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Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!
105 Episodes
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Just 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 of Mattson Financial Services discuss how to adapt financially and prepare yourself for what's ahead. Need a year-end financial checkup? Schedule a chat now at www.MattsonFinancial.com.
Unless 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 potential impact of government gridlock - and how to protect your finances at times like this. We'll also share the results of a new survey from the University of Michigan on which group of consumers is still feeling the most confident about the economy. Have a question about anything you hear on this week's episode? Connect for a chat at www.MattsonFinancial.com.
The 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 make in the 4th quarter, as well as steps you can take to help maximize your retirement income as inflation creeps higher. Schedule your year-end retirement review now at www.MattsonFinancial.com.
There 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 mistakes retirees might be making when it comes to finances - and how to address them before the year is up! Need a year-end check-up on your retirement plan? Schedule a chat now at www.MattsonFinancial.com.
It'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 could cost you $100,000 or more in retirement - focusing on some of the tax and legal landmines that sometimes trip up retirees. Have questions about any of these issues? Connect with us for a chat at www.MattsonFinancial.com.
We'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 dollars over the course of your retirement. This week, Gary Mattson & Gerald Green of Mattson Financial Services begin our discussion on these costly six-figure mistakes - and how to avoid them. Check out more lessons at www.MattsonFinancial.com.
We 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 your retirement income plan to handle it. Plus, get a peek inside Gary's past side hustle - as a school bus driver! Find more retirement resources now at www.MattsonFinancial.com.
Navigating 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 & Laurel Steward of Mattson Financial Services give you 3 questions to think about as you're getting started on your plan. Need help with the conversation? Schedule a chat at www.MattsonFinancial.com.
Another 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 Services discuss what's behind this AI boom, and what to do if you feel like you've been left behind as an investor. Need a second opinion on your strategy? Connect with us at www.MattsonFinancial.com.
The 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 how to decide between saving in a traditional vs. a Roth 401(k). Download more info about how to manage - and avoid mistakes - in our free guide at www.Mattson401k.com.
This 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 up to. Listen as Gary Mattson and Laurel Steward explain the new crypto legislation in Washington, and how that might impact your investment strategy in the future. Have questions about the latest changes? Connect with us at www.MattsonFinancial.com.
You'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 episode, Gary Mattson and Gerald Green discuss some of the highlights and how it could impact your finances. Schedule a chat to go over any changes to your plans at www.MattsonFinancial.com.
These 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 for vacations and other fun things, without worrying about the headlines. Want to chat about your options? Connect now at www.MattsonFinancial.com.
If 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 - and some of the misconceptions about what's covered by programs like Medicare. You might be surprised about the options that are available. Schedule a chat today at www.MattsonFinancial.com.
A 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 the years ahead in retirement, while weighing risk and their long-term goals. Schedule a time to go over your plan at www.MattsonFinancial.com.
Just 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 through some steps you might want to consider as you stress test your investments and income, as well as prepare for the holidays and take care of your physical health. Need help with your mid-year review? Check out our appointment times at www.MattsonFinancial.com.
At 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 Services discuss how to unplug from the headlines and let your financial plan guide your investment decisions. Plus, they offer some tips on how to keep summer travel memories alive for your older family members in their 'no-go' retirement years. Find more retirement resources at www.MattsonFinancial.com.
No 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 they address with their clients in order to help give them more confidence about their plans for the next chapter. Have some questions you'd like to address? Schedule a chat now at www.MattsonFinancial.com.
How 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 your family so that they learn ways to preserve and protect the legacy you hope to leave. Find more planning resources for your family at www.MattsonFinancial.com.
We'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 turn this into an opportunity to retire? Laurel and Taylor Steward of Mattson Financial Services walk through the questions to ask yourself on this week's episode. Need a second opinion on your buyout offer or severance package? Schedule a chat at www.MattsonFinancial.com.
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