Money Mentors

Millionaire Savers & The Where to Save Problem

A new survey finds more Americans are reaching seven-figure savings in their retirement accounts. This week, Gary dives into why that's the case - and where people are investing their retirement dollars. Wondering if you're invested in the right spots based on your goals? Connect now for a portfolio check-up at www.MattsonFinancial.com.  

Retirement Splurges

For those who've been responsible savers all their lives, spending can sometimes be a challenge in retirement. But this week, Gary discusses ways to consider splurging a bit on yourself without worrying so much about your retirement nest egg. We also dive into the topic of a cashless society - is it a good idea? Check out more retirement resources at www.MattsonFinancial.com. 

Retiring in Michigan

Michigan has a lot going for it - especially this time of year. But how does retiring in Michigan fit into your financial plan? And what if retiring means moving to another state? Laurel & Gerald dive into this topic on this week's episode. Plus, if you have a child going off to college this fall, we'll discuss the one important document most families forget about during this big life transition. Need help with your retirement decisions? Connect now at www.MattsonFinancial.com. 

Stocks, Bonds & Your Retirement Success

What's the one biggest contributing factor to your retirement success? Laurel & Taylor discuss what one survey found on this week's podcast. Plus, if you're old enough to remember full-service gas stations - you'll want to check out this episode. Find more about our "full-service" approach at www.MattsonFinancial.com. 

The Man Who Helped Save Gary’s Life

What is your wealth without your health? Join us for a special episode this week as Gary talks to the man credited with helping save his life. Learn more about what Dr. Alphonse DeLucia and his team at University of Michigan-Health West are doing to change the game for cardiac patients, giving people like Gary a second chance at life. Find more about his work here: https://uofmhealthwest.org/news/taking-on-leadership-of-cardiac-surgery-program-is-a-homecoming-of-sorts-for-experienced-cardiothoracic-surgeon/
 

Better Options with Higher Interest Rates?

As interest rates climb, you may have more options when it comes to funding your retirement. Find out what Gary & Gerald think about those options on this week's episode. Plus, we discuss the factors to consider when looking for a 55+ community or other living arrangements in retirement. Need a second opinion on your plan? Set up a chat at www.MattsonFinancial.com. 

How to Avoid Leaving Your Heirs a Tax Bomb (& How to Spend It All Yourself Too!)

This week, we discuss two retirement scenarios: First, what to do if you want to leave something behind without leaving a huge tax bill to go with it. Secondly, we tackle how to build the type of plan that allows you to spend every dollar for yourself. Need help with either scenario? Connect now at www.MattsonFinancial.com. 

The Mattson Financial Difference

Gary & Laurel are off to a conference with financial advisors, so this week, we ask them "What makes them different?" We also discuss a new survey showing strain among the middle-class, plus what to do if you've benefited from the run-up in real estate prices. If you ever have a question about something on the podcast, feel free to connect with us at www.MattsonFinancial.com. 

The Summer Outlook for Interest Rates

As the Federal Reserve meets in July, market watchers are looking for another possible interest rate hike. But what does that mean for retirement savers? Plus - The Magnificent Seven. It's not a superhero movie...it's what's driving the market this summer. Taylor & Laurel discuss what it might mean for your portfolio. Schedule a summer check-up on your investments at www.MattsonFinancial.com. 

The Dog Days of Summer

These may be the dog days of summer, but it's not a time to get lazy about your finances. This week, Laurel & Taylor dive into what you can be doing to monitor your portfolio & the issues they're watching during the summer months to help retirees enjoy these slower months. It's also the perfect time for a retirement checkup, so schedule yours now at www.MattsonFinancial.com.