Money Mentors

A Head Start for Retirement? The Trump $1000 Accounts for Newborns Explained

One of the big changes under the One, Big Beautiful Act is coming soon for recent newborns - $1,000 accounts in their name that can be added to and invested in as they grow older for use after they're 18 for specific purposes. On this week's episode, Gary Mattson & Taylor Steward of Mattson Financial Services explain how they'll work - and how you can also help future generations on your own get a jump start on their retirement savings without waiting for the government to do it! Have questions? Connect now at www.MattsonFinancial.com. 

4 Things Retirees Might Be Getting Wrong This Year

There are plenty of good things happening financially in 2025 - and some not-so-good things, so it's easy to make mistakes in a year like this one. On this week's episode, Gary Mattson and Laurel Steward of Mattson Financial Services discuss 4 mistakes retirees might be making when it comes to finances - and how to address them before the year is up! Need a year-end check-up on your retirement plan? Schedule a chat now at www.MattsonFinancial.com. 

Potential Six-Figure Retirement Mistakes (Part 2)

It's easy to make financial mistakes in retirement, but we want to help you avoid them, especially those that can be costly. This week, Laurel Steward and Gary Mattson of Mattson Financial Services continue our series on the potential mistakes that could cost you $100,000 or more in retirement - focusing on some of the tax and legal landmines that sometimes trip up retirees. Have questions about any of these issues? Connect with us for a chat at www.MattsonFinancial.com. 

Potential Six-Figure Retirement Mistakes (Part 1)

We've all made financial mistakes, but hopefully, they've been ones you can recover from quickly. But when it comes to retirement, there are major decisions that could end up costing you hundreds, thousands - potentially even hundreds of thousands of dollars over the course of your retirement. This week, Gary Mattson & Gerald Green of Mattson Financial Services begin our discussion on these costly six-figure mistakes - and how to avoid them. Check out more lessons at www.MattsonFinancial.com. 

Veggie-flation & Planning for Increasing Costs in Retirement

We all know prices have been going up for the last few years on just about everything, but have you checked out the price of vegetables lately? We'll discuss the dramatic jump in prices in what analysts are calling "veggie-flation," and how to prepare your retirement income plan to handle it. Plus, get a peek inside Gary's past side hustle - as a school bus driver! Find more retirement resources now at www.MattsonFinancial.com. 

3 Important Retirement Questions for Couples

Navigating retirement as a couple can be exciting - but also challenging. After all, you might have different ideas or goals, and you might not discover that until you start putting your plan together. So, on this week's episode, Gary Mattson & Laurel Steward of Mattson Financial Services give you 3 questions to think about as you're getting started on your plan. Need help with the conversation? Schedule a chat at www.MattsonFinancial.com. 

Am I Missing Out on the AI Boom?

Another company just joined the $4 trillion club, just weeks after Nvidia became the first to do so. So, what's driving these eye-popping numbers? Artificial intelligence! On this week's episode, Gerald Green and Corey Davis of Mattson Financial Services discuss what's behind this AI boom, and what to do if you feel like you've been left behind as an investor. Need a second opinion on your strategy? Connect with us at www.MattsonFinancial.com. 

Private Equity & Your 401(k)

The White House just made it easier for 401(k) plans to offer riskier investment choices, like private equity. But how do you know if it's too risky for your retirement goals? Gary Mattson and Taylor Steward break down the issue this week, as well as how to decide between saving in a traditional vs. a Roth 401(k). Download more info about how to manage - and avoid mistakes - in our free guide at www.Mattson401k.com. 

More Big, Beautiful Tax Perks for Retirees

This week, we continue our discussion about the big changes under the One Big Beautiful Act - specifically, the tax cut extensions and what that means from a planning perspective for the next few years. And that's not the only thing Congress has been up to. Listen as Gary Mattson and Laurel Steward explain the new crypto legislation in Washington, and how that might impact your investment strategy in the future. Have questions about the latest changes? Connect with us at www.MattsonFinancial.com. 

What the One Big Beautiful Act Means for Retirees & Pre-Retirees

You've heard it's big and beautiful - and yes, it's thousands of pages long...but what does the new law passed by Congress mean for you & your retirement? The team at Mattson Financial Services has been digging into the details, and on this week's episode, Gary Mattson and Gerald Green discuss some of the highlights and how it could impact your finances. Schedule a chat to go over any changes to your plans at www.MattsonFinancial.com.