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!

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Episodes

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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ADVISORY SERVICES ARE OFFERED BY MATTSON FINANCIAL SERVICES, LLC, AN SEC INVESTMENT ADVISOR. INSURANCE PRODUCTS AND SERVICES ARE OFFERED THROUGH LAKEVIEW FINANCIAL GROUP, LLC, AN AFFILIATED COMPANY. MATTSON FINANCIAL SERVICES, LLC AND LAKEVIEW FINANCIAL GROUP, LLC ARE NOT AFFILIATED WITH OR ENDORSED BY THE SOCIAL SECURITY ADMINISTRATION OR ANY GOVERNMENT AGENCY.

ALL WRITTEN CONTENT IS FOR INFORMATION PURPOSES ONLY. IT IS NOT INTENDED TO PROVIDE ANY TAX OR LEGAL ADVICE OR PROVIDE THE BASIS FOR ANY FINANCIAL DECISIONS. THE INFORMATION CONTAINED HEREIN IS NOT AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY THE SECURITIES, PRODUCTS OR SERVICES MENTIONED, AND NO OFFERS OR SALES WILL BE MADE IN JURISDICTIONS IN WHICH THE OFFER OR SALE OF THESE SECURITIES, PRODUCTS OR SERVICES IS NOT QUALIFIED OR OTHERWISE EXEMPT FROM REGULATION. THE INFORMATION CONTAINED IN THIS MATERIAL HAVE BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE, BUT IS NOT GUARANTEED AS TO ACCURACY AND COMPLETENESS AND DOES NOT PURPORT TO BE A COMPLETE ANALYSIS OF THE MATERIALS DISCUSSED.

ANNUITY GUARANTEES RELY ON THE FINANCIAL STRENGTH AND CLAIMS-PAYING ABILITY OF THE ISSUING INSURANCE COMPANY. ANY REFERENCES TO PROTECTION BENEFITS OR LIFETIME INCOME GENERALLY REFER TO FIXED INSURANCE PRODUCTS.

PLEASE SEE THE FIRM BROCHURE CRS FOR CONFLICT-OF-INTEREST DISCLOSURE.

2023 Gary Mattson

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