Mondays With Matt Podcast

William Rogers was an American stage and film actor, vaudeville performer, cowboy, humorist, newspaper columnist, and social commentator from Oklahoma. Let's see what we can learn from some of his great quotes. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

If you had to be elected in order to be a financial advisor, what would your platform be to show potential "voters" you would be a good candidate? This week we put Matt in the spotlight for "Financial Czar." Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Glass half empty, or half full? There are some scenarios that will happen on our way toward, or into retirement. Will you view it as a crisis, or potential opportunity? Let's discuss some of these situations on today's show. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions...

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the...

On this episode, we answer some email questions that have come into the show over the past few weeks. We discuss taking early Social Security, re-investing cash, and much more. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life. Links & Show Notes: Gr...

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

The election looms heavy this year, maybe more than any in recent memory. So today we look at some historical data on how the market performed under different presidents. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

The retirement world is full of retirement rules. Are these rules legit or full of it? Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spou...

We’ve found that—for a lot of people—what they say and what they do don’t necessarily match. Let’s look at some examples in the financial world where you might be saying one thing, but your behavior indicates something different, and you don’t even realize it... Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

We spend a few minutes on some things to consider when trying to keep the monthly spending under control as we near or enter in to retirement. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

A recent USA Today article outlined 4 financial milestones that should indicate you’re ready for retirement if you hit them. Matt gives us his take on this as well a few others to consider. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Our intentions this week were to discuss strategies that just don't work. But with Memorial Day upon us we talk about what is happening to our nation and try to remember what Memorial day stands for. We also answer an email questions about mutual funds. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets? Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

If it works within your plan, could this be a good time to invest more money in the market? Would a Roth conversion make sense during this crisis? Matt and Marc will discuss this week on the show. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

We talked last time about the Coronavirus and the general impact it has had on every day life. Congress recently passed the CARES Act to try and help alleviate some of the financial impacts. Matt will discuss some of the main points of this new bill. Links & Show Notes: Great Lakes Retirement Website:  http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949