Mondays With Matt Podcast

Beneficiaries are an important part of a well-thought-out retirement plan. While it may seem like naming beneficiaries is a simple task, there are some areas in this process that are easy to overlook, which could cause major complications down the road. In this episode, we’ll address five common beneficiary mistakes. We’ll bring these mistakes to your attention and explain why these could damage y...

Even if you're a seasoned investor, it can be easy to make rookie mistakes. In this episode, we'll delve into the top 5 mistakes that we see people make and offer practical tips to avoid them. Whether you're investing in something without a clear purpose, underestimating the level of risk involved, or following "hot tips," these common pitfalls can have detrimental effects on your portfolio. By tu...

Social Security is often misunderstood and ill-planned for, costing lost opportunities for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this episode, we will finish up our discussion on 5 common misunderstandings about Social Security.   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call:...

Social Security is often misunderstood and ill-planned for, costing lost opportunities for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this show, we’ll look to clear up 5 misunderstandings about Social Security. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions. Links & Show Notes: Great Lak...

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretireme...

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to thi...

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our personal and professional goals for 2023 and explore what might be some worthwhile goals for you to add to your list. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call:...

It's time to make sure your bases are covered and you're ready for the light at the end of the tunnel: Retirement. In this episode, we will discuss 10 points to help determine your retirement readiness. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Makin’ a list and checkin’ it twice! We’ll describe a scenario, you tell us if the financial advisor is being naughty or nice… Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

The European Financial Review recently released a study on the ways that investor biases impact their financial behavior and decisions. How have you seen some of these biases manifest themselves in people? Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Major life events can sometimes be expected or unexpected. Either way, sometimes we make the wrong choices during these events. Let's jump into some smart decisions to make during major life events. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings. Links & Show Notes: Great Lakes Retirement We...

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement .   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.co...

This week let's dive into RMDs and clear up some common questions.   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors?   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs.   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949