Money Mentors

Football, Financial Penalties & Your 401(k)

It's our favorite time of year...football season! And just as players and coaches are facing penalties for making the wrong moves, so can retirees. This week, Gary breaks down the most common penalties you need to be aware of. Plus, we'll discuss what you're really paying for your 401(k). Have a question for your Money Mentors? Schedule a 15-minute phone call at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Headlines & Your Money

From Afghanistan to the pandemic to tax proposals, there are plenty of headlines to distract us from our financial goals. This week, Gary discusses the most common concern among retirees right now, and why now is the time for proactive planning. Need a retirement checkup? Connect with us at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Impact of the Biden Tax Proposals

The Tax Foundation has crunched the numbers on how much Michigan taxpayers might see their tax bills go up under several different tax proposals being discussed in Washington. Find out from Gerald this week on why yours may be even higher. Plus, it's been another record-setting quarter for 401(k)s! Need some help with your 401(k) or tax strategy? Connect with us at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Can You Ever Be Too Rich?

Is a million dollars enough for retirement? And can you ever be too rich? Maybe! Gary & Allison discuss this and more on this week's episode. Have a question about how much you've saved for retirement? Connect with us at MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Controlling Tax & Inflation Risks

Washington's trying to justify spending trillions more to pull us out of the pandemic funk, but what are the long-term impacts on your retirement? This week, Gerald Green breaks down how to take more control of these risks while you still can. Have a question for your Money Mentors? Connect with us at MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Why West Michigan’s Economy is Booming

Sure, there's a lot of uncertainty over the pandemic and politics, but Gary & Gerald see a lot of optimism for the local economy. Hear why on this week's podcast! How's your personal economy? Let us know at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Golden Tax Bill

Some of the athletes coming home from Tokyo could soon have a tax bill waiting for them. Is that fair? Gary & Taylor discuss it on this week's episode, plus one tax proposal that could have a big impact on family farms & small businesses. Check out more resources from your Money Mentors at www.MattsonFinancial.com.
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4 Mistakes to Avoid in Retirement

We get one shot to get retirement right, so the key is to avoid making major mistakes along the way. This week, Gary & Taylor discuss the four big ones to avoid. Your Money Mentors also explain why they often work with multiple generations of one family. Get to know our family at MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The New Boat & New Truck Conundrum

Is now a good time to buy a new boat - or maybe a new truck? Gary & Gerald discuss the advantages of looking for a deal in our current economy. Plus, we'll discuss the "secret" of compound interest & the challenges of getting couples on the same page for retirement. Have a question for your Money Mentors? Connect with us at MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What’s Your Fair Share?

There's Washington's definition of your "fair share" of taxes - then there's your definition. How can you get that number lower in retirement? Listen this week as Gary & Laurel discuss your options. Plus, we reveal the top relocation state for retirees...and it's not what you might think! Schedule a chat with your Money Mentors at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.