Money Mentors

Laurel Steward
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  • UPDATED WEEKLY

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. 1D AGO

    From Pink Slips to Portfolios: Navigating a Changing Labor Market

    Layoffs aren’t just headlines - they’re personal. For baby boomers nearing retirement, today’s shifting labor market can feel unsettling. On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services break down the latest corporate restructuring and what it means for your investments, income strategy, and long-term security. Taylor Steward also joins us to talk about your "total portfolio" and why that includes Social Security.  If you're looking for the kind of plan that helps you make confident decisions instead of emotional ones when it comes to your financial strategy, reach out to our team at www.MattsonFinancial.com.

    44 min

  2. FEB 19

    Dow 50,000: Now What?

    The Dow Jones Industrial Average reaching 50,000 is a historic market milestone, but what does it mean for retirement investors? And how do we keep reaching these milestones when there's still uncertainty in the economy? On this week's episode, Gary Mattson & Gerald Green of Mattson Financial Services discuss the significance of this event, and the particular strategy that helps retirement investors take advantage of the market highs (and lows!).  Need a second opinion on your investment strategy before the next market downturn? Schedule a chat with our team at www.MattsonFinancial.com.

    46 min

  3. FEB 12

    When the Paycheck Stops: Protecting Your Retirement After a Layoff

    Major corporations are cutting jobs, and for many workers who are close to retirement, a layoff doesn’t just mean losing a paycheck - it can feel like losing the plan they’ve spent decades building. In this episode, Gary Mattson & Laurel Steward of Mattson FInancial Services unpack the economic forces driving today’s wave of corporate downsizing and what it means for those nearing retirement. More importantly, we explore what happens next. How do you replace lost income? Should you consider early retirement? What about Social Security timing, healthcare, severance packages, and protecting your investment portfolio during uncertainty? We’ll share real-world insight, walking through practical strategies, tough conversations, and the steps that can turn a sudden job loss into a manageable transition instead of a financial crisis. Need help when that paycheck stops? Schedule a second opinion at www.MattsonFinancial.com.

    47 min

  4. FEB 5

    Tax Prep Time: How Tax-Efficient Is Your Investment Portfolio?

    Tax season isn’t just about gathering 1099 forms. It’s also a great time to take a closer look at how tax-efficient your investment portfolio really is. In this episode, Taylor Steward and Gerald Green of Mattson Financial Services unpack insights on tax efficiency based on account types and tax documents, and explore what investors can do to better “shelter” their investments from unnecessary taxes. We’ll talk through common areas of confusion, why tax efficiency matters year after year, and how reviewing your portfolio annually can help keep more of your money working for you. Whether you need help preparing your tax return or want to work with an advisor to help with tax efficiency, start a conversation that will help you think more strategically about taxes and investing. Connect now at www.MattsonFinancial.com.

    46 min

  5. JAN 29

    Could Rising Health Care Costs Complicate Your Early Retirement Strategy?

    While we wait for Congress to deal with the issue of health care subsidies, a lot of our listeners who planned to retire before 65 may wonder whether they can afford health care premiums before Medicare kicks in. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services discuss how they're helping clients navigate around this tricky issue, and still enjoy the early retirement they deserve. We'll also discuss frequent scenarios that couples run into during their retirement journey. Whether it's health care, taxes, Social Security, estate planning, investments or income, let us help you find more clarity and confidence in your plan. Learn more at www.MattsonFinancial.com.

    50 min

  6. JAN 22

    As Goes January, So Goes the Year?

    From Venezuela to tariffs to the escalating feud with the Fed, there's no shortage of headlines to fuel more volatility on Wall Street to start the year. But will the January indicator set the tone for 2026? And if so, how do you prepare your portfolio? On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services discuss strategies to help you avoid emotional decisions and stay on track with your goals. They'll also discuss a Canadian lottery winner's controversial jackpot decision - and how some retirees face the same type of choice with their money.  Need a second opinion on your retirement portfolio? Connect with our team at www.MattsonFinancial.com.

    48 min

  7. JAN 16

    2026 Tax Changes That Could Impact Your Retirement

    We're about to enter a new tax season, but the new year also brings about some big tax changes for baby boomers. So this week, your Money Mentors at Mattson Financial break down the biggest tax changes baby boomers need to know that could impact their retirement in the years to come - and how to take advantage of lower tax rates while they last. Plus, find out which athlete thinks he can't make it on $100 million in retirement!  Need a second opinion on your retirement plan? Connect now at www.MattsonFinancial.com.

    46 min

  8. JAN 9

    New Year, New Retirement Goals

    It's 2026...time to set some new retirement goals! This week, Laurel & Taylor Steward of Mattson Financial Services help you get ready to set some of those resolutions (we call them dreams, goals and desires). Plus, we'll discuss different retirement scenarios you might want to consider as you think ahead to the next chapter. Schedule your January visit with our team of fiduciary advisors now at www.MattsonFinancial.com.

    49 min
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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
    Laurel Steward
  • Years Active
    2019 - 2026
  • Episodes
    126
  • Rating
    Clean
  • Copyright
    © Copyright Laurel Steward
  • Show Website
    Money Mentors