Money Mentors

Three Surprising Things It’s Ok To Spend Money on in Retirement

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. 

Case Study: He's Worried About the Market, But He Doesn't Want Her to Worry

It's not unusual for one spouse or the other to handle most of the investment decisions in the relationship, but when markets get rocky, that can cause a lot of pressure. On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services discuss a hypothetical scenario on how to cope if you've been trying to handle your portfolio on your own - and now you're doubting your decisions, or you don't want to worry your wife or husband. Remember: it's always ok to seek out a second opinion. And if you need one now, connect for a chat at www.MattsonFinancial.com. 

The Tariff Tizzy: It's Not All Bad News

Sure, it might seem like the sky is falling if you're listening to the 24/7 news channels, but if you're looking for perspective on the tariff talk and the market downturn, this week's episode is for you. Gary Mattson & Gerald Green of Mattson Financial Services give some insight on how their investment philosophy works for retirement savers at times like this, and discuss how market dips may be an opportunity for some to consider a Roth conversion. Nervous and need a second opinion? Schedule a chat at www.MattsonFinancial.com. 

Retirement Doesn't Mean Cutting Back

Yes, all the talk of tariffs and rising prices might make people a little nervous about retirement, but a new survey says people are also tired of being told to "cut back." On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services discuss how they help clients enjoy the same lifestyle in retirement that they enjoyed while they were working. We also tackle how to find the "Goldilocks" savings strategy for retirement. Need a second opinion on your plan? Connect for a chat at www.MattsonFinancial.com. 

The Biggest Tax Surprises in Retirement

Taxes don't go away in retirement. In fact, they can cause a few surprises. On this week's episode, Gary & Laurel discuss what surprises people the most - and how to avoid the common mistakes that can cost you money. Plus, does it make sense to give your assets away while you're still here to enjoy it with your family - or leave a legacy when you're gone? We'll discuss the pros & cons. Check out our upcoming events on Taxes in Retirement at www.MattsonFinancial.com/Events.

Enjoying a Six-Figure Lifestyle in Retirement

More and more individuals and couples are making six-figure incomes today, but that puts pressure on them to also create a six-figure income for retirement. On this week's episode, Gerald Green and Marcus Grost of Mattson Financial Services discuss how they approach building an income strategy for generating that kind of retirement paycheck from an investment portfolio - and some of the opportunities and challenges along the way. Wondering how much you'll need to retire? Schedule a chat with your Money Mentors at www.MattsonFinancial.com. 

Lessons from the Oracle of Omaha

Warren Buffett's annual letter to shareholders is out - and it includes a few takeaways for retirement investors. On this week's episode, Gerald Green and Marcus Grost of Mattson Financial Services break down some of Warren's classic lessons on investing, and some of his latest revelations about handing over the reins when he's ready. Check out more retirement lessons at www.MattsonFinancial.com. 

Case Study: Should I Take a Buyout Offer?

From big corporations to the federal government, we're hearing more and more about buyout offers in the headlines. But before you accept that severance package or early retirement offer, there are some steps to consider. On this week's episode, Gary Mattson of Mattson Financial Services walks through a hypothetical scenario and what you might want to think through before you sign on the dotted line - especially if you're close to retirement. Need a second opinion on your buyout offer? Connect with us at www.MattsonFinancial.com. 

The Retirement Tax IOU

You've been saving for years in your retirement savings accounts, whether that's a 401(k), IRA, TSP or 403(b). But did you know you have a silent partner waiting for their share when it's time to start spending that money? This week, Laurel Steward and Corey Davis of Mattson Financial Services discuss the tax IOU that comes due in retirement and how you can help minimize that tax liability with prior planning. We'll also discuss IRMAA - what is it, and how it could impact your Medicare premiums. Submit your questions to your Money Mentors at www.MattsonFinancial.com. 

Federal Buyouts.& New Social Security Benefits for Public Servants

If you're a federal employee or a public servant - whether that be a firefighter, teacher, or other government worker - there are some recent changes that may impact your retirement planning. On this week's episode, Laurel Steward and Corey Davis of Mattson Financial Services explain what to do if you're on the receiving end of one of the recent federal buyout offers. And we'll update you on the Social Security Fairness Act and how that could impact some public service workers. Need help figuring out how the changes impact you? Schedule a chat at www.MattsonFinancial.com.