Money Mentors

Why Hurricane Ian Could Change Some Retirees’ Plans

The recent devastation in Florida is tough to wrap our heads around, especially if you're one who's dealing with damage. This week, Gary & Laurel discuss how Hurricane Ian could cause many retirees to rethink where they live in retirement. We'll also tackle the recent market movements and how to take more control over your investments, even when Wall Street's feeling rocky. Need a second opinion on your retirement? Check out more resources at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Fed’s Bringing the Pain

The Federal Reserve admits households and businesses may feel some pain with interest rate hikes. This week, Gary & Laurel explain what that might mean for you. We'll also share a unique way that your kids or grandkids might be able to save in their own Roth accounts. Have questions for your Money Mentors? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What to Consider if Your Employer Offers a Buyout

As the economy shifts, more West Michigan companies are offering buyouts, severance packages or an early retirement to their workers to trim the payrolls. So what if you're on the receiving end of a buyout? This week, your Money Mentors from Mattson Financial Services offer a checklist of things to consider. Need a second opinion on your buyout offer? Connect for a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What Do Rising Interest Rates Mean for Your Retirement?

Another rate hike from the Federal Reserve has markets in a tizzy, but what's the upside for retirement savers? And where do we go from here? Gary breaks that down on this week's episode. We'll also discuss what happens when you're just fed up with your job and ready to call it quits. Need a second opinion on your retirement? Connect now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Your Investing Game Plan

The way you pick your fantasy football team may teach you something about investing. This week, Gary discusses whether history should be your guide when it comes to your players - or investments. Plus, the downside of taking an RMD in a down market. Worried about what's happening on Wall Street? Get your own personalized risk score at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Student Loan Forgiveness & the Impact on Inflation

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

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.

Is It Cheaper To Eat Out Than Eat In?

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.

Why So Many Retirees Have Trouble Spending Money

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.

Inflation Reduction? Maybe Not...

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.