Money Mentors

What Tax Day Can Teach Us About Our Financial Health

Don't forget - Monday, April 18th is Tax Day! If you're doing your taxes this weekend or you already have your tax return in hand, it might be a good time to assess the health of your overall financial plan. This week, Gary & Laurel discuss what those numbers can show you. Need a retirement tax checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The ”R” Word

The word "recession" is coming up a lot on the financial networks these days, as the Fed tries to fight inflation with interest rate hikes, and consumers start to rethink purchases. On this week's episode, Taylor and Laurel discuss how the headlines might affect your portfolio strategies over the next few quarters. Need a portfolio checkup? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What Rising Interest Rates Mean for You

Interest rates are going up, affecting everything from mortgage rates to car loans and even bonds. This week, Gerald & Laurel break down how it could impact the amount of risk you take in your portfolio as well. Need a portfolio checkup? Schedule a time for a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

West Michigan’s Hot Housing Market

Our local housing market has been on fire for quite awhile now, but will interest rate hikes cool things down at all? And what do you need to know if you're trying to buy or sell a home in this market? Join special guest Josh Yskes of Five Star Real Estate for more insight on this week's episode. Have a question about how your home purchase or sale might affect your retirement? Connect with us at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Distracting Headlines & Your Retirement

There are plenty of distractions in the 24/7 news cycle, so this week Gerald puts the focus back on what you can do to help insulate your portfolio from the threat of more volatility and higher inflation. Plus, we'll share some rare good news from the IRS that may benefit early retirees. Have a question for your Money Mentors? Connect with us at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Financial Impact of the War in Ukraine

Russia's decision to invade Ukraine has had a ripple effect on the markets & global economy. This week, Laurel & Gerald discuss how it's affecting everything from Wall Street to the price at the pump. Plus, we'll discuss the reasons you might outgrow your advisor when you're close to retirement. Need a retirement or portfolio checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Happiness 401(k)

Super stressed about situations in life - or the market? It's OK to ask for help! This week, Gary & Gerald discuss why so many are struggling right now. And we'll share a great article from The Atlantic on how to save in your "Happiness 401(k)." Schedule a chat about starting a plan that helps you build a happy retirement now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

New Tax Rules for Venmo, Etsy & Other Transactions

Heads up if you're paid for services or products via popular cash apps like Venmo or PayPal, sell your stuff on Etsy, or use many popular apps for making income. The IRS will know more this tax season about those transactions. Find out how it might affect you, and the positive steps you can take by evaluating your tax returns. Find out more with a retirement tax check-up at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Volatility is an Opportunity

Instead of stressing out over market dips, what if you got excited instead? That's what happens for Gary when the market falls. This week, he explains why - and how to look for opportunities when Wall Street gets a little shaky. Think your risk tolerance has changed in 2022? Check your personalized risk score now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Elon Musk Lost How Much?!

CNBC says Tesla's Elon Musk lost a whopping $54 billion in January. Meanwhile, Warren Buffett managed to squeak out some gains on Wall Street, despite the market volatility. This week, Gary & Laurel discuss the lessons we can take away from how the world's wealthiest people invest. And we'll discuss the small "leaks" from your 401(k) that can also add up to big losses. Need a portfolio checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.