Money Mentors

The Lasagna Inflation Index

Want an idea of how much inflation's really hitting our wallets? One Fed official says the answer can be found in the price of Stouffer's frozen lasagna! This week, Laurel & Taylor discuss what the cost of everyday items can tell us about inflation - and how to structure your plan to help keep up with those rising costs. Need a portfolio check-up? Schedule a chat now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What To Do With an Inherited 401(k)

This week, we tackle a common question, but a tricky one: What do you do if inherit a 401(k) or other retirement account? Taylor and Laurel discuss the steps to consider, and why tax smart strategies are so important, whether you're on the giving or receiving end of inherited accounts. Check out more at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Love, Money & Taxes

Love is in the air this Valentine's Day! Our resident lovebirds, Taylor & Laurel Steward, discuss how they balance a relationship at home and at the office - and how their family ties at work help them navigate challenges for other families. Plus, we'll tackle what higher interest rates mean for your retirement plan - and the income thresholds for taxes on Social Security. Have a question for your Money Mentors? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Recession or ”Rich-cession?”

There's some debate about whether we're in a recession, but one Wall Street Journal columnist suggests this might actually be a "rich-cession," affecting the wealthy and good savers the most. Gary & Laurel break down what that means on this week's episode. Plus, we discuss the valuable money lessons that can come from things like Girl Scout Cookies! Check out more lessons at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What You Can Control About Taxes

While the IRS is staffing up for this tax season, it could be another waiting game if you're expecting a refund. But while you're getting your documents together, it's a good time to consider what you can control about taxes - especially in retirement. Laurel and Gerald discuss some steps you might want to take this tax season on this week's episode, but find out more by scheduling your own tax checkup at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

SECURE 2.0: What Does It Mean for Retirees?

This one might've slipped by you over the holidays: Congress has passed some of the biggest changes in retirement rules in years, affecting everything from how much you can save in your 401(k) to when you have to take that money out of your retirement accounts later in life. Check out this week's podcast with Gerald for the updates on RMDs and other changes that might affect you. Schedule a personalized retirement checkup at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

New Year, Same Issues for Retirees?

This week, meet Wyatt - one of our valuable team members at Mattson Financial Services. He & Gary discuss the "hangover" financial issues from 2022, plus what you can do to plan for income for all 3 stages of retirement. Need a New Year's checkup as you set your financial resolutions? Schedule a chat now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Retirement Playoffs

Playoff fever is spreading among the Michigan fans at the office. This week, we talk a little football - but also finances, as many of you might be entering your own "playoff season" headed toward retirement. What should retirees include in their game plan to get them to their goals? Plus, we'll share a quick way to find out where you are risk-wise as we close out 2022. Schedule a retirement strategy session now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

It’s Down to the Wire for SECURE 2.0

Among the unfinished business for Congress in 2022 is a huge retirement package labeled "SECURE 2.0." But what would it do if lawmakers pass it before the end of the year? Laurel & Gerald explain on this week's podcast. We'll also dive into what's happening with real estate investing as mortgage rates climb. Have a question about how these changes could impact your retirement? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Could a Split Congress Help Your Portfolio?

Now that we know which direction Washington's headed in 2023, are there some positives for your portfolio? This week, Gary & Laurel discuss how a divided Congress could impact the market - and your taxes. Find out how the changes could affect you by scheduling your retirement checkup at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.