Money Mentors

Dealing with a Yo-Yo Market & Inflation

Tired of the swings of the market? It might be time for a different approach! This week, Gary & Gerald discuss the investment philosophy at Mattson Financial Services and how it works during a volatile market. Plus, we'll discuss the latest comments from the Fed and how that might impact your plans in the coming months. Schedule a second opinion on your portfolio at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

April Showers Bring May Flowers? Not on Wall Street!

It's turning out to be a volatile Spring on Wall Street. So what does that mean for your investment strategy in the coming months? This week, Gary & Laurel also discuss Fidelity's plans to add crypto options to 401(k)s. Have a question about your portfolio? Schedule a checkup now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Are You a Retirement Investor or a Stock Picker?

May begins the way that April ended on Wall Street...with more volatility. This week, Laurel & Taylor explain how that might trigger some changes to your asset allocation and they'll break down the difference between stock picking and the Mattson Financial investment philosophy. Need a second opinion on your portfolio? Schedule a chat now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Inflation’s Impact on the Middle Class

Family budgets & small business owners are feeling the squeeze of higher inflation. Listen this week to find out how some of our listeners are coping, and the strategies that can help you keep your portfolio growing. Laurel & Gerald also discuss the steps they take with someone who's reorganizing their financial life after the loss of a spouse. Need a retirement checkup? Schedule a time now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What is Shrinkflation?

By now, you know the real life impact of inflation...but what might not be as noticeable is what's called shrinkflation. This week, Laurel & Taylor break down what it means for you...and that bag of potato chips you're snacking on! Need a plan that helps you keep up with inflation? Schedule a checkup now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

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.