What is Your Wealth Without Your Health?
You get one body and one life, so making the right decisions about health care are key for retirees. This week, Gary & Laurel discuss how to navigate ...
Money Mentors
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About
Your Money Mentors – Gary Mattson, Laurel Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!
Fourth Quarter Financial Moves
Our favorite football teams are enjoying undefeated seasons - so far! Now it's time for us to finish our own 4th quarter by making the right plays fin...
Stressful Market & Stressful Jobs
After a couple of rocky weeks on Wall Street, where are we headed next? We'll hear what a couple of analysts think on this week's podcast. Plus, is yo...
Adjusting to Market Volatility
With big point swings over the last couple of weeks on Wall Street, it might be time to assess your risk & how comfortable you are with market volatil...
Market Moves & Learning to Spend More for Retirement
The market is changing as quickly as the weather this fall. On this week's episode, Gary discusses how a real strategy differs from simply timing the ...
Football, Financial Penalties & Your 401(k)
It's our favorite time of year...football season! And just as players and coaches are facing penalties for making the wrong moves, so can retirees. Th...
The Headlines & Your Money
From Afghanistan to the pandemic to tax proposals, there are plenty of headlines to distract us from our financial goals. This week, Gary discusses th...
The Impact of the Biden Tax Proposals
The Tax Foundation has crunched the numbers on how much Michigan taxpayers might see their tax bills go up under several different tax proposals being...
Can You Ever Be Too Rich?
Is a million dollars enough for retirement? And can you ever be too rich? Maybe! Gary & Allison discuss this and more on this week's episode. Have a q...
Controlling Tax & Inflation Risks
Washington's trying to justify spending trillions more to pull us out of the pandemic funk, but what are the long-term impacts on your retirement? Thi...