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Money Mentors

Money Mentors

Written by: Laurel Steward
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Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!Copyright Laurel Steward Economics
Episodes
  • Sell in May - or Stay in the Market?

    Sell in May - or Stay in the Market?
    Jun 5 2026
    You've probably heard the old Wall Street saying: "Sell in May and go away." But does that advice still hold up in today's markets? On this week's episode of Money Mentors, Gary Mattson and Laurel Steward of Mattson Financial Services explore whether seasonal investing strategies are fact or fiction. With recent research showing investors who stepped out of the market may have missed meaningful summer gains, they'll discuss why trying to time the market can be risky and how a well-designed retirement plan can help you enjoy your summer without constantly worrying about your portfolio.

    Then, if retirement is five years away or less, what should you be doing right now? Gary and Laurel break down the key moves pre-retirees should consider, including income planning, maximizing retirement accounts, reducing debt, preparing for healthcare costs, and testing your future retirement lifestyle before making the leap.

    Need a review of your retirement plan? Connect now at www.MattsonFinancial.com.

























































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    48 mins
  • How Does Your Financial Advisor Get Paid?

    How Does Your Financial Advisor Get Paid?
    May 29 2026

    You’ve worked hard to build your retirement savings, but are hidden fees slowly eating away at the wealth you’ve accumulated? On this week’s episode, Laurel Steward of Mattson Financial Services breaks down the often-overlooked costs buried inside retirement accounts, mutual funds, and investment strategies that can quietly cost high net worth retirees thousands of dollars every year. We’ll discuss why even small percentage fees can have a massive long-term impact on your retirement income and legacy, how to evaluate whether you’re truly getting value for the fees you pay, and the questions every investor should be asking their advisor right now.

    Plus, we’ll explore how taxes, charitable giving strategies, and smart portfolio management all work together to help affluent retirees keep more of what they’ve earned - both for themselves and for the next generation. If protecting your nest egg is just as important as growing it, this episode will help you uncover the costs that may be hiding in plain sight.




    Check out more of our retirement resources at www.MattsonFinancial.com.




























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    44 mins
  • Rocky Markets & Retirement Risks

    Rocky Markets & Retirement Risks
    May 21 2026
    Despite some ups & downs in the markets, many Americans are still heavily invested in their 401(k)s - and that could create unexpected risks as retirement gets closer. On this week’s episode, Laurel & Taylor Steward of Mattson Financial Services discuss why having a large balance doesn’t always mean you’re protected, and how retirees and pre-retirees can avoid some of the biggest mistakes tied to overconfidence in the market. We’ll break down the hidden dangers of relying too heavily on retirement accounts, including sequence-of-returns risk, Required Minimum Distributions, Medicare IRMAA surcharges, and the growing tax burden many boomers may face later in retirement.

    Plus, we’ll explain why diversification matters more than ever and how to build a strategy designed to weather both market volatility and long retirements. If your nest egg is concentrated in a 401(k), this episode will help you think beyond account balances and focus on creating a retirement income plan that works for your individual dreams, goals and desires. Connect with our team for a retirement review at www.MattsonFinancial.com.


























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    45 mins
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