Money Mentors

The U.S. Gets a C+ For Retirement: What About You?

A new international survey gives The United States a C+ grade for its retirement system. But Gerald Green and Marcus Grost, your Money Mentors at Mattson Financial Services, take issue with some of the survey's rankings. Find out why on this week's episode, and discover how you can take advantage of what the U.S. retirement system has to offer. Need help navigating decisions on things like Social Security and Medicare? Schedule a chat now at www.MattsonFinancial.com. 

7 Challenges You May Encounter in the First Decade of Retirement

While your Money Mentors at Mattson Financial Services have been through retirement hundreds of times through their clients, we know that for you - it's likely the first, and only time you'll ever go through it. So this week, Laurel Steward and Corey Davis explore the 7 challenges you may run into over the first 10 years of retirement, and how to navigate each one. Here's the good news: you don't have to go it alone. Reach out now for a complimentary retirement check-up at www.MattsonFinancial.com. 

Retirement Doesn't Have To Be Scary

A new survey finds most Americans fear retirement more than they fear - dying! On this week's episode, your Money Mentors Laurel Steward and Marcus Grost of Mattson Financial Services discuss why so many people are scared of retirement, as well as the steps to take to overcome that fear. We'll also dive into one of the options you may have during Open Enrollment at your workplace that can help with future retirement health care costs - and save you in taxes. Schedule your year-end retirement check-up now at www.MattsonFinancial.com. 

Facing Retirement When You're Suddenly Single

Whether you've lost a spouse, you never got married or perhaps you're divorced, this week's episode is for you. Our case study with your Money Mentors, Laurel & Taylor Steward, focuses on a hypothetical scenario of someone approaching retirement solo - and how that affects the planning process. Good news: you don't have to go it alone in retirement. Sign up now for your complimentary review at www.MattsonFinancial.com. 
 

Financial Plays for the 4th Quarter

Just like a football game, the 4th quarter is very important when it comes to whether you 'win or lose' the year financially. This week, Laurel & Taylor Steward of Mattson Financial Services discuss the 4th quarter plays you may want to consider in 2024. We'll also dive into the surprises people find in their first year of retirement. See if you're prepared! Schedule a year-end retirement check-up now at www.MattsonFinancial.com. 

How Washington's Debt Problem Affects You

Every few months, Congress has to race to avoid a government shutdown as lawmakers fail to reach a deal on a new spending plan. But this kicking the can down the road will likely have an impact on all of us as taxpayers in the future. On this week's episode with Gerald Green and Marcus Grost, we'll discuss what it might mean for you & your family. Plus, we dive into the immediate impact of the recent Fed rate cut on your savings options. Need a year-end financial review? Schedule a chat now at www.MattsonFinancial.com. 

What Your Parents Never Told you About Money

After more than three decades of helping people retire successfully, Mattson Financial Services founder Gary Mattson has finally put that experience on paper. This week, learn about his new book, "What Your Parents Never Told You About Money," and how you can get your hands on one of the first copies. Or buy your copy here: https://www.amazon.com/What-Parents-Never-About-Money/dp/B0D8KDSHKX
 

Does It Really Take $1.8 Million to Retire Comfortably?

Forget $1 million. A new survey says many Americans now think it will take $1.8 million in order to retire comfortably! On this week's episode, Laurel & Gerald discuss why that may - or may not - be the case, and how to get closer to your own comfortable number. Plus, we celebrate the 94th birthday of one of the world's most well-known investors. Need a second opinion on your retirement or investment strategy? Connect now at www.MattsonFinancial.com. 

Fuzzy Math: Should We Trust the Data?

There's a lot of economic data coming our way right now, but it turns out the government got it wrong (really wrong!) on one big piece of the economic picture. So, who do we trust? And what if that data leads to interest rate cuts this fall? Laurel & Taylor discuss it on this week's episode, but if you need an analysis of your own economic data, connect now at www.MattsonFinancial.com. 

How Much Should I Stash in My Emergency Fund?

We all want a cash cushion to help with life's emergencies, but how much should we put away in that retirement fund...especially if we're retired? Gary & Marcus discuss the numbers on this week's episode, and how they approach dividing up your assets into easy-to-understand options for retirement. Need help with questions like this? Set up a chat now at www.MattsonFinancial.com.