Money Mentors
Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!
Listen on:
Episodes
Monday Apr 19, 2021
Monday Apr 19, 2021
April 17th is “Tax Freedom Day”…Surprisingly, most people still don’t do anything to lower their tax obligations, even though there are strategies designed to do that. The Money Mentors explain the critical tax conversations you should be having with your financial advisor. Plus, what options do you have if offered a lump sum buyout on your pension? Want to learn more about your pension options? Visit www.MattsonFinancial.comSee omnystudio.com/listener for privacy information.
Monday Apr 12, 2021
Monday Apr 12, 2021
Are you over-paying… or are you taking full advantage of the tax laws that might work to your benefit? The Money Mentors explain why having a good tax strategy might be even more important than having a good investing strategy. How can you start to “plan” your taxes? Visit www.MattsonFinancial.comSee omnystudio.com/listener for privacy information.
Monday Mar 29, 2021
Monday Mar 29, 2021
We’ve all been Google’ing a variety of things these last months, but there’s been a spike on one word in particular. What does it have to do with your future? Also, before you know whether you can afford to retire, you need to be able to answer this one question. Wonder when you’ll be able to quit the 9 to 5? Visit www.MattsonFinancial.com.See omnystudio.com/listener for privacy information.
Monday Mar 22, 2021
Monday Mar 22, 2021
96% of Americans say Social Security is one of the most important programs we have, but is it basically just a type of an annuity? And when it comes to saving for retirement, is it better to save in your company’s 401(k)… or in a self-directed IRA? The more popular choice is not necessarily the smart choice. Are you making the smartest choices for your financial future? Visit www.MattsonFinancial.com.See omnystudio.com/listener for privacy information.
Monday Mar 15, 2021
Monday Mar 15, 2021
It might seem like everybody’s using one of those robo-advisors, yet several surveys show that people who work with human advisors are more confident about their financial future. So, what’s the difference? Plus, when it comes to figuring out how much money you’ll need to be happy in retirement, first decide the amount you’ll need then, work your way backwards. Think you’ll need help doing the math? Plan a time to meet with the Money Mentors at www.mattsonfinancial.com.See omnystudio.com/listener for privacy information.
Monday Mar 08, 2021
Monday Mar 08, 2021
Crypto currencies: many criticize them, while others say they may be the wave of the future. But is it a good retirement investment? Plus, the ongoing debate about annuities. Are they good…Are they bad…Or, are they just another “retirement tool?” Is your retirement toolbox filled with the different strategies you’ll need? Visit www.mattsonfinancial.com.See omnystudio.com/listener for privacy information.
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