
Money Mentors Podcast
1) Potential Six-Figure Retirement Mistakes (Part 2)
It's easy to make financial mistakes in retirement, but we want to help you avoid them, especially those that can be costly. This week, Laurel Steward and Gary Mattson of Mattson Financial Services co...Show More
2) Potential Six-Figure Retirement Mistakes (Part 1)
We've all made financial mistakes, but hopefully, they've been ones you can recover from quickly. But when it comes to retirement, there are major decisions that could end up costing you hundreds, tho...Show More
3) Veggie-flation & Planning for Increasing Costs in Retirement
We all know prices have been going up for the last few years on just about everything, but have you checked out the price of vegetables lately? We'll discuss the dramatic jump in prices in what analys...Show More
4) 3 Important Retirement Questions for Couples
Navigating retirement as a couple can be exciting - but also challenging. After all, you might have different ideas or goals, and you might not discover that until you start putting your plan together...Show More
5) Am I Missing Out on the AI Boom?
Another company just joined the $4 trillion club, just weeks after Nvidia became the first to do so. So, what's driving these eye-popping numbers? Artificial intelligence! On this week's episode, Gera...Show More
6) Private Equity & Your 401(k)
The White House just made it easier for 401(k) plans to offer riskier investment choices, like private equity. But how do you know if it's too risky for your retirement goals? Gary Mattson and Taylor ...Show More
7) More Big, Beautiful Tax Perks for Retirees
This week, we continue our discussion about the big changes under the One Big Beautiful Act - specifically, the tax cut extensions and what that means from a planning perspective for the next few year...Show More
8) What the One Big Beautiful Act Means for Retirees & Pre-Retirees
You've heard it's big and beautiful - and yes, it's thousands of pages long...but what does the new law passed by Congress mean for you & your retirement? The team at Mattson Financial Services has be...Show More
9) Putting Your Lazy Money to Work For You This Summer
These might be the lazy days of summer, but that doesn't mean your money can take a snooze. On this week's episode, Gary Mattson and Gerald Green of Mattson Financial Services discuss the ways your mo...Show More
10) Why Most of Us Fail to Plan for Long-Term Care
If you've avoided the conversation about long-term care, you're certainly not alone. A new University of Michigan study sheds some light on just how many people put off the planning. On this week's ep...Show More