You get one body and one life, so making the right decisions about health care are key for retirees. This week, Gary & Laurel discuss how to navigate the complicated Medicare rules, plus the things to consider if you're losing your job because of vaccine mandates. Need help making these decisions? Schedule a chat at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

Money Mentors

What is Your Wealth Without Your Health?

Our favorite football teams are enjoying undefeated seasons - so far! Now it's time for us to finish our own 4th quarter by making the right plays financially. Join Gary & Laurel this week as they discuss this, plus the latest threats to our retirement success. Schedule a year-end retirement checkup now at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

Fourth Quarter Financial Moves

After a couple of rocky weeks on Wall Street, where are we headed next? We'll hear what a couple of analysts think on this week's podcast. Plus, is your job killing you? A new study has some shocking stats on this. Have a question for Gary & Laurel? Connect with your Money Mentors at www.MattsonFinancial.com.   See omnystudio.com/listener for privacy information.

Stressful Market & Stressful Jobs

With big point swings over the last couple of weeks on Wall Street, it might be time to assess your risk & how comfortable you are with market volatility. Taylor & Laurel address that on this week's episode, plus discuss some of the latest details on tax proposals in Washington. It's a great time to schedule a year-end retirement check-up at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

Adjusting to Market Volatility

The market is changing as quickly as the weather this fall. On this week's episode, Gary discusses how a real strategy differs from simply timing the market. Plus, why so many retirees have trouble spending what they've saved for retirement. Schedule a fall checkup on your retirement at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

Market Moves & Learning to Spend More for Retirement

It's our favorite time of year...football season! And just as players and coaches are facing penalties for making the wrong moves, so can retirees. This week, Gary breaks down the most common penalties you need to be aware of. Plus, we'll discuss what you're really paying for your 401(k). Have a question for your Money Mentors? Schedule a 15-minute phone call at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

Football, Financial Penalties & Your 401(k)

From Afghanistan to the pandemic to tax proposals, there are plenty of headlines to distract us from our financial goals. This week, Gary discusses the most common concern among retirees right now, and why now is the time for proactive planning. Need a retirement checkup? Connect with us at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

The Headlines & Your Money

The Tax Foundation has crunched the numbers on how much Michigan taxpayers might see their tax bills go up under several different tax proposals being discussed in Washington. Find out from Gerald this week on why yours may be even higher. Plus, it's been another record-setting quarter for 401(k)s! Need some help with your 401(k) or tax strategy? Connect with us at www.MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

The Impact of the Biden Tax Proposals

Is a million dollars enough for retirement? And can you ever be too rich? Maybe! Gary & Allison discuss this and more on this week's episode. Have a question about how much you've saved for retirement? Connect with us at MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

Can You Ever Be Too Rich?

Washington's trying to justify spending trillions more to pull us out of the pandemic funk, but what are the long-term impacts on your retirement? This week, Gerald Green breaks down how to take more control of these risks while you still can. Have a question for your Money Mentors? Connect with us at MattsonFinancial.com.  See omnystudio.com/listener for privacy information.

Controlling Tax & Inflation Risks

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.

Why West Michigan's Economy is Booming

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.    See omnystudio.com/listener for privacy information.

The Golden Tax Bill

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.

4 Mistakes to Avoid in Retirement

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.

The New Boat & New Truck Conundrum

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.

What's Your Fair Share?

Your Money Mentors – Gary Mattson, Laurel 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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