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Money Mentors
Gary Mattson
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!
Categories: Business
Listen to the last episode:
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.
Previous episodes
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267 - How Much Should I Stash in My Emergency Fund? Thu, 29 Aug 2024 - 0h
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266 - Common Retirement Scenarios: Jim & Wendy Thu, 22 Aug 2024 - 0h
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265 - Why 2026 Is On Our Tax Radar Thu, 15 Aug 2024 - 0h
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264 - Why We Don't Sweat Market Volatility Thu, 08 Aug 2024 - 0h
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263 - A Presidential Retirement vs. Your Retirement Thu, 01 Aug 2024 - 0h
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262 - Politics & Your Portfolio Thu, 25 Jul 2024 - 0h
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261 - I Bonds Are Less Attractive - Now What? Thu, 18 Jul 2024 - 0h
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260 - FOMO & Your 401(k) Thu, 11 Jul 2024 - 0h
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259 - Retiring in a Rush Thu, 04 Jul 2024 - 0h
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258 - The Investing Secret No One Talks About Thu, 27 Jun 2024 - 0h
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257 - The Upside of Inflation Thu, 20 Jun 2024 - 0h
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256 - Summer Savings Series: The Importance of Fees Thu, 13 Jun 2024 - 0h
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255 - 5 Key Questions to Ask About Your Retirement Thu, 06 Jun 2024 - 0h
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254 - The Meme Stock Craze & What It Means For You Thu, 30 May 2024 - 0h
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253 - The Surprises You May Encounter in the First Few Months of Retirement Thu, 23 May 2024 - 0h
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252 - It's Graduation Season: Have You Graduated to a New Level of Investing? Thu, 16 May 2024 - 0h
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251 - Tax Deadlines: Changes in Inherited Account Tax Rules & The May Deadline That Could Affect You Thu, 09 May 2024 - 0h
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250 - The Big Question: When Should I Retire? Thu, 02 May 2024 - 0h
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249 - What Your Tax Return Can Show You About Planning for the Future Thu, 25 Apr 2024 - 0h
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248 - Pay Now or Pay Later? The Big Tax Question for Retirement Savers Thu, 18 Apr 2024 - 0h
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247 - The Millionaire Retirement - And Can You Make It on Less? Thu, 11 Apr 2024 - 0h
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246 - Raising the Social Security Age: Is It a Good Idea? Thu, 04 Apr 2024 - 0h
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245 - Avoiding Tax & RMD Surprises in Retirement Thu, 28 Mar 2024 - 0h
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244 - The Brackets That Really Matter This Time of Year Thu, 21 Mar 2024 - 0h
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243 - What To Consider in Tough Retirement Scenarios Thu, 14 Mar 2024 - 0h
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242 - 3 Ways You Might Be Able to Save On Taxes as You Close in on Retirement Thu, 07 Mar 2024 - 0h
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241 - Wait...I Pay Taxes on My Social Security Benefits?! Thu, 29 Feb 2024 - 0h
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240 - The Great Wealth Transfer Thu, 22 Feb 2024 - 0h
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239 - Retirement Shouldn't Mean Having to Take a Pay Cut Thu, 15 Feb 2024 - 0h
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238 - Peak 65: Are You Part of the Trend? Thu, 08 Feb 2024 - 0h
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237 - Taking Advantage of Tax Season Thu, 01 Feb 2024 - 0h
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236 - 4 Ways Retirement Planning is Changing This Year Thu, 25 Jan 2024 - 0h
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235 - Retiring in 2024? Consider These Steps Thu, 18 Jan 2024 - 0h
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234 - The Most Stressful Jobs (and How to Say Goodbye to the Stress!) Thu, 11 Jan 2024 - 0h
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233 - Where Are Interest Rates Headed in 2024? Thu, 04 Jan 2024 - 0h
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232 - Good Debt vs. Bad Debt Thu, 28 Dec 2023 - 0h
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231 - Getting the Max Out of Social Security Thu, 21 Dec 2023 - 0h
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230 - Planning for Christmas Splurges Thu, 14 Dec 2023 - 0h
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229 - A Quick Financial Year-End To-Do List Thu, 07 Dec 2023 - 0h
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228 - The Importance of Reading the Fine Print Thu, 30 Nov 2023 - 0h
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227 - Taking Advantage of Higher Interest Rates for Retirement Thu, 23 Nov 2023 - 0h
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226 - The Tough Retirement Conversations Thu, 16 Nov 2023 - 0h
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225 - Medicare & Marketplace Roundup with Matt Thu, 09 Nov 2023 - 0h
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224 - Are We Entering A Spooky Season for the Markets? Thu, 02 Nov 2023 - 0h
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223 - Investing at a Time of War Thu, 26 Oct 2023 - 0h
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222 - Challenges in the First 10 Years of Retirement Thu, 19 Oct 2023 - 0h
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221 - Retirement Setbacks & Worries Thu, 12 Oct 2023 - 0h
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220 - Government Gridlock & Your Retirement Security Thu, 05 Oct 2023 - 0h
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219 - 7 Things You Might Want to Wait On Until After Retirement Thu, 28 Sep 2023 - 0h
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218 - Strikes, Layoffs & Buyouts Thu, 21 Sep 2023 - 0h