Money Mentors

Forget Black Friday! Find Real Savings for Your Retirement

Instead of waiting in line on Black Friday for a new TV or toy, let's talk about the biggest sale no one's talking about - the one on taxes & fees! This week, Gary explains the substantial savings you might be able to find by investing a little time in your portfolio. Want to find out how you can save? Schedule a virtual visit now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Year-End Financial Moves

The holidays are almost here...but before you get busy celebrating with family & friends, it may be time to address a couple of things on your financial to-do list. This week, Laurel discusses moves you might want to consider when it comes to prepping your portfolio for inflation, and also addressing RMDs if you're over 72. Have a question for your Money Mentors? Connect with us at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Build Back Better? What the Latest Tax Debate Means for You

Congress is working well into the 4th quarter on the latest spending and tax proposals, so what will it mean for your bottom line? Gary & Laurel discuss that on this week's episode...plus, why there might be an opportunity for investors as gas prices rise. Need a year-end retirement check-up? Connect with us at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

A New Car Costs What?!

Kelley Blue Book says the average new car price has hit a record high. On this week's episode, Gary & Gerald reveal the number...and how to try to keep your portfolio growing along with inflation. Have a question for your Money Mentors? Drop us an e-mail at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The ”Woke” Fed & Working for Fun

A former Treasury Secretary says the Federal Reserve's "woke" policies are hurting consumers. This week, Gary & Laurel discuss what we can do as individuals instead to deal with rising inflation. And we'll discuss the retirement challenges for those who own a small business - and those who want to work for fun in their retirement years. Schedule a year-end review with your Money Mentors at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What is Your Wealth Without Your Health?

You get one body and one life, so making the right decisions about health care are key for retirees. This week, Gary & Laurel discuss how to navigate the complicated Medicare rules, plus the things to consider if you're losing your job because of vaccine mandates. Need help making these decisions? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Fourth Quarter Financial Moves

Our favorite football teams are enjoying undefeated seasons - so far! Now it's time for us to finish our own 4th quarter by making the right plays financially. Join Gary & Laurel this week as they discuss this, plus the latest threats to our retirement success. Schedule a year-end retirement checkup now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Stressful Market & Stressful Jobs

After a couple of rocky weeks on Wall Street, where are we headed next? We'll hear what a couple of analysts think on this week's podcast. Plus, is your job killing you? A new study has some shocking stats on this. Have a question for Gary & Laurel? Connect with your Money Mentors at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Adjusting to Market Volatility

With big point swings over the last couple of weeks on Wall Street, it might be time to assess your risk & how comfortable you are with market volatility. Taylor & Laurel address that on this week's episode, plus discuss some of the latest details on tax proposals in Washington. It's a great time to schedule a year-end retirement check-up at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Market Moves & Learning to Spend More for Retirement

The market is changing as quickly as the weather this fall. On this week's episode, Gary discusses how a real strategy differs from simply timing the market. Plus, why so many retirees have trouble spending what they've saved for retirement. Schedule a fall checkup on your retirement at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.