Money Mentors

Does Jack Bogle’s Advice Still Apply in This Market?

Despite all the headlines about GameStop, meme stocks and bitcoin, Vanguard says most investors are still using "vanilla" retirement strategies. But does late Vanguard founder Jack Bogle's advice still hold true in this market? Gary & Laurel weigh in on this week's episode. Schedule a portfolio check-up at MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Volatility & Lemonade Lessons

Volatility and inflation are heating up this summer, so it might be time to re-evaluate how your portfolio's keeping up. Gary & Gerald also share what we can learn from one young entrepreneur with a lemonade stand! Take a minute to schedule a mid-year retirement check-up at www.mattsonfinancial.com. See omnystudio.com/listener for privacy information.

Is There an Upside to Inflation?

The cost of just about everything is going up, but there might be an upside for those who want to clean out the garage this summer. This week, Gary & Taylor also discuss how to prep your portfolio for higher inflation. Plus, a new report sheds light on just how much - or how little - the wealthy are paying in taxes. Find more lessons from your Money Mentors at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Remember Your First Job?

For those of you winding down your careers, sometimes it's fun to look back at how far you've come! This week, Gary & Laurel reminisce about their first jobs & the shock of taxes on that first paycheck...plus, what changes for us tax-wise when we reach retirement. When you're ready to wrap up your last job, reach out to your Money Mentors at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

401(k)s & IRAs Have Bounced Back, But Is The Bull Market Ending

Retirement accounts have recovered from last year’s nosedive, but with rumblings that the bull market is ending, where do we go from here? Plus, proper estate planning can save your loved ones from unnecessary stress. Begin your plan at www.MattsonFinancial.com.See omnystudio.com/listener for privacy information.

The Next Black Swan

Some experts say the rising inflation rates could be the next “Black Swan” event. The Money Mentors share ideas on ways to protect yourself from inflation, and the growing worries over future rising taxes. Learn more about protecting your money at www.MattsonFinancial.com.See omnystudio.com/listener for privacy information.

Why Are “Self-Money Managers” Worried About The Market?

People who have $1 million or more, and manage their own money, are showing behaviors to indicate they’re nervous about the market. Should you be paying more attention to these indicators? Plus, the new programs President Biden is proposing may cost $700 billion more than he projected, causing concerns that taxes will go up beyond those who make $400k/year. Take steps to help protect your money at www.MattsonFinancial.comSee omnystudio.com/listener for privacy information.

How Biden’s Tax Plan Could Ruin Small Business Owner’s Legacy Plans

President Biden is pushing another big spending plan that may hurt small business owners by eliminating the “stepped-up basis” at death. The Money Mentors talk about ways this could affect your legacy plans and create major tax burden for your heirs. And you’ve heard of Roth accounts, you’ve heard of lifetime annuities, but have you heard of a combined “Roth annuity.”  Learn about creating your retirement income plan at www.MattsonFinancial.comSee omnystudio.com/listener for privacy information.

The Most Confusing Tool, Can Help Solve Your Biggest Worry

Inflation has become one of our biggest economic concerns. The Fed insists it’s only a temporary rise, but some experts disagree. How can you work to protect your money?  Plus, one of the most confusing tools of retirement planning, can also help solve one of the most basic problems a retiree will face. How can an annuity work in your plan? Learn more at www.MattsonFinancial.comSee omnystudio.com/listener for privacy information.

The IRS Has A New Idea For Your IRA

First, congress abolished the “Stretch IRA,” forcing you to withdraw all the money from an inherited IRA within 10 years. At least you could choose when and how to take it within that time. Now, a new IRS publication suggests you might have to take an RMD in each of those ten years. The Money Mentors talk about what that means for those who’ve built an estate plan around the “10-year rule”. Plus, examining the risk in your 401(k). Worried you’re too aggressive? Or, too conservative? Visit www.MattsonFinancial.comSee omnystudio.com/listener for privacy information.