Money Mentors

Gary Mattson
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Money Mentors 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!

  1. 12 SEPT

    Does It Really Take $1.8 Million to Retire Comfortably?

    Forget $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 comfortable number. Plus, we celebrate the 94th birthday of one of the world's most well-known investors. Need a second opinion on your retirement or investment strategy? Connect now at www.MattsonFinancial.com.

    11 min

  2. 5 SEPT

    Fuzzy Math: Should We Trust the Data?

    There'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 & Taylor discuss it on this week's episode, but if you need an analysis of your own economic data, connect now at www.MattsonFinancial.com.

    10 min

  3. 29 AUG

    How Much Should I Stash in My Emergency Fund?

    We 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 assets into easy-to-understand options for retirement. Need help with questions like this? Set up a chat now at www.MattsonFinancial.com.

    10 min

  4. 22 AUG

    Common Retirement Scenarios: Jim & Wendy

    Chances 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 Mattson Financial process for helping people solve their own retirement puzzles. See if one of your questions comes up - and feel free to reach out for a personalized consultation at www.MattsonFinancial.com.

    10 min

  5. 15 AUG

    Why 2026 Is On Our Tax Radar

    While 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 need to circle 2026 on their calendars - and start some forward tax planning during this calendar year. Find out what your retirement tax bill might look like at www.MattsonFinancial.com.

    9 min

  6. 8 AUG

    Why We Don't Sweat Market Volatility

    Many 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 opinion on your investment strategy, connect with us at www.MattsonFinancial.com.

    10 min

  7. 1 AUG

    A Presidential Retirement vs. Your Retirement

    While 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 structure your retirement the same way. Plus, find out how the political changes might impact your investment strategy. Get a complimentary second opinion on your retirement plans at www.MattsonFinancial.com.

    12 min

  8. 25 JUL

    Politics & Your Portfolio

    The 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 decisions from here. We'll also discuss how traditional 60/40 portfolios may be outdated - and what to consider instead. Need a portfolio check-up? Connect with your Money Mentors at www.MattsonFinancial.com.

    9 min
See All (104)

About

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!

Information

  • Creator
    Gary Mattson
  • Years Active
    2019 - 2024
  • Episodes
    104
  • Rating
    Clean
  • Copyright
    © 2023 Gary Mattson
  • Show Website
    Money Mentors

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