Money Mentors

Many Americans are doing the hard part - saving for retirement - but a surprising number are making one critical mistake: leaving that money sitting in cash instead of properly invested for long-term growth. On this week’s episode, financial advisors Gary Mattson and Laurel Steward of Mattson Financial Services discuss why this happens, the risks it can create for your retirement future, and the steps you can take to make your money work as hard as you did for it.Plus, once you’ve spent decades building your nest egg, how do you confidently shift from saving to spending in retirement? Gary and Laurel share strategies to help retirees create sustainable income while still protecting their wealth. Need help making smart retirement investing decisions? Visit MattsonFinancial.com for more retirement resources.

If the economy is making you nervous, it might be tempting to sit on the sidelines with your investments. But on this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services discuss why this strategy to deal with volatility can hurt long-term retirement success and why sitting entirely in cash may not be the safe move many think it is. We also tackle a problem many retirees don’t realize they have: neglecting their IRA. Plus, if you’ve accumulated between $500,000 and $5 million for retirement, you may face a unique set of planning challenges. We’ll discuss why this “mass affluent” stage often requires more advanced tax planning, liquidity strategies, and protection against longevity risk.Text KIT to 616-288-2909 to receive your complimentary Money Mentors Toolkit and start building a more confident retirement plan today. 

The word “recession” is everywhere right now thanks to fuel prices, global tensions, tariffs, and market uncertainty. But how should you respond, especially if you’re already in or nearing retirement? This week, Gerald Green and Corey Davis of Mattson Financial Services break down practical, real-world strategies to help baby boomers protect their retirement income - no matter what the economy does next. From building a reliable cash buffer to diversifying income streams and adjusting withdrawal strategies, we’ll show you how to stay focused on your goals instead of the headlines.Then, inspired by the excitement around the latest moon mission, we explore a different kind of frontier: your investment options. Is your portfolio truly diversified beyond stocks and bonds? And how should your strategy evolve as you move through your 60s and beyond? We also tackle a growing reality for many retirees - helping children and grandchildren financially in an era where raising a child can cost nearly $300,000. How can you support family without sacrificing your own retirement security?  Let us help you customize a retirement plan based on your specific goals. Connect anytime at www.MattsonFinancial.com.