/fa15667e-20b4-3baa-a79e-fcb37d523777Thu, 27 Jun 2024 20:47:00 +0000Laurel StewardSuccessful investing is much more than just luck - or picking the right stocks. This week, we discuss the one component that even successful investors don't talk about, and how it can make a difference for both you & your family. Gerald and Corey...www.MattsonFinancial.com. ]]>511false66fullhttps://www.spreaker.com/episode/the-upside-of-inflation--67852637www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/ecfc7ec5-bc29-3759-ad31-4a066d0f13b6Thu, 20 Jun 2024 21:52:00 +0000Laurel StewardThe Federal Reserve is still struggling to reach its inflation target, and the real life impact on us is higher prices for just about everything we buy. But is there an upside to inflation and higher interest rates for retirement savers? Laurel &...www.MattsonFinancial.com. ]]>511false65fullhttps://www.spreaker.com/episode/summer-savings-series-the-importance-of-fees--67852606www.MattsonFinancial.com to have our team run a complimentary fee analysis for you. ]]>moneymentorsradio.podbean.com/aefb3295-f7cc-3c2e-8730-6f6c50c55016Thu, 13 Jun 2024 21:09:00 +0000Laurel StewardThink of all the fees you pay in your daily life. From streaming services to concert tickets to airline fares...they're everywhere! But some of the biggest fees you'll ever pay may be hiding in the fine print on your investments or even your 401(k)....www.MattsonFinancial.com to have our team run a complimentary fee analysis for you. ]]>542false64fullhttps://www.spreaker.com/episode/5-key-questions-to-ask-about-your-retirement--67852618www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/e3eb3357-4c39-39a6-a89c-f77b448d3a15Thu, 06 Jun 2024 04:11:00 +0000Laurel StewardAll kinds of questions come up when you make the decision to retire, but are you asking the right ones? This week, Gary & Laurel discuss 5 key questions to consider to help you plan for life after work...and they're not all financial. Need help...www.MattsonFinancial.com. ]]>618false63fullhttps://www.spreaker.com/episode/the-meme-stock-craze-what-it-means-for-you--67852615www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/77b879dd-cc56-3375-967d-3b481a5c7979Thu, 30 May 2024 17:38:00 +0000Laurel StewardMeme stocks are back in the headlines, but should these social media-driven investments cause you any concern? Gary & Laurel dive into this topic this week, as well as the latest projections for a Social Security cost-of-living raise in 2025. Have...www.MattsonFinancial.com. ]]>709false62fullhttps://www.spreaker.com/episode/the-surprises-you-may-encounter-in-the-first-few-months-of-retirement--67852605www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/af0aaf21-d10f-38f9-b368-58beca2926a9Thu, 23 May 2024 19:58:00 +0000Laurel StewardRetirement is full of surprises, but you also want to keep those to a minimum - especially as you settle in to your next chapter. This week, Taylor & Gerald discuss the common surprises that come up in the first 6 months of retirement. We'll also...www.MattsonFinancial.com. ]]>637false61fullhttps://www.spreaker.com/episode/it-s-graduation-season-have-you-graduated-to-a-new-level-of-investing--67852643www.MattsonFinancial.com.  ]]>moneymentorsradio.podbean.com/b801cc43-7a21-34bd-bdb6-89c2c2b4a29cThu, 16 May 2024 20:52:00 +0000Laurel StewardGraduations aren't just for your kids & grandkids. Depending on how much you've saved for retirement, you may also be ready to graduate to a different level of investing. On this week's episode, Laurel & Gerald talk about when you might want...www.MattsonFinancial.com.  ]]>806false60fullhttps://www.spreaker.com/episode/tax-deadlines-changes-in-inherited-account-tax-rules-the-may-deadline-that-could-affect-you--67852610www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/177abd98-a25a-3c28-b6dd-187b282452daThu, 09 May 2024 04:17:00 +0000Laurel StewardCertain changes are on hold when it comes to inherited retirement accounts, so if you've been the recipient of someone's IRA, 401(k) or other account in the last few years, you'll want to catch this week's episode. Laurel & Taylor also discuss an...www.MattsonFinancial.com. ]]>620false59fullhttps://www.spreaker.com/episode/the-big-question-when-should-i-retire--67852620www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/663de397-214e-3e4b-a4c9-e26315629f14Thu, 02 May 2024 16:42:00 +0000Laurel StewardShould you retire at the top of your game - or when things are on the decline career-wise or health-wise? Making that decision is a struggle, even for top athletes like Tiger Woods. This week, Laurel & Gerald discuss some of the non-financial...www.MattsonFinancial.com. ]]>446false58fullhttps://www.spreaker.com/episode/what-your-tax-return-can-show-you-about-planning-for-the-future--67852632www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/699ada81-6987-32a9-bd6a-14a773f22d02Thu, 25 Apr 2024 14:50:00 +0000Laurel StewardNow that you've (hopefully) filed your taxes for last year, don't file that tax return away just yet. This week, Laurel & Gerald discuss what it can show you about how to plan for a more tax-efficient future. We also discuss the 3 tax buckets -...www.MattsonFinancial.com. ]]>631false57fullhttps://www.spreaker.com/episode/pay-now-or-pay-later-the-big-tax-question-for-retirement-savers--67852634www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/3ecc117d-3445-3ddd-b278-79319908ec33Thu, 18 Apr 2024 15:50:00 +0000Laurel StewardEvery time you save a dollar into a traditional retirement account versus a Roth, you're making a decision about paying taxes now vs. later in retirement. But which strategy makes sense for you? And why would you want to pay now versus later? Laurel...www.MattsonFinancial.com. ]]>593false56fullhttps://www.spreaker.com/episode/the-millionaire-retirement-and-can-you-make-it-on-less--67852641www.Mattson401k.com. ]]>moneymentorsradio.podbean.com/958ced09-5309-3708-b0e4-acbac9d71258Thu, 11 Apr 2024 21:00:00 +0000Laurel StewardAs the market surges, so does the number of 401(k) millionaires. If you're one of them, how do you keep what you have and continue growing that pot of money? And what if you don't have a million in savings? Can you still make retirement work? Laurel...www.Mattson401k.com. ]]>456false55fullhttps://www.spreaker.com/episode/raising-the-social-security-age-is-it-a-good-idea--67852622www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/baae6bd0-b5eb-34ad-a3c8-45343a66bc87Thu, 04 Apr 2024 03:42:00 +0000Laurel StewardSome politicians are floating the idea of raising the retirement age for Social Security. But if they follow through, what would that mean to you? Laurel dives into the details this week to explain the pros & cons. We'll also discuss how your...www.MattsonFinancial.com. ]]>496false54fullhttps://www.spreaker.com/episode/avoiding-tax-rmd-surprises-in-retirement--67852560www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/55be0b16-66b2-3954-8860-c1e67e6c07c2Thu, 28 Mar 2024 14:54:00 +0000Laurel StewardYour tax picture often changes in retirement, thanks to different rules on how retirement income is taxed - plus the required minimum distributions that kick in during your 70's. This week, Laurel & Taylor discuss what catches retirees offguard...www.MattsonFinancial.com. ]]>713false53fullhttps://www.spreaker.com/episode/the-brackets-that-really-matter-this-time-of-year--67852627www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/78b2c370-bf0d-3fbf-bab2-d599f5a0a301Thu, 21 Mar 2024 04:11:00 +0000Laurel StewardBrackets busted, anyone? Forget the basketball...maybe we should focus instead on tax brackets. This week, Laurel & Taylor discuss the 'fun' that can be had in getting into the lowest tax bracket possible in retirement. They'll also explain IRMAA....www.MattsonFinancial.com. ]]>508false52fullhttps://www.spreaker.com/episode/what-to-consider-in-tough-retirement-scenarios--67852639www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/4867e09f-2abc-3b73-9939-846b8eea0f7eThu, 14 Mar 2024 20:50:00 +0000Laurel StewardSometimes life hands you challenges - things like a pink slip, or divorce. But there are ways you might be able to take those challenges and turn them into retirement opportunities. Listen to Laurel & Gerald this week as we discuss how to evaluate...www.MattsonFinancial.com. ]]>591false51fullhttps://www.spreaker.com/episode/3-ways-you-might-be-able-to-save-on-taxes-as-you-close-in-on-retirement--67852608www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/1d152d2c-bcb2-3a67-84fa-8db4fd1f8360Thu, 07 Mar 2024 17:17:00 +0000Laurel StewardWho says getting older doesn't have its perks? On this week's episode, Gary & Laurel discuss some of the tax breaks you can take advantage of to boost your retirement plan as you reach your 50's and 60's. Talk to our team about how to build your...www.MattsonFinancial.com. ]]>508false50fullhttps://www.spreaker.com/episode/wait-i-pay-taxes-on-my-social-security-benefits--67852642www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/260b5d2c-55fe-3ffa-8765-b6c0eea5de98Thu, 29 Feb 2024 17:41:00 +0000Laurel StewardOne of the big, unfortunate surprises for retirees is that yes, you may have to pay taxes on your Social Security benefits. On this week's episode, Laurel & Taylor discuss the income thresholds you need to know when it comes to taxability. We'll...www.MattsonFinancial.com. ]]>563false49fullhttps://www.spreaker.com/episode/the-great-wealth-transfer--67852612www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/17e90f1a-781f-31f9-9db9-eeb35edb17f7Thu, 22 Feb 2024 21:16:00 +0000Laurel StewardAn astounding number of assets will change hands over the next two decades - nearly $73 trillion will be passed from baby boomers to younger generations. If that's a priority for you & your family, how do you avoid pitfalls like higher taxes for...www.MattsonFinancial.com. ]]>465false48fullhttps://www.spreaker.com/episode/retirement-shouldn-t-mean-having-to-take-a-pay-cut--67852640www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/74e059cb-6601-3249-9caa-f02792795ce9Thu, 15 Feb 2024 05:07:00 +0000Laurel StewardWhile inflation has eased, there are some areas where prices are increasing by double digits...so how is your retirement income supposed to keep up? Gary & Laurel discuss this issue this week, and why you shouldn't have to settle for a pay cut in...www.MattsonFinancial.com. ]]>539false47fullhttps://www.spreaker.com/episode/peak-65-are-you-part-of-the-trend--67852617www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/122f7805-75b0-3294-91f1-19750aa9f153Thu, 08 Feb 2024 17:28:00 +0000Laurel StewardAmerica's reaching "peak 65," as millions of baby boomers reach an important retirement milestone in the next couple of years. This week, Gary & Laurel dive into the decisions you'll want to be prepared to make, whether you plan to retire at 65 or...www.MattsonFinancial.com. ]]>587false46fullhttps://www.spreaker.com/episode/taking-advantage-of-tax-season--67852624www.MattsonFinancial.com.  ]]>moneymentorsradio.podbean.com/794c0ff2-8d6b-3831-a4ff-0083b5c521c9Thu, 01 Feb 2024 22:44:00 +0000Laurel StewardSure, tax season can seem like a chore, but it's also a good opportunity to revisit your financial situation and look for additional savings. Laurel discusses the things to look for as you gather your financial documents, plus how your Money Mentors...www.MattsonFinancial.com.  ]]>422false45fullhttps://www.spreaker.com/episode/4-ways-retirement-planning-is-changing-this-year--67852638www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/8f910183-4073-333f-8300-f2c797e388d7Thu, 25 Jan 2024 17:39:00 +0000Laurel StewardRetirement rules are constantly changing. From tax planning to estate planning to your 401(K), there are plenty of updates for 2024. This week, Gerald and Gary walk through some of the biggest rule changes and how they might help you improve your...www.MattsonFinancial.com. ]]>588false44fullhttps://www.spreaker.com/episode/retiring-in-2024-consider-these-steps--67852568www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/5b9a40ac-bc6f-3bcb-9233-0cc1fbadefd1Thu, 18 Jan 2024 05:17:00 +0000Laurel StewardIf retirement is one of your 2024 resolutions, this week's episode is for you! Gary & Gerald walk through some of the final steps to help you make that seamless transition to retirement - even the non-financial ones. If you're closing in on your...www.MattsonFinancial.com. ]]>720false43fullhttps://www.spreaker.com/episode/the-most-stressful-jobs-and-how-to-say-goodbye-to-the-stress--67852625www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/d36fa16c-8a8c-36f7-a40d-87b4caeab2b7Thu, 11 Jan 2024 22:22:00 +0000Laurel StewardThe list is out on this year's most stressful jobs...is yours on it? Find out on this week's episode. Gary and Laurel discuss how to approach retirement if you've had enough. We'll also explain why more workers are sticking with their jobs, even into...www.MattsonFinancial.com. ]]>590false42fullhttps://www.spreaker.com/episode/where-are-interest-rates-headed-in-2024--67852569www.MattsonFinancial.com.  ]]>moneymentorsradio.podbean.com/d1c7c72a-a9d5-3144-81fc-29e4a1fdd74eThu, 04 Jan 2024 19:46:00 +0000Laurel StewardWall Street's been hyper-focused on the Fed headed into the New Year. This week, Gary & Laurel discuss what's ahead for interest rates and why it matters to you. There's also a new survey that shows the average Michigan worker retires at 62. If...www.MattsonFinancial.com.  ]]>647false41fullhttps://www.spreaker.com/episode/good-debt-vs-bad-debt--67852635www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/e08ce598-52e1-3b04-8d2f-efd2e090d7e3Fri, 29 Dec 2023 02:03:00 +0000Laurel StewardIt may be tempting to charge purchases for Christmas or other big occasions, but when it comes to debt, what's good and what's bad? Gary & Laurel discuss that this week - plus, the changes that are coming to student aid forms. Learn how your...www.MattsonFinancial.com. ]]>561false40fullhttps://www.spreaker.com/episode/getting-the-max-out-of-social-security--67852619www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/1de0f0e9-f362-3059-82b1-2d4b23940315Thu, 21 Dec 2023 18:39:00 +0000Laurel StewardEver wonder how you could get the maximum benefits out of Social Security in retirement? On this week's episode, Laurel dives into what it would take to get the biggest monthly check possible (and it's not easy). Need some help with your Social...www.MattsonFinancial.com. ]]>604false39fullhttps://www.spreaker.com/episode/planning-for-christmas-splurges--67852628www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/50655270-6546-39d5-a116-3a123b2200feThu, 14 Dec 2023 22:32:00 +0000Laurel StewardWondering how your Christmas spending stacks up with others? We'll tell you what the average shopper is spending this holiday season, plus offer some tips on how to budget for holiday spending in your financial plan with Gary Mattson of Mattson...www.MattsonFinancial.com. ]]>534false38fullhttps://www.spreaker.com/episode/a-quick-financial-year-end-to-do-list--67852623www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/8001a1ee-e901-3251-b6d0-684a5971b485Thu, 07 Dec 2023 22:53:00 +0000Laurel StewardThe clock's ticking on 2023, but there's still time to make a few year-end financial moves to set yourself up for a better 2024, especially tax-wise. Listen this week as Gary & Laurel walk you through a few steps, including some you can do on your...www.MattsonFinancial.com. ]]>551false37fullhttps://www.spreaker.com/episode/the-importance-of-reading-the-fine-print--67852577www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/bf545d33-faea-3b2e-9440-107b4ab7e3cfThu, 30 Nov 2023 22:38:00 +0000Laurel StewardA couple of stories in the headlines this week remind us to always read the fine print - whether it's a buyout offer, a "dream" vacation deal or any other investment. Gary & Laurel explain what to look for. Plus, a Vanguard report tells us the...www.MattsonFinancial.com. ]]>674false36fullhttps://www.spreaker.com/episode/taking-advantage-of-higher-interest-rates-for-retirement--67852631www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/fd8116a3-2139-3bf8-bb7d-3cfb53fb74c2Thu, 23 Nov 2023 21:12:00 +0000Laurel StewardThe Federal Reserve is hinting that interest rates may stay at these levels for awhile. And while it may be a negative for those with debt, it can be a positive for savers. This week, Gary explains how to take advantage of higher rates while they...www.MattsonFinancial.com. ]]>430false35fullhttps://www.spreaker.com/episode/the-tough-retirement-conversations--67852645www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/f9e02fb3-c889-3932-97da-9884c6f222d3Thu, 16 Nov 2023 17:31:00 +0000Laurel StewardThis week, Gary & Laurel share the very personal side of a family dilemma they're facing as Gary's mom gets older. We'll also discuss the tougher decisions that may come along for you in retirement, and how to address them. Whether it's a health...www.MattsonFinancial.com. ]]>552false34fullhttps://www.spreaker.com/episode/medicare-marketplace-roundup-with-matt--67852644www.MattsonFinancial.com. Just click on Health Services. ]]>moneymentorsradio.podbean.com/4459d801-c1df-3f08-84da-0cf1e6a3f4feThu, 09 Nov 2023 05:16:00 +0000Laurel StewardMedicare premiums are set to go up in 2024 for most retirees. Our resident Medicare expert, Matthew Saidla, fills us in on this week's episode. Plus, we'll discuss healthcare options if you're not 65 yet, such as the Marketplace or COBRA. Have...www.MattsonFinancial.com. Just click on Health Services. ]]>937false33fullhttps://www.spreaker.com/episode/are-we-entering-a-spooky-season-for-the-markets--67852579www.MattsonFinancial.com.   ]]>moneymentorsradio.podbean.com/210d2918-8cc4-3e2e-b0bf-d6e033bb8da5Thu, 02 Nov 2023 20:47:00 +0000Laurel StewardOctober through the end of the year can be a spooky time for the markets, but it doesn't have to be. This week, Gary & Laurel discuss the risks in the market in the home stretch of 2023. We'll also talk about the small moves that can add up to...www.MattsonFinancial.com.   ]]>570false32fullhttps://www.spreaker.com/episode/investing-at-a-time-of-war--67852582www.MattsonFinancial.com. ]]>moneymentorsradio.podbean.com/16c66850-a4ce-320c-8402-708878a2d3c3Thu, 26 Oct 2023 04:17:00 +0000Laurel StewardThe war in Israel is adding to pressures on the market & economy, but how does it affect the way we invest for the short-term? Gary & Laurel dive into this topic this week. Plus, we'll discuss the "raise" Social Security recipients will get in...www.MattsonFinancial.com. ]]>655false31fullhttps://www.spreaker.com/episode/challenges-in-the-first-10-years-of-retirement--67852636www.MattsonFinancial.com.  ]]>moneymentorsradio.podbean.com/b57f6f08-d87f-3bf5-b8fb-9e6ee520676cThu, 19 Oct 2023 20:20:00 +0000Laurel StewardSo, you've retired. Now what? This week, Gary discusses 7 major challenges that can come along with the first decade of retirement. Yes, some are financial - but others have to do with how you'll fill your time. Listen as we address each one, and...www.MattsonFinancial.com.  ]]>788false30full