100 episodes

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!

Money Mentors Gary Mattson

    • Business

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!

    Remember Your First Job?

    Remember Your First Job?

    For those of you winding down your careers, sometimes it's fun to look back at how far you've come! This week, Gary & Laurel reminisce about their first jobs & the shock of taxes on that first paycheck...plus, what changes for us tax-wise when we reach retirement. When you're ready to wrap up your last job, reach out to your Money Mentors at www.MattsonFinancial.com. 

    See omnystudio.com/listener for privacy information.

    • 11 min
    401(k)s & IRAs Have Bounced Back, But Is The Bull Market Ending

    401(k)s & IRAs Have Bounced Back, But Is The Bull Market Ending

    Retirement accounts have recovered from last year’s nosedive, but with rumblings that the bull market is ending, where do we go from here? Plus, proper estate planning can save your loved ones from unnecessary stress. Begin your plan at .

    • 11 min
    The Next Black Swan

    The Next Black Swan

    Some experts say the rising inflation rates could be the next “Black Swan” event. The Money Mentors share ideas on ways to protect yourself from inflation, and the growing worries over future rising taxes. Learn more about protecting your money at .

    • 11 min
    Why Are “Self-Money Managers” Worried About The Market?

    Why Are “Self-Money Managers” Worried About The Market?

    People who have $1 million or more, and manage their own money, are showing behaviors to indicate they’re nervous about the market. Should you be paying more attention to these indicators? Plus, the new programs President Biden is proposing may cost...

    • 11 min
    How Biden’s Tax Plan Could Ruin Small Business Owner’s Legacy Plans

    How Biden’s Tax Plan Could Ruin Small Business Owner’s Legacy Plans

    President Biden is pushing another big spending plan that may hurt small business owners by eliminating the “stepped-up basis” at death. The Money Mentors talk about ways this could affect your legacy plans and create major tax burden for your...

    • 11 min
    The Most Confusing Tool, Can Help Solve Your Biggest Worry

    The Most Confusing Tool, Can Help Solve Your Biggest Worry

    Inflation has become one of our biggest economic concerns. The Fed insists it’s only a temporary rise, but some experts disagree. How can you work to protect your money?  Plus, one of the most confusing tools of retirement planning, can also...

    • 13 min

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