Money Mentors

Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!

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Episodes

Thursday Sep 08, 2022

The Biden adminstration's plan to forgive a certain amount of student loan debt is getting mixed reaction from families across the nation. This week, Laurel & Taylor discuss the impact on borrowers and taxpayers - and how it could help fuel higher inflation for all of us down the road. Worried about recent economic changes? Schedule a checkup on your retirement plan at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Retiring in Michigan

Thursday Sep 01, 2022

Thursday Sep 01, 2022

Bankrate just named Michigan one of the best states for retirement! This week, Gary & Laurel discuss what makes it so great for retirees, plus some of the hidden tax breaks you might want to watch out for no matter where you decide to retire. Get a second opinion on your retirement plan anytime at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Thursday Aug 25, 2022

Gary's mom has discovered it may be cheaper to eat out than cook at home these days! Are you finding the same? And what other impacts are we seeing from inflation? Gary & Laurel discuss this issue as well as what's prompting some retirees to make changes to their plans. Need your own retirement checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Thursday Aug 18, 2022

You've worked your whole life to get to retirement, so why do so many people have problems spending the money they've saved? Gary & Laurel dive into this topic this weekend and explain why you might want to spend even more in retirement. Schedule a chat about your retirement spending at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Thursday Aug 11, 2022

Congress calls it "The Inflation Reduction Act," but it may not make much of a difference in your bottom line. Join us this week as Gary & Taylor discuss the impact of this new law & how you can take more control over your own finances during a time of higher inflation. Schedule a chat with your Money Mentors at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Thursday Aug 04, 2022

Despite all the talk about the "r" word - a recession can actually be an opportunity, if you know where to look! Gary & Laurel discuss what's really going on with the economy this week and how the wealthy do things differently during times of market volatility. Find out what opportunities you can take advantage of for your retirement. Schedule a checkup at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Thursday Jul 28, 2022

Inflation keeps getting hotter this summer. This week, Gary & Gerald discuss how to cope with the rising cost of everything. We'll also share tips on how to cope with kids going off to college - and the financial benefits that can bring! Schedule a chat about your retirement with Mattson Financial Services at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Thursday Jul 21, 2022

It's been a very different market in 2022, so how is that changing how you handle risk? And what if you're a married couple - how are you approaching investing together? Gary & Gerald dive into these topics on this week's episode. Remember, you can always schedule a portfolio check-up at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Twirling Into Retirement

Thursday Jul 14, 2022

Thursday Jul 14, 2022

A West Michigan teacher's retirement sendoff has gone viral - as students captured her on video twirling her way down the hallway on her final day at work. So what can she teach us about retirement? Plus, can retiring make you happier? Find out on this week's episode, and connect with us to discuss your retirement options at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Summer Savings Special

Thursday Jul 07, 2022

Thursday Jul 07, 2022

With inflation at a 40-year high, we're all looking for ways to save. 🏊🏽‍♀️ So dive in this week as Gary & Taylor explore more ways to help you save money on your portfolio this summer! And be sure to schedule a mid-year portfolio checkup at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

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ADVISORY SERVICES ARE OFFERED BY MATTSON FINANCIAL SERVICES, LLC, AN SEC INVESTMENT ADVISOR. INSURANCE PRODUCTS AND SERVICES ARE OFFERED THROUGH LAKEVIEW FINANCIAL GROUP, LLC, AN AFFILIATED COMPANY. MATTSON FINANCIAL SERVICES, LLC AND LAKEVIEW FINANCIAL GROUP, LLC ARE NOT AFFILIATED WITH OR ENDORSED BY THE SOCIAL SECURITY ADMINISTRATION OR ANY GOVERNMENT AGENCY.

ALL WRITTEN CONTENT IS FOR INFORMATION PURPOSES ONLY. IT IS NOT INTENDED TO PROVIDE ANY TAX OR LEGAL ADVICE OR PROVIDE THE BASIS FOR ANY FINANCIAL DECISIONS. THE INFORMATION CONTAINED HEREIN IS NOT AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY THE SECURITIES, PRODUCTS OR SERVICES MENTIONED, AND NO OFFERS OR SALES WILL BE MADE IN JURISDICTIONS IN WHICH THE OFFER OR SALE OF THESE SECURITIES, PRODUCTS OR SERVICES IS NOT QUALIFIED OR OTHERWISE EXEMPT FROM REGULATION. THE INFORMATION CONTAINED IN THIS MATERIAL HAVE BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE, BUT IS NOT GUARANTEED AS TO ACCURACY AND COMPLETENESS AND DOES NOT PURPORT TO BE A COMPLETE ANALYSIS OF THE MATERIALS DISCUSSED.

ANNUITY GUARANTEES RELY ON THE FINANCIAL STRENGTH AND CLAIMS-PAYING ABILITY OF THE ISSUING INSURANCE COMPANY. ANY REFERENCES TO PROTECTION BENEFITS OR LIFETIME INCOME GENERALLY REFER TO FIXED INSURANCE PRODUCTS.

PLEASE SEE THE FIRM BROCHURE CRS FOR CONFLICT-OF-INTEREST DISCLOSURE.

2023 Gary Mattson

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