ABOUT THIS PODCAST 🔗
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!
Update frequency:
weekly
Average audio length:
23 minutes
Has sponsors
English
United States
155 episodes
since Oct. 19, 2023
episodic
LATEST EPISODE 🔗
Will Social Security be there for you? Could rising Medicare costs derail your retirement budget? And how do you know when you’re truly ready to retire? This week, Gary Mattson & Laurel Steward of Mattson Financial Services are taking a closer look at the common fears for retirees, and discuss …
PREVIOUS EPISODES 🔗
The current bull market is celebrating its fourth birthday, with the S&P 500 up more than 118% since its 2022 low. But with bond yields rising and market conditions changing, is it time to rethink your retirement strategy - or stay the course?This week, Gary Mattson & Riley Ruff of Mattson …
You’ve spent decades saving for retirement - but how do you know when it’s time to start spending? On this episode, Gary Mattson & Gerald Green of Mattson Financial Services explore why so many retirees struggle to tap into their hard-earned savings, and how a thoughtful retirement income strat…
Should you prioritize Roth retirement accounts over traditional 401(k)s, and how can you make the most of today’s tax environment? On this week's episode, Gary Mattson and Riley Ruff of Mattson Financial Services explore tax-smart retirement strategies, what changing interest rates could mean for y…
From rising grocery bills to costly retirement planning mistakes, inflation and financial uncertainty can take a bigger bite out of your retirement savings than you might expect. Gary Mattson and Laurel Steward of Mattson Financial Services discuss how to account for rising costs in your retirement…
AI volatility, changing markets and economic uncertainty can make retirement investors wonder whether it’s time to rethink their portfolios. This week, Gary Mattson & Laurel Steward of Mattson Financial Services look at how to cut through the noise surrounding AI and determine whether portfolio…
What separates the most successful retirement savers from everyone else? It may have less to do with investment genius and more to do with discipline, planning and the financial habits they build over time. This week, Gary Mattson & Laurel Steward of Mattson Financial Services break down the st…
Saving a seven-figure retirement portfolio is a major accomplishment (and one that should be celebrated!), but it doesn’t mean you can simply set it and forget it. On this episode, Laurel Steward of Mattson FInancial Services examines why today’s bond market matters to retirees, how to make sure yo…
A 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 episode of Money Mentors, Gerald Green of Mattson …
What 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 savings to Social Security, 401(k) rollovers, RMDs a…
Disclaimer: The podcast and artwork embedded on this page are from Laurel Steward, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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