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Apr 17, 2026 46 min

Retirement Lessons from Your Tax Return

from Money Mentors Hosted by Laurel Steward

Tax Day is almost here - but before you file and forget, your return could hold valuable clues about your financial future. In this episode, Gary Mattson of Mattson Financial Services breaks down how to use your tax return as a planning tool, not just paperwork, and explore strategies the wealthy use to legally reduce taxes and build long-term wealth. We also tackle today’s volatile market environment. Learn how different stages of life call for different strategies, If you want to keep more of what you worked so hard to earn and save, this episode is for you! Find out more about your Money Mentors at www.MattsonFinancial.com.

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Retirement Lessons from Your Tax Return

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This episode was published on April 17, 2026.

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