
Money Mentors
Gary Mattson
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:
Go ahead, give yourself permission to spend in retirement. After all, you worked hard for it, right? But where are some of the best places to spend your money? This week, Laurel & Taylor Steward of Mattson Financial Services dive into an interesting list that includes (spoiler alert!) - taxes. We'll explain that and the fun stuff it's ok to splurge on in retirement too. If you're wondering how much you can spend in retirement, start your plan with your Money Mentors at www.MattsonFinancial.com.
Tidligere episoder
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300 - Three Surprising Things It’s Ok To Spend Money on in Retirement Thu, 17 Apr 2025 - 0h
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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 - 0h
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298 - The Tariff Tizzy: It's Not All Bad News Thu, 03 Apr 2025 - 0h
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297 - Retirement Doesn't Mean Cutting Back Thu, 27 Mar 2025 - 0h
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296 - The Biggest Tax Surprises in Retirement Thu, 20 Mar 2025 - 0h
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295 - Enjoying a Six-Figure Lifestyle in Retirement Thu, 13 Mar 2025 - 0h
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294 - Lessons from the Oracle of Omaha Thu, 06 Mar 2025 - 0h
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293 - Case Study: Should I Take a Buyout Offer? Thu, 27 Feb 2025 - 0h
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292 - The Retirement Tax IOU Thu, 20 Feb 2025 - 0h
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291 - Federal Buyouts.& New Social Security Benefits for Public Servants Thu, 13 Feb 2025 - 0h
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290 - Trump, Tariffs & Taxes Thu, 06 Feb 2025 - 0h
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289 - Retirement Milestones from Your 50s to Your 70s Thu, 30 Jan 2025 - 0h
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288 - Special Tax Series: Tax Forms & Roth Conversions Thu, 23 Jan 2025 - 0h
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287 - 5 Issues That Could Impact Middle-Class Retirees in 2025 Thu, 16 Jan 2025 - 0h
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286 - Financial Resolutions for 2025 Thu, 09 Jan 2025 - 0h
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285 - Retirement Do's and Don'ts - And One Never Thu, 02 Jan 2025 - 0h
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284 - Social Security's Full Retirement Age & How It's Changing in 2025 Thu, 26 Dec 2024 - 0h
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283 - Portfolio Lessons from 2024 to Carry Into the New Year Thu, 19 Dec 2024 - 0h
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282 - Planning to Live to 100 Thu, 12 Dec 2024 - 0h
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281 - From Tariffs to Taxes: Financial Planning for the Next 4 Years Under the Trump Administration Thu, 05 Dec 2024 - 0h
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280 - The Not-So-Free Steak Dinner Thu, 28 Nov 2024 - 0h
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279 - Retirement Goal Setting Thu, 21 Nov 2024 - 0h
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278 - Your Year-End Financial Checklist Thu, 14 Nov 2024 - 0h
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277 - Click-to-Cancel & How to Get Out of a Bad Financial Relationship Thu, 07 Nov 2024 - 0h
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276 - The U.S. Gets a C+ For Retirement: What About You? Thu, 31 Oct 2024 - 0h
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275 - 7 Challenges You May Encounter in the First Decade of Retirement Thu, 24 Oct 2024 - 0h
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274 - Retirement Doesn't Have To Be Scary Thu, 17 Oct 2024 - 0h
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273 - Facing Retirement When You're Suddenly Single Thu, 10 Oct 2024 - 0h
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272 - Financial Plays for the 4th Quarter Thu, 03 Oct 2024 - 0h
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271 - How Washington's Debt Problem Affects You Thu, 26 Sep 2024 - 0h
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270 - What Your Parents Never Told you About Money Thu, 19 Sep 2024 - 0h
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269 - Does It Really Take $1.8 Million to Retire Comfortably? Thu, 12 Sep 2024 - 0h
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268 - Fuzzy Math: Should We Trust the Data? Thu, 05 Sep 2024 - 0h
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267 - How Much Should I Stash in My Emergency Fund? Thu, 29 Aug 2024 - 0h
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266 - Common Retirement Scenarios: Jim & Wendy Thu, 22 Aug 2024 - 0h
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265 - Why 2026 Is On Our Tax Radar Thu, 15 Aug 2024 - 0h
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264 - Why We Don't Sweat Market Volatility Thu, 08 Aug 2024 - 0h
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263 - A Presidential Retirement vs. Your Retirement Thu, 01 Aug 2024 - 0h
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262 - Politics & Your Portfolio Thu, 25 Jul 2024 - 0h
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261 - I Bonds Are Less Attractive - Now What? Thu, 18 Jul 2024 - 0h
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260 - FOMO & Your 401(k) Thu, 11 Jul 2024 - 0h
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259 - Retiring in a Rush Thu, 04 Jul 2024 - 0h
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258 - The Investing Secret No One Talks About Thu, 27 Jun 2024 - 0h
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257 - The Upside of Inflation Thu, 20 Jun 2024 - 0h
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256 - Summer Savings Series: The Importance of Fees Thu, 13 Jun 2024 - 0h
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255 - 5 Key Questions to Ask About Your Retirement Thu, 06 Jun 2024 - 0h
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254 - The Meme Stock Craze & What It Means For You Thu, 30 May 2024 - 0h
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253 - The Surprises You May Encounter in the First Few Months of Retirement Thu, 23 May 2024 - 0h
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252 - It's Graduation Season: Have You Graduated to a New Level of Investing? Thu, 16 May 2024 - 0h
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251 - Tax Deadlines: Changes in Inherited Account Tax Rules & The May Deadline That Could Affect You Thu, 09 May 2024 - 0h