Money Mentors

Stocks, Bonds & Your Retirement Success

What's the one biggest contributing factor to your retirement success? Laurel & Taylor discuss what one survey found on this week's podcast. Plus, if you're old enough to remember full-service gas stations - you'll want to check out this episode. Find more about our "full-service" approach at www.MattsonFinancial.com. 

The Man Who Helped Save Gary’s Life

What is your wealth without your health? Join us for a special episode this week as Gary talks to the man credited with helping save his life. Learn more about what Dr. Alphonse DeLucia and his team at University of Michigan-Health West are doing to change the game for cardiac patients, giving people like Gary a second chance at life. Find more about his work here: https://uofmhealthwest.org/news/taking-on-leadership-of-cardiac-surgery-program-is-a-homecoming-of-sorts-for-experienced-cardiothoracic-surgeon/
 

Better Options with Higher Interest Rates?

As interest rates climb, you may have more options when it comes to funding your retirement. Find out what Gary & Gerald think about those options on this week's episode. Plus, we discuss the factors to consider when looking for a 55+ community or other living arrangements in retirement. Need a second opinion on your plan? Set up a chat at www.MattsonFinancial.com. 

How to Avoid Leaving Your Heirs a Tax Bomb (& How to Spend It All Yourself Too!)

This week, we discuss two retirement scenarios: First, what to do if you want to leave something behind without leaving a huge tax bill to go with it. Secondly, we tackle how to build the type of plan that allows you to spend every dollar for yourself. Need help with either scenario? Connect now at www.MattsonFinancial.com. 

The Mattson Financial Difference

Gary & Laurel are off to a conference with financial advisors, so this week, we ask them "What makes them different?" We also discuss a new survey showing strain among the middle-class, plus what to do if you've benefited from the run-up in real estate prices. If you ever have a question about something on the podcast, feel free to connect with us at www.MattsonFinancial.com. 

The Summer Outlook for Interest Rates

As the Federal Reserve meets in July, market watchers are looking for another possible interest rate hike. But what does that mean for retirement savers? Plus - The Magnificent Seven. It's not a superhero movie...it's what's driving the market this summer. Taylor & Laurel discuss what it might mean for your portfolio. Schedule a summer check-up on your investments at www.MattsonFinancial.com. 

The Dog Days of Summer

These may be the dog days of summer, but it's not a time to get lazy about your finances. This week, Laurel & Taylor dive into what you can be doing to monitor your portfolio & the issues they're watching during the summer months to help retirees enjoy these slower months. It's also the perfect time for a retirement checkup, so schedule yours now at www.MattsonFinancial.com. 

Time For a Mid-Year Financial Checkup

Hard to believe, but we're already halfway through 2023. This week, Gerald & Laurel walk us through 9 steps we can take on our own - or with a fiduciary advisor - to help make sure we're on track at the midway point. Need help with your mid-year checkup? Connect with us now at www.MattsonFinancial.com. 

The Bulls Are Back!

The bulls have returned on Wall Street, but if this market still confuses you, this week's episode is for you. Laurel & Corey Davis discuss the reasons behind it and why Boomers are spending more, despite some continuing economic concerns. Need a second opinion on your portfolio? Connect with us at www.MattsonFinancial.com. 

Why Americans Are Investing More in Stocks

Americans have more invested in stocks now than they have in the last 15 years, but is that the best place to invest? And what are the other options? Also on this week's episode, Gary & Laurel dive into what helps people create real and lasting wealth - it may not be as hard as you think! Need a retirement check-up? Connect now at www.MattsonFinancial.com.