Money Mentors
Laurel Steward
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!
Kategorier: Bedrift
Hør på den siste episoden:
What do championship hockey teams and successful retirees have in common? They know that defense wins. This week, Gerald Green and Corey Davis of Mattson Financial Services in West Michigan break down the same principles that lead to gold medals in games - discipline, preparation, and protecting the net - and how they can help you build a retirement game plan that lasts.
Learn how to build a strong defensive strategy around your portfolio so you can protect what you’ve worked so hard to earn and retire with greater confidence. Schedule a complimentary retirement review at www.MattsonFinancial.com.
Tidligere episoder
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346 - A Gold Medal Retirement: Why Defense Wins Championships Thu, 05 Mar 2026
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345 - From Pink Slips to Portfolios: Navigating a Changing Labor Market Thu, 26 Feb 2026
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344 - Dow 50,000: Now What? Thu, 19 Feb 2026
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343 - When the Paycheck Stops: Protecting Your Retirement After a Layoff Thu, 12 Feb 2026
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342 - Tax Prep Time: How Tax-Efficient Is Your Investment Portfolio? Thu, 05 Feb 2026
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341 - Could Rising Health Care Costs Complicate Your Early Retirement Strategy? Thu, 29 Jan 2026
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340 - As Goes January, So Goes the Year? Thu, 22 Jan 2026
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339 - 2026 Tax Changes That Could Impact Your Retirement Fri, 16 Jan 2026
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338 - New Year, New Retirement Goals Fri, 09 Jan 2026
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337 - Resolution Rebound: What Concerns Retirees the Most About 2026 Fri, 02 Jan 2026
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336 - Why a 2.8% Social Security COLA Won't Cut It Thu, 25 Dec 2025
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335 - The GoFundMe Retirement Crisis Thu, 18 Dec 2025
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334 - A Reality Check on Crypto: What Market Volatility Is Telling Us Thu, 11 Dec 2025
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333 - Built to Last: Evaluating Investments and Real Estate for Retirement Thu, 04 Dec 2025
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332 - The Season of Giving: Smart Moves to Maximize Your Tax Savings Thu, 27 Nov 2025
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331 - Preparing for Prescription Drug Costs in Retirement Thu, 20 Nov 2025
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330 - The Impact of Mass Layoffs Thu, 13 Nov 2025
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329 - Are You Gambling With Your Retirement? Thu, 06 Nov 2025
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328 - Dealing With Financial Changes This Fall Thu, 30 Oct 2025
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327 - The Government Shutdown's Impact on You Thu, 23 Oct 2025
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326 - Fourth Quarter Moves to Improve Your Finances Thu, 16 Oct 2025
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325 - Investing at a Time of War Thu, 26 Oct 2023
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324 - Challenges in the First 10 Years of Retirement Thu, 19 Oct 2023
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323 - 4 Things Retirees Might Be Getting Wrong This Year Thu, 25 Sep 2025
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322 - Potential Six-Figure Retirement Mistakes (Part 2) Thu, 18 Sep 2025
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321 - Potential Six-Figure Retirement Mistakes (Part 1) Fri, 12 Sep 2025
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320 - Veggie-flation & Planning for Increasing Costs in Retirement Thu, 04 Sep 2025
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319 - 3 Important Retirement Questions for Couples Fri, 29 Aug 2025
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318 - Am I Missing Out on the AI Boom? Thu, 21 Aug 2025
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317 - Private Equity & Your 401(k) Thu, 14 Aug 2025
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316 - More Big, Beautiful Tax Perks for Retirees Thu, 07 Aug 2025
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315 - What the One Big Beautiful Act Means for Retirees & Pre-Retirees Thu, 31 Jul 2025
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314 - Putting Your Lazy Money to Work For You This Summer Thu, 24 Jul 2025
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313 - Why Most of Us Fail to Plan for Long-Term Care Thu, 17 Jul 2025
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312 - Investing for the Long-Term Thu, 10 Jul 2025
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311 - Your Mid-Year Financial Checkup Thu, 03 Jul 2025
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310 - Focusing on What Matters vs. Market Volatility Thu, 26 Jun 2025
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309 - Tough Questions to Ask Yourself About Retirement Thu, 19 Jun 2025
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308 - Lessons from the Vanderbilts: How to Lose Your Wealth in 3 Generations Thu, 12 Jun 2025
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307 - Facing a Layoff? Here's What to Do Next Thu, 05 Jun 2025
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306 - Sell in May and Go Away? No Way! Thu, 29 May 2025
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305 - Why Earning the Maximum Possible Social Security Check Isn't So Easy Thu, 22 May 2025
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304 - Lessons from Warren Buffett's Retirement Thu, 15 May 2025
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303 - Recession-Proof Investing: Which Asset Classes Tend to Perform Well During Downturns? Thu, 08 May 2025
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302 - Navigating Market Volatility as a Retiree or Pre-Retiree Thu, 01 May 2025
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301 - The Underwear & Lipstick Connection to a Recession Thu, 24 Apr 2025
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300 - Three Surprising Things It’s Ok To Spend Money on in Retirement Thu, 17 Apr 2025
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299 - Case Study: He's Worried About the Market, But He Doesn't Want Her to Worry Thu, 10 Apr 2025
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298 - The Tariff Tizzy: It's Not All Bad News Thu, 03 Apr 2025
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297 - Retirement Doesn't Mean Cutting Back Thu, 27 Mar 2025