Money Mentors

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.

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.