Money Mentors

The $19 Million Steak Lunch

Would you pay $19 million to have lunch with Warren Buffett? Someone just did, but we'll save you the cash and share with you some of our favorite lessons from the billionaire investor on this week's podcast. Gary & Laurel also share just how easy it is to fall for identity theft scams these days - and what to do to help protect yourself. Check out more lessons from your Money Mentors at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Impact of Interest Rates & a Bear Market

Quite a few financial headlines are causing concern - especially the recent hike in interest rates, and the market crossing into bear market territory. This week, Gary & Taylor discuss the impact of both on your financial plans. Time for a retirement checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Summer Savings Tips with Nancy

With gas prices at record highs and inflation heating up this summer, we're always looking for ways to help you save money. This week, Nancy Mattson - otherwise known as the Coupon Queen - joins us with practical ways to get the best deals. If you're looking for additional ways to save more for retirement, schedule a summer check-up now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Why the Woodstock Generation Feels So Confident About Money

If you're old enough to remember Jimi Hendrix, CCR and Jefferson Airplane, a new study says you might actually be feeling pretty confident about your finances. This week, Gerald & Laurel explain why that may be the case, but also why you might still want a second opinion. Plus, why billionaires (and regular folks too!) are worried about some of the latest tax proposals. Have a question you need answered? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

How Long Have You Worked for Your Employer?

Imagine working for the same company for 84 years! It just happened to a man in Brazil. But we know most people switch jobs far more often these days. This week, Gary & Gerald discuss what to do with your retirement accounts when you do change jobs. Plus, the advantage of getting in-person advice when it comes to Social Security. Need a retirement checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Dealing with a Yo-Yo Market & Inflation

Tired of the swings of the market? It might be time for a different approach! This week, Gary & Gerald discuss the investment philosophy at Mattson Financial Services and how it works during a volatile market. Plus, we'll discuss the latest comments from the Fed and how that might impact your plans in the coming months. Schedule a second opinion on your portfolio at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

April Showers Bring May Flowers? Not on Wall Street!

It's turning out to be a volatile Spring on Wall Street. So what does that mean for your investment strategy in the coming months? This week, Gary & Laurel also discuss Fidelity's plans to add crypto options to 401(k)s. Have a question about your portfolio? Schedule a checkup now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Are You a Retirement Investor or a Stock Picker?

May begins the way that April ended on Wall Street...with more volatility. This week, Laurel & Taylor explain how that might trigger some changes to your asset allocation and they'll break down the difference between stock picking and the Mattson Financial investment philosophy. Need a second opinion on your portfolio? Schedule a chat now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Inflation’s Impact on the Middle Class

Family budgets & small business owners are feeling the squeeze of higher inflation. Listen this week to find out how some of our listeners are coping, and the strategies that can help you keep your portfolio growing. Laurel & Gerald also discuss the steps they take with someone who's reorganizing their financial life after the loss of a spouse. Need a retirement checkup? Schedule a time now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What is Shrinkflation?

By now, you know the real life impact of inflation...but what might not be as noticeable is what's called shrinkflation. This week, Laurel & Taylor break down what it means for you...and that bag of potato chips you're snacking on! Need a plan that helps you keep up with inflation? Schedule a checkup now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.