Money Mentors

Made any financial resolutions for the new year? Fidelity says most Americans who have plan to 'live practically,' and are worried about unexpected expenses. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services discuss why that may be the case, and how to achieve some of those practical goals financially. Need a jump start on those dreams, goals and desires? Schedule a...

There are all kinds of things to remember when it comes to retirement, but on this week's list, Laurel Steward and Gerald Green of Mattson Financial Services discuss Kiplinger's list of the 4 Do's and Don'ts of Retirement - plus the one thing they say you should never do. When it comes to your retirement questions, feel free to reach out with yours anytime at www. MattsonFinancial.com . 

One of the most common questions about retirement is often "When should I claim my Social Security benefits?" On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services discuss the program's full retirement age, how it's changing in 2025 and what to consider when you're making the decision on when to claim your benefits. Plus, we'll discuss the retirement paycheck that's...

Despite uncertainty about inflation, interest rates and the election, the market's been pretty resilient in 2024. On this episode, Gerald Green and Corey Davis of Mattson Financial Services discuss the lessons we can take away from Wall Street in 2024 and apply to how we approach portfolio decisions in the New Year. 2025 is also a great time for a portfolio check-up. Schedule yours now at www. Mat...

Living to 100 is not out of the question these days. Just ask Laurel's grandma! On this week's episode, your Money Mentors from Mattson Financial Services discuss the possibility and how to plan for it financially. Need a plan that gets you through the go-go, the slow go and the 'no go' years? Set up a complimentary retirement review now at www. MattsonFinancial.com . 

Now that we know the outcome of the election, it's time to plan ahead for what might be coming financially under the new administration. This week, Laurel and Taylor Steward of Mattson Financial Services discuss 4 changes that could be coming under President-elect Trump based on what he discussed during the campaign, and how it could impact your finances. Plus, we'll discuss how to tune out some o...

Once you reach your 50's and 60's, you get invitations in the mail all the time to steak dinners offering to teach you about various financial topics. But before you accept that next invitation, listen to this week's episode, which includes a cautionary tale about one man's experience - as Laurel & Gerald discuss the questions you might want to ask about a particular advisor or investment. Nee...

If you're already in goal setting mode for 2025, this week's episode is for you. Laurel & Taylor Steward of Mattson Financial Services discuss some of the changes the IRS has announced for tax and retirement planning purposes for the new year that may benefit you - including a 'super' catch-up contribution for some retirement savers. Plus, we'll discuss the steps you might want to consider if...

2024 is quickly coming to a close, but there's still time to make a few financial changes. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services walk you through some financial steps you might want to take to finish strong - and set yourself up for a better 2025. Need a year-end retirement check-up? Set up a quick chat now at www. MattsonFinancial.com . 

The FTC has a new rule to make it easier for consumers to cancel recurring subscriptions and memberships called 'Click-to-Cancel.' But how hard is it to cancel a financial service, product - or even advisor relationship - that's not working for you? Laurel & Taylor Steward of Mattson Financial Services discuss that on this week's episode. Plus, we'll dive into ways you might save by canceling...

A new international survey gives The United States a C+ grade for its retirement system. But Gerald Green and Marcus Grost, your Money Mentors at Mattson Financial Services, take issue with some of the survey's rankings. Find out why on this week's episode, and discover how you can take advantage of what the U.S. retirement system has to offer. Need help navigating decisions on things like Social...

While your Money Mentors at Mattson Financial Services have been through retirement hundreds of times through their clients, we know that for you - it's likely the first, and only time you'll ever go through it. So this week, Laurel Steward and Corey Davis explore the 7 challenges you may run into over the first 10 years of retirement, and how to navigate each one. Here's the good news: you don't...

A new survey finds most Americans fear retirement more than they fear - dying! On this week's episode, your Money Mentors Laurel Steward and Marcus Grost of Mattson Financial Services discuss why so many people are scared of retirement, as well as the steps to take to overcome that fear. We'll also dive into one of the options you may have during Open Enrollment at your workplace that can help wit...

Whether you've lost a spouse, you never got married or perhaps you're divorced, this week's episode is for you. Our case study with your Money Mentors, Laurel & Taylor Steward, focuses on a hypothetical scenario of someone approaching retirement solo - and how that affects the planning process. Good news: you don't have to go it alone in retirement. Sign up now for your complimentary review at...

Just like a football game, the 4th quarter is very important when it comes to whether you 'win or lose' the year financially. This week, Laurel & Taylor Steward of Mattson Financial Services discuss the 4th quarter plays you may want to consider in 2024. We'll also dive into the surprises people find in their first year of retirement. See if you're prepared! Schedule a year-end retirement chec...

Every few months, Congress has to race to avoid a government shutdown as lawmakers fail to reach a deal on a new spending plan. But this kicking the can down the road will likely have an impact on all of us as taxpayers in the future. On this week's episode with Gerald Green and Marcus Grost, we'll discuss what it might mean for you & your family. Plus, we dive into the immediate impact of the...

After more than three decades of helping people retire successfully, Mattson Financial Services founder Gary Mattson has finally put that experience on paper. This week, learn about his new book, "What Your Parents Never Told You About Money," and how you can get your hands on one of the first copies. Or buy your copy here: https://www.amazon.com/What-Parents-Never-About-Money/dp/B0D8KDSHKX  

Forget $1 million. A new survey says many Americans now think it will take $1.8 million in order to retire comfortably! On this week's episode, Laurel & Gerald discuss why that may - or may not - be the case, and how to get closer to your own comfortable number. Plus, we celebrate the 94th birthday of one of the world's most well-known investors. Need a second opinion on your retirement or inv...

There's a lot of economic data coming our way right now, but it turns out the government got it wrong (really wrong!) on one big piece of the economic picture. So, who do we trust? And what if that data leads to interest rate cuts this fall? Laurel & Taylor discuss it on this week's episode, but if you need an analysis of your own economic data, connect now at www. MattsonFinancial.com . 

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 . 

Chances are, your questions about retirement are similar to many others we receive on "Money Mentors." So, this week, Laurel & Taylor delve into a retirement scenario for a hypothetical couple, Jim & Wendy. We'll walk step-by-step through the Mattson Financial process for helping people solve their own retirement puzzles. See if one of your questions comes up - and feel free to reach out f...

While all the talk is about who wins the White House in 2024, we're preparing for tax changes (no matter who's in office) in the next 2 years. This week, Laurel & Taylor Steward of Mattson Financial Services explain why good savers and retirees need to circle 2026 on their calendars - and start some forward tax planning during this calendar year. Find out what your retirement tax bill might lo...

Many investors see red arrows on Wall Street and panic, but at Mattson Financial Services, we look at it as an opportunity. Take a peek inside our investment philosophy on this week's episode with Laurel & Taylor Steward. And if you need a second opinion on your investment strategy, connect with us at www. MattsonFinancial.com . 

While President Biden prepares to call it quits after this term, he stands to make more as a retiree than he did as Commander in Chief! This week, Laurel Steward & Corey Davis of Mattson Financial Services discuss whether you might be able to structure your retirement the same way. Plus, find out how the political changes might impact your investment strategy. Get a complimentary second opinio...

The political events of the last few weeks may not shake the markets - but they may shake our confidence. On this week's episode, Gary Mattson & Corey Davis of Mattson FInancial Services explain how the uncertainty may impact your investment decisions from here. We'll also discuss how traditional 60/40 portfolios may be outdated - and what to consider instead. Need a portfolio check-up? Connec...