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
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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 & WendyThu, 22 Aug 2024 - 0h
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265 - Why 2026 Is On Our Tax RadarThu, 15 Aug 2024 - 0h
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264 - Why We Don't Sweat Market VolatilityThu, 08 Aug 2024 - 0h
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263 - A Presidential Retirement vs. Your RetirementThu, 01 Aug 2024 - 0h
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262 - Politics & Your PortfolioThu, 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 RushThu, 04 Jul 2024 - 0h
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258 - The Investing Secret No One Talks AboutThu, 27 Jun 2024 - 0h
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257 - The Upside of InflationThu, 20 Jun 2024 - 0h
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256 - Summer Savings Series: The Importance of FeesThu, 13 Jun 2024 - 0h
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255 - 5 Key Questions to Ask About Your RetirementThu, 06 Jun 2024 - 0h
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254 - The Meme Stock Craze & What It Means For YouThu, 30 May 2024 - 0h
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253 - The Surprises You May Encounter in the First Few Months of RetirementThu, 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 YouThu, 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 FutureThu, 25 Apr 2024 - 0h
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248 - Pay Now or Pay Later? The Big Tax Question for Retirement SaversThu, 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 RetirementThu, 28 Mar 2024 - 0h
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244 - The Brackets That Really Matter This Time of YearThu, 21 Mar 2024 - 0h
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243 - What To Consider in Tough Retirement ScenariosThu, 14 Mar 2024 - 0h
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242 - 3 Ways You Might Be Able to Save On Taxes as You Close in on RetirementThu, 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 TransferThu, 22 Feb 2024 - 0h
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239 - Retirement Shouldn't Mean Having to Take a Pay CutThu, 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 SeasonThu, 01 Feb 2024 - 0h
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236 - 4 Ways Retirement Planning is Changing This YearThu, 25 Jan 2024 - 0h
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235 - Retiring in 2024? Consider These StepsThu, 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 DebtThu, 28 Dec 2023 - 0h
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231 - Getting the Max Out of Social SecurityThu, 21 Dec 2023 - 0h
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230 - Planning for Christmas SplurgesThu, 14 Dec 2023 - 0h
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229 - A Quick Financial Year-End To-Do ListThu, 07 Dec 2023 - 0h
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228 - The Importance of Reading the Fine PrintThu, 30 Nov 2023 - 0h
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227 - Taking Advantage of Higher Interest Rates for RetirementThu, 23 Nov 2023 - 0h
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226 - The Tough Retirement ConversationsThu, 16 Nov 2023 - 0h
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225 - Medicare & Marketplace Roundup with MattThu, 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 WarThu, 26 Oct 2023 - 0h
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222 - Challenges in the First 10 Years of RetirementThu, 19 Oct 2023 - 0h
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221 - Retirement Setbacks & WorriesThu, 12 Oct 2023 - 0h
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220 - Government Gridlock & Your Retirement SecurityThu, 05 Oct 2023 - 0h
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219 - 7 Things You Might Want to Wait On Until After RetirementThu, 28 Sep 2023 - 0h
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218 - Strikes, Layoffs & BuyoutsThu, 21 Sep 2023 - 0h
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