Money Mentors

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. 

Trump, Tariffs & Taxes

The first few weeks of the new Trump administration has included a flurry of economic activity - but what does the threat of new tariffs and the possibility of extended tax cuts mean for your bottom line? Laurel Steward of Mattson Financial Services helps you break through some of the noise on this week's episode. Let us help you put the focus on your personal economy with a customized retirement review. Schedule a chat now at www.MattsonFinancial.com. 

Retirement Milestones from Your 50s to Your 70s

We think retirement planning should be important at all stages of life, but there are certain ages when key decisions could help determine just how successful you are when you're ready to stop working. This week, Laurel & Taylor Steward of Mattson Financial Services break down the key Retirement Milestones from 50 to 73, and how each step can help you along the journey. If you're hitting one of these milestones and need some help, reach out for a retirement review at www.MattsonFinancial.com. 

Special Tax Series: Tax Forms & Roth Conversions

We kick off our special series on taxes this tax season on what your tax forms might help you address about your retirement tax strategy. Plus, Laurel & Taylor Steward of Mattson Financial Services tackle a question about Roth conversions and income, and help clear up some confusion about conversions versus contributions. Need a second opinion on your retirement tax strategy? Let's talk. Schedule a chat at www.MattsonFinancial.com by clicking on the calendar button. 

5 Issues That Could Impact Middle-Class Retirees in 2025

From continuing high inflation to rising taxes, there's a lot coming at us in 2025. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services break down 5 issues that could impact middle-class retirees the most this year, and how to prepare yourself for them. Start the new year strong with a portfolio check-up. Schedule a chat now at www.MattsonFinancial.com. 

Financial Resolutions for 2025

Made any financial resolutions for the new year? Fidelity says most Americans who have plan to 'live practically,' and are worried about unexpected expenses. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services discuss why that may be the case, and how to achieve some of those practical goals financially. Need a jump start on those dreams, goals and desires? Schedule a retirement chat now at www.MattsonFinancial.com.