Taking Retirement for a Test Drive

Just like that paycheck that hit your bank account while you were working, you want the same type of consistency in retirement. On this week's episode, Gary Mattson and Gerald Green of Mattson Financial Services discuss how Social Security, pensions, and other guaranteed income sources can help cover essential expenses and provide additional peace of mind during volatile times. Plus, before you hand in your retirement papers, should you take your future lifestyle for a test drive? We'll explore why more pre-retirees are practicing retirement before they leave work, and how testing your budget, travel plans, living arrangements, and daily routines can help you avoid costly surprises. We'll also examine new investment accounts designed for children and grandchildren, discuss the power of starting early with long-term investing, and explain how families can help younger generations build wealth over time. Finally, how do you know if your financial advisor is truly serving your best interests? We'll review several warning signs that may indicate it's time for a second opinion and explain what you should expect from a fiduciary advisor relationship. If you'd like help creating a retirement income plan, evaluating your investments, or building a lasting legacy for your family, visit MattsonFinancial.com to schedule a chat today.