Money Mentors

As Goes January, So Goes the Year?

If the old adage "As goes January, so goes the year" holds true in 2022, we're in for quite a bit of market volatility! This week, Gary & Laurel discuss the so-called January barometer and how to help position yourself to react to market changes, rather than try to predict the future. Wondering how much risk you should have in your portfolio? Get your personalized risk score now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Boomer Retirement Worries

A growing number of baby boomers are retiring during "The Great Resignation," prompting one former CEO to warn of a labor market catastrophe ahead. And if you are retiring, how do you plan for rising health care costs? We'll talk about the what-ifs. Need a retirement checkup? Schedule a chat now at www.MattsonFinancial.com.
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Celebrating 10 Years of ”Money Mentors”

We've come a long way, baby! "Money Mentors" is celebrating its 10th anniversary this month. Gary takes us back to his very first radio show, and discusses how much has changed in just a decade. Plus, we discuss how the labor market continues to change this year, and why finances are such a stressful issue for Americans. Check out more about your Money Mentors at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Make Too Much for a Roth IRA?

We always love getting your questions on Money Mentors, and this week's listener question focuses on Roths. Gary & Laurel discuss the difference between Roth contributions & conversions, and what to consider as you're deciding where to save your retirement dollars. Plus, we'll discuss what kind of communication to expect from your financial advisor. Submit your questions anytime at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Retiring in 2022? Consider These Financial Resolutions

Good riddance, 2021! It's time to move on to new goals in the new year, and if retirement is one of those goals for you in 2022, Gary has some tips on this week's podcast about the financial resolutions you might want to make for the new year. Of course, you can always schedule a retirement check-up at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

No Good Deed Goes Unpunished

You've heard the old saying, "No good deed goes unpunished." That certainly holds true for good investors. This week, Gary & Laurel discuss the ways that those good investments are taxed, plus why your 401(k) is not a true retirement plan. We also want to thank you for listening in 2021! If you have any questions about your new year financial strategy, connect with us at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What’s Going to Happen From Here?

While many of us are wishing that Santa could bring us an easier-to-predict market, it doesn't look like that's going to happen after a wild December. Gary & Laurel offer some perspective on this week's episode, plus we'll discuss why the floodgates are open for the surge of baby boomers who want to retire. Schedule a New Year retirement checkup now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

When to Sit on the Sidelines

In a fast-moving market, it's hard to know when to make the right moves or sit on the sidelines. This week, Gary & Gerald address how to approach volatility, especially if you're retired or close to it. Need a portfolio checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Great Resignation Ripple Effect

Millions have left the workforce in 2021, leading many to call this "The Great Resignation." This week, Gary & Laurel discuss how that's affecting those of you who are left behind on the job. Plus, we share the story of one gentleman who's bucking the current trends. Tell us how you've been impacted by the labor shortage at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Punishing Wealth

Why do many Americans celebrate lottery winners, but want to punish those who've built their own wealth? We dive into that topic on this week's podcast with Gary & discuss strategies for protecting your wealth, no matter how much you've saved. Want more lessons from your Money Mentors? Take advantage of our resources at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.