Money Mentors

The Financial Impact of the War in Ukraine

Russia's decision to invade Ukraine has had a ripple effect on the markets & global economy. This week, Laurel & Gerald discuss how it's affecting everything from Wall Street to the price at the pump. Plus, we'll discuss the reasons you might outgrow your advisor when you're close to retirement. Need a retirement or portfolio checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Happiness 401(k)

Super stressed about situations in life - or the market? It's OK to ask for help! This week, Gary & Gerald discuss why so many are struggling right now. And we'll share a great article from The Atlantic on how to save in your "Happiness 401(k)." Schedule a chat about starting a plan that helps you build a happy retirement now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

New Tax Rules for Venmo, Etsy & Other Transactions

Heads up if you're paid for services or products via popular cash apps like Venmo or PayPal, sell your stuff on Etsy, or use many popular apps for making income. The IRS will know more this tax season about those transactions. Find out how it might affect you, and the positive steps you can take by evaluating your tax returns. Find out more with a retirement tax check-up at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Volatility is an Opportunity

Instead of stressing out over market dips, what if you got excited instead? That's what happens for Gary when the market falls. This week, he explains why - and how to look for opportunities when Wall Street gets a little shaky. Think your risk tolerance has changed in 2022? Check your personalized risk score now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Elon Musk Lost How Much?!

CNBC says Tesla's Elon Musk lost a whopping $54 billion in January. Meanwhile, Warren Buffett managed to squeak out some gains on Wall Street, despite the market volatility. This week, Gary & Laurel discuss the lessons we can take away from how the world's wealthiest people invest. And we'll discuss the small "leaks" from your 401(k) that can also add up to big losses. Need a portfolio checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

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.