Money Mentors Gary Mattson

Meme stocks are back in the headlines, but should these social media-driven investments cause you any concern? Gary & Laurel dive into this topic this week, as well as the latest projections for a Social Security cost-of-living raise in 2025. Have questions about something in the headlines? Drop us an e-mail at www.MattsonFinancial.com. 

Retirement is full of surprises, but you also want to keep those to a minimum - especially as you settle in to your next chapter. This week, Taylor & Gerald discuss the common surprises that come up in the first 6 months of retirement. We'll also discuss why so many people don't know if they can retire. If that's a question in your mind, connect now for a chat at www.MattsonFinancial.com. 

Graduations aren't just for your kids & grandkids. Depending on how much you've saved for retirement, you may also be ready to graduate to a different level of investing. On this week's episode, Laurel & Gerald talk about when you might want to leave certain strategies behind - and why new levels of savings might mean more options for retirement investing. Need a second opinion on your plan? Connect now at www.MattsonFinancial.com.  

Certain changes are on hold when it comes to inherited retirement accounts, so if you've been the recipient of someone's IRA, 401(k) or other account in the last few years, you'll want to catch this week's episode. Laurel & Taylor also discuss an important May 17th deadline for taxpayers - and this one could help put more money in your pocket! Need some help with the tax rules for your retirement? Check out our resources at www.MattsonFinancial.com. 

Should you retire at the top of your game - or when things are on the decline career-wise or health-wise? Making that decision is a struggle, even for top athletes like Tiger Woods. This week, Laurel & Gerald discuss some of the non-financial factors that go into that decision. Plus, we'll preview our May First Friday event. Find the details at www.MattsonFinancial.com. 

Now that you've (hopefully) filed your taxes for last year, don't file that tax return away just yet. This week, Laurel & Gerald discuss what it can show you about how to plan for a more tax-efficient future. We also discuss the 3 tax buckets - and how to get more into that tax-free bucket for retirement. Curious about your retirement tax bill? Click the calculator at www.MattsonFinancial.com.