Money Mentors

Tax Surprises & Year-End To-Do’s

The nation's newest billionaire is about to get a giant tax bill. This week, Taylor & Laurel discuss the surprise that's in store for the Powerball winner - and the tax surprise that's waiting for some retirees too. And as we head into the holidays, we'll share a few tips on things to cross off your financial to-do list. Need help with it? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

’Tis the Season for Medicare & Helping Family

It's that time of year when retirees need to make some decisions on Medicare, but did you know that controlling your retirement income makes a difference in how much you'll pay? Or that forgetting to sign up at 65 has long-term consequences? This week, Gerald explains the things you might not know about the program. Plus, we'll discuss how to help your kids & grandkids enjoy a higher standard of living than you did. Need a second opinion on your plan? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Upside of Higher Inflation

No matter what happens during Tuesday's midterm elections, there's no easy fix to our current inflation problems. This week, Laurel & Taylor discuss the opportunities you have to take more control for yourself when it comes to portfolio & tax strategies. Have a question for your Money Mentors? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The $144 Raise from Social Security

Social Security recipients will get a raise next year, but the 8.7% cost-of-living adjustment amounts to just over $140/month for the average retiree. This week, Laurel & Taylor discuss whether that's enough to make a difference with inflation - and other ways to consider adding to your lifestyle in retirement. Need a check-up on your plan? Connect now at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

Market Outlook with Gradient Investments’ Mariann Montagne

Let's face it....trying to figure out this market is tricky. Need some perspective on where we're headed from here? Listen this week as one of our portfolio managers, Mariann Montagne of Gradient Investments, discusses the outlook for the rest of 2022 and some of the different strategies available to retirement investors today. Need a portfolio checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Why Hurricane Ian Could Change Some Retirees’ Plans

The recent devastation in Florida is tough to wrap our heads around, especially if you're one who's dealing with damage. This week, Gary & Laurel discuss how Hurricane Ian could cause many retirees to rethink where they live in retirement. We'll also tackle the recent market movements and how to take more control over your investments, even when Wall Street's feeling rocky. Need a second opinion on your retirement? Check out more resources at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Fed’s Bringing the Pain

The Federal Reserve admits households and businesses may feel some pain with interest rate hikes. This week, Gary & Laurel explain what that might mean for you. We'll also share a unique way that your kids or grandkids might be able to save in their own Roth accounts. Have questions for your Money Mentors? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What to Consider if Your Employer Offers a Buyout

As the economy shifts, more West Michigan companies are offering buyouts, severance packages or an early retirement to their workers to trim the payrolls. So what if you're on the receiving end of a buyout? This week, your Money Mentors from Mattson Financial Services offer a checklist of things to consider. Need a second opinion on your buyout offer? Connect for a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What Do Rising Interest Rates Mean for Your Retirement?

Another rate hike from the Federal Reserve has markets in a tizzy, but what's the upside for retirement savers? And where do we go from here? Gary breaks that down on this week's episode. We'll also discuss what happens when you're just fed up with your job and ready to call it quits. Need a second opinion on your retirement? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Your Investing Game Plan

The way you pick your fantasy football team may teach you something about investing. This week, Gary discusses whether history should be your guide when it comes to your players - or investments. Plus, the downside of taking an RMD in a down market. Worried about what's happening on Wall Street? Get your own personalized risk score at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.