Money Mentors

Are We Entering A Spooky Season for the Markets?

October through the end of the year can be a spooky time for the markets, but it doesn't have to be. This week, Gary & Laurel discuss the risks in the market in the home stretch of 2023. We'll also talk about the small moves that can add up to bigger wealth over time. Get your year-end retirement check-up now. Connect with us at www.MattsonFinancial.com. 
 

Investing at a Time of War

The war in Israel is adding to pressures on the market & economy, but how does it affect the way we invest for the short-term? Gary & Laurel dive into this topic this week. Plus, we'll discuss the "raise" Social Security recipients will get in 2024. Is a 3.2% cost-of-living adjustment enough? Get a second opinion on your plan now at www.MattsonFinancial.com. 

Challenges in the First 10 Years of Retirement

So, you've retired. Now what? This week, Gary discusses 7 major challenges that can come along with the first decade of retirement. Yes, some are financial - but others have to do with how you'll fill your time. Listen as we address each one, and schedule a chat if you need help with the transition at www.MattsonFinancial.com.  

Retirement Setbacks & Worries

If you've ever had some setbacks with your health in retirement, you'll want to check out this week's episode. Gary shares how his wife is dealing with a setback after minor surgery that may help you redirect your energy too! Plus, why are so many retirees concerned about where we're headed? Address your retirement concerns head-on by setting up a chat at www.MattsonFinancial.com. 

Government Gridlock & Your Retirement Security

It seems every few months we go through more drama in Washington, D.C. about funding our government. But how does it affect you and your future? This week, Laurel discusses the potential impact on our finances as another government shutdown looms. We'll also examine how baby boomers are taking advantage of today's higher interest rates. Need a retirement check-up? Schedule a chat now at www.MattsonFinancial.com. 

7 Things You Might Want to Wait On Until After Retirement

Usually, we talk about what to do before you retire...but this week, we consider 7 things you might want to put off until after retirement. If you're up against any one of these decisions, feel free to reach out to the team at Mattson Financial Services for a second opinion. Connect now at www.MattsonFinancial.com. 

Strikes, Layoffs & Buyouts

The labor market is shifting right now. Between strikes, layoffs and buyout offers, it might be time for some to consider an early retirement. But what steps should you take first? Laurel & Taylor discuss the job transition on this week's episode. Need a second opinion on a buyout offer or retirement plan? Schedule a chat now at www.MattsonFinancial.com. 

Millionaire Savers & The Where to Save Problem

A new survey finds more Americans are reaching seven-figure savings in their retirement accounts. This week, Gary dives into why that's the case - and where people are investing their retirement dollars. Wondering if you're invested in the right spots based on your goals? Connect now for a portfolio check-up at www.MattsonFinancial.com.  

Retirement Splurges

For those who've been responsible savers all their lives, spending can sometimes be a challenge in retirement. But this week, Gary discusses ways to consider splurging a bit on yourself without worrying so much about your retirement nest egg. We also dive into the topic of a cashless society - is it a good idea? Check out more retirement resources at www.MattsonFinancial.com. 

Retiring in Michigan

Michigan has a lot going for it - especially this time of year. But how does retiring in Michigan fit into your financial plan? And what if retiring means moving to another state? Laurel & Gerald dive into this topic on this week's episode. Plus, if you have a child going off to college this fall, we'll discuss the one important document most families forget about during this big life transition. Need help with your retirement decisions? Connect now at www.MattsonFinancial.com.