Money Mentors

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

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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

  • 346 - A Gold Medal Retirement: Why Defense Wins Championships 
    Thu, 05 Mar 2026
  • 345 - From Pink Slips to Portfolios: Navigating a Changing Labor Market 
    Thu, 26 Feb 2026
  • 344 - Dow 50,000: Now What? 
    Thu, 19 Feb 2026
  • 343 - When the Paycheck Stops: Protecting Your Retirement After a Layoff 
    Thu, 12 Feb 2026
  • 342 - Tax Prep Time: How Tax-Efficient Is Your Investment Portfolio? 
    Thu, 05 Feb 2026
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