Mondays With Matt Podcast

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings, if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based off this information.   Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-29...

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be...

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

We address some listener questions that have come into the show. We will discuss how long 1.4 million dollars might last in retirement, the ability to diversify in just one IRA, and how to protect yourself from identity theft. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll breakdown the article to see if it’s worthwhile advice, if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned. Links & Show Notes: USA Today Article: https://bit.ly/3I02veK Grea...

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 98...

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretiremen...

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can...

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway. Links & Show Notes: Forbes...

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

As we approach the end of 2021, it's time to look ahead to next year. Let's go over some of the top financial resolutions that you should be making for 2022. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Depending on your answers, the questions we cover on today’s show might raise red flags about your finances. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

This is our 62nd episode and since it's turning 62, should it file for social security early? We decided to chat about this topic since so many people are unclear about when it's advantageous for them to start taking it. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

It’s time to peel back the curtain a little bit to learn about your financial advisor. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on t...

Our 4th of July podcast here! Today's episode is all about getting to financial independence and some ways you may be able to get there. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretire...

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949