Money Mentors

Taking Advantage of Higher Interest Rates for Retirement

The Federal Reserve is hinting that interest rates may stay at these levels for awhile. And while it may be a negative for those with debt, it can be a positive for savers. This week, Gary explains how to take advantage of higher rates while they last. Plus, we'll discuss why wealthy investors are turning more toward financial advisors. Connect with your Money Mentors at Mattson Financial Services for more lessons at www.MattsonFinancial.com. 

The Tough Retirement Conversations

This week, Gary & Laurel share the very personal side of a family dilemma they're facing as Gary's mom gets older. We'll also discuss the tougher decisions that may come along for you in retirement, and how to address them. Whether it's a health crisis, protecting your assets or talking about these topics with your kids and grandkids, we're here to help. Connect to chat with us at www.MattsonFinancial.com. 

Medicare & Marketplace Roundup with Matt

Medicare premiums are set to go up in 2024 for most retirees. Our resident Medicare expert, Matthew Saidla, fills us in on this week's episode. Plus, we'll discuss healthcare options if you're not 65 yet, such as the Marketplace or COBRA. Have questions? Set up a complimentary consultation in Grand Rapids with Matt at www.MattsonFinancial.com. Just click on Health Services. 

Are We Entering A Spooky Season for the Markets?

October through the end of the year can be a spooky time for the markets, but it doesn't have to be. This week, Gary & Laurel discuss the risks in the market in the home stretch of 2023. We'll also talk about the small moves that can add up to bigger wealth over time. Get your year-end retirement check-up now. Connect with us at www.MattsonFinancial.com. 
 

Investing at a Time of War

The war in Israel is adding to pressures on the market & economy, but how does it affect the way we invest for the short-term? Gary & Laurel dive into this topic this week. Plus, we'll discuss the "raise" Social Security recipients will get in 2024. Is a 3.2% cost-of-living adjustment enough? Get a second opinion on your plan now at www.MattsonFinancial.com. 

Challenges in the First 10 Years of Retirement

So, you've retired. Now what? This week, Gary discusses 7 major challenges that can come along with the first decade of retirement. Yes, some are financial - but others have to do with how you'll fill your time. Listen as we address each one, and schedule a chat if you need help with the transition at www.MattsonFinancial.com.  

Retirement Setbacks & Worries

If you've ever had some setbacks with your health in retirement, you'll want to check out this week's episode. Gary shares how his wife is dealing with a setback after minor surgery that may help you redirect your energy too! Plus, why are so many retirees concerned about where we're headed? Address your retirement concerns head-on by setting up a chat at www.MattsonFinancial.com. 

Government Gridlock & Your Retirement Security

It seems every few months we go through more drama in Washington, D.C. about funding our government. But how does it affect you and your future? This week, Laurel discusses the potential impact on our finances as another government shutdown looms. We'll also examine how baby boomers are taking advantage of today's higher interest rates. Need a retirement check-up? Schedule a chat now at www.MattsonFinancial.com. 

7 Things You Might Want to Wait On Until After Retirement

Usually, we talk about what to do before you retire...but this week, we consider 7 things you might want to put off until after retirement. If you're up against any one of these decisions, feel free to reach out to the team at Mattson Financial Services for a second opinion. Connect now at www.MattsonFinancial.com. 

Strikes, Layoffs & Buyouts

The labor market is shifting right now. Between strikes, layoffs and buyout offers, it might be time for some to consider an early retirement. But what steps should you take first? Laurel & Taylor discuss the job transition on this week's episode. Need a second opinion on a buyout offer or retirement plan? Schedule a chat now at www.MattsonFinancial.com.