Money Mentors

Time For a Mid-Year Financial Checkup

Hard to believe, but we're already halfway through 2023. This week, Gerald & Laurel walk us through 9 steps we can take on our own - or with a fiduciary advisor - to help make sure we're on track at the midway point. Need help with your mid-year checkup? Connect with us now at www.MattsonFinancial.com. 

The Bulls Are Back!

The bulls have returned on Wall Street, but if this market still confuses you, this week's episode is for you. Laurel & Corey Davis discuss the reasons behind it and why Boomers are spending more, despite some continuing economic concerns. Need a second opinion on your portfolio? Connect with us at www.MattsonFinancial.com. 

Why Americans Are Investing More in Stocks

Americans have more invested in stocks now than they have in the last 15 years, but is that the best place to invest? And what are the other options? Also on this week's episode, Gary & Laurel dive into what helps people create real and lasting wealth - it may not be as hard as you think! Need a retirement check-up? Connect now at www.MattsonFinancial.com. 

SALE! SALE! SALE! Tax rates are on sale!

We're excited about a couple of things this week. First, Gary's back on "Money Mentors!" He explains the challenges of the last couple of months. Plus, we discuss the tax sale you can take advantage of - but for a limited time only. Schedule your retirement check-up now at www.MattsonFinancial.com. 

Social Security Projections for 2024

Social Security recipients got a nice bump in benefits in 2023, but the early projections for a cost-of-living increase for 2024 isn't so rosy. This week, Gerald & Laurel discuss other ways to think about giving yourself a raise in retirement, and how to get the most out of your benefits. Have Social Security questions? Connect with our team at www.MattsonFinancial.com. 

Are Troubled Banks Troubling You?

After the recent collapse of another small bank, some Americans are expressing concerns about where there money's being held. But what should we question about where our money is saved? And how do we figure out how much risk we should take with our cash? Listen to this week's episode for more and connect now for a second opinion at www.MattsonFinancial.com. 

The Mattson Financial Process

If you've thought about sitting down with a fiduciary financial advisor, but haven't taken that first step, this episode is for you. This week, Gerald & Laurel discuss their process at Mattson Financial Services as we walk through a typical client scenario, and how the plan takes shape. Ready for that conversation? Connect now at www.MattsonFinancial.com. 

What’s Your Investing Personality?

Everyone has a different view of money - and how to invest it. This week, we dive into 4 different personality types when it comes to investing, and how the team at Mattson Financial Services works with each one. And even if you've been a "zombie investor" for years, if it's time to get a second opinion on your plan, connect now at www.MattsonFinancial.com. 

The Debt Ceiling & Your Retirement

As Washington tries to raise the debt ceiling again, you might wonder how it affects you & your retirement. Laurel & Gerald discuss the real life implications this week, and how to include it in your own financial plan. Plus, the Fed's latest moves could make certain savings accounts more attractive, but is it the best place to save money? Listen for more and schedule your own retirement check-up at www.MattsonFinancial.com. 

The 5-Year Retirement Plan: Portfolio Management

If you're within 5 years of retirement, how should your portfolio management strategy change? And are you better off taking less risk? We'll dive into that topic on this week's podcast. We'll also discuss how AI - artificial intelligence - could change the career landscape in the next several years, with a prediction from ChatGPT. Need a second opinion on your retirement plan? Connect now at www.MattsonFinancial.com.