Money Mentors

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.

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.