Money Mentors

No Good Deed Goes Unpunished

You've heard the old saying, "No good deed goes unpunished." That certainly holds true for good investors. This week, Gary & Laurel discuss the ways that those good investments are taxed, plus why your 401(k) is not a true retirement plan. We also want to thank you for listening in 2021! If you have any questions about your new year financial strategy, connect with us at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

What’s Going to Happen From Here?

While many of us are wishing that Santa could bring us an easier-to-predict market, it doesn't look like that's going to happen after a wild December. Gary & Laurel offer some perspective on this week's episode, plus we'll discuss why the floodgates are open for the surge of baby boomers who want to retire. Schedule a New Year retirement checkup now at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

When to Sit on the Sidelines

In a fast-moving market, it's hard to know when to make the right moves or sit on the sidelines. This week, Gary & Gerald address how to approach volatility, especially if you're retired or close to it. Need a portfolio checkup? Schedule a chat at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

The Great Resignation Ripple Effect

Millions have left the workforce in 2021, leading many to call this "The Great Resignation." This week, Gary & Laurel discuss how that's affecting those of you who are left behind on the job. Plus, we share the story of one gentleman who's bucking the current trends. Tell us how you've been impacted by the labor shortage at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

Punishing Wealth

Why do many Americans celebrate lottery winners, but want to punish those who've built their own wealth? We dive into that topic on this week's podcast with Gary & discuss strategies for protecting your wealth, no matter how much you've saved. Want more lessons from your Money Mentors? Take advantage of our resources at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

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.