Retirement Regrets & Roth Opportunities

from Money Mentors Hosted by Laurel Steward

Retirement isn't just about saving enough - it's about making smart decisions along the way. In this episode, Gary Mattson and Laurel Steward of Mattson Financial Services answer questions many retirees and pre-retirees are asking: Is a Roth conversion right for me? Should couples retire together or separately? What's really happening with AI stocks and the "Magnificent 7"? How do I know when I'm truly ready to retire? We'll also cover the practical side of retirement - from Medicare and income planning to creating a strategy that gives you confidence through every stage of retirement. Have retirement questions? Connect now with our team in West Michigan at www.MattsonFinancial.com.

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Retirement Regrets & Roth Opportunities

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How long is this episode of Money Mentors?

This episode is 43 minutes long.

When was this Money Mentors episode published?

This episode was published on July 30, 2026.

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